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RS Small Cap Equity A (GPSCX) Fund Ranking and Research

Ranking, Research and Recommendation of RS Small Cap Equity A (GPSCX) Fund

    Last Trade: $21.62 on 10/29/2014, Change: +0.01 (0.05%)

 

Graph of RS Small Cap Equity A Fund (GPSCX) ManagerFund Manager - Stephen Bishop

Fund Manager Information

Fund Manager Tenure: 5.5 years
Fund Family: RS Funds
Fund Category: Small Growth
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Bishop is co-manager and senior research analyst for RS Investment Management, his employer since 1996. Prior to joining RSIM, he worked as an analyst in the corporate finance department of Dean Witter Reynolds, Inc.  Get more insights on Stephen Bishop

 

Graph of RS Small Cap Equity A Fund (GPSCX) ProfileRS Small Cap Equity A Fund (GPSCX) Profile

Fund Profile and Description

RS Small Cap Equity A Fund seeks long-term capital appreciation. RS Small Cap Equity A Fund normally invests at least 80% of net assets in equity securities of small-capitalization companies with market capitalizations of $3 billion or below, which may include common stocks, preferred stocks, or other securities convertible into common stock. It may invest up to 20% of assets in companies with market capitalizations within the range of the Russell 2000 index but are above $3 billion. RS Small Cap Equity A Fund typically invests most of assets in securities of U.S. companies but may also invest up to 15% of net assets in foreign securities.

 

RS Small Cap Equity A (GPSCX) Fund Strength What we like about RS Small Cap Equity A (GPSCX) Fund

Data for RS Small Cap Equity A Fund (GPSCX) as of Sep 29, 2014

  • RS Small Cap Equity A Fund (GPSCX) management has been with RS Small Cap Equity A Fund for 5.5 years
  • RS Small Cap Equity A Fund (GPSCX) has good mid-term performance (3-year return 22.76% vs 20.14% Small Growth category median performance)
  • RS Small Cap Equity A Fund (GPSCX) has good Long-term performance (5-year return 17.35% vs 14.72% Small Growth category median performance)
  • RS Small Cap Equity A Fund (GPSCX) has a Morningstar rating of 4 and above
  • RS Small Cap Equity A Fund (GPSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.64, lower than category average of 16.86
  • RS Small Cap Equity A Fund (GPSCX) has a lower expense ratio than its Small Growth average: 1.29% vs 1.38%

RS Small Cap Equity A Fund (GPSCX) Weakness What we are cautious about RS Small Cap Equity A (GPSCX) Fund

Data for RS Small Cap Equity A Fund (GPSCX) as of Sep 29, 2014

  • RS Small Cap Equity A Fund (GPSCX) has a less-than-ideal short-term performance (1-year return 2.04% vs 2.81% Small Growth category median performance)
  • RS Small Cap Equity A Fund (GPSCX) ratio of up-years vs down years can be improved
  • RS Small Cap Equity A Fund (GPSCX) has an annual stock turnover rate of 107.00% that is higher than the Small Growth average of 56.59%. This could mean RS Small Cap Equity A is more nimble, but also signal potential high tax impact and high trading fees
  • RS Small Cap Equity A Fund (GPSCX) carries a 4.75% load
See RS Small Cap Equity A Fund (GPSCX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare RS Small Cap Equity A Fund (GPSCX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RS Small Cap Equity A-3.822.0422.7617.35
AQR Small Cap Momentum L (ASMOX)-5.603.0724.3715.60Compare
Invesco Small Cap Growth A (GTSAX)1.6911.4123.5816.96Compare
AllianceBern Small Cap Growth A (QUASX)-4.663.6122.8518.94Compare

See top fund managers for Small Growth Category Funds

 

Compare RS Small Cap Equity A Fund (GPSCX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Fundamental Pure Sm (PXSG)0.26%7.62%19.13%
Vanguard Small Cap Growth ETF (VBK)-1.58%5.83%22.55%
Rydex S&P SmallCap 600 Pure Growth (RZG)-5.06%5.75%21.27%
SPDR S&P 600 Small Cap Growth E (SLYG)-4.46%5.22%21.64%
Vanguard S&P Small-Cap 600 Gr Idx ETF (VIOG)-4.57%4.81%21.52%

 

Graph of RS Small Cap Equity A Fund (GPSCX) Net Asset TrackingRS Small Cap Equity A (GPSCX) Fund Net Asset

Track net asset change of RS Small Cap Equity A fund (GPSCX)

DateNet Asset
09/2014$117.88M
08/2014$117.88M
07/2014$113.97M
More historic net asset information on RS Small Cap Equity A Fund (GPSCX)

  

Graph of RS Small Cap Equity A Fund (GPSCX) Portfolio TrackingRS Small Cap Equity A (GPSCX) Fund Portfolio Allocation

Track portfolio allocation change of RS Small Cap Equity A fund (GPSCX)

DateCashStockBondOther
06/20141.76%93.13%0%5.11%
03/20142.36%97.64%0%0%
12/20130.55%99.45%0%0%
Click here to see more historic asset allocation information on RS Small Cap Equity A Fund (GPSCX)

 

graph of RS Small Cap Equity A Fund (GPSCX) Top 10 Position TrackingTop 10 Holdings in RS Small Cap Equity A (GPSCX) Fund

Discover what RS Small Cap Equity A Fund (GPSCX) manager is buying

Jun 29, 2014
LogMein, Inc. [2.56%]
Proofpoint, Inc. [2.24%]
Euronet Worldwide, Inc. [2.12%]
Portfolio Recovery Associates, [2.05%]
Microsemi Corporation [1.96%]
Restoration Hardware Holdings I [1.82%]
The Ultimate Software Group, In [1.71%]
Cytec Industries Inc. Common St [1.69%]
Pacira Pharmaceuticals, Inc. [1.65%]
Ligand Pharmaceuticals Incorpor [1.64%]

Mar 30, 2014
LogMein, Inc. [2.49%]
Proofpoint, Inc. [2.12%]
Finisar Corporation [2.01%]
Microsemi Corporation [1.76%]
Ligand Pharmaceuticals Incorpor [1.7%]
Imax Corp [1.64%]
The Hain Celestial Group, Inc. [1.6%]
Portfolio Recovery Associates, [1.6%]
Steelcase Inc. Common Stock [1.56%]
Euronet Worldwide, Inc. [1.51%]

Dec 30, 2013
Proofpoint, Inc. [2.14%]
The Hain Celestial Group, Inc. [2.05%]
InvenSense, Inc. Common Stock [1.82%]
Huron Consulting Group Inc. [1.78%]
Imax Corporation [1.78%]
Microsemi Corporation [1.76%]
Ligand Pharmaceuticals Incorpor [1.72%]
Portfolio Recovery Associates, [1.72%]
Roadrunner Transportation Syste [1.67%]
Acadia Healthcare Company, Inc. [1.53%]
Click here for Stock Holding Change Map in RS Small Cap Equity A Fund (GPSCX)

  

Latest News on RS Small Cap Equity A (GPSCX) Fund

See what is happening with RS Small Cap Equity A Fund (GPSCX)

 

RS Small Cap Equity A Fund (GPSCX) Related ResourcesSee more information on RS Small Cap Equity A (GPSCX) Fund

Popular pages on RS Small Cap Equity A (GPSCX) Fund