Mutual Fund Insights: Ameristock Fund (AMSTX)

In-depth Analysis of Ameristock Fund (AMSTX)

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See Ameristock Fund (AMSTX) performance details as of February 28, 2010

  

Last Trade: $33.49 on 3/19/2010, Change: 0.00 (0%)

Experiment our closing price forecasting tool for Ameristock Fund (AMSTX) (alpha release)

  

Fund Manager - Andrew D. Ngim

Fund Manager Tenure: 10.2 years
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

Andrew D. Ngim is a managing director with Ameristock Corporation. Prior to joining Ameristock in 1999 Andrew D. Ngim was a benefits consultant with PriceWaterhouseCoopers from 1994 until 1999. Previously, Andrew D. Ngim was employed as a stockbroker and stock analyst with a regional investment banking firm and as an investment consultant with a third party pension administrator.  Get more insights on Andrew D. Ngim

  

 What we like about Ameristock Fund (AMSTX)

Data for Ameristock Fund (AMSTX) as of February 28, 2010

• Ameristock Fund (AMSTX) management has been with Ameristock Fund for 10.2 years
• Ameristock Fund (AMSTX) has good Long-term performance (5-year return -0.55% vs -0.22 % Large Value category average)
• Ameristock Fund (AMSTX) ratio of up-years vs down years is greater than 2
• Ameristock Fund (AMSTX) has an annual stock turnover rate of 30.00% vs Large Value average of 69.56%. It is good that Ameristock management does not trade extensively for its return.
• Ameristock Fund (AMSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.12, lower than category average of 20.8
• Ameristock Fund (AMSTX) has a lower management fee than its Large Value average: 0.91% vs 1.29%
• Ameristock Fund (AMSTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Ameristock Fund (AMSTX)

Data for Ameristock Fund (AMSTX) as of February 28, 2010

• Ameristock Fund is a focused fund with 43.91% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Ameristock Fund (AMSTX) has a less-than-ideal short-term performance (1-year return 54.12% vs 54.22 % Large Value category average)
• Ameristock Fund (AMSTX) has a less-than-ideal mid-term performance (3-year return -5.01% vs -7.29 % Large Value category average)
• Ameristock Fund (AMSTX) has a Morningstar rating of 3 and below

See Ameristock Fund (AMSTX) performance details as of February 28, 2010

  

  

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Ameristock Fund (AMSTX) Net Asset

Track net asset change of Ameristock fund (AMSTX)

Date	Net Asset
02/2010	$208.57M
01/2010	$209.98M
11/2009	$218.14M

More historic net asset information on Ameristock Fund (AMSTX)

  

Ameristock Fund (AMSTX) Portfolio Allocation

Track portfolio allocation change of Ameristock fund (AMSTX)

Date	Cash	Stock	Bond	Other
01/2010	2.18%	97.81%	0%	0%
10/2009	1.6%	98.4%	0%	0%
09/2009	1.91%	98.09%	0%	0%

Click here to see more historic asset allocation information on Ameristock Fund (AMSTX)

  

Most Recent Top 10 Holdings in Ameristock Fund (AMSTX)

Discover what Ameristock Fund (AMSTX) manager is buying

31-Jan-10 Accenture plc. Class A Ordinary [5.27%] Cisco Systems, Inc. [4.59%] Microsoft Corporation [4.4%] [4.37%] Franklin Resources, Inc. Common [4.34%] eBay Inc. [4.22%] United Technologies Corporation [4.21%] Charles Schwab Corporation (The [4.18%] Amgen Inc. [4.18%] Merck & Company, Inc. Common St [4.15%]

31-Oct-09 Google Inc. [5.57%] FRANKLIN RES INC [5.2%] ACCENTURE PLC. [4.88%] TEXAS INSTRUMENTS [4.85%] Cisco Systems, Inc. [4.78%] Intel Corporation [4.61%] PROGRESSIVE CP [4.43%] Microsoft Corporation [4.43%] eBay Inc. [4.18%] The Charles Schwab Corporation [4.06%]

30-Sep-09 FRANKLIN RES INC [5.81%] eBay Inc. [5.51%] Google Inc. [5.08%] Cisco Systems, Inc. [4.86%] ACCENTURE PLC. [4.84%] TEXAS INSTRUMENTS [4.83%] Intel Corporation [4.65%] PROGRESSIVE CP [4.53%] The Charles Schwab Corporation [4.42%] Microsoft Corporation [4.08%]

Click here for Stock Holding Change Map in Ameristock Fund (AMSTX)

  

Related books and products to Ameristock Fund (AMSTX)

  

Latest News on Ameristock (AMSTX)

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Books and Resources

 

 

See more information on Ameristock Fund (AMSTX)

• Ameristock Fund Insights
• Ameristock Fund Performance Data
• Ameristock Fund News
• Ameristock Fund Score Explaination
• Ameristock Fund Manager Information
• Historic Ameristock Fund Asset Allocation Report
• Historic Ameristock Fund Top 10 Holding Tracking
• Historic Ameristock Fund Asset Under Management Tracking