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Rx Dynamic Growth Advisor (FMGCX) Fund Ranking and Research

Ranking, Research and Recommendation of Rx Dynamic Growth Advisor (FMGCX) Fund

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

 

Graph of Rx Dynamic Growth Advisor Fund (FMGCX) ManagerFund Manager - Steven J Wruble

Fund Manager Information

Fund Manager Tenure: 4.3 years
Similar Funds: FMGRX 
Fund Family: American Independence
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

 

Rx Dynamic Growth Advisor (FMGCX) Fund Strength What we like about Rx Dynamic Growth Advisor (FMGCX) Fund

Data for Rx Dynamic Growth Advisor Fund (FMGCX) as of May 30, 2016

  • Rx Dynamic Growth Advisor Fund (FMGCX) management has been with Rx Dynamic Growth Advisor Fund for 4.3 years
  • Rx Dynamic Growth Advisor Fund (FMGCX) ratio of up-years vs down years is greater than 2
  • Rx Dynamic Growth Advisor Fund (FMGCX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.25, lower than category average of 12.75

Rx Dynamic Growth Advisor Fund (FMGCX) Weakness What we are cautious about Rx Dynamic Growth Advisor (FMGCX) Fund

Data for Rx Dynamic Growth Advisor Fund (FMGCX) as of May 30, 2016

  • Rx Dynamic Growth Advisor Fund (FMGCX) has a less-than-ideal short-term performance (1-year return -8.95% vs -1.74% Large Growth category median performance)
  • Rx Dynamic Growth Advisor Fund (FMGCX) has a less-than-ideal mid-term performance (3-year return 3.46% vs 10.74% Large Growth category median performance)
  • Rx Dynamic Growth Advisor Fund (FMGCX) has a less-than-ideal Long-term performance (5-year return 6.01% vs 10.14% Large Growth category median performance)
  • Rx Dynamic Growth Advisor Fund (FMGCX) has a Morningstar rating of 3 and below
  • Rx Dynamic Growth Advisor Fund (FMGCX) has an annual stock turnover rate of 120.00% that is higher than the Large Growth average of 50.46%. This could mean Rx Dynamic Growth Advisor is more nimble, but also signal potential high tax impact and high trading fees
  • Rx Dynamic Growth Advisor Fund (FMGCX) does not have a good risk adjusted return as its 3-year Alpha of -6.88 is worse than category average of -0.82, and its 3-year Sharpe ratio is 0.33
  • Rx Dynamic Growth Advisor Fund (FMGCX) has a higher expense ratio of 2.10% than its Large Growth average of 1.17%
  • Rx Dynamic Growth Advisor Fund (FMGCX) carries a 1% load
  • Asset base in Rx Dynamic Growth Advisor Fund (FMGCX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Rx Dynamic Growth Advisor Fund (FMGCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Rx Dynamic Growth Advisor Fund (FMGCX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Rx Dynamic Growth Advisor0.90-8.953.466.01
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Rx Dynamic Growth Advisor Fund (FMGCX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Rx Dynamic Growth Advisor Fund (FMGCX) Net Asset TrackingRx Dynamic Growth Advisor (FMGCX) Fund Net Asset

Track net asset change of Rx Dynamic Growth Advisor fund (FMGCX)

DateNet Asset
05/2016$14.04M
03/2016$14.37M
02/2016$14.95M
More historic net asset information on Rx Dynamic Growth Advisor Fund (FMGCX)

  

Graph of Rx Dynamic Growth Advisor Fund (FMGCX) Portfolio TrackingRx Dynamic Growth Advisor (FMGCX) Fund Portfolio Allocation

Track portfolio allocation change of Rx Dynamic Growth Advisor fund (FMGCX)

DateCashStockBondOther
04/20165.81%94.19%0%0%
03/20164.5%95.5%0%0%
01/201636.28%63.72%0%0%
Click here to see more historic asset allocation information on Rx Dynamic Growth Advisor Fund (FMGCX)

 

graph of Rx Dynamic Growth Advisor Fund (FMGCX) Top 10 Position TrackingTop 10 Holdings in Rx Dynamic Growth Advisor (FMGCX) Fund

Discover what Rx Dynamic Growth Advisor Fund (FMGCX) manager is buying

Apr 29, 2016
Ulta Salon, Cosmetics & Fragran [6.33%]
Vulcan Materials Company (Holdi [5.73%]
Constellation Brands, Inc. Comm [5.63%]
Incyte Corporation [5.19%]
Vantiv, Inc. Class A Common Sto [5.17%]
Edwards Lifesciences Corporatio [5.16%]
NiSource Inc Common Stock [5.09%]
MarketAxess Holdings, Inc. [5.02%]
Acuity Brands Inc (Holding Comp [4.97%]
Cantel Medical Corp. Common Sto [4.92%]

Mar 30, 2016
Vantiv, Inc. Class A Common Sto [6.32%]
Acuity Brands Inc (Holding Comp [5.74%]
Skechers U.S.A., Inc. Common St [5.72%]
Edwards Lifesciences Corporatio [5.57%]
Ulta Salon, Cosmetics & Fragran [5.57%]
ABIOMED, Inc. [5.45%]
Extra Space Storage Inc Common [5.4%]
Vulcan Materials Company (Holdi [5.32%]
Starbucks Corporation [5.21%]
Constellation Brands, Inc. Comm [5.16%]

Jan 30, 2016
Broadcom Limited [5.11%]
Vantiv, Inc. Class A Common Sto [5.08%]
ServiceMaster Global Holdings, [5.07%]
Acuity Brands Inc (Holding Comp [4.91%]
Starbucks Corporation [4.89%]
Skechers U.S.A., Inc. Common St [4.88%]
Extra Space Storage Inc Common [4.83%]
EPAM Systems, Inc. Common Stock [4.82%]
SPDR® S&P 500 ETF [4.82%]
Dr Pepper Snapple Group, Inc Dr [4.81%]
Click here for Stock Holding Change Map in Rx Dynamic Growth Advisor Fund (FMGCX)

  

Latest News on Rx Dynamic Growth Advisor (FMGCX) Fund

See what is happening with Rx Dynamic Growth Advisor Fund (FMGCX)

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Rx Dynamic Growth Advisor Fund (FMGCX) Related ResourcesSee more information on Rx Dynamic Growth Advisor (FMGCX) Fund

Popular pages on Rx Dynamic Growth Advisor (FMGCX) Fund

  

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