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

Mutual Fund Insights: AFBA 5Star Science & Technology C Fund (AFCTX)

In-depth Analysis of AFBA 5Star Science & Technology C Fund (AFCTX)

Mutual fund chart: AFBA 5Star Science & Technology C Fund (AFCTX)

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See AFBA 5Star Science & Technology C Fund (AFCTX) performance details as of January 31, 2010

  

    Last Trade: $10.59 on 3/12/2010, Change: +0.01 (0.09%)

  

Fund Manager - James McBride

Fund Manager Tenure: 2.7 years   [Similar Funds: AFATX  AFITX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
McBride is a member of the equity management team of TrendStar with over 16 years of finance and investment experience. Prior to co-founding TrendStar, he was with Kornitzer Capital Management as a vice president and research analyst for 3 years. Previously he served as Project Manager in corporate finance with Agilent Technologies and Hewlett Packard.  Get more insights on James McBride

  

What we like about AFBA 5Star Science & Technology C Fund (AFCTX) What we like about AFBA 5Star Science & Technology C Fund (AFCTX)

Data for AFBA 5Star Science & Technology C Fund (AFCTX) as of January 31, 2010

  • AFBA 5Star Science & Technology C Fund (AFCTX) ratio of up-years vs down years is greater than 2
  • AFBA 5Star Science & Technology C Fund (AFCTX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.46, lower than category average of 26.09

  

What we are cautious about AFBA 5Star Science & Technology C Fund (AFCTX) What we are cautious about AFBA 5Star Science & Technology C Fund (AFCTX)

Data for AFBA 5Star Science & Technology C Fund (AFCTX) as of January 31, 2010

  • AFBA 5Star Science & Technology C Fund (AFCTX) management has been with AFBA 5Star Science & Technology C Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • AFBA 5Star Science & Technology C Fund is a focused fund with 36.92% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AFBA 5Star Science & Technology C Fund (AFCTX) has a less-than-ideal short-term performance (1-year return 43.25% vs 53.49% Technology category average)
  • AFBA 5Star Science & Technology C Fund (AFCTX) has a less-than-ideal mid-term performance (3-year return -3.88% vs -2.32% Technology category average)
  • AFBA 5Star Science & Technology C Fund (AFCTX) has a less-than-ideal Long-term performance (5-year return 2.30% vs 2.84% Technology category average)
  • AFBA 5Star Science & Technology C Fund (AFCTX) has a Morningstar rating of 3 and below
  • AFBA 5Star Science & Technology C Fund (AFCTX) is less safe compared to its Technology peers
  • AFBA 5Star Science & Technology C Fund (AFCTX) does not have a good risk adjusted return as its 3-year Alpha of 4.27 is worse than category average of 7.74, and its 3-year Sharpe ratio is -0.15
  • AFBA 5Star Science & Technology C Fund (AFCTX) has a higher management fee of 2.75% than its Technology average of 1.83%
  • AFBA 5Star Science & Technology C Fund (AFCTX) carries a 1% load
See AFBA 5Star Science & Technology C Fund (AFCTX) performance details as of January 31, 2010

  

  

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AFBA 5Star Science & Technology C Fund (AFCTX) Net Asset

Track net asset change of AFBA 5Star Science & Technology C fund (AFCTX)

DateNet Asset
01/2010$1.12M
11/2009$1.10M
10/2009$1.07M
More historic net asset information on AFBA 5Star Science & Technology C Fund (AFCTX)

  

AFBA 5Star Science & Technology C Fund (AFCTX) Portfolio Allocation

Track portfolio allocation change of AFBA 5Star Science & Technology C fund (AFCTX)

DateCashStockBondOther
09/20090.89%99.12%0%0%
06/20091.83%98.17%0%0%
03/20092.02%97.98%0%0%
Click here to see more historic asset allocation information on AFBA 5Star Science & Technology C Fund (AFCTX)

  

Most Recent Top 10 Holdings in AFBA 5Star Science & Technology C Fund (AFCTX)

Discover what AFBA 5Star Science & Technology C Fund (AFCTX) manager is buying

30-Sep-09
Cree, Inc. [3.91%]
Cisco Systems, Inc. [3.73%]
Google Inc. [3.12%]
Life Technologies Corporation [3.08%]
Microsoft Corporation [3.01%]
Cabot Microelectronics Corporat [2.97%]
Adobe Systems Incorporated [2.94%]
Broadcom Corporation [2.85%]
Atheros Communications, Inc. [2.82%]
athenahealth, Inc. [2.82%]

30-Jun-09
Citrix Systems, Inc. [3.62%]
Cree, Inc. [3.37%]
Cisco Systems, Inc. [3.18%]
Microsoft Corporation [2.97%]
[2.97%]
athenahealth, Inc. [2.93%]
Oracle Corporation [2.93%]
Google Inc. [2.86%]
CORNING INC [2.76%]
Adobe Systems Incorporated [2.71%]

31-Mar-09
Cree, Inc. [3.2%]
Quality Systems, Inc. [3.19%]
Gilead Sciences, Inc. [3.09%]
Oracle Corporation [2.98%]
SCHERING PLOUGH CP [2.96%]
Teva Pharmaceutical Industries [2.95%]
Cisco Systems, Inc. [2.84%]
Life Technologies Corporation [2.79%]
Microsoft Corporation [2.77%]
Citrix Systems, Inc. [2.76%]
Click here for Stock Holding Change Map in AFBA 5Star Science & Technology C Fund (AFCTX)

  

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