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AFBA 5Star Small Cap Adv (AFCAX) Fund Ranking and Research

Ranking, Research and Recommendation of AFBA 5Star Small Cap Adv (AFCAX) Fund

    Last Trade: $0.00 on N/A, Change: 0.00 (0%)

 

Graph of AFBA 5Star Small Cap Adv Fund (AFCAX) ManagerFund Manager - Jonathan Moody

Fund Manager Information

Fund Manager Tenure: 7.4 years
Similar Funds: AFCCX  AFCIX 
Fund Family: AFBA 5Star Fund
Fund Category: Small Growth
Fund Performance: Feb 27, 2010
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of AFBA 5Star Small Cap Adv Fund (AFCAX) ProfileAFBA 5Star Small Cap Adv Fund (AFCAX) Profile

Fund Profile and Description

AFBA 5Star Small Cap Adv Fund seeks long-term capital growth. AFBA 5Star Small Cap Adv Fund invests at least 80% of assets in equity securities issued by small cap companies with market capitalization less than $2.5 billion.

 

AFBA 5Star Small Cap Adv (AFCAX) Fund Strength What we like about AFBA 5Star Small Cap Adv (AFCAX) Fund

Data for AFBA 5Star Small Cap Adv Fund (AFCAX) as of Feb 27, 2010

  • AFBA 5Star Small Cap Adv Fund (AFCAX) management has been with AFBA 5Star Small Cap Adv Fund for 7.4 years
  • AFBA 5Star Small Cap Adv Fund (AFCAX) has good short-term performance (1-year return 56.59% vs 3.61% Small Growth category median performance)
  • AFBA 5Star Small Cap Adv Fund (AFCAX) ratio of up-years vs down years is greater than 2

AFBA 5Star Small Cap Adv Fund (AFCAX) Weakness What we are cautious about AFBA 5Star Small Cap Adv (AFCAX) Fund

Data for AFBA 5Star Small Cap Adv Fund (AFCAX) as of Feb 27, 2010

  • AFBA 5Star Small Cap Adv Fund (AFCAX) has a less-than-ideal mid-term performance (3-year return -7.69% vs 16.99% Small Growth category median performance)
  • AFBA 5Star Small Cap Adv Fund (AFCAX) has a less-than-ideal Long-term performance (5-year return -0.87% vs 16.79% Small Growth category median performance)
  • AFBA 5Star Small Cap Adv Fund (AFCAX) has a Morningstar rating of 3 and below
  • AFBA 5Star Small Cap Adv Fund (AFCAX) has an annual stock turnover rate of 84.00% that is higher than the Small Growth average of 59.84%. This could mean AFBA 5Star Small Cap Adv is more nimble, but also signal potential high tax impact and high trading fees
  • AFBA 5Star Small Cap Adv Fund (AFCAX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.76 that is higher than category average of 13.68
  • AFBA 5Star Small Cap Adv Fund (AFCAX) has a higher expense ratio of 1.53% than its Small Growth average of 1.38%
  • Even though AFBA 5Star Small Cap Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in AFBA 5Star Small Cap Adv Fund (AFCAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See AFBA 5Star Small Cap Adv Fund (AFCAX) performance details as of Feb 27, 2010

 

What do you think?

 

Compare AFBA 5Star Small Cap Adv Fund (AFCAX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AFBA 5Star Small Cap Adv1.5156.59-7.69-0.87
Invesco Small Cap Growth A (GTSAX)7.4110.9820.7818.88Compare
Baron Small Cap Retail (BSCFX)1.755.4517.9516.59Compare
Wells Fargo Advantage Small Co Growth I (WSCGX)4.507.8521.2920.46Compare

See top fund managers for Small Growth Category Funds

 

Compare AFBA 5Star Small Cap Adv Fund (AFCAX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Fundamental Pure Sm (PXSG)4.00%6.20%16.33%
Vanguard Small Cap Growth ETF (VBK)3.25%5.84%18.69%
iShares Russell 2000 Growth Index (IWO)2.84%4.82%19.06%
Vanguard S&P Small-Cap 600 Gr Idx ETF (VIOG)2.00%3.34%18.81%
iShares Morningstar Small Growth Index (JKK)1.09%3.22%17.74%

 

Graph of AFBA 5Star Small Cap Adv Fund (AFCAX) Net Asset TrackingAFBA 5Star Small Cap Adv (AFCAX) Fund Net Asset

Track net asset change of AFBA 5Star Small Cap Adv fund (AFCAX)

DateNet Asset
11/2014$21.09M
10/2014$21.09M
09/2014$21.09M
More historic net asset information on AFBA 5Star Small Cap Adv Fund (AFCAX)

  

Graph of AFBA 5Star Small Cap Adv Fund (AFCAX) Portfolio TrackingAFBA 5Star Small Cap Adv (AFCAX) Fund Portfolio Allocation

Track portfolio allocation change of AFBA 5Star Small Cap Adv fund (AFCAX)

DateCashStockBondOther
Click here to see more historic asset allocation information on AFBA 5Star Small Cap Adv Fund (AFCAX)

 

graph of AFBA 5Star Small Cap Adv Fund (AFCAX) Top 10 Position TrackingTop 10 Holdings in AFBA 5Star Small Cap Adv (AFCAX) Fund

Discover what AFBA 5Star Small Cap Adv Fund (AFCAX) manager is buying

Click here for Stock Holding Change Map in AFBA 5Star Small Cap Adv Fund (AFCAX)

  

Latest News on AFBA 5Star Small Cap Adv (AFCAX) Fund

See what is happening with AFBA 5Star Small Cap Adv Fund (AFCAX)

 

AFBA 5Star Small Cap Adv Fund (AFCAX) Related ResourcesSee more information on AFBA 5Star Small Cap Adv (AFCAX) Fund

Popular pages on AFBA 5Star Small Cap Adv (AFCAX) Fund