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RS Large Cap Alpha A (GPAFX) Fund Ranking and Research

Ranking, Research and Recommendation of RS Large Cap Alpha A (GPAFX) Fund

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Graph of RS Large Cap Alpha A Fund (GPAFX) ManagerFund Manager - Robert Harris

Fund Manager Information

Fund Manager Tenure: 4.9 years
Fund Family: RS Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of RS Large Cap Alpha A Fund (GPAFX) ProfileRS Large Cap Alpha A Fund (GPAFX) Profile

Fund Profile and Description

RS Large Cap Alpha A Fund seeks long-term capital appreciation. RS Large Cap Alpha A Fund normally invests at least 80% of net assets in large-cap companies whose market capitalization is within the range of the Russell 1000 index as of June 30 of each year. It primarily invests in equity securities, which may include common stocks, preferred stocks, or other securities convertible into common stock. RS Large Cap Alpha A Fund typically invests most of assets in securities of U.S. companies but may also invest up to 15% of assets in foreign securities. It may also make investments in the real estate sector and invest a portion of assets in master limited partnership units.

 

RS Large Cap Alpha A (GPAFX) Fund Strength What we like about RS Large Cap Alpha A (GPAFX) Fund

Data for RS Large Cap Alpha A Fund (GPAFX) as of May 30, 2016

  • RS Large Cap Alpha A Fund (GPAFX) management has been with RS Large Cap Alpha A Fund for 4.9 years
  • RS Large Cap Alpha A Fund (GPAFX) ratio of up-years vs down years is greater than 2
  • RS Large Cap Alpha A Fund (GPAFX) has an annual stock turnover rate of 39.00% vs Large Blend average of 53.12%. It is good that RS Large Cap Alpha A management does not trade extensively for its return.
  • RS Large Cap Alpha A Fund (GPAFX) has a lower expense ratio than its Large Blend average: 0.89% vs 1.02%

RS Large Cap Alpha A Fund (GPAFX) Weakness What we are cautious about RS Large Cap Alpha A (GPAFX) Fund

Data for RS Large Cap Alpha A Fund (GPAFX) as of May 30, 2016

  • RS Large Cap Alpha A Fund (GPAFX) has a less-than-ideal short-term performance (1-year return -4.38% vs -1.15% Large Blend category median performance)
  • RS Large Cap Alpha A Fund (GPAFX) has a less-than-ideal mid-term performance (3-year return 8.92% vs 9.43% Large Blend category median performance)
  • RS Large Cap Alpha A Fund (GPAFX) has a less-than-ideal Long-term performance (5-year return 9.33% vs 10.15% Large Blend category median performance)
  • RS Large Cap Alpha A Fund (GPAFX) has a Morningstar rating of 3 and below
  • RS Large Cap Alpha A Fund (GPAFX) is less safe compared to its Large Blend peers
  • RS Large Cap Alpha A Fund (GPAFX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.89 that is higher than category average of 11.67
  • RS Large Cap Alpha A Fund (GPAFX) carries a 4.75% load
See RS Large Cap Alpha A Fund (GPAFX) performance details as of May 30, 2016

 

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Compare RS Large Cap Alpha A Fund (GPAFX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RS Large Cap Alpha A0.18-4.388.929.33
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare RS Large Cap Alpha A Fund (GPAFX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of RS Large Cap Alpha A Fund (GPAFX) Net Asset TrackingRS Large Cap Alpha A (GPAFX) Fund Net Asset

Track net asset change of RS Large Cap Alpha A fund (GPAFX)

DateNet Asset
05/2016$602.05M
03/2016$607.62M
02/2016$582.89M
More historic net asset information on RS Large Cap Alpha A Fund (GPAFX)

  

Graph of RS Large Cap Alpha A Fund (GPAFX) Portfolio TrackingRS Large Cap Alpha A (GPAFX) Fund Portfolio Allocation

Track portfolio allocation change of RS Large Cap Alpha A fund (GPAFX)

DateCashStockBondOther
03/20168.12%91.88%0%0%
12/20159.65%90.35%0%0%
09/20154.74%95.26%0%0%
Click here to see more historic asset allocation information on RS Large Cap Alpha A Fund (GPAFX)

 

graph of RS Large Cap Alpha A Fund (GPAFX) Top 10 Position TrackingTop 10 Holdings in RS Large Cap Alpha A (GPAFX) Fund

Discover what RS Large Cap Alpha A Fund (GPAFX) manager is buying

Mar 30, 2016
Microsoft Corporation [5.45%]
Progressive Corporation (The) C [5.22%]
Alphabet Inc. [4.78%]
CVS Health Corporation Common S [4.77%]
Charter Communications, Inc. [4.16%]
Chevron Corporation Common Stoc [3.85%]
JP Morgan Chase & Co. Common St [3.76%]
Sirius XM Holdings Inc. [3.71%]
Agilent Technologies, Inc. Comm [3.64%]
Liberty Interactive Corporation [3.45%]

Dec 30, 2015
Alphabet Inc. [6.05%]
Microsoft Corporation [5.31%]
Progressive Corporation (The) C [4.59%]
CVS Health Corporation Common S [4.37%]
JP Morgan Chase & Co. Common St [4.07%]
Twenty-First Century Fox, Inc. [3.84%]
Liberty Interactive Corporation [3.62%]
Chevron Corporation Common Stoc [3.52%]
Allergan plc Ordinary Shares [3.52%]
Charter Communications, Inc. [3.47%]

Sep 29, 2015
Alphabet Inc. [5.03%]
Liberty Interactive Corporation [4.67%]
Microsoft Corporation [4.29%]
CVS Health Corporation Common S [4.02%]
Progressive Corporation (The) C [3.93%]
Twenty-First Century Fox, Inc. [3.86%]
JP Morgan Chase & Co. Common St [3.8%]
Citizens Financial Group, Inc. [3.63%]
Dollar General Corporation Comm [3.61%]
Charter Communications, Inc. [3.37%]
Click here for Stock Holding Change Map in RS Large Cap Alpha A Fund (GPAFX)

  

Latest News on RS Large Cap Alpha A (GPAFX) Fund

See what is happening with RS Large Cap Alpha A Fund (GPAFX)

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RS Large Cap Alpha A Fund (GPAFX) Related ResourcesSee more information on RS Large Cap Alpha A (GPAFX) Fund

Popular pages on RS Large Cap Alpha A (GPAFX) Fund

  

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