Mutual Fund Insights: Advance Capital I Core Equity Inst Fund (ADCNX)

In-depth Analysis of Advance Capital I Core Equity Inst Fund (ADCNX)

3 months 6 months 1 year 3 year 5 year

See Advance Capital I Core Equity Inst Fund (ADCNX) performance details as of January 31, 2010

  

Last Trade: $9.15 on 3/17/2010, Change: +0.04 (0.44%)

Experiment our closing price forecasting tool for Advance Capital I Core Equity Inst Fund (ADCNX) (alpha release)

  

Fund Manager - Edward Eberle

Fund Manager Tenure: 2.2 years   [Similar Funds: ADCEX ]
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

Eberle, president of Seizert, joined Seizert at its inception in December 2000 as a senior portfolio manager. Prior to that, he was a portfolio manager with Munder Capital Management, his employer since 1995. Previously, he was an executive vice president and portfolio manager with Westpointe Financial Corporation. He also served as a member of the Board of Directors for Westpointe Capital Management and Dart Investors Bermuda Ltd.  Get more insights on Edward Eberle

  

 What we like about Advance Capital I Core Equity Inst Fund (ADCNX)

Data for Advance Capital I Core Equity Inst Fund (ADCNX) as of January 31, 2010

• Advance Capital I Core Equity Inst Fund (ADCNX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Advance Capital I Core Equity Inst Fund (ADCNX) has good short-term performance (1-year return 35.71% vs 34.15% Large Blend category average)
• Advance Capital I Core Equity Inst Fund (ADCNX) ratio of up-years vs down years is greater than 2
• Advance Capital I Core Equity Inst Fund (ADCNX) has an annual stock turnover rate of 68.00% vs Large Blend average of 80.36%. It is good that Advance Capital I Core Equity Inst management does not trade extensively for its return.
• Advance Capital I Core Equity Inst Fund (ADCNX) has a lower management fee than its Large Blend average: 1.07% vs 1.10%
• Advance Capital I Core Equity Inst Fund (ADCNX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Advance Capital I Core Equity Inst Fund (ADCNX)

Data for Advance Capital I Core Equity Inst Fund (ADCNX) as of January 31, 2010

• Advance Capital I Core Equity Inst Fund (ADCNX) management has been with Advance Capital I Core Equity Inst Fund for only 2.2 years, it is hard to judge manager's ability based on this fund's operation record
• Advance Capital I Core Equity Inst Fund is a focused fund with 32.86% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Advance Capital I Core Equity Inst Fund (ADCNX) is less safe compared to its Large Blend peers

See Advance Capital I Core Equity Inst Fund (ADCNX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

• AIM Charter A (CHTRX)    [ Compare with Advance Capital I Core Equity Inst Fund (ADCNX) ]
• American Funds Fundamental Invs 529F (CFNFX)    [ Compare with Advance Capital I Core Equity Inst Fund (ADCNX) ]
• BBH Core Select N (BBTEX)    [ Compare with Advance Capital I Core Equity Inst Fund (ADCNX) ]
• See top fund managers for Large Blend Category Funds
• Browse other funds in Large Blend Category

  

Advance Capital I Core Equity Inst Fund (ADCNX) Net Asset

Track net asset change of Advance Capital I Core Equity Inst fund (ADCNX)

Date	Net Asset
01/2010	$370.00K
11/2009	$370.00K
10/2009	$350.00K

More historic net asset information on Advance Capital I Core Equity Inst Fund (ADCNX)

  

Advance Capital I Core Equity Inst Fund (ADCNX) Portfolio Allocation

Track portfolio allocation change of Advance Capital I Core Equity Inst fund (ADCNX)

Date	Cash	Stock	Bond	Other
01/2010	0%	100%	0%	0%
11/2009	0%	100%	0%	0%
09/2009	0%	100%	0%	0%

Click here to see more historic asset allocation information on Advance Capital I Core Equity Inst Fund (ADCNX)

  

Most Recent Top 10 Holdings in Advance Capital I Core Equity Inst Fund (ADCNX)

Discover what Advance Capital I Core Equity Inst Fund (ADCNX) manager is buying

31-Jan-10 DIRECTV [3.95%] WAL MART STORES [3.93%] JOHNSON AND JOHNS DC [3.8%] BOEING CO [3.31%] PFIZER INC [3.16%] Liberty Media Corporation [3.12%] Microsoft Corporation [2.99%] CHEVRON CORP [2.87%] CONOCOPHILLIPS [2.87%] NORTHROP GRUM HOL CO [2.86%]

30-Nov-09 Directv-Class A [4.18%] WAL MART STORES [4.07%] JOHNSON AND JOHNS DC [3.85%] Microsoft Corporation [3.17%] CHEVRON CORP [3.15%] CONOCOPHILLIPS [3.14%] PFIZER INC [3.12%] HARRIS CP [2.94%] BOEING CO [2.9%] NORTHROP GRUM HOL CO [2.81%]

30-Sep-09 Liberty Media Corporation [4.33%] JOHNSON AND JOHNS DC [3.93%] WAL MART STORES [3.86%] COMPUTER SCIENCES CP [3.62%] BOEING CO [3.16%] Check Point Software Technologi [3.07%] CHEVRON CORP [2.99%] PFIZER INC [2.99%] Cisco Systems, Inc. [2.91%] CONOCOPHILLIPS [2.88%]

Click here for Stock Holding Change Map in Advance Capital I Core Equity Inst Fund (ADCNX)

  

Related books and products to Advance Capital I Core Equity Inst Fund (ADCNX)

  

Latest News on Advance Capital I Core Equity Inst (ADCNX)

See what is happening with Advance Capital I Core Equity Inst Fund (ADCNX)

Yahoo! Finance: RSS feed not found See more news on Advance Capital I Core Equity Inst Fund (ADCNX)

 

Books and Resources

 

 

See more information on Advance Capital I Core Equity Inst Fund (ADCNX)

• Advance Capital I Core Equity Inst Fund Insights
• Advance Capital I Core Equity Inst Fund Performance Data
• Advance Capital I Core Equity Inst Fund News
• Advance Capital I Core Equity Inst Fund Score Explaination
• Advance Capital I Core Equity Inst Fund Manager Information
• Historic Advance Capital I Core Equity Inst Fund Asset Allocation Report
• Historic Advance Capital I Core Equity Inst Fund Top 10 Holding Tracking
• Historic Advance Capital I Core Equity Inst Fund Asset Under Management Tracking