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

Mutual Fund Insights: Adirondack Small Cap Fund (ADKSX)

In-depth Analysis of Adirondack Small Cap Fund (ADKSX)

Mutual fund chart: Adirondack Small Cap Fund (ADKSX)

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See Adirondack Small Cap Fund (ADKSX) performance details as of January 31, 2010

  

    Last Trade: $12.95 on 3/18/2010, Change: -0.06 (-0.46%)
Experiment our closing price forecasting tool for Adirondack Small Cap Fund (ADKSX) (alpha release)

  

Fund Manager - Matthew P Reiner

Fund Manager Tenure: 5.0 years
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Reiner is the portfolio manager of ARMI, Prior to join it in February 2005; he was a vice president and portfolio manager at Paradigm Capital Management with authority over the selection of investments for assets under management. Reiner began his investment career as a sell-side research associate with CL King & Associates in 1994 and worked as an equity analyst for it from 1996 through 1997. Reiner holds the Chartered Financial Analyst designation.  Get more insights on Matthew P Reiner

  

What we like about Adirondack Small Cap Fund (ADKSX) What we like about Adirondack Small Cap Fund (ADKSX)

Data for Adirondack Small Cap Fund (ADKSX) as of January 31, 2010

  • Adirondack Small Cap Fund (ADKSX) management has been with Adirondack Small Cap Fund for 5.0 years
  • Adirondack Small Cap Fund (ADKSX) has good short-term performance (1-year return 70.22% vs 44.52% Small Value category average)
  • Adirondack Small Cap Fund (ADKSX) has good mid-term performance (3-year return -1.14% vs -7.42% Small Value category average)
  • Adirondack Small Cap Fund (ADKSX) has a Morningstar rating of 4 and above
  • Adirondack Small Cap Fund (ADKSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Adirondack Small Cap Fund (ADKSX) What we are cautious about Adirondack Small Cap Fund (ADKSX)

Data for Adirondack Small Cap Fund (ADKSX) as of January 31, 2010

  • Adirondack Small Cap Fund (ADKSX) ratio of up-years vs down years can be improved
  • Adirondack Small Cap Fund (ADKSX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.89 that is higher than category average of 25.43
  • Adirondack Small Cap Fund (ADKSX) has a higher management fee of 1.59% than its Small Value average of 1.50%
See Adirondack Small Cap Fund (ADKSX) performance details as of January 31, 2010

  

  

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Adirondack Small Cap Fund (ADKSX) Net Asset

Track net asset change of Adirondack Small Cap fund (ADKSX)

DateNet Asset
01/2010$11.50M
11/2009$10.65M
10/2009$9.78M
More historic net asset information on Adirondack Small Cap Fund (ADKSX)

  

Adirondack Small Cap Fund (ADKSX) Portfolio Allocation

Track portfolio allocation change of Adirondack Small Cap fund (ADKSX)

DateCashStockBondOther
09/20098.67%86.43%0%4.89%
06/200911.44%81.67%0%6.9%
03/20098.73%87.13%0%2.73%
Click here to see more historic asset allocation information on Adirondack Small Cap Fund (ADKSX)

  

Most Recent Top 10 Holdings in Adirondack Small Cap Fund (ADKSX)

Discover what Adirondack Small Cap Fund (ADKSX) manager is buying

30-Sep-09
3Com Corporation [3.7%]
Delphi Finl Grp Pfd [3%]
JABIL CIRCUIT INC [2.65%]
Albany Molecular Research, Inc. [2.41%]
ASSURED GUARANTY LTD [2.25%]
Sanmina-SCI Corporation [2.24%]
NCR CP [2.24%]
FRESH DEL MONTE PROD [2.19%]
CONSECO INC [2.1%]
TERRA INDS INC [2.07%]

30-Jun-09
3Com Corporation [4.26%]
Delphi Finl Grp Pfd [2.87%]
SeaChange International, Inc. [2.65%]
SumTotal Systems, Inc. [2.23%]
ASSURED GUARANTY LTD [2.17%]
XL CAPITAL LTD [2.06%]
CALPINE CORP [2.01%]
BGC Partners, Inc. [1.95%]
FRESH DEL MONTE PROD [1.95%]
Knight Capital Group, Inc. [1.89%]

31-Mar-09
3Com Corporation [4.81%]
Delphi Finl Grp Pfd [3.53%]
UNISOURCE ENERGY CP [3.32%]
CROWN HOLDINGS INC [2.95%]
MONTPELIER RE HLDGS [2.92%]
TERRA INDS INC [2.82%]
SeaChange International, Inc. [2.38%]
PEPSIAMERICAS INC [2.24%]
Dreamworks Animation SKG, Inc. [2.17%]
ASSURED GUARANTY LTD [2.05%]
Click here for Stock Holding Change Map in Adirondack Small Cap Fund (ADKSX)

  

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Latest News on Adirondack Small Cap (ADKSX)

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