Old Mutual Copper Rock Emerging Gr A Fund (OMARX)

Fund performance review and position details on Old Mutual Copper Rock Emerging Gr A Fund (OMARX)

Old Mutual Copper Rock Emerging Gr A Fund (OMARX) Fund Statistics (January 31, 2010)

Category: Small Growth
Net Asset: $3.86M
Yield: 0%
Year-to-Date Return: -3.48%
Morningstar rating: 2

Old Mutual Copper Rock Emerging Gr A Fund (OMARX) Cost

Initial Investment: $2,500
Total Expense Ratio (Small Growth average): 1.68% (1.60%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: %
Annual Holdings Turnover: 283.83%

Old Mutual Copper Rock Emerging Gr A Fund (OMARX) Performance

1-month Performance (Small Growth category average): -3.48% (-4.40%)
3-month Performance (Small Growth category average): 7.64% (6.57%)
1 Year Performance (Small Growth category average): 33.39% (39.62%)
3 Year Performance (Small Growth category average): -9.18% (-6.96%)
5 Year Performance (Small Growth category average): 0% (0.25%)
Best 3 year performance: -7.52%
Worst 3 year performance: -12.07%
Number of Years of positive return: 3 years
Number of Years of negative return: 1 years
3 year Alpha (Small Growth category average): 0.03 (2.43)
3 year Beta (Small Growth category average): 1.13 (1.14)
3 year Sharpe Ratio: -0.34
3 year Treynor: -9.87

Most Recent Top 10 Stock Holdings in Old Mutual Copper Rock Emerging Gr A Fund (OMARX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
MSCI INC	4.52%	-0.42%
TRANSDIGM GRP INC	3.83%	-0.27%
Polycom, Inc.	3.62%	-6.58%
ROPER INDUST INC	3.47%	-0.93%
TEREX CP	3.03%	-2.30%
Green Mountain Coffee Roasters,	2.84%	-0.83%
American Superconductor Corpora	2.49%	0.54%
VCA Antech, Inc.	2.31%	0.23%
priceline.com Incorporated	2.28%	-0.05%
ALLIANCE DATA SYS CP	2.22%	-1.57%

*Note: The price change will reset to 0 after the midnight

Old Mutual Copper Rock Emerging Gr A Fund (OMARX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector	Weighting
Hardware	9.05%
Software	13.52%
Media	0.68%
Telecommunications	5.89%
Consumer services	10.90%
Business Services	11.34%
Financial Services	10.97%
Healthcare	12.06%
Utilities	0.00%
Consumer goods	5.68%
Energy	4.60%
Industrial materials	15.30%

Old Mutual Copper Rock Emerging Gr A Fund (OMARX) Fund Portfolio Allocation for 09/2009

Stock	94.49%
Bond	0%
Cash	5.51%
Other	0%

Interested in other top mutual funds in similar Small Growth category?

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See more information on Old Mutual Copper Rock Emerging Gr A Fund (OMARX)

• Old Mutual Copper Rock Emerging Gr A Fund Insights
• Old Mutual Copper Rock Emerging Gr A Fund Performance Data
• Old Mutual Copper Rock Emerging Gr A Fund News
• Old Mutual Copper Rock Emerging Gr A Fund Score Explaination
• Old Mutual Copper Rock Emerging Gr A Fund Manager Information
• Historic Old Mutual Copper Rock Emerging Gr A Fund Asset Allocation Report
• Historic Old Mutual Copper Rock Emerging Gr A Fund Top 10 Holding Tracking
• Historic Old Mutual Copper Rock Emerging Gr A Fund Asset Under Management Tracking