Mutual Fund Insights: JPMorgan NY Tax Free Bond A Fund (VANTX)

In-depth Analysis of JPMorgan NY Tax Free Bond A Fund (VANTX)

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See JPMorgan NY Tax Free Bond A Fund (VANTX) performance details as of January 31, 2010

  

Last Trade: $7.31 on 3/12/2010, Change: 0.00 (0%)

  

Fund Manager - David Sivinski

Fund Manager Tenure: 5.0 years
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

Sivinski is currently a portfolio manager with J.P. Morgan Investment Management. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation.  Get more insights on David Sivinski

  

 What we like about JPMorgan NY Tax Free Bond A Fund (VANTX)

Data for JPMorgan NY Tax Free Bond A Fund (VANTX) as of January 31, 2010

• JPMorgan NY Tax Free Bond A Fund (VANTX) management has been with JPMorgan NY Tax Free Bond A Fund for 5.0 years
• JPMorgan NY Tax Free Bond A Fund (VANTX) has good mid-term performance (3-year return 4.73% vs 3.72% Muni New York Interm/Short category average)
• JPMorgan NY Tax Free Bond A Fund (VANTX) has good Long-term performance (5-year return 3.49% vs 3.18% Muni New York Interm/Short category average)
• JPMorgan NY Tax Free Bond A Fund (VANTX) ratio of up-years vs down years is greater than 2
• JPMorgan NY Tax Free Bond A Fund (VANTX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.76, lower than category average of 5.22
• JPMorgan NY Tax Free Bond A Fund (VANTX) has a lower management fee than its Muni New York Interm/Short average: 0.75% vs 0.97%

  

 What we are cautious about JPMorgan NY Tax Free Bond A Fund (VANTX)

Data for JPMorgan NY Tax Free Bond A Fund (VANTX) as of January 31, 2010

• JPMorgan NY Tax Free Bond A Fund (VANTX) has a less-than-ideal short-term performance (1-year return 4.55% vs 7.16% Muni New York Interm/Short category average)
• JPMorgan NY Tax Free Bond A Fund (VANTX) has a Morningstar rating of 3 and below
• JPMorgan NY Tax Free Bond A Fund (VANTX) carries a 3.75% load

See JPMorgan NY Tax Free Bond A Fund (VANTX) performance details as of January 31, 2010

  

  

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JPMorgan NY Tax Free Bond A Fund (VANTX) Net Asset

Track net asset change of JPMorgan NY Tax Free Bond A fund (VANTX)

Date	Net Asset
01/2010	$271.25M
11/2009	$264.38M
10/2009	$256.50M

More historic net asset information on JPMorgan NY Tax Free Bond A Fund (VANTX)

  

JPMorgan NY Tax Free Bond A Fund (VANTX) Portfolio Allocation

Track portfolio allocation change of JPMorgan NY Tax Free Bond A fund (VANTX)

Date	Cash	Stock	Bond	Other
10/2009	10.56%	0%	89.44%	0%
09/2009	11.77%	0%	88.23%	0%
07/2009	9.4%	0%	90.6%	0%

Click here to see more historic asset allocation information on JPMorgan NY Tax Free Bond A Fund (VANTX)

  

Most Recent Top 10 Holdings in JPMorgan NY Tax Free Bond A Fund (VANTX)

Discover what JPMorgan NY Tax Free Bond A Fund (VANTX) manager is buying

31-Oct-09 JPMorgan Tax-Free Money Mkt Inst [9.67%] Metropolitan Transn Auth 5.75% [2.12%] New York St Dorm Auth 5.75% [1.5%] Metropolitan Transn Auth 4.75% [1.34%] New York St Dorm Auth 5.75% [1.03%] New York St Twy Auth 5% [1.02%] Westchester Cnty N Y Health Ca Rev 5.25% [0.92%] New York N Y City Mun Wtr Fin Rev Bds 5% [0.85%] New York St Urban Dev Corp Rev Svc C 5% [0.79%] New York St Loc Govt Assistanc Ref 5.5% [0.76%]

30-Sep-09 JPMorgan Tax-Free Money Mkt Inst [10.93%] Metropolitan Transn Auth 5.75% [2.16%] New York St Dorm Auth 5.75% [1.5%] Metropolitan Transn Auth 4.75% [1.37%] New York St Twy Auth 5% [1.06%] New York St Dorm Auth 5.75% [1.03%] Westchester Cnty N Y Health Ca Rev 5.25% [0.91%] New York N Y City Mun Wtr Fin Rev Bds 5% [0.87%] New York St Urban Dev Corp Rev Svc C 5% [0.82%] New York St Loc Govt Assistanc Ref 5.5% [0.79%]

31-Jul-09 JPMorgan Tax-Free Money Mkt Inst [8.47%] Metropolitan Transn Auth 5.75% [2.28%] New York St Dorm Auth 5.75% [1.64%] Metropolitan Transn Auth 4.75% [1.49%] New York St Dorm Auth 5.75% [1.14%] New York St Twy Auth 5% [1.1%] Westchester Cnty N Y Health Ca Rev 5.25% [1%] New York N Y City Mun Wtr Fin Rev Bds 5% [0.93%] New York St Urban Dev Corp Rev Svc C 5% [0.85%] New York St Loc Govt Assistanc Ref 5.5% [0.83%]

Click here for Stock Holding Change Map in JPMorgan NY Tax Free Bond A Fund (VANTX)

  

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See more information on JPMorgan NY Tax Free Bond A Fund (VANTX)

• JPMorgan NY Tax Free Bond A Fund Insights
• JPMorgan NY Tax Free Bond A Fund Performance Data
• JPMorgan NY Tax Free Bond A Fund News
• JPMorgan NY Tax Free Bond A Fund Score Explaination
• JPMorgan NY Tax Free Bond A Fund Manager Information
• Historic JPMorgan NY Tax Free Bond A Fund Asset Allocation Report
• Historic JPMorgan NY Tax Free Bond A Fund Top 10 Holding Tracking
• Historic JPMorgan NY Tax Free Bond A Fund Asset Under Management Tracking