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Fund Intelligence | Best Managers | ACEHX Insights | ACEHX Score | ACEHX Performance | ACEHX Manager | ACEHX News | ACEHX Allocation | ACEHX Holdings Change

Mutual Fund Insights: Van Kampen Exchange Fund (ACEHX)

In-depth Analysis of Van Kampen Exchange Fund (ACEHX)

Mutual fund chart: Van Kampen Exchange Fund (ACEHX)

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See Van Kampen Exchange Fund (ACEHX) performance details as of January 31, 2010

  

    Last Trade: $406.98 on 3/11/2010, Change: +2.08 (0.51%)
Experiment our closing price forecasting tool for Van Kampen Exchange Fund (ACEHX) (alpha release)

  

Fund Manager - Hooman Yaghoobi

Fund Manager Tenure: 2.0 years
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Yaghoobi is an executive director and a portfolio manager with Morgan Stanley Investment Adv. Inc. He has been with the company in an investment management capacity since 1995.  Get more insights on Hooman Yaghoobi

  

What we like about Van Kampen Exchange Fund (ACEHX) What we like about Van Kampen Exchange Fund (ACEHX)

Data for Van Kampen Exchange Fund (ACEHX) as of January 31, 2010

  • Van Kampen Exchange Fund (ACEHX) has good mid-term performance (3-year return -0.19% vs -7.17% Large Blend category average)
  • Van Kampen Exchange Fund (ACEHX) has good Long-term performance (5-year return 4.94% vs 0.19% Large Blend category average)
  • Van Kampen Exchange Fund (ACEHX) ratio of up-years vs down years is greater than 2
  • Van Kampen Exchange Fund (ACEHX) has a Morningstar rating of 4 and above
  • Van Kampen Exchange Fund (ACEHX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.72, lower than category average of 20.52
  • Van Kampen Exchange Fund (ACEHX) has a lower management fee than its Large Blend average: 0.54% vs 1.10%
  • Van Kampen Exchange Fund (ACEHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Van Kampen Exchange Fund (ACEHX) What we are cautious about Van Kampen Exchange Fund (ACEHX)

Data for Van Kampen Exchange Fund (ACEHX) as of January 31, 2010

  • Van Kampen Exchange Fund (ACEHX) management has been with Van Kampen Exchange Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Van Kampen Exchange Fund is a focused fund with 61.73% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Van Kampen Exchange Fund (ACEHX) has a less-than-ideal short-term performance (1-year return 29.18% vs 34.15% Large Blend category average)
See Van Kampen Exchange Fund (ACEHX) performance details as of January 31, 2010

  

  

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Van Kampen Exchange Fund (ACEHX) Net Asset

Track net asset change of Van Kampen Exchange fund (ACEHX)

DateNet Asset
01/2010$55.48M
11/2009$62.64M
10/2009$59.79M
More historic net asset information on Van Kampen Exchange Fund (ACEHX)

  

Van Kampen Exchange Fund (ACEHX) Portfolio Allocation

Track portfolio allocation change of Van Kampen Exchange fund (ACEHX)

DateCashStockBondOther
09/20094.26%95.73%0%0%
06/20095.62%94.39%0%0%
Click here to see more historic asset allocation information on Van Kampen Exchange Fund (ACEHX)

  

Most Recent Top 10 Holdings in Van Kampen Exchange Fund (ACEHX)

Discover what Van Kampen Exchange Fund (ACEHX) manager is buying

30-Sep-09
AIR PRODUCTS CHEM [9.81%]
JOHNSON AND JOHNS DC [8.01%]
Intel Corporation [7.1%]
EXXON MOBIL CP [6.83%]
Schering-Plough Corporation [5.92%]
MCCORMICK & CO [5.48%]
PFIZER INC [4.89%]
HESS CP [4.64%]
WYETH [4.55%]
LUBRIZOL CP [4.5%]

30-Jun-09
EXXON MOBIL CP [10.3%]
AIR PRODUCTS CHEM [8.71%]
JOHNSON AND JOHNS DC [7.98%]
Intel Corporation [6.41%]
HESS CP [6.1%]
SCHERING PLOUGH CP [5.61%]
MCCORMICK & CO [5.61%]
PFIZER INC [4.73%]
WYETH [4.54%]
APACHE CP [3.39%]
Click here for Stock Holding Change Map in Van Kampen Exchange Fund (ACEHX)

  

Related books and products to Van Kampen Exchange Fund (ACEHX)

  

Latest News on Van Kampen Exchange (ACEHX)

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