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

Mutual Fund Insights: AFBA 5Star Mid Cap Value C Fund (AFMCX)

In-depth Analysis of AFBA 5Star Mid Cap Value C Fund (AFMCX)

Mutual fund chart: AFBA 5Star Mid Cap Value C Fund (AFMCX)

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See AFBA 5Star Mid Cap Value C Fund (AFMCX) performance details as of January 31, 2010

  

    Last Trade: $9.05 on 3/12/2010, Change: +0.01 (0.11%)
Experiment our closing price forecasting tool for AFBA 5Star Mid Cap Value C Fund (AFMCX) (alpha release)

  

Fund Manager - David N. Dreman

Fund Manager Tenure: 2.7 years   [Similar Funds: AFMAX  AFMIX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Dreman is the founder, and chairman of Dreman Value Management, L.L.C. and also the firm?s chief investment officer. As of April 2008, The DWS Dreman High Return Equity Fund managed by him, has been ranked as number one in the Equity-Income group by Lipper Analytical Services since the fund?s inception in March 18, 1988.  Get more insights on David N. Dreman

  

What we like about AFBA 5Star Mid Cap Value C Fund (AFMCX) What we like about AFBA 5Star Mid Cap Value C Fund (AFMCX)

Data for AFBA 5Star Mid Cap Value C Fund (AFMCX) as of January 31, 2010

  • AFBA 5Star Mid Cap Value C Fund (AFMCX) has good mid-term performance (3-year return -5.31% vs -6.98% Mid-Cap Value category average)
  • AFBA 5Star Mid Cap Value C Fund (AFMCX) ratio of up-years vs down years is greater than 2
  • AFBA 5Star Mid Cap Value C Fund (AFMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.52, lower than category average of 24.2

  

What we are cautious about AFBA 5Star Mid Cap Value C Fund (AFMCX) What we are cautious about AFBA 5Star Mid Cap Value C Fund (AFMCX)

Data for AFBA 5Star Mid Cap Value C Fund (AFMCX) as of January 31, 2010

  • AFBA 5Star Mid Cap Value C Fund (AFMCX) management has been with AFBA 5Star Mid Cap Value C Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • AFBA 5Star Mid Cap Value C Fund (AFMCX) has a less-than-ideal short-term performance (1-year return 34.03% vs 43.98% Mid-Cap Value category average)
  • AFBA 5Star Mid Cap Value C Fund (AFMCX) has a less-than-ideal Long-term performance (5-year return 1.01% vs 1.33% Mid-Cap Value category average)
  • AFBA 5Star Mid Cap Value C Fund (AFMCX) has a Morningstar rating of 3 and below
  • AFBA 5Star Mid Cap Value C Fund (AFMCX) has a higher management fee of 2.39% than its Mid-Cap Value average of 1.37%
  • AFBA 5Star Mid Cap Value C Fund (AFMCX) carries a 1% load
See AFBA 5Star Mid Cap Value C Fund (AFMCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

  

AFBA 5Star Mid Cap Value C Fund (AFMCX) Net Asset

Track net asset change of AFBA 5Star Mid Cap Value C fund (AFMCX)

DateNet Asset
01/2010$1.46M
11/2009$1.39M
10/2009$1.35M
More historic net asset information on AFBA 5Star Mid Cap Value C Fund (AFMCX)

  

AFBA 5Star Mid Cap Value C Fund (AFMCX) Portfolio Allocation

Track portfolio allocation change of AFBA 5Star Mid Cap Value C fund (AFMCX)

DateCashStockBondOther
09/20092.6%97.39%0%0%
06/20093.05%96.95%0%0%
03/20093.31%96.69%0%0%
Click here to see more historic asset allocation information on AFBA 5Star Mid Cap Value C Fund (AFMCX)

  

Most Recent Top 10 Holdings in AFBA 5Star Mid Cap Value C Fund (AFMCX)

Discover what AFBA 5Star Mid Cap Value C Fund (AFMCX) manager is buying

30-Sep-09
COEUR D ALENE CP NEW [1.67%]
TEXTAINER GROUP HDG [1.66%]
JABIL CIRCUIT INC [1.61%]
Arris Group Inc [1.57%]
ATWOOD OCEANICS INC [1.56%]
AMERIPRISE FINANCIAL [1.56%]
SUPERIOR ENERGY SV [1.55%]
ONEOK INC NEW [1.46%]
DEL MONTE FOODS CO [1.45%]
OWENS ILLINOIS [1.45%]

30-Jun-09
Lincare Holdings Inc. [1.91%]
VECTOR GROUP LTD [1.82%]
IDACORP INC HLDG CO [1.76%]
MATTEL INC [1.74%]
Joy Global Inc. [1.74%]
Amsurg Corp. [1.69%]
HANOVER INSURANCE GR [1.65%]
REGIS CP [1.64%]
Arris Group Inc [1.61%]
DEL MONTE FOODS CO [1.6%]

31-Mar-09
Argo Group International Holdin [2.69%]
ENDURANCE SPLTY HLD [2.67%]
Jack Henry & Associates, Inc. [2.64%]
RALCORP HOLDINGS INC [2.56%]
DEL MONTE FOODS CO [2.55%]
IPC Holdings, Limited [2.47%]
Sanderson Farms, Inc. [2.42%]
Lincare Holdings Inc. [2.19%]
U R S CP [2.18%]
ALLIANT TECH SYS INC [2.18%]
Click here for Stock Holding Change Map in AFBA 5Star Mid Cap Value C Fund (AFMCX)

  

Related books and products to AFBA 5Star Mid Cap Value C Fund (AFMCX)

  

Latest News on AFBA 5Star Mid Cap Value C (AFMCX)

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