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AlphaMark Large Cap Growth (AMLCX) Fund Ranking and Research

Ranking, Research and Recommendation of AlphaMark Large Cap Growth (AMLCX) Fund

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Graph of AlphaMark Large Cap Growth Fund (AMLCX) ManagerFund Manager - Michael L. Simon

Fund Manager Information

Fund Manager Tenure: 10.1 years
Fund Family: AlphaMark
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)
Michael L. Simon has been working in the financial analysis and investment fields for over 18 years. He earned a B.S. in Accountancy from Northern Kentucky University in 1989. In 1992, he completed the requirements to receive the Certified Public Accountant designation. In December of 1993, Mike graduated from Xavier University with an MBA in Finance. To best serve his profession, Mike earned the Chartered Financial Analyst designation in 1996. His past experience includes Managing Financial Service Advisor at a local money management firm and Senior Portfolio Manager at a regional bank.  Get more insights on Michael L. Simon

 

Graph of AlphaMark Large Cap Growth Fund (AMLCX) ProfileAlphaMark Large Cap Growth Fund (AMLCX) Profile

Fund Profile and Description

AlphaMark Large Cap Growth Fund seeks long-term growth of capital. AlphaMark Large Cap Growth Fund invest at least 80% of net assets plus the amount of any borrowings for investment purposes in a diversified portfolio of domestic common stocks of large cap companies with a total market capitalization of $5 billion or more at the time of purchase. It invests up to 20% of net assets in securities of foreign securities.

 

AlphaMark Large Cap Growth (AMLCX) Fund Strength What we like about AlphaMark Large Cap Growth (AMLCX) Fund

Data for AlphaMark Large Cap Growth Fund (AMLCX) as of May 30, 2016

  • AlphaMark Large Cap Growth Fund (AMLCX) management has been with AlphaMark Large Cap Growth Fund for 10.1 years
  • AlphaMark Large Cap Growth Fund (AMLCX) ratio of up-years vs down years is greater than 2
  • Asset base in AlphaMark Large Cap Growth Fund (AMLCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AlphaMark Large Cap Growth Fund (AMLCX) has an annual stock turnover rate of 43.00% vs Large Growth average of 50.46%. It is good that AlphaMark Large Cap Growth management does not trade extensively for its return.

AlphaMark Large Cap Growth Fund (AMLCX) Weakness What we are cautious about AlphaMark Large Cap Growth (AMLCX) Fund

Data for AlphaMark Large Cap Growth Fund (AMLCX) as of May 30, 2016

  • AlphaMark Large Cap Growth Fund (AMLCX) has a less-than-ideal short-term performance (1-year return -3.79% vs -1.74% Large Growth category median performance)
  • AlphaMark Large Cap Growth Fund (AMLCX) has a less-than-ideal mid-term performance (3-year return 10.68% vs 10.74% Large Growth category median performance)
  • AlphaMark Large Cap Growth Fund (AMLCX) has a less-than-ideal Long-term performance (5-year return 9.99% vs 10.14% Large Growth category median performance)
  • AlphaMark Large Cap Growth Fund (AMLCX) has a Morningstar rating of 3 and below
  • AlphaMark Large Cap Growth Fund (AMLCX) is less safe compared to its Large Growth peers
  • AlphaMark Large Cap Growth Fund (AMLCX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.92 that is higher than category average of 12.75
  • AlphaMark Large Cap Growth Fund (AMLCX) has a higher expense ratio of 1.50% than its Large Growth average of 1.17%
  • Even though AlphaMark Large Cap Growth Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See AlphaMark Large Cap Growth Fund (AMLCX) performance details as of May 30, 2016

 

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Compare AlphaMark Large Cap Growth Fund (AMLCX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AlphaMark Large Cap Growth6.09-3.7910.689.99
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare AlphaMark Large Cap Growth Fund (AMLCX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of AlphaMark Large Cap Growth Fund (AMLCX) Net Asset TrackingAlphaMark Large Cap Growth (AMLCX) Fund Net Asset

Track net asset change of AlphaMark Large Cap Growth fund (AMLCX)

DateNet Asset
05/2016$22.80M
03/2016$22.11M
02/2016$20.43M
More historic net asset information on AlphaMark Large Cap Growth Fund (AMLCX)

  

Graph of AlphaMark Large Cap Growth Fund (AMLCX) Portfolio TrackingAlphaMark Large Cap Growth (AMLCX) Fund Portfolio Allocation

Track portfolio allocation change of AlphaMark Large Cap Growth fund (AMLCX)

DateCashStockBondOther
04/20160.26%99.74%0%0%
02/20160.02%99.98%0%0%
01/20160.45%99.55%0%0%
Click here to see more historic asset allocation information on AlphaMark Large Cap Growth Fund (AMLCX)

 

graph of AlphaMark Large Cap Growth Fund (AMLCX) Top 10 Position TrackingTop 10 Holdings in AlphaMark Large Cap Growth (AMLCX) Fund

Discover what AlphaMark Large Cap Growth Fund (AMLCX) manager is buying

Apr 29, 2016
Continental Resources, Inc. Com [6.77%]
Total System Services, Inc. Com [4.61%]
Flowserve Corporation Common St [4.37%]
Starwood Hotels & Resorts World [4.14%]
Jazz Pharmaceuticals plc [3.82%]
EOG Resources, Inc. Common Stoc [3.57%]
Tyson Foods, Inc. Common Stock [3.53%]
Centene Corporation Common Stoc [3.53%]
Amgen Inc. [3.52%]
General Motors Company Common S [3.49%]

Feb 28, 2016
Continental Resources, Inc. Com [5.26%]
Total System Services, Inc. Com [4.09%]
Starwood Hotels & Resorts World [4.03%]
Flowserve Corporation Common St [3.79%]
Tyson Foods, Inc. Common Stock [3.41%]
Centene Corporation Common Stoc [3.34%]
General Motors Company Common S [3.29%]
CenturyLink, Inc. Common Stock [3.28%]
Amgen Inc. [3.18%]
Jazz Pharmaceuticals plc [3.15%]

Jan 30, 2016
Continental Resources, Inc. Com [4.23%]
Novo Nordisk A/S Common Stock [4.05%]
Intercontinental Exchange Inc. [3.96%]
Flowserve Corporation Common St [3.81%]
Mylan N.V. [3.75%]
Amgen Inc. [3.74%]
Jazz Pharmaceuticals plc [3.59%]
General Motors Company Common S [3.58%]
Starwood Hotels & Resorts World [3.47%]
EOG Resources, Inc. Common Stoc [3.38%]
Click here for Stock Holding Change Map in AlphaMark Large Cap Growth Fund (AMLCX)

  

Latest News on AlphaMark Large Cap Growth (AMLCX) Fund

See what is happening with AlphaMark Large Cap Growth Fund (AMLCX)

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AlphaMark Large Cap Growth Fund (AMLCX) Related ResourcesSee more information on AlphaMark Large Cap Growth (AMLCX) Fund

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