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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: $44.00 on 7/31/2014, Change: -0.96 (-2.14%)

 

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

Fund Manager Information

Fund Manager Tenure: 6.8 years
Similar Funds: VSEBX  VSEIX 
Fund Family: JPMorgan
Fund Category: Small Growth
Fund Performance: Jun 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 Jun 29, 2014

  • JPMorgan Small Cap Equity A Fund (VSEAX) management has been with JPMorgan Small Cap Equity A Fund for 6.8 years
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good short-term performance (1-year return 23.27% vs 22.79% Small Growth category median performance)
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good mid-term performance (3-year return 16.35% vs 12.72% Small Growth category median performance)
  • JPMorgan Small Cap Equity A Fund (VSEAX) has good Long-term performance (5-year return 20.45% vs 19.90% Small Growth 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 25.00% vs Small Growth average of 66.75%. 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 14.41, lower than category average of 17.41
  • JPMorgan Small Cap Equity A Fund (VSEAX) has a lower expense ratio than its Small Growth average: 1.29% vs 1.39%

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 Jun 29, 2014

  • JPMorgan Small Cap Equity A Fund (VSEAX) carries a 5.25% load
See JPMorgan Small Cap Equity A Fund (VSEAX) performance details as of Jun 29, 2014

 

What do you think?

 

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

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Small Cap Equity A4.3223.2716.3520.45
ING SmallCap Opportunities Port S2 (ISCTX)2.2622.4214.6621.34Compare
Invesco Small Cap Growth A (GTSAX)4.6627.3315.1020.91Compare
AllianceBern Small Cap Growth A (QUASX)1.7426.6916.0523.97Compare

See top fund managers for Small Growth Category Funds

 

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

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Rydex S&P SmallCap 600 Pure Growth (RZG)2.09%27.35%15.94%
iShares S&P SmallCap 600 Growth (IJT)2.16%25.61%15.66%
iShares Russell 2000 Growth Index (IWO)2.32%25.10%14.58%
SPDR S&P 600 Small Cap Growth E (SLYG)1.55%24.99%15.53%
Vanguard S&P Small-Cap 600 Gr Idx ETF (VIOG)1.73%24.72%15.49%

 

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
06/2014$3.41B
03/2014$3.37B
02/2014$3.37B
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
05/20143.34%96.66%0%0%
02/20144.7%95.3%0%0%
01/20143.91%96.09%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

May 30, 2014
Waste Connections, Inc. Common [2.76%]
Jarden Corporation Common Stock [2.45%]
Associated Banc-Corp [2.21%]
ProAssurance Corporation Common [2.04%]
IDEXX Laboratories, Inc. [2%]
Brinker International, Inc. Com [1.99%]
Silgan Holdings Inc. [1.85%]
Taminco Corporation Common Stoc [1.83%]
Crown Holdings, Inc. [1.81%]
AptarGroup, Inc. Common Stock [1.77%]

Feb 27, 2014
Jarden Corporation Common Stock [2.58%]
Waste Connections, Inc. Common [2.53%]
ProAssurance Corporation Common [2.33%]
Brinker International, Inc. Com [2.24%]
Associated Banc-Corp [2.16%]
IDEXX Laboratories, Inc. [2%]
Silgan Holdings Inc. [1.94%]
Taminco Corporation Common Stoc [1.78%]
AptarGroup, Inc. Common Stock [1.75%]
Anixter International Inc. Comm [1.71%]

Jan 30, 2014
Jarden Corporation Common Stock [2.78%]
Waste Connections, Inc. Common [2.52%]
ProAssurance Corporation Common [2.51%]
Silgan Holdings Inc. [2.31%]
Associated Banc-Corp [2.22%]
Brinker International, Inc. Com [2.08%]
IDEXX Laboratories, Inc. [1.92%]
AptarGroup, Inc. Common Stock [1.78%]
Anixter International Inc. Comm [1.76%]
Toro Company (The) Common Stock [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

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