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Bishop Street Strategic Growth Instl (BSRIX) Fund Ranking and Research

Ranking, Research and Recommendation of Bishop Street Strategic Growth Instl (BSRIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Bishop Street Strategic Growth Instl Fund (BSRIX) ManagerFund Manager - Todd D. Herget

Fund Manager Information

Fund Manager Tenure: 6.4 years
Fund Family: Bishop Street
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

 

Graph of Bishop Street Strategic Growth Instl Fund (BSRIX) ProfileBishop Street Strategic Growth Instl Fund (BSRIX) Profile

Fund Profile and Description

Bishop Street Strategic Growth Instl Fund seeks long-term capital appreciation. Bishop Street Strategic Growth Instl Fund invests mainly in U.S. common stocks that the sub-advisor believes have capital appreciation potential. The Sub-Adviser selects securities from an investment universe of roughly 500-600 large, liquid and well-covered companies.

 

Bishop Street Strategic Growth Instl (BSRIX) Fund Strength What we like about Bishop Street Strategic Growth Instl (BSRIX) Fund

Data for Bishop Street Strategic Growth Instl Fund (BSRIX) as of May 30, 2016

  • Bishop Street Strategic Growth Instl Fund (BSRIX) management has been with Bishop Street Strategic Growth Instl Fund for 6.4 years
  • Bishop Street Strategic Growth Instl Fund (BSRIX) ratio of up-years vs down years is greater than 2
  • Bishop Street Strategic Growth Instl Fund (BSRIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Bishop Street Strategic Growth Instl Fund (BSRIX) Weakness What we are cautious about Bishop Street Strategic Growth Instl (BSRIX) Fund

Data for Bishop Street Strategic Growth Instl Fund (BSRIX) as of May 30, 2016

  • Bishop Street Strategic Growth Instl Fund (BSRIX) has a less-than-ideal short-term performance (1-year return -6.36% vs -1.74% Large Growth category median performance)
  • Bishop Street Strategic Growth Instl Fund (BSRIX) has a less-than-ideal mid-term performance (3-year return 8.93% vs 10.74% Large Growth category median performance)
  • Bishop Street Strategic Growth Instl Fund (BSRIX) has a less-than-ideal Long-term performance (5-year return 7.85% vs 10.14% Large Growth category median performance)
  • Bishop Street Strategic Growth Instl Fund (BSRIX) has a Morningstar rating of 3 and below
  • Bishop Street Strategic Growth Instl Fund (BSRIX) is less safe compared to its Large Growth peers
  • Bishop Street Strategic Growth Instl Fund (BSRIX) has an annual stock turnover rate of 55.00% that is higher than the Large Growth average of 50.46%. This could mean Bishop Street Strategic Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Bishop Street Strategic Growth Instl Fund (BSRIX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.93 that is higher than category average of 12.75
See Bishop Street Strategic Growth Instl Fund (BSRIX) performance details as of May 30, 2016

 

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Compare Bishop Street Strategic Growth Instl Fund (BSRIX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bishop Street Strategic Growth Instl-6.24-6.368.937.85
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 Bishop Street Strategic Growth Instl Fund (BSRIX)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 Bishop Street Strategic Growth Instl Fund (BSRIX) Net Asset TrackingBishop Street Strategic Growth Instl (BSRIX) Fund Net Asset

Track net asset change of Bishop Street Strategic Growth Instl fund (BSRIX)

DateNet Asset
05/2016$34.05M
03/2016$34.69M
02/2016$32.65M
More historic net asset information on Bishop Street Strategic Growth Instl Fund (BSRIX)

  

Graph of Bishop Street Strategic Growth Instl Fund (BSRIX) Portfolio TrackingBishop Street Strategic Growth Instl (BSRIX) Fund Portfolio Allocation

Track portfolio allocation change of Bishop Street Strategic Growth Instl fund (BSRIX)

DateCashStockBondOther
03/20161.49%98.51%0%0%
12/20150.48%99.52%0%0%
09/20151.01%98.99%0%0%
Click here to see more historic asset allocation information on Bishop Street Strategic Growth Instl Fund (BSRIX)

 

graph of Bishop Street Strategic Growth Instl Fund (BSRIX) Top 10 Position TrackingTop 10 Holdings in Bishop Street Strategic Growth Instl (BSRIX) Fund

Discover what Bishop Street Strategic Growth Instl Fund (BSRIX) manager is buying

Mar 30, 2016
Monster Beverage Corporation [4.5%]
Bristol-Myers Squibb Company Co [4.3%]
Illumina, Inc. [4.15%]
Splunk Inc. [4.09%]
MercadoLibre Inc [3.91%]
Visa Inc. [3.87%]
Facebook, Inc. [3.8%]
The Priceline Group Inc. [3.8%]
Mobileye N.V. Ordinary Shares [3.79%]
Biogen Inc. [3.72%]

Dec 30, 2015
Facebook, Inc. [4.67%]
Alexion Pharmaceuticals, Inc. [4.65%]
Bristol-Myers Squibb Company Co [4.56%]
LinkedIn Corporation Class A Co [4.38%]
Splunk Inc. [4.18%]
Visa Inc. [4.13%]
Illumina, Inc. [4.06%]
Vertex Pharmaceuticals Incorpor [3.98%]
Monster Beverage Corporation [3.94%]
Adobe Systems Incorporated [3.76%]

Sep 29, 2015
Monster Beverage Corporation [4.81%]
LinkedIn Corporation Class A Co [4.78%]
Nike, Inc. Common Stock [4.76%]
Visa Inc. [4.59%]
Facebook, Inc. [4.54%]
Alexion Pharmaceuticals, Inc. [4.4%]
Amazon.com, Inc. [4.17%]
Bristol-Myers Squibb Company Co [4.06%]
Vertex Pharmaceuticals Incorpor [4.05%]
Cognizant Technology Solutions [4.02%]
Click here for Stock Holding Change Map in Bishop Street Strategic Growth Instl Fund (BSRIX)

  

Latest News on Bishop Street Strategic Growth Instl (BSRIX) Fund

See what is happening with Bishop Street Strategic Growth Instl Fund (BSRIX)

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Bishop Street Strategic Growth Instl Fund (BSRIX) Related ResourcesSee more information on Bishop Street Strategic Growth Instl (BSRIX) Fund

Popular pages on Bishop Street Strategic Growth Instl (BSRIX) Fund

  

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