Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Capital Management Mid-Cap Instl Fund (CMEIX)

In-depth Analysis of Capital Management Mid-Cap Instl Fund (CMEIX)

Mutual fund chart: Capital Management Mid-Cap Instl Fund (CMEIX)

3 months
6 months
1 year
3 year
5 year

See Capital Management Mid-Cap Instl Fund (CMEIX) performance details as of January 31, 2010

  

    Last Trade: $15.48 on 3/19/2010, Change: -0.08 (-0.51%)
Experiment our closing price forecasting tool for Capital Management Mid-Cap Instl Fund (CMEIX) (alpha release)

  

Fund Manager - Ralph J. Scarpa

Fund Manager Tenure: 3.1 years   [Similar Funds: CMCIX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Scarpa serves as the portfolio manager of Capital Management Associates Inc. He has been the president of the company since January 1, 2007 and has been affiliated with it since 1995. Prior to becoming president, Scarpa served as a senior vice president. Scarpa is also senior vice president and managing director and secretary of Shields & Company since 1995.  Get more insights on Ralph J. Scarpa

  

What we like about Capital Management Mid-Cap Instl Fund (CMEIX) What we like about Capital Management Mid-Cap Instl Fund (CMEIX)

Data for Capital Management Mid-Cap Instl Fund (CMEIX) as of January 31, 2010

  • Capital Management Mid-Cap Instl Fund (CMEIX) management has been with Capital Management Mid-Cap Instl Fund for 3.1 years
  • Capital Management Mid-Cap Instl Fund (CMEIX) has good mid-term performance (3-year return -4.00% vs -5.54% Mid-Cap Growth category average)
  • Capital Management Mid-Cap Instl Fund (CMEIX) has good Long-term performance (5-year return 1.63% vs 1.43% Mid-Cap Growth category average)
  • Capital Management Mid-Cap Instl Fund (CMEIX) ratio of up-years vs down years is greater than 2
  • Capital Management Mid-Cap Instl Fund (CMEIX) has a Morningstar rating of 4 and above
  • Capital Management Mid-Cap Instl Fund (CMEIX) has an annual stock turnover rate of 18.26% vs Mid-Cap Growth average of 138.22%. It is good that Capital Management Mid-Cap Instl management does not trade extensively for its return.
  • Capital Management Mid-Cap Instl Fund (CMEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.85, lower than category average of 23.72
  • Capital Management Mid-Cap Instl Fund (CMEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Capital Management Mid-Cap Instl Fund (CMEIX) What we are cautious about Capital Management Mid-Cap Instl Fund (CMEIX)

Data for Capital Management Mid-Cap Instl Fund (CMEIX) as of January 31, 2010

  • Capital Management Mid-Cap Instl Fund is a focused fund with 41.95% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Capital Management Mid-Cap Instl Fund (CMEIX) has a less-than-ideal short-term performance (1-year return 28.49% vs 39.73% Mid-Cap Growth category average)
  • Capital Management Mid-Cap Instl Fund (CMEIX) has a higher management fee of 1.53% than its Mid-Cap Growth average of 1.46%
See Capital Management Mid-Cap Instl Fund (CMEIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

Below are some additional Mid-Cap Growth mutual funds generated out of our database

  

Capital Management Mid-Cap Instl Fund (CMEIX) Net Asset

Track net asset change of Capital Management Mid-Cap Instl fund (CMEIX)

DateNet Asset
01/2010$11.18M
11/2009$11.60M
10/2009$11.16M
More historic net asset information on Capital Management Mid-Cap Instl Fund (CMEIX)

  

Capital Management Mid-Cap Instl Fund (CMEIX) Portfolio Allocation

Track portfolio allocation change of Capital Management Mid-Cap Instl fund (CMEIX)

DateCashStockBondOther
09/20098.14%85.65%0%6.21%
06/20096.02%87.79%0%6.19%
03/20099.64%86.29%0%4.07%
Click here to see more historic asset allocation information on Capital Management Mid-Cap Instl Fund (CMEIX)

  

Most Recent Top 10 Holdings in Capital Management Mid-Cap Instl Fund (CMEIX)

Discover what Capital Management Mid-Cap Instl Fund (CMEIX) manager is buying

30-Sep-09
Evergreen Money Market I [8.14%]
ROCKWELL COLLINS INC [4.37%]
CLOROX CO [4.04%]
PARKER HANNIFIN CP [4.01%]
STERIS CORP [3.93%]
ENERGEN CP [3.7%]
QUEST DIAGNOSTC [3.59%]
REPUBLIC SVCS INC [3.43%]
SPDR Gold Shares [3.4%]
CAMECO CP [3.34%]

30-Jun-09
Evergreen Money Market I [6.02%]
QUEST DIAGNOSTC [4.42%]
CLOROX CO [4.37%]
ROCKWELL COLLINS INC [4.09%]
Stericycle, Inc. [4.04%]
ENERGEN CP [3.91%]
STERIS CORP [3.83%]
PARKER HANNIFIN CP [3.79%]
Ross Stores, Inc. [3.78%]
REPUBLIC SVCS INC [3.59%]

31-Mar-09
Clorox Co. [4.64%]
Stericycle, Inc. [4.3%]
Quest Diagnostics, Inc. [4.28%]
SPDR Gold Shares [4.07%]
Ross Stores, Inc. [4.04%]
Steris Corp. [3.93%]
Rockwell Collins, Inc. [3.68%]
Parker Hannifin Corp. [3.45%]
McCormick & Co., Inc. [3.33%]
Energen Corp. [3.28%]
Click here for Stock Holding Change Map in Capital Management Mid-Cap Instl Fund (CMEIX)

  

Related books and products to Capital Management Mid-Cap Instl Fund (CMEIX)

  

Latest News on Capital Management Mid-Cap Instl (CMEIX)

See what is happening with Capital Management Mid-Cap Instl Fund (CMEIX)

 

Books and Resources

 

 

See more information on Capital Management Mid-Cap Instl Fund (CMEIX)