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

Mutual Fund Insights: Capital Management Small Cap Instl Fund (CMSSX)

In-depth Analysis of Capital Management Small Cap Instl Fund (CMSSX)

Mutual fund chart: Capital Management Small Cap Instl Fund (CMSSX)

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See Capital Management Small Cap Instl Fund (CMSSX) performance details as of January 31, 2010

  

    Last Trade: $15.88 on 3/19/2010, Change: -0.16 (-1%)
Experiment our closing price forecasting tool for Capital Management Small Cap Instl Fund (CMSSX) (alpha release)

  

Fund Manager - Ralph J. Scarpa

Fund Manager Tenure: 3.1 years   [Similar Funds: CMSVX ]
Fundmojo Fund Grade: B (Score: 0.66)     (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 Small Cap Instl Fund (CMSSX) What we like about Capital Management Small Cap Instl Fund (CMSSX)

Data for Capital Management Small Cap Instl Fund (CMSSX) as of January 31, 2010

  • Capital Management Small Cap Instl Fund (CMSSX) management has been with Capital Management Small Cap Instl Fund for 3.1 years
  • Capital Management Small Cap Instl Fund (CMSSX) has good mid-term performance (3-year return -5.56% vs -6.96% Small Growth category average)
  • Capital Management Small Cap Instl Fund (CMSSX) has good Long-term performance (5-year return 1.97% vs 0.25% Small Growth category average)
  • Capital Management Small Cap Instl Fund (CMSSX) ratio of up-years vs down years is greater than 2
  • Capital Management Small Cap Instl Fund (CMSSX) has a Morningstar rating of 4 and above
  • Capital Management Small Cap Instl Fund (CMSSX) has an annual stock turnover rate of 33.07% vs Small Growth average of 131.92%. It is good that Capital Management Small Cap Instl management does not trade extensively for its return.
  • Capital Management Small Cap Instl Fund (CMSSX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.45, lower than category average of 24.84
  • Capital Management Small Cap Instl Fund (CMSSX) has a lower management fee than its Small Growth average: 1.55% vs 1.60%
  • Capital Management Small Cap Instl Fund (CMSSX) 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 Small Cap Instl Fund (CMSSX) What we are cautious about Capital Management Small Cap Instl Fund (CMSSX)

Data for Capital Management Small Cap Instl Fund (CMSSX) as of January 31, 2010

  • Capital Management Small Cap Instl Fund is a focused fund with 43.44% 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 Small Cap Instl Fund (CMSSX) has a less-than-ideal short-term performance (1-year return 27.11% vs 39.62% Small Growth category average)
  • Capital Management Small Cap Instl Fund (CMSSX) is less safe compared to its Small Growth peers
  • Capital Management Small Cap Instl Fund (CMSSX) does not have a good risk adjusted return as its 3-year Alpha of 1.78 is worse than category average of 2.43, and its 3-year Sharpe ratio is -0.25
See Capital Management Small Cap Instl Fund (CMSSX) performance details as of January 31, 2010

  

  

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Capital Management Small Cap Instl Fund (CMSSX) Net Asset

Track net asset change of Capital Management Small Cap Instl fund (CMSSX)

DateNet Asset
01/2010$8.23M
11/2009$7.71M
10/2009$7.86M
More historic net asset information on Capital Management Small Cap Instl Fund (CMSSX)

  

Capital Management Small Cap Instl Fund (CMSSX) Portfolio Allocation

Track portfolio allocation change of Capital Management Small Cap Instl fund (CMSSX)

DateCashStockBondOther
09/20099.89%90.1%0%0.01%
06/20099.97%90.03%0%0%
03/200912.64%87.36%0%0%
Click here to see more historic asset allocation information on Capital Management Small Cap Instl Fund (CMSSX)

  

Most Recent Top 10 Holdings in Capital Management Small Cap Instl Fund (CMSSX)

Discover what Capital Management Small Cap Instl Fund (CMSSX) manager is buying

30-Sep-09
Evergreen Money Market I [9.89%]
PLATINUM UNDERWRITRS [4.32%]
BUCKLE INC [4.11%]
Dionex Corporation [3.91%]
Itron, Inc. [3.86%]
Bare Escentuals, Inc. [3.58%]
WATSCO INC [3.57%]
WD-40 Company [3.42%]
SOUTH JERSEY IND [3.4%]
JARDEN CP [3.38%]

30-Jun-09
Evergreen Money Market I [9.97%]
Deckers Outdoor Corporation [4.82%]
Dionex Corporation [4.19%]
WD-40 Company [3.98%]
TREEHOUSE FOODS INC. [3.95%]
PLATINUM UNDERWRITRS [3.93%]
JARDEN CP [3.86%]
SOUTH JERSEY IND [3.83%]
Itron, Inc. [3.78%]
WATSCO INC [3.7%]

31-Mar-09
TreeHouse Foods Inc [4.57%]
United Natural Foods, Inc. [4.51%]
Platinum Underwriters Holdings, [4.5%]
South Jersey Industries, Inc. [4.44%]
National Retail Properties Inc [4.02%]
WD-40 Company [3.83%]
Itron, Inc. [3.76%]
Dionex Corporation [3.75%]
Tootsie Roll Industries Inc [3.66%]
VCA Antech, Inc. [3.58%]
Click here for Stock Holding Change Map in Capital Management Small Cap Instl Fund (CMSSX)

  

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