Mutual Fund Insights: American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

In-depth Analysis of American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

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See American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) performance details as of January 31, 2010

  

Last Trade: $10.01 on 3/17/2010, Change: 0.00 (0%)

  

Fund Manager - Kurt Borgwardt

Fund Manager Tenure: 4.5 years   [Similar Funds: ALIAX  ALIBX  ALICX  ALIRX ]
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

Borgwardt is a senior vice president and senior portfolio manager at American Century Investment Management. He joined American Century in August 1990 and also has managed the quantitative equity research effort. He became a portfolio manager in March 1998. Borgwardt holds the Chartered Financial Analyst designation.  Get more insights on Kurt Borgwardt

  

 What we like about American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

Data for American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) as of January 31, 2010

• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) management has been with American Century Lg-Shrt Mkt Netrl Ins Fund for 4.5 years
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) has good mid-term performance (3-year return -0.68% vs -2.05% Long-Short category average)
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) has an annual stock turnover rate of 330.00% vs Long-Short average of 349.35%. It is good that American Century Lg-Shrt Mkt Netrl Ins management does not trade extensively for its return.
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.97, lower than category average of 10.49
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) has a lower management fee than its Long-Short average: 1.21% vs 2.07%
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

Data for American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) as of January 31, 2010

• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) has a less-than-ideal short-term performance (1-year return -4.18% vs 11.69% Long-Short category average)
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) ratio of up-years vs down years can be improved
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) has a Morningstar rating of 3 and below
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) is less safe compared to its Long-Short peers
• American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) does not have a good risk adjusted return as its 3-year Alpha of -4.46 is worse than category average of 0.54, and its 3-year Sharpe ratio is -0.42

See American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) performance details as of January 31, 2010

  

  

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American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) Net Asset

Track net asset change of American Century Lg-Shrt Mkt Netrl Ins fund (ALISX)

Date	Net Asset
01/2010	$10.03M
11/2009	$10.61M
10/2009	$11.97M

More historic net asset information on American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

  

American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) Portfolio Allocation

Track portfolio allocation change of American Century Lg-Shrt Mkt Netrl Ins fund (ALISX)

Date	Cash	Stock	Bond	Other
09/2009	0.91%	99.09%	0%	0%
06/2009	4.55%	95.45%	0%	0%
12/2008	7.78%	91.95%	0%	0.26%

Click here to see more historic asset allocation information on American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

  

Most Recent Top 10 Holdings in American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

Discover what American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX) manager is buying

30-Sep-09 Garmin Ltd. [0.85%] Broadcom Corporation [0.83%] TERADATA CORP [0.82%] CARLISLE COS INC [0.8%] Netflix, Inc. [0.79%] GARDNER DENVER INC [0.79%] NRG ENERGY INC [0.79%] OCCIDENTAL PET [0.79%] LSI CORPORATION [0.79%] NATL OILWELL VARCO [0.79%]

30-Jun-09 NRG ENERGY INC [17.16%] MIRANT CORP [14.34%] OCCIDENTAL PET [14.23%] SYBASE INC [14.09%] AMER FIN GRP HLD [14.03%] ANADARKO PETROLEUM [13.94%] MURPHY OIL CP HLDG [13.83%] ALPHA NATURAL RES [13.81%] ASPEN INSURANCE HLDG [13.57%] TALISMAN ENERGY INC [13.51%]

31-Dec-08 TALISMAN ENERGY INC [11.68%] OCCIDENTAL PET [11.66%] U S CELLULAR [11.52%] CHOICE HOTEL INT NEW [11.23%] AMER FIN GRP HLD [11.1%] FLOWSERVE CP [10.88%] W M S INDS INC [10.73%] NRG ENERGY INC [10.6%] SUNOCO INC [10.56%] PRINCIPAL FINL GROUP [10.54%]

Click here for Stock Holding Change Map in American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

  

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Latest News on American Century Lg-Shrt Mkt Netrl Ins (ALISX)

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See more information on American Century Lg-Shrt Mkt Netrl Ins Fund (ALISX)

• American Century Lg-Shrt Mkt Netrl Ins Fund Insights
• American Century Lg-Shrt Mkt Netrl Ins Fund Performance Data
• American Century Lg-Shrt Mkt Netrl Ins Fund News
• American Century Lg-Shrt Mkt Netrl Ins Fund Score Explaination
• American Century Lg-Shrt Mkt Netrl Ins Fund Manager Information
• Historic American Century Lg-Shrt Mkt Netrl Ins Fund Asset Allocation Report
• Historic American Century Lg-Shrt Mkt Netrl Ins Fund Top 10 Holding Tracking
• Historic American Century Lg-Shrt Mkt Netrl Ins Fund Asset Under Management Tracking