Mutual Fund Insights: JPMorgan NY Tax Free Bd Sel Fund (VINTX)

In-depth Analysis of JPMorgan NY Tax Free Bd Sel Fund (VINTX)

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See JPMorgan NY Tax Free Bd Sel Fund (VINTX) performance details as of January 31, 2010

  

Last Trade: $7.33 on 3/19/2010, Change: +0.01 (0.14%)

  

Fund Manager - David Sivinski

Fund Manager Tenure: 5.0 years
Fundmojo Fund Grade: A (Score: 0.72)     (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 Bd Sel Fund (VINTX)

Data for JPMorgan NY Tax Free Bd Sel Fund (VINTX) as of January 31, 2010

• JPMorgan NY Tax Free Bd Sel Fund (VINTX) management has been with JPMorgan NY Tax Free Bd Sel Fund for 5.0 years
• JPMorgan NY Tax Free Bd Sel Fund (VINTX) has good mid-term performance (3-year return 4.81% vs 3.72% Muni New York Interm/Short category average)
• JPMorgan NY Tax Free Bd Sel Fund (VINTX) has good Long-term performance (5-year return 3.56% vs 3.18% Muni New York Interm/Short category average)
• JPMorgan NY Tax Free Bd Sel Fund (VINTX) ratio of up-years vs down years is greater than 2
• JPMorgan NY Tax Free Bd Sel Fund (VINTX) has a Morningstar rating of 4 and above
• JPMorgan NY Tax Free Bd Sel Fund (VINTX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.7, lower than category average of 5.22
• JPMorgan NY Tax Free Bd Sel Fund (VINTX) has a lower management fee than its Muni New York Interm/Short average: 0.70% vs 0.97%
• JPMorgan NY Tax Free Bd Sel Fund (VINTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about JPMorgan NY Tax Free Bd Sel Fund (VINTX)

Data for JPMorgan NY Tax Free Bd Sel Fund (VINTX) as of January 31, 2010

• JPMorgan NY Tax Free Bd Sel Fund (VINTX) has a less-than-ideal short-term performance (1-year return 4.71% vs 7.16% Muni New York Interm/Short category average)

See JPMorgan NY Tax Free Bd Sel Fund (VINTX) performance details as of January 31, 2010

  

  

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JPMorgan NY Tax Free Bd Sel Fund (VINTX) Net Asset

Track net asset change of JPMorgan NY Tax Free Bd Sel fund (VINTX)

Date	Net Asset
01/2010	$435.79M
11/2009	$451.51M
10/2009	$445.62M

More historic net asset information on JPMorgan NY Tax Free Bd Sel Fund (VINTX)

  

JPMorgan NY Tax Free Bd Sel Fund (VINTX) Portfolio Allocation

Track portfolio allocation change of JPMorgan NY Tax Free Bd Sel fund (VINTX)

Date	Cash	Stock	Bond	Other
10/2009	10.56%	0%	89.44%	0%
09/2009	11.77%	0%	88.23%	0%
08/2009	10.72%	0%	89.28%	0%

Click here to see more historic asset allocation information on JPMorgan NY Tax Free Bd Sel Fund (VINTX)

  

Most Recent Top 10 Holdings in JPMorgan NY Tax Free Bd Sel Fund (VINTX)

Discover what JPMorgan NY Tax Free Bd Sel Fund (VINTX) 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-Aug-09 JPMorgan Tax-Free Money Mkt Inst [9.83%] Metropolitan Transn Auth 5.75% [2.19%] New York St Dorm Auth 5.75% [1.57%] Metropolitan Transn Auth 4.75% [1.42%] New York St Dorm Auth 5.75% [1.08%] New York St Twy Auth 5% [1.07%] Westchester Cnty N Y Health Ca Rev 5.25% [0.96%] New York N Y City Mun Wtr Fin Rev Bds 5% [0.89%] New York St Urban Dev Corp Rev Svc C 5% [0.82%] New York St Loc Govt Assistanc Ref 5.5% [0.8%]

Click here for Stock Holding Change Map in JPMorgan NY Tax Free Bd Sel Fund (VINTX)

  

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See more information on JPMorgan NY Tax Free Bd Sel Fund (VINTX)

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