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JPMorgan Small Cap Equity A (VSEAX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Small Cap Equity A (VSEAX) Fund

    Last Trade: $42.46 on 12/18/2014, Change: +0.57 (1.36%)

 

Graph of JPMorgan Small Cap Equity A Fund (VSEAX) ManagerFund Manager - Don J. San Jose

Fund Manager Information

Fund Manager Tenure: 7.1 years
Similar Funds: VSEBX  VSEIX 
Fund Family: JPMorgan
Fund Category: Small Blend
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

 

Graph of JPMorgan Small Cap Equity A Fund (VSEAX) ProfileJPMorgan Small Cap Equity A Fund (VSEAX) Profile

Fund Profile and Description

JPMorgan Small Cap Equity A Fund seeks capital growth over the long term. JPMorgan Small Cap Equity A Fund normally invests at least 80% of assets in equity securities of small-cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index stocks at the time of purchase. JPMorgan Small Cap Equity A Fund invests primarily in common stocks.

 

JPMorgan Small Cap Equity A (VSEAX) Fund Strength What we like about JPMorgan Small Cap Equity A (VSEAX) Fund

Data for JPMorgan Small Cap Equity A Fund (VSEAX) as of Nov 29, 2014

  • JPMorgan Small Cap Equity A Fund (VSEAX) management has been with JPMorgan Small Cap Equity A Fund for 7.1 years
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good short-term performance (1-year return 7.69% vs 4.13% Small Blend category median performance)
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good mid-term performance (3-year return 19.13% vs 17.59% Small Blend category median performance)
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good Long-term performance (5-year return 18.22% vs 16.04% Small Blend category median performance)
  • 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
  • Asset base in JPMorgan Small Cap Equity A Fund (VSEAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan Small Cap Equity A Fund (VSEAX) has an annual stock turnover rate of 30.00% vs Small Blend average of 46.58%. 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 10.97, lower than category average of 12.82

JPMorgan Small Cap Equity A Fund (VSEAX) Weakness What we are cautious about JPMorgan Small Cap Equity A (VSEAX) Fund

Data for JPMorgan Small Cap Equity A Fund (VSEAX) as of Nov 29, 2014

  • JPMorgan Small Cap Equity A Fund (VSEAX) has a higher expense ratio of 1.29% than its Small Blend average of 1.26%
  • JPMorgan Small Cap Equity A Fund (VSEAX) carries a 5.25% load
See JPMorgan Small Cap Equity A Fund (VSEAX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare JPMorgan Small Cap Equity A Fund (VSEAX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Small Cap Equity A5.297.6919.1318.22
Invesco Select Companies R5 (ATIIX)10.2612.9716.1818.66Compare
Bogle Small Cap Growth Instl (BOGIX)2.487.1123.5120.26Compare
Bridgeway Ultra-Small Company Market (BRSIX)0.121.8123.0617.52Compare

See top fund managers for Small Blend Category Funds

 

Compare JPMorgan Small Cap Equity A Fund (VSEAX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Morningstar Small Core Index (JKJ)7.55%9.74%19.90%
Vanguard Small Cap ETF (VB)6.28%8.98%20.17%
Schwab U.S. Small-Cap ETF (SCHA)4.74%7.06%20.09%
RevenueShares Small Cap (RWJ)3.19%5.84%21.89%
SPDR S&P 600 Small Cap ETF (SLY)3.73%4.98%19.75%

 

Graph of JPMorgan Small Cap Equity A Fund (VSEAX) Net Asset TrackingJPMorgan Small Cap Equity A (VSEAX) Fund Net Asset

Track net asset change of JPMorgan Small Cap Equity A fund (VSEAX)

DateNet Asset
11/2014$3.43B
10/2014$3.37B
09/2014$3.19B
More historic net asset information on JPMorgan Small Cap Equity A Fund (VSEAX)

  

Graph of JPMorgan Small Cap Equity A Fund (VSEAX) Portfolio TrackingJPMorgan Small Cap Equity A (VSEAX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Small Cap Equity A fund (VSEAX)

DateCashStockBondOther
10/20144.15%95.85%0%0%
09/20144.82%95.18%0%0%
08/20144.04%95.96%0%0%
Click here to see more historic asset allocation information on JPMorgan Small Cap Equity A Fund (VSEAX)

 

graph of JPMorgan Small Cap Equity A Fund (VSEAX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Small Cap Equity A (VSEAX) Fund

Discover what JPMorgan Small Cap Equity A Fund (VSEAX) manager is buying

Oct 30, 2014
Waste Connections, Inc. Common [2.8%]
Jarden Corporation Common Stock [2.75%]
Taminco Corp [2.17%]
Brinker International, Inc. Com [1.92%]
Spectrum Brands Holdings, Inc. [1.89%]
Associated Banc-Corp [1.88%]
ProAssurance Corporation Common [1.81%]
RLJ Lodging Trust Common Shares [1.78%]
Silgan Holdings Inc. [1.76%]
AptarGroup, Inc. Common Stock [1.74%]

Sep 29, 2014
Waste Connections, Inc. Common [2.88%]
Jarden Corporation Common Stock [2.72%]
Taminco Corporation Common Stoc [2.3%]
Brinker International, Inc. Com [2.16%]
Spectrum Brands Holdings, Inc. [1.99%]
ProAssurance Corporation Common [1.85%]
Associated Banc-Corp [1.84%]
Silgan Holdings Inc. [1.82%]
AptarGroup, Inc. Common Stock [1.79%]
RLJ Lodging Trust Common Shares [1.71%]

Aug 30, 2014
Waste Connections, Inc. Common [2.79%]
Jarden Corporation Common Stock [2.6%]
Taminco Corporation Common Stoc [2.03%]
Brinker International, Inc. Com [2%]
Associated Banc-Corp [1.89%]
Silgan Holdings Inc. [1.88%]
ProAssurance Corporation Common [1.88%]
Spectrum Brands Holdings, Inc. [1.82%]
AptarGroup, Inc. Common Stock [1.81%]
Crown Holdings, Inc. [1.73%]
Click here for Stock Holding Change Map in JPMorgan Small Cap Equity A Fund (VSEAX)

  

Latest News on JPMorgan Small Cap Equity A (VSEAX) Fund

See what is happening with JPMorgan Small Cap Equity A Fund (VSEAX)

 

JPMorgan Small Cap Equity A Fund (VSEAX) Related ResourcesSee more information on JPMorgan Small Cap Equity A (VSEAX) Fund

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