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CAN SLIM Select Growth (CANGX) Fund Ranking and Research

Ranking, Research and Recommendation of CAN SLIM Select Growth (CANGX) Fund

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

 

Graph of CAN SLIM Select Growth Fund (CANGX) ManagerFund Manager - Patrick Jamin

Fund Manager Information

Fund Manager Tenure: 7.4 years
Fund Family: NorthCoast
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of CAN SLIM Select Growth Fund (CANGX) ProfileCAN SLIM Select Growth Fund (CANGX) Profile

Fund Profile and Description

CAN SLIM Select Growth Fund seeks long-term capital appreciation. CAN SLIM Select Growth Fund normally invests at least 80% of net assets in cash and securities listed on or indicated by the CAN SLIM Select Universe subject to certain parameters. It may also invest up to 25% of net assets in securities of foreign issuers, which may include emerging market securities.

 

CAN SLIM Select Growth (CANGX) Fund Strength What we like about CAN SLIM Select Growth (CANGX) Fund

Data for CAN SLIM Select Growth Fund (CANGX) as of May 30, 2016

  • CAN SLIM Select Growth Fund (CANGX) management has been with CAN SLIM Select Growth Fund for 7.4 years
  • CAN SLIM Select Growth Fund (CANGX) has good mid-term performance (3-year return 6.63% vs 6.15% Allocation--85%+ Equity category median performance)
  • CAN SLIM Select Growth Fund (CANGX) has good Long-term performance (5-year return 6.56% vs 6.53% Allocation--85%+ Equity category median performance)
  • CAN SLIM Select Growth Fund (CANGX) has a Morningstar rating of 4 and above
  • CAN SLIM Select Growth Fund (CANGX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.85, lower than category average of 11.08

CAN SLIM Select Growth Fund (CANGX) Weakness What we are cautious about CAN SLIM Select Growth (CANGX) Fund

Data for CAN SLIM Select Growth Fund (CANGX) as of May 30, 2016

  • CAN SLIM Select Growth Fund (CANGX) has a less-than-ideal short-term performance (1-year return -5.19% vs -4.55% Allocation--85%+ Equity category median performance)
  • CAN SLIM Select Growth Fund (CANGX) ratio of up-years vs down years can be improved
  • CAN SLIM Select Growth Fund (CANGX) has an annual stock turnover rate of 277.00% that is higher than the Allocation--85%+ Equity average of 50.41%. This could mean CAN SLIM Select Growth is more nimble, but also signal potential high tax impact and high trading fees
  • CAN SLIM Select Growth Fund (CANGX) has a higher expense ratio of 1.39% than its Allocation--85%+ Equity average of 0.80%
  • Even though CAN SLIM Select Growth Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See CAN SLIM Select Growth Fund (CANGX) performance details as of May 30, 2016

 

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Compare CAN SLIM Select Growth Fund (CANGX)Compare with other top Allocation--85%+ Equity category mutual funds

Aadditional top Allocation--85%+ Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
CAN SLIM Select Growth1.12-5.196.636.56
Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)1.53-1.328.198.10Compare
ICON Equity Income S (IOEZX)7.95-0.887.908.49Compare
MFS Aggressive Growth Allocation I (MIAGX)3.83-1.237.107.28Compare

See top fund managers for Allocation--85%+ Equity Category Funds

 

Compare CAN SLIM Select Growth Fund (CANGX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income ETF (CVY)000

 

Graph of CAN SLIM Select Growth Fund (CANGX) Net Asset TrackingCAN SLIM Select Growth (CANGX) Fund Net Asset

Track net asset change of CAN SLIM Select Growth fund (CANGX)

DateNet Asset
05/2016$78.09M
03/2016$79.64M
02/2016$79.33M
More historic net asset information on CAN SLIM Select Growth Fund (CANGX)

  

Graph of CAN SLIM Select Growth Fund (CANGX) Portfolio TrackingCAN SLIM Select Growth (CANGX) Fund Portfolio Allocation

Track portfolio allocation change of CAN SLIM Select Growth fund (CANGX)

DateCashStockBondOther
03/20164.72%54.5%40.78%0%
12/20155.26%69.1%25.64%0%
09/201516.44%72.61%10.95%0%
Click here to see more historic asset allocation information on CAN SLIM Select Growth Fund (CANGX)

 

graph of CAN SLIM Select Growth Fund (CANGX) Top 10 Position TrackingTop 10 Holdings in CAN SLIM Select Growth (CANGX) Fund

Discover what CAN SLIM Select Growth Fund (CANGX) manager is buying

Mar 30, 2016
iShares 1-3 Year Treasury Bond [40.89%]
Gilead Sciences, Inc. [2.02%]
Delta Air Lines, Inc. Common St [1.79%]
Lear Corporation Common Stock [1.65%]
Visteon Corporation Common Stoc [1.65%]
First Solar, Inc. [1.62%]
Controladora Vuela Compania de Aviacion SAB de CV ADR Class A [1.61%]
Liberty Property Trust [1.55%]
Advanced Energy Industries, Inc [1.52%]
BWX Technologies, Inc. Common S [1.47%]

Dec 30, 2015
iShares 1-3 Year Treasury Bond [27.15%]
Gilead Sciences, Inc. [2.6%]
Apple Inc. [2.31%]
Altria Group, Inc. [2.25%]
Delta Air Lines, Inc. Common St [1.56%]
Lear Corp [1.53%]
First Solar, Inc. [1.31%]
E*TRADE Financial Corporation [1.3%]
THOMSON REUTERS CORPORATION [1.3%]
Citigroup, Inc. Common Stock [1.24%]

Sep 29, 2015
iShares 1-3 Year Treasury Bond [12.62%]
FactSet Research Systems Inc. C [1.99%]
Gilead Sciences, Inc. [1.98%]
Discover Financial Services Com [1.94%]
Darden Restaurants, Inc. Common [1.92%]
Apple Inc. [1.9%]
Goldman Sachs Group, Inc. (The) [1.9%]
Target Corporation Common Stock [1.89%]
Thor Industries, Inc. Common St [1.88%]
Valero Energy Corporation Commo [1.88%]
Click here for Stock Holding Change Map in CAN SLIM Select Growth Fund (CANGX)

  

Latest News on CAN SLIM Select Growth (CANGX) Fund

See what is happening with CAN SLIM Select Growth Fund (CANGX)

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CAN SLIM Select Growth Fund (CANGX) Related ResourcesSee more information on CAN SLIM Select Growth (CANGX) Fund

Popular pages on CAN SLIM Select Growth (CANGX) Fund

  

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