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Fund Intelligence | Best Managers | CHTBX Insights | CHTBX Score | CHTBX Performance | CHTBX Manager | CHTBX News | CHTBX Allocation | CHTBX Holdings Change

Mutual Fund Insights: Aston/TCH Fixed Income N Fund (CHTBX)

In-depth Analysis of Aston/TCH Fixed Income N Fund (CHTBX)

Mutual fund chart: Aston/TCH Fixed Income N Fund (CHTBX)

3 months
6 months
1 year
3 year
5 year

See Aston/TCH Fixed Income N Fund (CHTBX) performance details as of February 28, 2010

  

    Last Trade: $10.18 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Tere M Alvarez Canida

Fund Manager Tenure: 3.3 years
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Tere M Alvarez Canida is a co-portfolio manager, president and managing principal of Taplin. Tere M Alvarez Canida has over 28 years of investment experience. Tere M Alvarez Canida previously served as vice president and senior investment officer of Southeast Bank. Tere M Alvarez Canida holds the Chartered Financial Analyst designation.  Get more insights on Tere M Alvarez Canida

  

What we like about Aston/TCH Fixed Income N Fund (CHTBX) What we like about Aston/TCH Fixed Income N Fund (CHTBX)

Data for Aston/TCH Fixed Income N Fund (CHTBX) as of February 28, 2010

  • Aston/TCH Fixed Income N Fund (CHTBX) management has been with Aston/TCH Fixed Income N Fund for 3.3 years
  • Aston/TCH Fixed Income N Fund (CHTBX) has good short-term performance (1-year return 19.32% vs 17.84 % Intermediate-Term Bond category average)
  • Aston/TCH Fixed Income N Fund (CHTBX) has good mid-term performance (3-year return 6.17% vs 4.66 % Intermediate-Term Bond category average)
  • Aston/TCH Fixed Income N Fund (CHTBX) has good Long-term performance (5-year return 5.50% vs 4.27 % Intermediate-Term Bond category average)
  • Aston/TCH Fixed Income N Fund (CHTBX) ratio of up-years vs down years is greater than 2
  • Aston/TCH Fixed Income N Fund (CHTBX) has a Morningstar rating of 4 and above
  • Aston/TCH Fixed Income N Fund (CHTBX) has an annual stock turnover rate of 40.81% vs Intermediate-Term Bond average of 198.44%. It is good that Aston/TCH Fixed Income N management does not trade extensively for its return.
  • Aston/TCH Fixed Income N Fund (CHTBX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.85, lower than category average of 5.99
  • Aston/TCH Fixed Income N Fund (CHTBX) has a lower management fee than its Intermediate-Term Bond average: 0.61% vs 0.95%

  

What we are cautious about Aston/TCH Fixed Income N Fund (CHTBX) What we are cautious about Aston/TCH Fixed Income N Fund (CHTBX)

Data for Aston/TCH Fixed Income N Fund (CHTBX) as of February 28, 2010

  • Even though Aston/TCH Fixed Income N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Aston/TCH Fixed Income N Fund (CHTBX) performance details as of February 28, 2010

  

  

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Aston/TCH Fixed Income N Fund (CHTBX) Net Asset

Track net asset change of Aston/TCH Fixed Income N fund (CHTBX)

DateNet Asset
02/2010$63.56M
01/2010$45.33M
11/2009$45.89M
More historic net asset information on Aston/TCH Fixed Income N Fund (CHTBX)

  

Aston/TCH Fixed Income N Fund (CHTBX) Portfolio Allocation

Track portfolio allocation change of Aston/TCH Fixed Income N fund (CHTBX)

DateCashStockBondOther
01/20105.84%0%94.16%0%
10/20097.91%0%92.09%0%
09/20098.72%0%91.28%0%
Click here to see more historic asset allocation information on Aston/TCH Fixed Income N Fund (CHTBX)

  

Most Recent Top 10 Holdings in Aston/TCH Fixed Income N Fund (CHTBX)

Discover what Aston/TCH Fixed Income N Fund (CHTBX) manager is buying

31-Jan-10
BlackRock Liquidity TempCash Instl [3.95%]
FNMA 5.5% [3.04%]
FHLMC 5% [2.5%]
FHLMC 6% [2.32%]
FHLMC 5.5% [2.22%]
GNMA 5% [2.22%]
Bear Stearns Cos FRN [2.19%]
FHLMC [2.1%]
GNMA 6% [1.93%]
Price/Earnings [0%]

31-Oct-09
BlackRock Liquidity TempCash Instl [5.3%]
FHLMC [3.41%]
FNMA 5.5% [3.1%]
FHLMC 5% [2.54%]
GNMA 5% [2.43%]
FHLMC 5.5% [2.3%]
FHLMC [2.21%]
GNMA [2.17%]
FNMA [2.11%]
Bear Stearns Cos FRN [2.1%]

30-Sep-09
BlackRock Liquidity TempCash Instl [4.61%]
FHLMC [3.44%]
FNMA 5.5% [3.12%]
FHLMC 5% [2.53%]
GNMA 5% [2.48%]
FHLMC 5.5% [2.32%]
FHLMC [2.26%]
GNMA [2.25%]
FNMA [2.17%]
Bear Stearns Cos FRN [2.07%]
Click here for Stock Holding Change Map in Aston/TCH Fixed Income N Fund (CHTBX)

  

Related books and products to Aston/TCH Fixed Income N Fund (CHTBX)

  

Latest News on Aston/TCH Fixed Income N (CHTBX)

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