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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: $34.99 on 2/12/2016, Change: +0.51 (1.48%)

 

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

Fund Manager Information

Fund Manager Tenure: 8.3 years
Similar Funds: VSEIX 
Fund Family: JPMorgan
Fund Category: Small Blend
Fund Performance: Jan 30, 2016
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 Jan 30, 2016

  • JPMorgan Small Cap Equity A Fund (VSEAX) management has been with JPMorgan Small Cap Equity A Fund for 8.3 years
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good short-term performance (1-year return -4.89% vs -8.65% Small Blend category median performance)
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good mid-term performance (3-year return 8.57% vs 6.07% Small Blend category median performance)
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good Long-term performance (5-year return 10.28% vs 6.91% 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
  • JPMorgan Small Cap Equity A Fund (VSEAX) has an annual stock turnover rate of 20.00% vs Small Blend average of 44.91%. 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 12.15, lower than category average of 13.69

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 Jan 30, 2016

  • JPMorgan Small Cap Equity A Fund (VSEAX) has a higher expense ratio of 1.29% than its Small Blend average of 1.23%
  • JPMorgan Small Cap Equity A Fund (VSEAX) carries a 5.25% load
See JPMorgan Small Cap Equity A Fund (VSEAX) performance details as of Jan 30, 2016

 

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 A-4.92-4.898.5710.28
Natixis Vaughan Nelson Small Cap Value A (NEFJX)-7.61-4.119.418.44Compare
Calvert Small Cap I (CSVIX)-5.78-3.1710.739.65Compare
Shelton S&P Smallcap Index Direct (SMCIX)-6.08-4.009.1010.05Compare

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 Russell 2000 (IWM)-8.58%-9.70%6.19%
Vanguard Russell 2000 ETF (VTWO)-8.48%-9.53%6.22%
iShares Morningstar Small-Cap (JKJ)-6.65%-9.53%6.89%
Schwab US Small-Cap ETF (SCHA)-8.00%-9.49%7.21%
PowerShares FTSE RAFI US 1500 Sm-Mid ETF (PRFZ)-7.58%-9.47%6.74%

 

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
01/2016$2.91B
12/2015$2.96B
11/2015$2.90B
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
12/20154.75%95.25%0%0%
11/20154.65%95.35%0%0%
10/20153.73%96.27%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

Dec 30, 2015
Waste Connections, Inc. Common [2.85%]
Toro Company (The) Common Stock [2.47%]
Spectrum Brands Holdings, Inc. [2.38%]
Pool Corporation [2.29%]
AptarGroup, Inc. Common Stock [2.16%]
IDEXX Laboratories, Inc. [1.96%]
Crown Holdings, Inc. [1.86%]
Brinker International, Inc. Com [1.84%]
Jarden Corporation Common Stock [1.74%]
Centene Corporation Common Stoc [1.68%]

Nov 29, 2015
Waste Connections, Inc. Common [2.7%]
Toro Company (The) Common Stock [2.47%]
Pool Corporation [2.19%]
AptarGroup, Inc. Common Stock [2.07%]
Spectrum Brands Holdings, Inc. [2.06%]
Crown Holdings, Inc. [1.94%]
IDEXX Laboratories, Inc. [1.88%]
Jarden Corporation Common Stock [1.84%]
Brinker International, Inc. Com [1.71%]
Silgan Holdings Inc. [1.67%]

Oct 30, 2015
Waste Connections, Inc. Common [3.27%]
Pool Corporation [2.39%]
Toro Company (The) Common Stock [2.34%]
AptarGroup, Inc. Common Stock [2.26%]
Spectrum Brands Holdings, Inc. [2.05%]
Crown Holdings, Inc. [2.04%]
Jarden Corporation Common Stock [1.84%]
IDEXX Laboratories, Inc. [1.81%]
Silgan Holdings Inc. [1.75%]
Brinker International, Inc. Com [1.72%]
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

Popular pages on JPMorgan Small Cap Equity A (VSEAX) Fund

  

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