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

Mutual Fund Insights: Forward Growth A Fund (HSPGX)

In-depth Analysis of Forward Growth A Fund (HSPGX)

Mutual fund chart: Forward Growth A Fund (HSPGX)

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See Forward Growth A Fund (HSPGX) performance details as of January 31, 2010

  

    Last Trade: $11.24 on 3/18/2010, Change: -0.05 (-0.44%)
Experiment our closing price forecasting tool for Forward Growth A Fund (HSPGX) (alpha release)

  

Fund Manager - Kenneth G. Mertz II

Fund Manager Tenure: 17.5 years   [Similar Funds: HSPCX ]
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)
Mertz is president of Emerald Mutual Fund Advisers Trust. Before joining Emerald, Mertz was the chief investment officer to the Pennsylvania State Employees' Retirement System from 1985 to 1992. Prior to that he spent 10 years with Dauphin Deposit Bank during which time he became Vice President-Trust Investments. Mertz holds the Chartered Financial Analyst designation.  Get more insights on Kenneth G. Mertz II

  

What we like about Forward Growth A Fund (HSPGX) What we like about Forward Growth A Fund (HSPGX)

Data for Forward Growth A Fund (HSPGX) as of January 31, 2010

  • Forward Growth A Fund (HSPGX) management has been with Forward Growth A Fund for 17.5 years
  • Forward Growth A Fund (HSPGX) has good Long-term performance (5-year return 0.38% vs 0.25% Small Growth category average)
  • Forward Growth A Fund (HSPGX) ratio of up-years vs down years is greater than 2
  • Forward Growth A Fund (HSPGX) has an annual stock turnover rate of 108.00% vs Small Growth average of 131.92%. It is good that Forward Growth A management does not trade extensively for its return.
  • Forward Growth A Fund (HSPGX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.65, lower than category average of 24.84
  • Forward Growth A Fund (HSPGX) has a lower management fee than its Small Growth average: 1.29% vs 1.60%

  

What we are cautious about Forward Growth A Fund (HSPGX) What we are cautious about Forward Growth A Fund (HSPGX)

Data for Forward Growth A Fund (HSPGX) as of January 31, 2010

  • Forward Growth A Fund (HSPGX) has a less-than-ideal short-term performance (1-year return 36.66% vs 39.62% Small Growth category average)
  • Forward Growth A Fund (HSPGX) has a less-than-ideal mid-term performance (3-year return -7.64% vs -6.96% Small Growth category average)
  • Forward Growth A Fund (HSPGX) has a Morningstar rating of 3 and below
  • Forward Growth A Fund (HSPGX) is less safe compared to its Small Growth peers
  • Forward Growth A Fund (HSPGX) does not have a good risk adjusted return as its 3-year Alpha of 1.07 is worse than category average of 2.43, and its 3-year Sharpe ratio is -0.3
  • Forward Growth A Fund (HSPGX) carries a 5.75% load
See Forward Growth A Fund (HSPGX) performance details as of January 31, 2010

  

  

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Forward Growth A Fund (HSPGX) Net Asset

Track net asset change of Forward Growth A fund (HSPGX)

DateNet Asset
01/2010$47.10M
11/2009$47.21M
10/2009$61.19M
More historic net asset information on Forward Growth A Fund (HSPGX)

  

Forward Growth A Fund (HSPGX) Portfolio Allocation

Track portfolio allocation change of Forward Growth A fund (HSPGX)

DateCashStockBondOther
11/20090%100%0%0%
10/20090%100%0%0%
08/20090%100%0%0%
Click here to see more historic asset allocation information on Forward Growth A Fund (HSPGX)

  

Most Recent Top 10 Holdings in Forward Growth A Fund (HSPGX)

Discover what Forward Growth A Fund (HSPGX) manager is buying

30-Nov-09
GSI Commerce, Inc. [2.24%]
CHIQUITA BRANDS NEW [2.04%]
MicroStrategy Incorporated [1.91%]
TUPPERWARE BRANDS CP [1.89%]
Catalyst Health Solutions, Inc [1.75%]
SCHWEITZER MAUDIT [1.72%]
ViaSat, Inc. [1.69%]
Thoratec Corporation [1.62%]
SuccessFactors, Inc. [1.58%]
Bio-Reference Laboratories, Inc [1.46%]

31-Oct-09
Ebix Inc [2.29%]
GSI Commerce, Inc. [2.05%]
ViaSat, Inc. [2.05%]
MicroStrategy Incorporated [1.91%]
CHIQUITA BRANDS NEW [1.85%]
SuccessFactors, Inc. [1.74%]
TUPPERWARE BRANDS CP [1.7%]
ANSYS, Inc. [1.61%]
SCHWEITZER MAUDIT [1.58%]
Catalyst Health Solutions, Inc [1.57%]

31-Aug-09
MARVEL ENTERTAINMENT [2.11%]
Ebix Inc [2.01%]
CHIQUITA BRANDS NEW [1.84%]
GSI Commerce, Inc. [1.77%]
ViaSat, Inc. [1.6%]
Bio-Reference Laboratories, Inc [1.51%]
Catalyst Health Solutions, Inc [1.45%]
ANSYS, Inc. [1.43%]
Microsemi Corporation [1.42%]
Iconix Brand Group, Inc. [1.41%]
Click here for Stock Holding Change Map in Forward Growth A Fund (HSPGX)

  

Related books and products to Forward Growth A Fund (HSPGX)

  

Latest News on Forward Growth A (HSPGX)

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