Mutual Fund Insights: Van Kampen Harbor B Fund (ACHAX)

In-depth Analysis of Van Kampen Harbor B Fund (ACHAX)

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See Van Kampen Harbor B Fund (ACHAX) performance details as of January 31, 2010

  

Last Trade: $15.74 on 3/17/2010, Change: +0.05 (0.32%)

  

Fund Manager - Ellen Gold

Fund Manager Tenure: 8.6 years   [Similar Funds: ACHBX  ACHCX  ACHIX ]
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

Gold is currently a portfolio manager with Morgan Stanley Investment Advisors Inc. Her employer since 1986. Prior to her current position, she worked as an investment management associate. She also served as a fixed-income analyst with Dean Witter Discover & Co from 1986 until 1989.  Get more insights on Ellen Gold

  

 What we like about Van Kampen Harbor B Fund (ACHAX)

Data for Van Kampen Harbor B Fund (ACHAX) as of January 31, 2010

• Van Kampen Harbor B Fund (ACHAX) management has been with Van Kampen Harbor B Fund for 8.6 years
• Van Kampen Harbor B Fund (ACHAX) has good mid-term performance (3-year return 0.08% vs -1.21% Convertibles category average)
• Van Kampen Harbor B Fund (ACHAX) has good Long-term performance (5-year return 2.91% vs 2.58% Convertibles category average)
• Van Kampen Harbor B Fund (ACHAX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.06, lower than category average of 17.71

  

 What we are cautious about Van Kampen Harbor B Fund (ACHAX)

Data for Van Kampen Harbor B Fund (ACHAX) as of January 31, 2010

• Van Kampen Harbor B Fund (ACHAX) has a less-than-ideal short-term performance (1-year return 35.16% vs 36.35% Convertibles category average)
• Van Kampen Harbor B Fund (ACHAX) ratio of up-years vs down years can be improved
• Van Kampen Harbor B Fund (ACHAX) has a Morningstar rating of 3 and below
• Van Kampen Harbor B Fund (ACHAX) has an annual stock turnover rate of 92.00% that is higher than the Convertibles average of 83.15%. This could mean Van Kampen Harbor B is more nimble, but also signal potential high tax impact and high trading fees
• Van Kampen Harbor B Fund (ACHAX) has a higher management fee of 1.81% than its Convertibles average of 1.44%
• Van Kampen Harbor B Fund (ACHAX) carries a 5% load

See Van Kampen Harbor B Fund (ACHAX) performance details as of January 31, 2010

  

  

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Van Kampen Harbor B Fund (ACHAX) Net Asset

Track net asset change of Van Kampen Harbor B fund (ACHAX)

Date	Net Asset
01/2010	$8.47M
11/2009	$8.43M
10/2009	$8.43M

More historic net asset information on Van Kampen Harbor B Fund (ACHAX)

  

Van Kampen Harbor B Fund (ACHAX) Portfolio Allocation

Track portfolio allocation change of Van Kampen Harbor B fund (ACHAX)

Date	Cash	Stock	Bond	Other
09/2009	4.42%	3.33%	8.87%	83.37%
06/2009	3.24%	1.79%	7.63%	87.34%
03/2009	8.31%	0.84%	35.21%	55.62%

Click here to see more historic asset allocation information on Van Kampen Harbor B Fund (ACHAX)

  

Most Recent Top 10 Holdings in Van Kampen Harbor B Fund (ACHAX)

Discover what Van Kampen Harbor B Fund (ACHAX) manager is buying

30-Sep-09 Molson Coors Brewing Cv 2.5% [1.33%] Gilead Sciences Cv 0.5% [1.25%] EQUINIX [1.24%] Lifepoint Hospitals Cv 3.5% [1.21%] Emc 144A 1.75% [1.18%] Great Plains Engy Pfd [1.18%] Savvis Cv 3% [1.16%] Merck & Co Inc New Cv [1.14%] Freeport-Mcmoran Copper & Gold Cv [1.12%] Old Rep Intl Cv 8% [1.12%]

30-Jun-09 Molson Coors Brewing [1.45%] Gilead Sciences Cv 0.5% [1.43%] Legg Mason [1.33%] Lifepoint Hospitals Cv 3.5% [1.32%] Arcelormittal Sa Luxembourg 5% [1.27%] Borgwarner 3.5% [1.27%] Great Plains Engy Pfd [1.24%] Blackrock 2.625% [1.23%] Schering Plough Cv [1.23%] EQUINIX [1.22%]

31-Mar-09 Gilead Sciences Cv 0.5% [2.19%] INGERSOLL-RAND GLOBAL HLDG CO [2.04%] Level 3 Comms Cv 6% [1.97%] Molson Coors Brewing [1.64%] Flextronics Intl Cv 1% [1.52%] Lifepoint Hospitals Cv 3.5% [1.39%] Netapp 144A 1.75% [1.38%] Nasdaq Omx Grp 2.5% [1.37%] Schering Plough Cv [1.35%] Emc 144A 1.75% [1.34%]

Click here for Stock Holding Change Map in Van Kampen Harbor B Fund (ACHAX)

  

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See more information on Van Kampen Harbor B Fund (ACHAX)

• Van Kampen Harbor B Fund Insights
• Van Kampen Harbor B Fund Performance Data
• Van Kampen Harbor B Fund News
• Van Kampen Harbor B Fund Score Explaination
• Van Kampen Harbor B Fund Manager Information
• Historic Van Kampen Harbor B Fund Asset Allocation Report
• Historic Van Kampen Harbor B Fund Top 10 Holding Tracking
• Historic Van Kampen Harbor B Fund Asset Under Management Tracking