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

Mutual Fund Insights: API Efficient Frontier Capital Inc C Fund (AFDDX)

In-depth Analysis of API Efficient Frontier Capital Inc C Fund (AFDDX)

Mutual fund chart: API Efficient Frontier Capital Inc C Fund (AFDDX)

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See API Efficient Frontier Capital Inc C Fund (AFDDX) performance details as of January 31, 2010

  

    Last Trade: $32.01 on 3/15/2010, Change: -0.03 (-0.09%)

  

Fund Manager - David D. Basten

Fund Manager Tenure: 5.7 years
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)
Basten is president and director of the Yorktown Management and Research Company, Inc., vice president of The Travel Center of Virginia, Inc., partner of The Rivermont Company and partner of Downtown Enterprises. He has also served as president and director of Yorktown Distributors, Inc.  Get more insights on David D. Basten

  

What we like about API Efficient Frontier Capital Inc C Fund (AFDDX) What we like about API Efficient Frontier Capital Inc C Fund (AFDDX)

Data for API Efficient Frontier Capital Inc C Fund (AFDDX) as of January 31, 2010

  • API Efficient Frontier Capital Inc C Fund (AFDDX) management has been with API Efficient Frontier Capital Inc C Fund for 5.7 years
  • API Efficient Frontier Capital Inc C Fund (AFDDX) has good short-term performance (1-year return 46.58% vs 40.69% World Stock category average)
  • API Efficient Frontier Capital Inc C Fund (AFDDX) has good mid-term performance (3-year return -5.65% vs -6.17% World Stock category average)
  • API Efficient Frontier Capital Inc C Fund (AFDDX) ratio of up-years vs down years is greater than 2

  

What we are cautious about API Efficient Frontier Capital Inc C Fund (AFDDX) What we are cautious about API Efficient Frontier Capital Inc C Fund (AFDDX)

Data for API Efficient Frontier Capital Inc C Fund (AFDDX) as of January 31, 2010

  • API Efficient Frontier Capital Inc C Fund (AFDDX) has a less-than-ideal Long-term performance (5-year return 2.04% vs 2.47% World Stock category average)
  • API Efficient Frontier Capital Inc C Fund (AFDDX) has a Morningstar rating of 3 and below
  • API Efficient Frontier Capital Inc C Fund (AFDDX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.44 that is higher than category average of 22.99
  • API Efficient Frontier Capital Inc C Fund (AFDDX) has a higher management fee of 3.10% than its World Stock average of 1.53%
  • API Efficient Frontier Capital Inc C Fund (AFDDX) carries a 1% load
See API Efficient Frontier Capital Inc C Fund (AFDDX) performance details as of January 31, 2010

  

  

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API Efficient Frontier Capital Inc C Fund (AFDDX) Net Asset

Track net asset change of API Efficient Frontier Capital Inc C fund (AFDDX)

DateNet Asset
01/2010$8.07M
11/2009$7.74M
10/2009$7.28M
More historic net asset information on API Efficient Frontier Capital Inc C Fund (AFDDX)

  

API Efficient Frontier Capital Inc C Fund (AFDDX) Portfolio Allocation

Track portfolio allocation change of API Efficient Frontier Capital Inc C fund (AFDDX)

DateCashStockBondOther
05/20090.13%99.88%0%0%
02/20090.65%95.31%4.04%0%
11/20080.05%88.18%3.28%8.49%
Click here to see more historic asset allocation information on API Efficient Frontier Capital Inc C Fund (AFDDX)

  

Most Recent Top 10 Holdings in API Efficient Frontier Capital Inc C Fund (AFDDX)

Discover what API Efficient Frontier Capital Inc C Fund (AFDDX) manager is buying

31-May-09
POTASH CP SASKATCHEW [3.33%]
MANULIFE FIN CORP [3.23%]
CANADIAN NAT RES [3.01%]
ARACRUZ CELULOSE SA [2.7%]
PACCAR Inc. [2.64%]
VEOLIA ENVIRONN ADS [2.33%]
FREEPORT MCMORAN B [2.15%]
BlackRock Kelso Capital Corpora [2.04%]
Ultra Financials ProShares [1.98%]
HERBALIFE LTD. [1.89%]

28-Feb-09
VECTOR GROUP LTD [7.39%]
WisdomTree International MidCap Dividend [5.91%]
TOYOTA MTR CRD CORP MTN BE [4.05%]
FEDERATED INV INC [3.98%]
PT TELEKOMUNIKASI IN [3.6%]
COCA COLA CO THE [3.1%]
FREEPORT MCMORAN B [3.08%]
WisdomTree Japan SmallCap Dividend [3.05%]
CADBURY PLC [2.98%]
HONEYWELL INTL INC [2.95%]

30-Nov-08
DONALDSON CO INC [4.12%]
CADBURY PLC [3.86%]
KRAFT FOODS INC [3.85%]
COCA COLA CO THE [3.76%]
AT&T INC. [3.63%]
FEDERATED INV INC [3.32%]
TOYOTA MTR CRD [3.28%]
PHILIPPINE LG DS ADR [3.21%]
iShares S&P/TOPIX 150 Index [2.98%]
PACCAR Inc. [2.89%]
Click here for Stock Holding Change Map in API Efficient Frontier Capital Inc C Fund (AFDDX)

  

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