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Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)

Fund performance review and position details on Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)

    Last Trade: $ on , Change: (0%)

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) HighlightKalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Fund Summary

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) statistics as of May 30, 2016

Category: Small Growth
Fund Family: Kalmar Investments
Net Asset: $180.92M
Yield: 0%
Year-to-Date Return: 4.19%
Morningstar rating: 3

 

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) CostKalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Cost

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Small Growth average): 1.36% (1.31%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 50.01%

 

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) PerformanceKalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Performance

Most current Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Performance

1-month Performance (Small Growth category median performance): 2.85% (2.60%)
3-month Performance (Small Growth category median performance): 12.20% (11.52%)
1 Year Performance (Small Growth category median performance): -6.36% (-7.74%)
3 Year Performance (Small Growth category median performance): 3.29% (6.86%)
5 Year Performance (Small Growth category median performance): 5.74% (7.01%)
Number of Years of positive return: 12 years
Number of Years of negative return: 5 years
3 year Alpha (Small Growth category average): -8.13 (-3.8)
3 year Beta (Small Growth category average): 1.13 (1.06)
3 year Sharpe Ratio: 0.28
3 year Treynor: 2.83

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) topholdingTop Stock Holdings in Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
West Pharmaceutical Services, I3.15%0.00%
Texas Roadhouse, Inc.2.36%0.00%
Belden Inc Common Stock2.35%0.00%
Acxiom Corporation2.24%0.00%
Bottomline Technologies, Inc.2.17%0.00%
The Ultimate Software Group, In2.17%0.00%
Cooper Companies, Inc. (The) Co2.13%0.00%
MaxLinear, Inc Class A Common S2.06%0.00%
PolyOne Corporation Common Stoc2.06%0.00%
Electronics for Imaging, Inc.2.05%0.00%
*Note: The price change will reset to 0 after the midnight

 

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Portfolio AllocationKalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Fund Portfolio Allocation

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Fund Portfolio Allocation data as of 03/2016

Stock99.61%
Bond0%
Cash0.39%
Other0%

 

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) CompareCompare with other Small Growth category mutual funds

Below are some additional Small Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Kalmar Growth-with-Value Sm Cp Inv-6.363.295.74
Thrivent Small Cap Stock A (AASMX)-2.128.136.23 Compare
Invesco Small Cap Growth A (GTSAX)-6.349.449.20 Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.9610.719.36 Compare

See top fund managers for Small Growth Category Funds

 

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) PerformanceOther Financial Data Web Sites on Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)

Addition research sites for Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)

 

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Related ResourcesSee more information on Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund

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