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Mutual Fund Insights: JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

In-depth Analysis of JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

Mutual fund chart: JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

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See JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) performance details as of January 31, 2010

  

    Last Trade: $13.41 on 3/19/2010, Change: -0.15 (-1.11%)
Experiment our closing price forecasting tool for JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) (alpha release)

  

Fund Manager - Christopher Mark Vyvyan Jones

Fund Manager Tenure: 5.5 years   [Similar Funds: VSCCX  VSCOX ]
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)
Jones joined JPMorgan Investment Advisors in July 2004. He is the chief investment officer of the U.S. Equity Growth and Small Cap team and has worked as a portfolio manager with various affiliates of JPMIM since 1982. Jones holds the Chartered Financial Analyst disignation.  Get more insights on Christopher Mark Vyvyan Jones

  

What we like about JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) What we like about JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

Data for JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) as of January 31, 2010

  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) management has been with JPMorgan Dynamic Small Cap Growth B Fund for 5.5 years
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) ratio of up-years vs down years is greater than 2
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) has an annual stock turnover rate of 83.00% vs Small Growth average of 131.92%. It is good that JPMorgan Dynamic Small Cap Growth B management does not trade extensively for its return.
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.69, lower than category average of 24.84

  

What we are cautious about JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) What we are cautious about JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

Data for JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) as of January 31, 2010

  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) has a less-than-ideal short-term performance (1-year return 28.98% vs 39.62% Small Growth category average)
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) has a less-than-ideal mid-term performance (3-year return -9.41% vs -6.96% Small Growth category average)
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) has a less-than-ideal Long-term performance (5-year return -1.11% vs 0.25% Small Growth category average)
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) has a Morningstar rating of 3 and below
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) is less safe compared to its Small Growth peers
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) does not have a good risk adjusted return as its 3-year Alpha of -0.86 is worse than category average of 2.43, and its 3-year Sharpe ratio is -0.38
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) has a higher management fee of 2.13% than its Small Growth average of 1.60%
  • JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) carries a 5% load
See JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) performance details as of January 31, 2010

  

  

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JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) Net Asset

Track net asset change of JPMorgan Dynamic Small Cap Growth B fund (VSCBX)

DateNet Asset
01/2010$3.17M
11/2009$3.43M
10/2009$15.81M
More historic net asset information on JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

  

JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Dynamic Small Cap Growth B fund (VSCBX)

DateCashStockBondOther
10/20090.84%99.16%0%0%
09/20093.08%96.92%0%0%
08/20095.38%94.62%0%0%
Click here to see more historic asset allocation information on JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

  

Most Recent Top 10 Holdings in JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

Discover what JPMorgan Dynamic Small Cap Growth B Fund (VSCBX) manager is buying

31-Oct-09
Nuance Communications, Inc. [2.9%]
CONCHO RESOURCES INC [2.69%]
F5 Networks, Inc. [2.51%]
Lincoln Educational Services Co [2.26%]
GEO GROUP INC (THE) [2.09%]
Syntel, Inc. [2.04%]
Blackboard Inc. [2.03%]
DSW INC. [2%]
Cerner Corporation [1.98%]
HEICO CP [1.94%]

30-Sep-09
Nuance Communications, Inc. [3.12%]
JPMorgan Prime Money Market Inst [3.08%]
Lincoln Educational Services Co [2.64%]
Cerner Corporation [2.61%]
Syntel, Inc. [2.55%]
CONCHO RESOURCES INC [2.41%]
F5 Networks, Inc. [2.09%]
HEICO CP [2.08%]
Blackboard Inc. [2.03%]
Thoratec Corporation [2.01%]

31-Aug-09
JPMorgan Prime Money Market Inst [3.74%]
Cerner Corporation [2.81%]
Nuance Communications, Inc. [2.79%]
MedAssets, Inc. [2.72%]
Lincoln Educational Services Co [2.68%]
Syntel, Inc. [2.64%]
Psychiatric Solutions, Inc. [2.5%]
Synaptics Incorporated [2.18%]
CONCHO RESOURCES INC [2.11%]
Iconix Brand Group, Inc. [2.09%]
Click here for Stock Holding Change Map in JPMorgan Dynamic Small Cap Growth B Fund (VSCBX)

  

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