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Century Small Cap Select Instl (CSMCX) Fund Ranking and Research

Ranking, Research and Recommendation of Century Small Cap Select Instl (CSMCX) Fund

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

 

Graph of Century Small Cap Select Instl Fund (CSMCX) ManagerFund Manager - Alexander L. Thorndike

Fund Manager Information

Fund Manager Tenure: 19.9 years
Similar Funds: CSMVX 
Fund Family: Century Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
As CIO and Chairman of the Investment Committee, Thorndike brings 12 years of equity research and portfolio management experience to Century Capital. Since his arrival in 1999, Thorndike has played an important role developing the overall decision-making process and recruiting investment professionals. Prior to joining, he was an equity analyst at William Blair & Co., LLC and an Investment Analyst/Portfolio Manager at CC&F Asset Mgmt.  Get more insights on Alexander L. Thorndike

 

Graph of Century Small Cap Select Instl Fund (CSMCX) ProfileCentury Small Cap Select Instl Fund (CSMCX) Profile

Fund Profile and Description

Century Small Cap Select Instl Fund seeks long-term capital growth. Century Small Cap Select Instl Fund normally invests at least 80% of net assets in the equity securities of small cap companies having market capitalizations not exceeding the highest market capitalization in the Russell 2000(R) Index during the most recent 365 day period. The advisor will generally concentrate at least 25% of assets in the financial services and health care group of industries.

 

Century Small Cap Select Instl (CSMCX) Fund Strength What we like about Century Small Cap Select Instl (CSMCX) Fund

Data for Century Small Cap Select Instl Fund (CSMCX) as of May 30, 2016

  • Century Small Cap Select Instl Fund (CSMCX) management has been with Century Small Cap Select Instl Fund for 19.9 years
  • Century Small Cap Select Instl Fund (CSMCX) ratio of up-years vs down years is greater than 2
  • Century Small Cap Select Instl Fund (CSMCX) has a lower expense ratio than its Small Growth average: 1.13% vs 1.31%
  • Century Small Cap Select Instl Fund (CSMCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Century Small Cap Select Instl Fund (CSMCX) Weakness What we are cautious about Century Small Cap Select Instl (CSMCX) Fund

Data for Century Small Cap Select Instl Fund (CSMCX) as of May 30, 2016

  • Century Small Cap Select Instl Fund (CSMCX) has a less-than-ideal short-term performance (1-year return -12.99% vs -7.74% Small Growth category median performance)
  • Century Small Cap Select Instl Fund (CSMCX) has a less-than-ideal mid-term performance (3-year return 5.27% vs 6.86% Small Growth category median performance)
  • Century Small Cap Select Instl Fund (CSMCX) has a less-than-ideal Long-term performance (5-year return 5.50% vs 7.01% Small Growth category median performance)
  • Century Small Cap Select Instl Fund (CSMCX) has a Morningstar rating of 3 and below
  • Century Small Cap Select Instl Fund (CSMCX) is less safe compared to its Small Growth peers
  • Century Small Cap Select Instl Fund (CSMCX) has an annual stock turnover rate of 69.00% that is higher than the Small Growth average of 63.11%. This could mean Century Small Cap Select Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Century Small Cap Select Instl Fund (CSMCX) does not have a good risk adjusted return as its 3-year Alpha of -6.03 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.39
  • Century Small Cap Select Instl Fund (CSMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.54 that is higher than category average of 15.82
See Century Small Cap Select Instl Fund (CSMCX) performance details as of May 30, 2016

 

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Compare Century Small Cap Select Instl Fund (CSMCX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Century Small Cap Select Instl-3.76-12.995.275.50
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Century Small Cap Select Instl Fund (CSMCX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Century Small Cap Select Instl Fund (CSMCX) Net Asset TrackingCentury Small Cap Select Instl (CSMCX) Fund Net Asset

Track net asset change of Century Small Cap Select Instl fund (CSMCX)

DateNet Asset
05/2016$181.81M
03/2016$184.05M
02/2016$179.08M
More historic net asset information on Century Small Cap Select Instl Fund (CSMCX)

  

Graph of Century Small Cap Select Instl Fund (CSMCX) Portfolio TrackingCentury Small Cap Select Instl (CSMCX) Fund Portfolio Allocation

Track portfolio allocation change of Century Small Cap Select Instl fund (CSMCX)

DateCashStockBondOther
03/20163.33%96.67%0%0%
12/20151.71%96.59%0%1.7%
09/20154.49%95.51%0%0%
Click here to see more historic asset allocation information on Century Small Cap Select Instl Fund (CSMCX)

 

graph of Century Small Cap Select Instl Fund (CSMCX) Top 10 Position TrackingTop 10 Holdings in Century Small Cap Select Instl (CSMCX) Fund

Discover what Century Small Cap Select Instl Fund (CSMCX) manager is buying

Mar 30, 2016
CyberArk Software Ltd. [2.89%]
Herman Miller, Inc. [2.78%]
Cohn & Steers Inc Common Stock [2.71%]
Columbia Sportswear Company [2.65%]
Acadia Healthcare Company, Inc. [2.49%]
AMN Healthcare Services Inc AMN [2.47%]
CalAtlantic Group, Inc. Common [2.44%]
On Assignment, Inc. Common Stoc [2.33%]
Grand Canyon Education, Inc. [2.31%]
Sonic Corp. [2.31%]

Dec 30, 2015
On Assignment, Inc. Common Stoc [3.23%]
ICON plc [2.93%]
j2 Global, Inc. [2.9%]
M/A-COM Technology Solutions Ho [2.7%]
Integrated Device Technology, I [2.67%]
CalAtlantic Group, Inc. Common [2.62%]
Sonic Corp. [2.56%]
Caseys General Stores, Inc. [2.54%]
Cohn & Steers Inc Common Stock [2.48%]
Pharmerica Corporation Common S [2.29%]

Sep 29, 2015
Eagle Bancorp, Inc. [2.98%]
j2 Global, Inc. [2.89%]
Pharmerica Corporation Common S [2.7%]
Icon PLC [2.67%]
Infinera Corporation [2.63%]
Columbia Sportswear Company [2.53%]
On Assignment, Inc. Common Stoc [2.39%]
AMN Healthcare Services Inc AMN [2.38%]
Inphi Corporation Common Stock [2.21%]
Acadia Healthcare Company, Inc. [2.11%]
Click here for Stock Holding Change Map in Century Small Cap Select Instl Fund (CSMCX)

  

Latest News on Century Small Cap Select Instl (CSMCX) Fund

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Century Small Cap Select Instl Fund (CSMCX) Related ResourcesSee more information on Century Small Cap Select Instl (CSMCX) Fund

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