Mutual Fund Insights: RS Small Cap Equity B Fund (GUCBX)

In-depth Analysis of RS Small Cap Equity B Fund (GUCBX)

3 months 6 months 1 year 3 year 5 year

See RS Small Cap Equity B Fund (GUCBX) performance details as of January 31, 2010

  

Last Trade: $10.99 on 3/18/2010, Change: -0.04 (-0.36%)

Experiment our closing price forecasting tool for RS Small Cap Equity B Fund (GUCBX) (alpha release)

  

Fund Manager - Allison Thacker

Fund Manager Tenure: 0.9 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Thacker is a portfolio manager with RS Investments, her employer since July 2000. Previously, Thacker was an analyst covering Internet and consumer discretionary stocks with RS Investments. Before that, she worked as an analyst with Putnam Investments and as an analyst in the energy group at Merrill Lynch.  Get more insights on Allison Thacker

  

 What we like about RS Small Cap Equity B Fund (GUCBX)

Data for RS Small Cap Equity B Fund (GUCBX) as of January 31, 2010

• RS Small Cap Equity B Fund (GUCBX) has good mid-term performance (3-year return -6.00% vs -6.96% Small Growth category average)
• RS Small Cap Equity B Fund (GUCBX) has good Long-term performance (5-year return 0.43% vs 0.25% Small Growth category average)
• RS Small Cap Equity B Fund (GUCBX) has an annual stock turnover rate of 119.00% vs Small Growth average of 131.92%. It is good that RS Small Cap Equity B management does not trade extensively for its return.
• RS Small Cap Equity B Fund (GUCBX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.35, lower than category average of 24.84

  

 What we are cautious about RS Small Cap Equity B Fund (GUCBX)

Data for RS Small Cap Equity B Fund (GUCBX) as of January 31, 2010

• RS Small Cap Equity B Fund (GUCBX) management has been with RS Small Cap Equity B Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
• RS Small Cap Equity B Fund (GUCBX) has a less-than-ideal short-term performance (1-year return 37.11% vs 39.62% Small Growth category average)
• RS Small Cap Equity B Fund (GUCBX) ratio of up-years vs down years can be improved
• RS Small Cap Equity B Fund (GUCBX) has a Morningstar rating of 3 and below
• RS Small Cap Equity B Fund (GUCBX) has a higher management fee of 2.31% than its Small Growth average of 1.60%
• RS Small Cap Equity B Fund (GUCBX) carries a 3% load

See RS Small Cap Equity B Fund (GUCBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Small Growth category?

Below are some additional Small Growth mutual funds generated out of our database

• Brown Advisory Small-Cap Growth D (BIAAX)    [ Compare with RS Small Cap Equity B Fund (GUCBX) ]
• Brown Capital Mgmt Small Co Instl (BCSIX)    [ Compare with RS Small Cap Equity B Fund (GUCBX) ]
• Eaton Vance Small-Cap A (ETEGX)    [ Compare with RS Small Cap Equity B Fund (GUCBX) ]
• See top fund managers for Small Growth Category Funds
• Browse other funds in Small Growth Category

  

RS Small Cap Equity B Fund (GUCBX) Net Asset

Track net asset change of RS Small Cap Equity B fund (GUCBX)

Date	Net Asset
01/2010	$1.92M
11/2009	$1.94M
10/2009	$2.17M

More historic net asset information on RS Small Cap Equity B Fund (GUCBX)

  

RS Small Cap Equity B Fund (GUCBX) Portfolio Allocation

Track portfolio allocation change of RS Small Cap Equity B fund (GUCBX)

Date	Cash	Stock	Bond	Other
09/2009	2.63%	97.37%	0%	0%
06/2009	5.77%	94.22%	0%	0%
03/2009	1.41%	98.59%	0%	0%

Click here to see more historic asset allocation information on RS Small Cap Equity B Fund (GUCBX)

  

Most Recent Top 10 Holdings in RS Small Cap Equity B Fund (GUCBX)

Discover what RS Small Cap Equity B Fund (GUCBX) manager is buying

30-Sep-09 GSI Commerce, Inc. [2.07%] GUESS INC. [2.07%] Digital River, Inc. [2.03%] Omniture, Inc. [1.96%] W M S INDS INC [1.96%] Ctrip.com International, Ltd. [1.81%] Urban Outfitters, Inc. [1.74%] United Therapeutics Corporation [1.71%] Informatica Corporation [1.64%] MedAssets, Inc. [1.63%]

30-Jun-09 iShares Russell 2000 Index [4.4%] RALCORP HOLDINGS INC [3.19%] PHILLIPS VAN HEUSEN [2.66%] WASTE CONNECTIONS [2.47%] [2.47%] W M S INDS INC [2.39%] NuVasive, Inc. [2.26%] NEUSTAR, INC. CL A [2.12%] REGAL BELOITE CP [2.07%] T C F FINANCIAL CORP [2.02%]

31-Mar-09 iShares Russell 2000 Index [4.4%] Ralcorp Holdings, Inc. (New) [3.19%] Phillips-Van Heusen Corp. [2.66%] Waste Connections, Inc. [2.47%] Jack In The Box Inc. [2.47%] WMS Industries Inc. [2.39%] NuVasive, Inc. [2.26%] Neustar Inc [2.12%] Regal-Beloit Corp. [2.07%] TCF Financial Corp. [2.02%]

Click here for Stock Holding Change Map in RS Small Cap Equity B Fund (GUCBX)

  

Related books and products to RS Small Cap Equity B Fund (GUCBX)

  

Latest News on RS Small Cap Equity B (GUCBX)

See what is happening with RS Small Cap Equity B Fund (GUCBX)

Yahoo! Finance: RSS feed not found See more news on RS Small Cap Equity B Fund (GUCBX)

 

Books and Resources

 

 

See more information on RS Small Cap Equity B Fund (GUCBX)

• RS Small Cap Equity B Fund Insights
• RS Small Cap Equity B Fund Performance Data
• RS Small Cap Equity B Fund News
• RS Small Cap Equity B Fund Score Explaination
• RS Small Cap Equity B Fund Manager Information
• Historic RS Small Cap Equity B Fund Asset Allocation Report
• Historic RS Small Cap Equity B Fund Top 10 Holding Tracking
• Historic RS Small Cap Equity B Fund Asset Under Management Tracking