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Mutual Fund Insights: Hillman Focused Advantage Fund (HCMAX)

In-depth Analysis of Hillman Focused Advantage Fund (HCMAX)

Mutual fund chart: Hillman Focused Advantage Fund (HCMAX)

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See Hillman Focused Advantage Fund (HCMAX) performance details as of February 28, 2010

Last Trade: $10.74 on 3/19/2010, Change: -0.01 (-0.09%)

Experiment our closing price forecasting tool for Hillman Focused Advantage Fund (HCMAX) (alpha release)

Fund Manager - Mark A Hillman

Fund Manager Tenure: 9.2 years [Similar Funds: HCFAX ]
Fundmojo Fund Grade: D (Score: 0.44) (What does this score mean?)

Hillman, president and chief investment officer, founded HCM in 1998, bringing into the firm assets of predecessor companies Mark A Hillman established in the early 1990s. His first investment advisory company, Custom Asset Management, merged with Menocal Capital Management in 1993 and Mark A Hillman became chief investment officer of the combined firms. Prior to founding his first firm, Mark A Hillman was a financial consultant with Shearson Lehman Hutton. Get more insights on Mark A Hillman

What we like about Hillman Focused Advantage Fund (HCMAX)

Data for Hillman Focused Advantage Fund (HCMAX) as of February 28, 2010

Hillman Focused Advantage Fund (HCMAX) management has been with Hillman Focused Advantage Fund for 9.2 years
Hillman Focused Advantage Fund (HCMAX) has good short-term performance (1-year return 69.11% vs 54.22 % Large Value category average)
Hillman Focused Advantage Fund (HCMAX) has good mid-term performance (3-year return -9.27% vs -7.29 % Large Value category average)
Hillman Focused Advantage Fund (HCMAX) has good Long-term performance (5-year return -0.84% vs -0.22 % Large Value category average)
Hillman Focused Advantage Fund (HCMAX) has an annual stock turnover rate of 29.79% vs Large Value average of 69.56%. It is good that Hillman Focused Advantage management does not trade extensively for its return.

What we are cautious about Hillman Focused Advantage Fund (HCMAX)

Data for Hillman Focused Advantage Fund (HCMAX) as of February 28, 2010

Hillman Focused Advantage 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 Fund (HCMAX) ratio of up-years vs down years can be improved
Hillman Focused Advantage Fund (HCMAX) has a Morningstar rating of 3 and below
Hillman Focused Advantage Fund (HCMAX) is less safe compared to its Large Value peers
Hillman Focused Advantage Fund (HCMAX) does not have a good risk adjusted return as its 3-year Alpha of -2.32 is worse than category average of -1.52, and its 3-year Sharpe ratio is -0.36
Hillman Focused Advantage Fund (HCMAX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.82 that is higher than category average of 20.8
Hillman Focused Advantage Fund (HCMAX) has a higher management fee of 1.45% than its Large Value average of 1.29%
Even though Hillman Focused Advantage Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Hillman Focused Advantage Fund (HCMAX) performance details as of February 28, 2010

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Hillman Focused Advantage Fund (HCMAX) Net Asset

Track net asset change of Hillman Focused Advantage fund (HCMAX)

Date	Net Asset
02/2010	$17.74M
01/2010	$16.84M
11/2009	$17.59M

More historic net asset information on Hillman Focused Advantage Fund (HCMAX)

Hillman Focused Advantage Fund (HCMAX) Portfolio Allocation

Track portfolio allocation change of Hillman Focused Advantage fund (HCMAX)

Date	Cash	Stock	Bond	Other
09/2009	2.81%	97.19%	0%	0%
06/2009	2.15%	97.85%	0%	0%
03/2009	2.82%	97.18%	0%	0%

Click here to see more historic asset allocation information on Hillman Focused Advantage Fund (HCMAX)

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

Discover what Hillman Focused Advantage Fund (HCMAX) 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 Fund (HCMAX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.