Mutual Fund Insights: RiverSource Partners Small Cap Value C Fund (APVCX)

In-depth Analysis of RiverSource Partners Small Cap Value C Fund (APVCX)

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See RiverSource Partners Small Cap Value C Fund (APVCX) performance details as of January 31, 2010

  

Last Trade: $4.73 on 3/17/2010, Change: +0.04 (0.85%)

Experiment our closing price forecasting tool for RiverSource Partners Small Cap Value C Fund (APVCX) (alpha release)

  

Fund Manager - Donald Gene Smith

Fund Manager Tenure: 6.0 years
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

Smith is a chief investment officer of Donald Smith & Co. He has worked in investment management since 1968 and has been with the investment advisory firm that was founded as Home Portfolio Advisors and renamed Donald Smith & Co., Inc., since 1980.  Get more insights on Donald Gene Smith

  

 What we like about RiverSource Partners Small Cap Value C Fund (APVCX)

Data for RiverSource Partners Small Cap Value C Fund (APVCX) as of January 31, 2010

• RiverSource Partners Small Cap Value C Fund (APVCX) management has been with RiverSource Partners Small Cap Value C Fund for 6.0 years
• RiverSource Partners Small Cap Value C Fund (APVCX) has good short-term performance (1-year return 58.17% vs 44.52% Small Value category average)
• RiverSource Partners Small Cap Value C Fund (APVCX) has good mid-term performance (3-year return -5.44% vs -7.42% Small Value category average)
• RiverSource Partners Small Cap Value C Fund (APVCX) has good Long-term performance (5-year return 1.77% vs 0.77% Small Value category average)

  

 What we are cautious about RiverSource Partners Small Cap Value C Fund (APVCX)

Data for RiverSource Partners Small Cap Value C Fund (APVCX) as of January 31, 2010

• RiverSource Partners Small Cap Value C Fund (APVCX) ratio of up-years vs down years can be improved
• RiverSource Partners Small Cap Value C Fund (APVCX) has a Morningstar rating of 3 and below
• RiverSource Partners Small Cap Value C Fund (APVCX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.76 that is higher than category average of 25.43
• RiverSource Partners Small Cap Value C Fund (APVCX) has a higher management fee of 2.13% than its Small Value average of 1.50%
• RiverSource Partners Small Cap Value C Fund (APVCX) carries a 1% load

See RiverSource Partners Small Cap Value C Fund (APVCX) performance details as of January 31, 2010

  

  

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RiverSource Partners Small Cap Value C Fund (APVCX) Net Asset

Track net asset change of RiverSource Partners Small Cap Value C fund (APVCX)

Date	Net Asset
01/2010	$7.10M
11/2009	$6.86M
10/2009	$6.75M

More historic net asset information on RiverSource Partners Small Cap Value C Fund (APVCX)

  

RiverSource Partners Small Cap Value C Fund (APVCX) Portfolio Allocation

Track portfolio allocation change of RiverSource Partners Small Cap Value C fund (APVCX)

Date	Cash	Stock	Bond	Other
10/2009	12.02%	87.6%	0%	0.38%
09/2009	11.5%	88.15%	0%	0.35%
08/2009	9.98%	89.65%	0%	0.37%

Click here to see more historic asset allocation information on RiverSource Partners Small Cap Value C Fund (APVCX)

  

Most Recent Top 10 Holdings in RiverSource Partners Small Cap Value C Fund (APVCX)

Discover what RiverSource Partners Small Cap Value C Fund (APVCX) manager is buying

31-Oct-09 Riversource Short Term Invt Ser [12.02%] VALASSIS COMMUN INC [1.57%] OSHKOSH CP [1.47%] Plexus Corp. [1.38%] THE MENS WEARHOUS [1.38%] ROYAL CARIBBEAN CR [1.33%] DOMTAR CORP NEW [1.32%] MI DEV INC CL A [1.3%] Air France-KLM ADR [1.24%]

30-Sep-09 RIVERSOURCE SHORT TERM INVT SER [11.5%] VALASSIS COMMUN INC [1.54%] ROYAL CARIBBEAN CR [1.49%] THE MENS WEARHOUS [1.48%] OSHKOSH CP [1.46%] VISHAY INTERTECH [1.43%] Plexus Corp. [1.42%] Air France-KLM ADR [1.38%] MI DEV INC CL A [1.16%]

31-Aug-09 RIVERSOURCE SHORT TERM INVT SER [9.98%] OSHKOSH CP [2.19%] THE MENS WEARHOUS [1.64%] VALASSIS COMMUN INC [1.54%] VISHAY INTERTECH [1.53%] CELESTICA SUB VTG [1.52%] [1.5%] Plexus Corp. [1.31%] ROYAL CARIBBEAN CR [1.24%] PLATINUM UNDERWRITRS [1.23%]

Click here for Stock Holding Change Map in RiverSource Partners Small Cap Value C Fund (APVCX)

  

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See more information on RiverSource Partners Small Cap Value C Fund (APVCX)

• RiverSource Partners Small Cap Value C Fund Insights
• RiverSource Partners Small Cap Value C Fund Performance Data
• RiverSource Partners Small Cap Value C Fund News
• RiverSource Partners Small Cap Value C Fund Score Explaination
• RiverSource Partners Small Cap Value C Fund Manager Information
• Historic RiverSource Partners Small Cap Value C Fund Asset Allocation Report
• Historic RiverSource Partners Small Cap Value C Fund Top 10 Holding Tracking
• Historic RiverSource Partners Small Cap Value C Fund Asset Under Management Tracking