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Mutual Fund Insights: RiverSource Partners Fundamental Val C Fund (AFVCX)

In-depth Analysis of RiverSource Partners Fundamental Val C Fund (AFVCX)

Mutual fund chart: RiverSource Partners Fundamental Val C Fund (AFVCX)

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See RiverSource Partners Fundamental Val C Fund (AFVCX) performance details as of January 31, 2010

  

    Last Trade: $4.47 on 3/19/2010, Change: -0.02 (-0.45%)
Experiment our closing price forecasting tool for RiverSource Partners Fundamental Val C Fund (AFVCX) (alpha release)

  

Fund Manager - Christopher Cullom Davis

Fund Manager Tenure: 8.8 years   [Similar Funds: AFVAX  AFVBX  AFVIX ]
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Christopher C. Davis ?Portfolio Manager and Research Analyst. Christopher Davis is a research analyst and Chair of the Portfolio Review Committee which oversees the management of the Davis Global, International and All-Cap strategies. Mr. Davis with Kenneth Feinberg is Portfolio Manager for all large cap equity and concentrated equity portfolios. Mr. Davis joined the firm in 1989 after working as a securities analyst. He received his M.A. from the University of St. Andrews in Scotland.  Get more insights on Christopher Cullom Davis

  

What we like about RiverSource Partners Fundamental Val C Fund (AFVCX) What we like about RiverSource Partners Fundamental Val C Fund (AFVCX)

Data for RiverSource Partners Fundamental Val C Fund (AFVCX) as of January 31, 2010

  • RiverSource Partners Fundamental Val C Fund (AFVCX) management has been with RiverSource Partners Fundamental Val C Fund for 8.8 years
  • RiverSource Partners Fundamental Val C Fund (AFVCX) has good short-term performance (1-year return 40.63% vs 34.15% Large Blend category average)
  • RiverSource Partners Fundamental Val C Fund (AFVCX) ratio of up-years vs down years is greater than 2

  

What we are cautious about RiverSource Partners Fundamental Val C Fund (AFVCX) What we are cautious about RiverSource Partners Fundamental Val C Fund (AFVCX)

Data for RiverSource Partners Fundamental Val C Fund (AFVCX) as of January 31, 2010

  • RiverSource Partners Fundamental Val C Fund is a focused fund with 35.88% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • RiverSource Partners Fundamental Val C Fund (AFVCX) has a less-than-ideal mid-term performance (3-year return -8.29% vs -7.17% Large Blend category average)
  • RiverSource Partners Fundamental Val C Fund (AFVCX) has a less-than-ideal Long-term performance (5-year return -0.71% vs 0.19% Large Blend category average)
  • RiverSource Partners Fundamental Val C Fund (AFVCX) has a Morningstar rating of 3 and below
  • RiverSource Partners Fundamental Val C Fund (AFVCX) is less safe compared to its Large Blend peers
  • RiverSource Partners Fundamental Val C Fund (AFVCX) does not have a good risk adjusted return as its 3-year Alpha of 0.22 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.36
  • RiverSource Partners Fundamental Val C Fund (AFVCX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.52 that is higher than category average of 20.52
  • RiverSource Partners Fundamental Val C Fund (AFVCX) has a higher management fee of 1.88% than its Large Blend average of 1.10%
  • RiverSource Partners Fundamental Val C Fund (AFVCX) carries a 1% load
See RiverSource Partners Fundamental Val C Fund (AFVCX) performance details as of January 31, 2010

  

  

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RiverSource Partners Fundamental Val C Fund (AFVCX) Net Asset

Track net asset change of RiverSource Partners Fundamental Val C fund (AFVCX)

DateNet Asset
01/2010$8.68M
11/2009$8.97M
10/2009$8.76M
More historic net asset information on RiverSource Partners Fundamental Val C Fund (AFVCX)

  

RiverSource Partners Fundamental Val C Fund (AFVCX) Portfolio Allocation

Track portfolio allocation change of RiverSource Partners Fundamental Val C fund (AFVCX)

DateCashStockBondOther
10/20092.43%96.5%0.87%0.2%
09/20091.35%97.61%0.84%0.2%
07/20091.24%97.75%0.82%0.2%
Click here to see more historic asset allocation information on RiverSource Partners Fundamental Val C Fund (AFVCX)

  

Most Recent Top 10 Holdings in RiverSource Partners Fundamental Val C Fund (AFVCX)

Discover what RiverSource Partners Fundamental Val C Fund (AFVCX) manager is buying

31-Oct-09
Berkshire Hathaway Inc. B [4.9%]
OCCIDENTAL PET [4.55%]
Costco Wholesale Corporation [4.37%]
WELLS FARGO & CO NEW [4.29%]
AMER EXPRESS INC [3.63%]
EOG RESOURCES INC [3.14%]
DEVON ENERGY CP (OK) [3%]
JP MORGAN CHASE CO [2.64%]
LOEWS CP [2.5%]
CVS CAREMARK CP [2.45%]

30-Sep-09
Berkshire Hathaway Inc. B [4.89%]
OCCIDENTAL PET [4.69%]
WELLS FARGO & CO NEW [4.33%]
Costco Wholesale Corporation [4.27%]
AMER EXPRESS INC [3.48%]
EOG RESOURCES INC [3.16%]
DEVON ENERGY CP (OK) [3.07%]
JP MORGAN CHASE CO [2.93%]
LOEWS CP [2.53%]
CVS CAREMARK CP [2.43%]

31-Jul-09
Berkshire Hathaway Inc. B [4.92%]
OCCIDENTAL PET [4.59%]
Costco Wholesale Corporation [4.05%]
WELLS FARGO & CO NEW [3.95%]
AMER EXPRESS INC [3.06%]
JP MORGAN CHASE CO [2.96%]
EOG RESOURCES INC [2.94%]
DEVON ENERGY CP (OK) [2.86%]
CVS CAREMARK CP [2.39%]
LOEWS CP [2.33%]
Click here for Stock Holding Change Map in RiverSource Partners Fundamental Val C Fund (AFVCX)

  

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