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Mutual Fund Insights: EquiTrust Managed B Fund (FBMGX)

In-depth Analysis of EquiTrust Managed B Fund (FBMGX)

Mutual fund chart: EquiTrust Managed B Fund (FBMGX)

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See EquiTrust Managed B Fund (FBMGX) performance details as of January 31, 2010

  

    Last Trade: $13.82 on 3/19/2010, Change: -0.08 (-0.58%)
Experiment our closing price forecasting tool for EquiTrust Managed B Fund (FBMGX) (alpha release)

  

Fund Manager - Douglas G. Higgins

Fund Manager Tenure: 2.1 years
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Higgins joined EquiTrust in 1998 and has served as a portfolio manager since 2000. He is the securities vice president of the firm. Higgins holds the Chartered Financial Analyst designation  Get more insights on Douglas G. Higgins

  

What we like about EquiTrust Managed B Fund (FBMGX) What we like about EquiTrust Managed B Fund (FBMGX)

Data for EquiTrust Managed B Fund (FBMGX) as of January 31, 2010

  • EquiTrust Managed B Fund (FBMGX) has good mid-term performance (3-year return -2.67% vs -2.95% Moderate Allocation category average)
  • EquiTrust Managed B Fund (FBMGX) ratio of up-years vs down years is greater than 2
  • EquiTrust Managed B Fund (FBMGX) has a Morningstar rating of 4 and above
  • EquiTrust Managed B Fund (FBMGX) has an annual stock turnover rate of 9.00% vs Moderate Allocation average of 87.10%. It is good that EquiTrust Managed B management does not trade extensively for its return.
  • EquiTrust Managed B Fund (FBMGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.69, lower than category average of 14.84

  

What we are cautious about EquiTrust Managed B Fund (FBMGX) What we are cautious about EquiTrust Managed B Fund (FBMGX)

Data for EquiTrust Managed B Fund (FBMGX) as of January 31, 2010

  • EquiTrust Managed B Fund (FBMGX) management has been with EquiTrust Managed B Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • EquiTrust Managed B Fund (FBMGX) has a less-than-ideal short-term performance (1-year return 19.01% vs 27.80% Moderate Allocation category average)
  • EquiTrust Managed B Fund (FBMGX) has a less-than-ideal Long-term performance (5-year return 1.65% vs 1.92% Moderate Allocation category average)
  • EquiTrust Managed B Fund (FBMGX) does not have a good risk adjusted return as its 3-year Alpha of -3.23 is worse than category average of -3.13, and its 3-year Sharpe ratio is -0.3
  • EquiTrust Managed B Fund (FBMGX) has a higher management fee of 2.16% than its Moderate Allocation average of 1.02%
  • EquiTrust Managed B Fund (FBMGX) carries a 5% load
See EquiTrust Managed B Fund (FBMGX) performance details as of January 31, 2010

  

  

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EquiTrust Managed B Fund (FBMGX) Net Asset

Track net asset change of EquiTrust Managed B fund (FBMGX)

DateNet Asset
01/2010$2.56M
11/2009$2.87M
10/2009$2.90M
More historic net asset information on EquiTrust Managed B Fund (FBMGX)

  

EquiTrust Managed B Fund (FBMGX) Portfolio Allocation

Track portfolio allocation change of EquiTrust Managed B fund (FBMGX)

DateCashStockBondOther
10/20096.22%68.36%25.39%0.03%
09/20098.35%65.74%25.88%0.02%
08/20099.01%64.76%26.2%0.02%
Click here to see more historic asset allocation information on EquiTrust Managed B Fund (FBMGX)

  

Most Recent Top 10 Holdings in EquiTrust Managed B Fund (FBMGX)

Discover what EquiTrust Managed B Fund (FBMGX) manager is buying

31-Oct-09
GNMA [4.34%]
GNMA CMO 5.5% [3.62%]
GNMA CMO 5% [3.22%]
BARRICK GOLD CP [2.88%]
OCCIDENTAL PET [2.27%]
GEN ELECTRIC CO [2.08%]
JOHNSON AND JOHNS DC [2.02%]
GNMA CMO 5% [2%]
Microsoft Corporation [1.89%]
GNMA [1.86%]

30-Sep-09
GNMA [4.35%]
GNMA CMO 5.5% [3.63%]
GNMA CMO 5% [3.24%]
BARRICK GOLD CP [3.08%]
GEN ELECTRIC CO [2.42%]
OCCIDENTAL PET [2.38%]
JOHNSON AND JOHNS DC [2.11%]
GNMA CMO 5% [2.03%]
GNMA [1.89%]
KINDER MORGAN MNGMNT [1.86%]

31-Aug-09
GNMA [4.74%]
GNMA CMO 5.5% [3.95%]
GNMA CMO 5% [3.56%]
BARRICK GOLD CP [2.98%]
FHLBA [2.25%]
GNMA CMO 5% [2.2%]
OCCIDENTAL PET [2.18%]
JOHNSON AND JOHNS DC [2.15%]
GNMA [2.01%]
KINDER MORGAN MNGMNT [1.89%]
Click here for Stock Holding Change Map in EquiTrust Managed B Fund (FBMGX)

  

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