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Mutual Fund Insights: JPMorgan Small Cap Equity A Fund (VSEAX)
In-depth Analysis of JPMorgan Small Cap Equity A (VSEAX)
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Last Trade: $26.31 on 11/20/2009, Change: -0.09 (-0.34%)
Fund Manager - Glenn Gawronski
Fund Manager Tenure: 5.2 years [Similar Funds: VSEBX VSEIX ]Fundmojo Fund Grade: Mojo Master (Score: 0.85) (What does this score mean?)Gawronski, vice president of JPMIM, has worked as portfolio manager for JPMIM or its affiliates since 2004 and has been employed with the firm since 1999. Prior to becoming a portfolio manager, Glenn Gawronski was an analyst for a micro cap portfolio.
Category Average: 11.45% , -8.46% , 0.52% | Category Average: 1.40% | Category Average: 92.45% |
What we like about JPMorgan Small Cap Equity A Fund (VSEAX)
Data for JPMorgan Small Cap Equity A Fund (VSEAX) as of October 31, 2009
- JPMorgan Small Cap Equity A Fund (VSEAX) management has been with JPMorgan Small Cap Equity A Fund for 5.2 years
- JPMorgan Small Cap Equity A Fund (VSEAX) has good short-term performance (1-year return 22.55% vs 11.45% Small Blend category average)
- JPMorgan Small Cap Equity A Fund (VSEAX) has good mid-term performance (3-year return -2.21% vs -8.46% Small Blend category average)
- JPMorgan Small Cap Equity A Fund (VSEAX) has good Long-term performance (5-year return 6.10% vs 0.52% Small Blend category average)
- JPMorgan Small Cap Equity A Fund (VSEAX) ratio of up-years vs down years is greater than 2
- JPMorgan Small Cap Equity A Fund (VSEAX) has a Morningstar rating of 4 and above
- JPMorgan Small Cap Equity A Fund (VSEAX) has an annual stock turnover rate of 45.00% vs Small Blend average of 92.45%. It is good that JPMorgan Small Cap Equity A management does not trade extensively for its return.
- JPMorgan Small Cap Equity A Fund (VSEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.2, lower than category average of 24.84
What we are cautious about JPMorgan Small Cap Equity A Fund (VSEAX)
Data for JPMorgan Small Cap Equity A Fund (VSEAX) as of October 31, 2009
- JPMorgan Small Cap Equity A Fund (VSEAX) carries a front-end load of 5.25% and % backend load
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JPMorgan Small Cap Equity A Fund (VSEAX) Net Asset
Track net asset change of JPMorgan Small Cap Equity A fund (VSEAX)
| Date | Net Asset |
| 10/2009 | $455.29M |
| 09/2009 | $475.18M |
| 08/2009 | $439.11M |
JPMorgan Small Cap Equity A Fund (VSEAX) Portfolio Allocation
Track portfolio allocation change of JPMorgan Small Cap Equity A fund (VSEAX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 3.8% | 96.2% | 0% | 0% |
| 08/2009 | 2.9% | 97.1% | 0% | 0% |
| 07/2009 | 3.53% | 96.47% | 0% | 0% |
Most Recent Top 10 Holdings in JPMorgan Small Cap Equity A Fund (VSEAX)
Discover what JPMorgan Small Cap Equity A Fund (VSEAX) manager is buying
PROASSURANCE CORP [3.09%] JARDEN CP [2.53%] Silgan Holdings, Inc. [2.44%] TRANSDIGM GRP INC [2.3%] PSS World Medical Inc. [2.21%] optionsXpress Holdings, Inc. [1.75%] PHARMERICA CORP [1.73%] Hansen Natural Corporation [1.7%] NTELOS Holdings Corp. [1.69%] | JPMorgan Prime Money Market Inst [2.9%] PSS World Medical Inc. [2.42%] Silgan Holdings, Inc. [2.41%] JARDEN CP [2.35%] TRANSDIGM GRP INC [2.2%] PHARMERICA CORP [2%] optionsXpress Holdings, Inc. [1.8%] WASTE CONNECTIONS [1.68%] | PROASSURANCE CORP [3.33%] Silgan Holdings, Inc. [2.57%] PSS World Medical Inc. [2.47%] JARDEN CP [2.46%] PHARMERICA CORP [2.16%] optionsXpress Holdings, Inc. [2.02%] TRANSDIGM GRP INC [1.96%] WASTE CONNECTIONS [1.86%] |
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- Fund Mojo Score is 0.75 (A+) and above
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- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
