Mutual Fund Insights: JPMorgan Intrepid European C Fund (VEUCX)

In-depth Analysis of JPMorgan Intrepid European C Fund (VEUCX)

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See JPMorgan Intrepid European C Fund (VEUCX) performance details as of February 28, 2010

  

Last Trade: $15.60 on 3/19/2010, Change: -0.21 (-1.33%)

  

Fund Manager - Jonathan Ingram

Fund Manager Tenure: 3.0 years   [Similar Funds: VEUAX  VEUBX ]
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

Ingram leads the high alpha team of the JPMorgan Funds European Equity Group. Jonathan Ingram has been with JPMIM and its affiliates since 2000. Jonathan Ingram is a CFA charterholder.  Get more insights on Jonathan Ingram

  

 What we like about JPMorgan Intrepid European C Fund (VEUCX)

Data for JPMorgan Intrepid European C Fund (VEUCX) as of February 28, 2010

• JPMorgan Intrepid European C Fund (VEUCX) is less volatile than its peers as it has a 3-year Standard Deviation of 25.5, lower than category average of 28.45

  

 What we are cautious about JPMorgan Intrepid European C Fund (VEUCX)

Data for JPMorgan Intrepid European C Fund (VEUCX) as of February 28, 2010

• JPMorgan Intrepid European C Fund (VEUCX) management has been with JPMorgan Intrepid European C Fund for only 3.0 years, it is hard to judge manager's ability based on this fund's operation record
• JPMorgan Intrepid European C Fund (VEUCX) has a less-than-ideal short-term performance (1-year return 46.30% vs 68.46 % Europe Stock category average)
• JPMorgan Intrepid European C Fund (VEUCX) has a less-than-ideal mid-term performance (3-year return -11.38% vs -8.95 % Europe Stock category average)
• JPMorgan Intrepid European C Fund (VEUCX) has a less-than-ideal Long-term performance (5-year return 1.50% vs 2.40 % Europe Stock category average)
• JPMorgan Intrepid European C Fund (VEUCX) ratio of up-years vs down years can be improved
• JPMorgan Intrepid European C Fund (VEUCX) has a Morningstar rating of 3 and below
• JPMorgan Intrepid European C Fund (VEUCX) is less safe compared to its Europe Stock peers
• JPMorgan Intrepid European C Fund (VEUCX) has an annual stock turnover rate of 433.00% that is higher than the Europe Stock average of 160.10%. This could mean JPMorgan Intrepid European C is more nimble, but also signal potential high tax impact and high trading fees
• JPMorgan Intrepid European C Fund (VEUCX) does not have a good risk adjusted return as its 3-year Alpha of -2.92 is worse than category average of 1.4, and its 3-year Sharpe ratio is -0.41
• JPMorgan Intrepid European C Fund (VEUCX) has a higher management fee of 2.01% than its Europe Stock average of 1.73%
• JPMorgan Intrepid European C Fund (VEUCX) carries a 1% load

See JPMorgan Intrepid European C Fund (VEUCX) performance details as of February 28, 2010

  

  

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JPMorgan Intrepid European C Fund (VEUCX) Net Asset

Track net asset change of JPMorgan Intrepid European C fund (VEUCX)

Date	Net Asset
02/2010	$203.08M
01/2010	$21.16M
11/2009	$23.74M

More historic net asset information on JPMorgan Intrepid European C Fund (VEUCX)

  

JPMorgan Intrepid European C Fund (VEUCX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Intrepid European C fund (VEUCX)

Date	Cash	Stock	Bond	Other
01/2010	3.1%	96.89%	0%	0%
10/2009	0.87%	99.13%	0%	0%
09/2009	2.48%	96.88%	0%	0.64%

Click here to see more historic asset allocation information on JPMorgan Intrepid European C Fund (VEUCX)

  

Most Recent Top 10 Holdings in JPMorgan Intrepid European C Fund (VEUCX)

Discover what JPMorgan Intrepid European C Fund (VEUCX) manager is buying

31-Jan-10 BP PLC [4.46%] Novartis AG [3.15%] JPMorgan Tax Free Money Market Reserve [2.96%] Banco Santander - Chile ADS [2.61%] Seadrill [2.37%] [2.31%] BMB Munai, Inc. Common Stock [2.25%] Clariant AG, Muttenz [2.21%] [2.09%] [2.06%]

31-Oct-09 BP Plc [4.33%] ASTRAZENECA PLC ADS [3.37%] Novartis [3.27%] BANCO SANTANDER CHI [2.71%] Vodafone Group PLC [2.58%] Aixtron AG [2.29%] TELEFONICA SA [2.19%] ENEL SPA [2.08%] Clariant AG, Muttenz [2.07%] BANCO SANTANDER CHI [2.06%]

30-Sep-09 HSBC HOLDINGS PLC [3.23%] BP Plc [2.73%] JPMorgan Prime Money Market Inst [2.48%] TULLET PREBN ORD [2.24%] ALCATEL LUCENT [2.23%] CS GROUP AG N ORD [2.21%] BANCO SANTANDER CHI [2.09%] ATMOS ENERGY CP [2%] BANCO BILBAO VIZCAYA ARGENTARI [1.88%] BMB MUNAI INC [1.83%]

Click here for Stock Holding Change Map in JPMorgan Intrepid European C Fund (VEUCX)

  

Related books and products to JPMorgan Intrepid European C Fund (VEUCX)

  

Latest News on JPMorgan Intrepid European C (VEUCX)

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See more information on JPMorgan Intrepid European C Fund (VEUCX)

• JPMorgan Intrepid European C Fund Insights
• JPMorgan Intrepid European C Fund Performance Data
• JPMorgan Intrepid European C Fund News
• JPMorgan Intrepid European C Fund Score Explaination
• JPMorgan Intrepid European C Fund Manager Information
• Historic JPMorgan Intrepid European C Fund Asset Allocation Report
• Historic JPMorgan Intrepid European C Fund Top 10 Holding Tracking
• Historic JPMorgan Intrepid European C Fund Asset Under Management Tracking