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Mutual Fund Insights: AHA Limited Maturity Fixed-Income N Fund (AHALX)

In-depth Analysis of AHA Limited Maturity Fixed-Income N Fund (AHALX)

Mutual fund chart: AHA Limited Maturity Fixed-Income N Fund (AHALX)

3 months
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See AHA Limited Maturity Fixed-Income N Fund (AHALX) performance details as of February 28, 2010

  

    Last Trade: $11.09 on 3/19/2010, Change: -0.01 (-0.09%)

  

Fund Manager - Robert T Harder

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Robert T Harder is a vice president and senior portfolio manager at CNAM since Feb 2005. Previously, Robert T Harder worked at Wells Capital Management where Robert T Harder was responsible for the implementation of all fixed income trades within the group from 1997-2004.  Get more insights on Robert T Harder

  

What we like about AHA Limited Maturity Fixed-Income N Fund (AHALX) What we like about AHA Limited Maturity Fixed-Income N Fund (AHALX)

Data for AHA Limited Maturity Fixed-Income N Fund (AHALX) as of February 28, 2010

  • AHA Limited Maturity Fixed-Income N Fund (AHALX) management has been with AHA Limited Maturity Fixed-Income N Fund for 3.1 years
  • AHA Limited Maturity Fixed-Income N Fund (AHALX) has good short-term performance (1-year return 5.73% vs 10.21 % Short-Term Bond category average)
  • AHA Limited Maturity Fixed-Income N Fund (AHALX) has good mid-term performance (3-year return 4.68% vs 3.54 % Short-Term Bond category average)
  • AHA Limited Maturity Fixed-Income N Fund (AHALX) has good Long-term performance (5-year return 4.02% vs 3.57 % Short-Term Bond category average)
  • AHA Limited Maturity Fixed-Income N Fund (AHALX) ratio of up-years vs down years is greater than 2
  • AHA Limited Maturity Fixed-Income N Fund (AHALX) has an annual stock turnover rate of 98.00% vs Short-Term Bond average of 113.38%. It is good that AHA Limited Maturity Fixed-Income N management does not trade extensively for its return.
  • AHA Limited Maturity Fixed-Income N Fund (AHALX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.25, lower than category average of 3.34

  

What we are cautious about AHA Limited Maturity Fixed-Income N Fund (AHALX) What we are cautious about AHA Limited Maturity Fixed-Income N Fund (AHALX)

Data for AHA Limited Maturity Fixed-Income N Fund (AHALX) as of February 28, 2010

  • AHA Limited Maturity Fixed-Income N Fund (AHALX) has a Morningstar rating of 3 and below
  • AHA Limited Maturity Fixed-Income N Fund (AHALX) is less safe compared to its Short-Term Bond peers
  • AHA Limited Maturity Fixed-Income N Fund (AHALX) has a higher management fee of 1.00% than its Short-Term Bond average of 0.91%
  • Even though AHA Limited Maturity Fixed-Income N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See AHA Limited Maturity Fixed-Income N Fund (AHALX) performance details as of February 28, 2010

  

  

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AHA Limited Maturity Fixed-Income N Fund (AHALX) Net Asset

Track net asset change of AHA Limited Maturity Fixed-Income N fund (AHALX)

DateNet Asset
02/2010$62.27M
01/2010$4.34M
11/2009$2.69M
More historic net asset information on AHA Limited Maturity Fixed-Income N Fund (AHALX)

  

AHA Limited Maturity Fixed-Income N Fund (AHALX) Portfolio Allocation

Track portfolio allocation change of AHA Limited Maturity Fixed-Income N fund (AHALX)

DateCashStockBondOther
10/20097.74%0%92.26%0%
07/20097.53%0%92.47%0%
06/200913.78%0%86.22%0%
Click here to see more historic asset allocation information on AHA Limited Maturity Fixed-Income N Fund (AHALX)

  

Most Recent Top 10 Holdings in AHA Limited Maturity Fixed-Income N Fund (AHALX)

Discover what AHA Limited Maturity Fixed-Income N Fund (AHALX) manager is buying

31-Oct-09
United States Treas Nts 1.75% [2.92%]
FNMA 6% [2.7%]
US Treasury Note 4.125% [2.7%]
US Treasury Note 4.5% [2.68%]
Jpmorgan Chase & Co Fdic Gtd Tlgp 3.125% [2.6%]
Citigroup Fdg Inc Gtd Tlgp 2.25% [2.54%]
FNMA 6.25% [2.44%]
AIM STIT Treasury Instl [2.39%]
Federal Natl Mtg Assn 3% [2.34%]
FNMA 2.9% [2.32%]

31-Jul-09
AIM STIT Treasury Instl [3.73%]
US Treasury Note [3.07%]
FNMA 6% [2.86%]
US Treasury Note 4.125% [2.83%]
US Treasury Note 4.5% [2.83%]
Jpmorgan Chase & Co Fdic Gtd Tlgp 3.125% [2.73%]
GENERAL ELEC CAP [2.72%]
Goldman Sachs Gp Inc Fdic Tlgp 1.625% [2.66%]
FNMA 6.25% [2.58%]
Citigroup FDIC GTD TLGP 2.88% [2.51%]

30-Jun-09
AIM STIT Treasury Instl [7.39%]
US Treasury Note [3.09%]
FNMA 6% [2.89%]
US Treasury Note 4.5% [2.86%]
US Treasury Note 4.125% [2.85%]
Jpmorgan Chase & Co Fdic Gtd Tlgp 3.125% [2.75%]
GENERAL ELEC CAP [2.74%]
Goldman Sachs Gp Inc Fdic Tlgp 1.625% [2.67%]
FNMA 6.25% [2.58%]
FNMA 2.9% [2.42%]
Click here for Stock Holding Change Map in AHA Limited Maturity Fixed-Income N Fund (AHALX)

  

Related books and products to AHA Limited Maturity Fixed-Income N Fund (AHALX)

  

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