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Beck, Mack & Oliver Partners (BMPEX) Fund Ranking and Research

Ranking, Research and Recommendation of Beck, Mack & Oliver Partners (BMPEX) Fund

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Graph of Beck, Mack & Oliver Partners Fund (BMPEX) ManagerFund Manager - Robert C. Beck

Fund Manager Information

Fund Manager Tenure: 5.0 years
Fund Family: Beck, Mack & Oliver
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)
Member of Beck, Mack & Oliver LLC. Mr. Wydra joined the firm in 2005 and became a member in 2007. He previously worked at B.T. Wolfensohn, Graham Partners and Water Street Capital. He was born in 1971 and received a B.A. from Brown University in 1994, a M.A. from Columbia University in 1995 and an M.B.A. from the University of Pennsylvani in 2003.  Get more insights on Robert C. Beck

 

Graph of Beck, Mack & Oliver Partners Fund (BMPEX) ProfileBeck, Mack & Oliver Partners Fund (BMPEX) Profile

Fund Profile and Description

Beck, Mack & Oliver Partners Fund seeks long-term capital appreciation consistent with the preservation of capital. Beck, Mack & Oliver Partners Fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks, but it may also invest in preferred stocks and fixed, variable and floating rate fixed income securities. It generally invests in equity securities of domestic and foreign companies which the adviser believes have sound, long-term fundamentals. Beck, Mack & Oliver Partners Fund may also invest up to 10% of net assets in fixed income securities rated below investment grade. It is non-diversified.

 

Beck, Mack & Oliver Partners (BMPEX) Fund Strength What we like about Beck, Mack & Oliver Partners (BMPEX) Fund

Data for Beck, Mack & Oliver Partners Fund (BMPEX) as of May 30, 2016

  • Beck, Mack & Oliver Partners Fund (BMPEX) management has been with Beck, Mack & Oliver Partners Fund for 5.0 years
  • Beck, Mack & Oliver Partners Fund (BMPEX) ratio of up-years vs down years is greater than 2
  • Asset base in Beck, Mack & Oliver Partners Fund (BMPEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Beck, Mack & Oliver Partners Fund (BMPEX) has an annual stock turnover rate of 41.00% vs Large Blend average of 53.12%. It is good that Beck, Mack & Oliver Partners management does not trade extensively for its return.
  • Beck, Mack & Oliver Partners Fund (BMPEX) has a lower expense ratio than its Large Blend average: 1.00% vs 1.02%
  • Beck, Mack & Oliver Partners Fund (BMPEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Beck, Mack & Oliver Partners Fund (BMPEX) Weakness What we are cautious about Beck, Mack & Oliver Partners (BMPEX) Fund

Data for Beck, Mack & Oliver Partners Fund (BMPEX) as of May 30, 2016

  • Beck, Mack & Oliver Partners Fund (BMPEX) has a less-than-ideal short-term performance (1-year return -13.75% vs -1.15% Large Blend category median performance)
  • Beck, Mack & Oliver Partners Fund (BMPEX) has a less-than-ideal mid-term performance (3-year return -2.79% vs 9.43% Large Blend category median performance)
  • Beck, Mack & Oliver Partners Fund (BMPEX) has a less-than-ideal Long-term performance (5-year return 3.23% vs 10.15% Large Blend category median performance)
  • Beck, Mack & Oliver Partners Fund (BMPEX) has a Morningstar rating of 3 and below
  • Beck, Mack & Oliver Partners Fund (BMPEX) does not have a good risk adjusted return as its 3-year Alpha of -13.79 is worse than category average of -1.74, and its 3-year Sharpe ratio is -0.12
  • Beck, Mack & Oliver Partners Fund (BMPEX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.96 that is higher than category average of 11.67
See Beck, Mack & Oliver Partners Fund (BMPEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Beck, Mack & Oliver Partners Fund (BMPEX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Beck, Mack & Oliver Partners3.31-13.75-2.793.23
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Beck, Mack & Oliver Partners Fund (BMPEX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Beck, Mack & Oliver Partners Fund (BMPEX) Net Asset TrackingBeck, Mack & Oliver Partners (BMPEX) Fund Net Asset

Track net asset change of Beck, Mack & Oliver Partners fund (BMPEX)

DateNet Asset
05/2016$35.52M
03/2016$34.57M
02/2016$32.51M
More historic net asset information on Beck, Mack & Oliver Partners Fund (BMPEX)

  

Graph of Beck, Mack & Oliver Partners Fund (BMPEX) Portfolio TrackingBeck, Mack & Oliver Partners (BMPEX) Fund Portfolio Allocation

Track portfolio allocation change of Beck, Mack & Oliver Partners fund (BMPEX)

DateCashStockBondOther
03/20160.01%99.99%0%0%
12/20150%100%0%0%
09/20150.12%99.88%0%0%
Click here to see more historic asset allocation information on Beck, Mack & Oliver Partners Fund (BMPEX)

 

graph of Beck, Mack & Oliver Partners Fund (BMPEX) Top 10 Position TrackingTop 10 Holdings in Beck, Mack & Oliver Partners (BMPEX) Fund

Discover what Beck, Mack & Oliver Partners Fund (BMPEX) manager is buying

Mar 30, 2016
Enstar Group Limited [9.84%]
Matador Resources Company Commo [6.96%]
Schlumberger N.V. Common Stock [5.55%]
The Blackstone Group L.P. Commo [4.71%]
Devon Energy Corporation Common [4.37%]
Fluor Corporation Common Stock [4.24%]
Credit Acceptance Corporation [4.21%]
Dover Corporation Common Stock [4.15%]
Alphabet Inc. [4.04%]
Apollo Global Management, LLC C [3.87%]

Dec 30, 2015
Enstar Group Limited [8.92%]
Matador Resources Company Commo [6.13%]
Schlumberger N.V. Common Stock [5.84%]
Devon Energy Corporation Common [4.85%]
JP Morgan Chase & Co. Common St [4.54%]
Grifols SA ADR [4.53%]
The Blackstone Group L.P. Commo [4.3%]
Credit Acceptance Corporation [4.29%]
Alphabet Inc. [4.25%]
Merck & Company, Inc. Common St [3.99%]

Sep 29, 2015
Enstar Group Limited [8.23%]
Matador Resources Company Commo [5.3%]
Fluor Corporation Common Stock [5.06%]
Schlumberger N.V. Common Stock [4.84%]
Devon Energy Corporation Common [4.43%]
Microsoft Corporation [4.43%]
Leucadia National Corporation C [3.6%]
Grifols SA ADR [3.51%]
U.S. Bancorp Common Stock [3.42%]
JP Morgan Chase & Co. Common St [3.39%]
Click here for Stock Holding Change Map in Beck, Mack & Oliver Partners Fund (BMPEX)

  

Latest News on Beck, Mack & Oliver Partners (BMPEX) Fund

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Beck, Mack & Oliver Partners Fund (BMPEX) Related ResourcesSee more information on Beck, Mack & Oliver Partners (BMPEX) Fund

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