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Fund Intelligence | Best Managers | HCFAX Insights | HCFAX Score | HCFAX Performance | HCFAX Manager | HCFAX News | HCFAX Allocation | HCFAX Holdings Change

Mutual Fund Insights: Hillman Focused Advantage A Fund (HCFAX)

In-depth Analysis of Hillman Focused Advantage A Fund (HCFAX)

Mutual fund chart: Hillman Focused Advantage A Fund (HCFAX)

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See Hillman Focused Advantage A Fund (HCFAX) performance details as of January 31, 2010

  

    Last Trade: $10.58 on 3/11/2010, Change: +0.06 (0.57%)
Experiment our closing price forecasting tool for Hillman Focused Advantage A Fund (HCFAX) (alpha release)

  

Fund Manager - Mark A Hillman

Fund Manager Tenure: 9.2 years   [Similar Funds: HCFCX  HCMAX ]
Fundmojo Fund Grade: E (Score: 0.35)     (What does this score mean?)
Hillman, president and chief investment officer, founded HCM in 1998, bringing into the firm assets of predecessor companies he established in the early 1990s. His first investment advisory company, Custom Asset Management, merged with Menocal Capital Management in 1993 and he became chief investment officer of the combined firms. Prior to founding his first firm, he was a financial consultant with Shearson Lehman Hutton.  Get more insights on Mark A Hillman

  

What we like about Hillman Focused Advantage A Fund (HCFAX) What we like about Hillman Focused Advantage A Fund (HCFAX)

Data for Hillman Focused Advantage A Fund (HCFAX) as of January 31, 2010

  • Hillman Focused Advantage A Fund (HCFAX) management has been with Hillman Focused Advantage A Fund for 9.2 years
  • Hillman Focused Advantage A Fund (HCFAX) has good short-term performance (1-year return 53.02% vs 32.89% Large Value category average)
  • Hillman Focused Advantage A Fund (HCFAX) has an annual stock turnover rate of 29.79% vs Large Value average of 69.44%. It is good that Hillman Focused Advantage A management does not trade extensively for its return.

  

What we are cautious about Hillman Focused Advantage A Fund (HCFAX) What we are cautious about Hillman Focused Advantage A Fund (HCFAX)

Data for Hillman Focused Advantage A Fund (HCFAX) as of January 31, 2010

  • Hillman Focused Advantage A Fund is a focused fund with 53.77% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Hillman Focused Advantage A Fund (HCFAX) has a less-than-ideal mid-term performance (3-year return -10.03% vs -8.60% Large Value category average)
  • Hillman Focused Advantage A Fund (HCFAX) has a less-than-ideal Long-term performance (5-year return -0.39% vs -0.19% Large Value category average)
  • Hillman Focused Advantage A Fund (HCFAX) ratio of up-years vs down years can be improved
  • Hillman Focused Advantage A Fund (HCFAX) has a Morningstar rating of 3 and below
  • Hillman Focused Advantage A Fund (HCFAX) is less safe compared to its Large Value peers
  • Hillman Focused Advantage A Fund (HCFAX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.84 that is higher than category average of 20.74
  • Hillman Focused Advantage A Fund (HCFAX) has a higher management fee of 2.89% than its Large Value average of 1.28%
  • Hillman Focused Advantage A Fund (HCFAX) carries a 5.75% load
See Hillman Focused Advantage A Fund (HCFAX) performance details as of January 31, 2010

  

  

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Hillman Focused Advantage A Fund (HCFAX) Net Asset

Track net asset change of Hillman Focused Advantage A fund (HCFAX)

DateNet Asset
01/2010$420.00K
11/2009$280.00K
10/2009$350.00K
More historic net asset information on Hillman Focused Advantage A Fund (HCFAX)

  

Hillman Focused Advantage A Fund (HCFAX) Portfolio Allocation

Track portfolio allocation change of Hillman Focused Advantage A fund (HCFAX)

DateCashStockBondOther
09/20092.81%97.19%0%0%
06/20092.15%97.85%0%0%
03/20092.82%97.18%0%0%
Click here to see more historic asset allocation information on Hillman Focused Advantage A Fund (HCFAX)

  

Most Recent Top 10 Holdings in Hillman Focused Advantage A Fund (HCFAX)

Discover what Hillman Focused Advantage A Fund (HCFAX) manager is buying

30-Sep-09
INGERSOLL RAND LTD A [6.07%]
HEWLETT PACKARD CO [5.64%]
GOLDMAN SACHS GRP [5.6%]
Microsoft Corporation [5.57%]
Starbucks Corporation [5.35%]
BOEING CO [5.33%]
GEN ELECTRIC CO [5.26%]
JP MORGAN CHASE CO [5.09%]
TRANSOCEAN LTD [5.01%]
AT&T INC. [4.99%]

30-Jun-09
GOLDMAN SACHS GRP [6.2%]
JP MORGAN CHASE CO [5.95%]
Starbucks Corporation [5.82%]
Microsoft Corporation [5.64%]
CORNING INC [5.45%]
DU PONT E I DE NEM [5.22%]
Adobe Systems Incorporated [5.18%]
HEWLETT PACKARD CO [5.09%]
AT&T INC. [5.06%]
MCCORMICK & CO [4.86%]

31-Mar-09
Starbucks Corporation [5.5%]
JP MORGAN CHASE CO [5.48%]
DU PONT E I DE NEM [5.37%]
GEN ELECTRIC CO [5.33%]
CORNING INC [5.31%]
GOODRICH CORPORATION [5.3%]
GOLDMAN SACHS GRP [5.27%]
MCCORMICK & CO [5.22%]
Microsoft Corporation [5.15%]
HEWLETT PACKARD CO [4.99%]
Click here for Stock Holding Change Map in Hillman Focused Advantage A Fund (HCFAX)

  

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Latest News on Hillman Focused Advantage A (HCFAX)

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