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Mutual Fund Insights: RiverSource Precious Metals & Mining B Fund (INPBX)

In-depth Analysis of RiverSource Precious Metals & Mining B Fund (INPBX)

Mutual fund chart: RiverSource Precious Metals & Mining B Fund (INPBX)

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See RiverSource Precious Metals & Mining B Fund (INPBX) performance details as of February 28, 2010

Last Trade: $11.15 on 3/19/2010, Change: -0.22 (-1.93%)

Fund Manager - Clay L. Hoes

Fund Manager Tenure: 10.7 years [Similar Funds: INPMX ]
Fundmojo Fund Grade: D (Score: 0.45) (What does this score mean?)

Hoes is a portfolio manager with RiverSource Investments, working since April 1999. Previously, Hoes was a vice president and portfolio manager with Scudder Kemper Investments, worked from 1997 to March 1999. Prior to that, Hoes worked as a precious metals and mining analyst with Everen Securities. Hoes also served as a precious metals project finance and credit analyst with Mocatta Metals Corp. Hoes began his investment career in 1993. Get more insights on Clay L. Hoes

What we like about RiverSource Precious Metals & Mining B Fund (INPBX)

Data for RiverSource Precious Metals & Mining B Fund (INPBX) as of February 28, 2010

RiverSource Precious Metals & Mining B Fund (INPBX) management has been with RiverSource Precious Metals & Mining B Fund for 10.7 years
RiverSource Precious Metals & Mining B Fund (INPBX) is less volatile than its peers as it has a 3-year Standard Deviation of 43.82, lower than category average of 46.12

What we are cautious about RiverSource Precious Metals & Mining B Fund (INPBX)

Data for RiverSource Precious Metals & Mining B Fund (INPBX) as of February 28, 2010

RiverSource Precious Metals & Mining B Fund is a focused fund with 51.83% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
RiverSource Precious Metals & Mining B Fund (INPBX) has a less-than-ideal short-term performance (1-year return 46.30% vs 47.03 % Equity Precious Metals category average)
RiverSource Precious Metals & Mining B Fund (INPBX) has a less-than-ideal mid-term performance (3-year return 6.59% vs 7.60 % Equity Precious Metals category average)
RiverSource Precious Metals & Mining B Fund (INPBX) has a less-than-ideal Long-term performance (5-year return 15.44% vs 16.19 % Equity Precious Metals category average)
RiverSource Precious Metals & Mining B Fund (INPBX) ratio of up-years vs down years can be improved
RiverSource Precious Metals & Mining B Fund (INPBX) has a Morningstar rating of 3 and below
RiverSource Precious Metals & Mining B Fund (INPBX) is less safe compared to its Equity Precious Metals peers
RiverSource Precious Metals & Mining B Fund (INPBX) has an annual stock turnover rate of 340.00% that is higher than the Equity Precious Metals average of 61.14%. This could mean RiverSource Precious Metals & Mining B is more nimble, but also signal potential high tax impact and high trading fees
RiverSource Precious Metals & Mining B Fund (INPBX) does not have a good risk adjusted return as its 3-year Alpha of 4.1 is worse than category average of 7.33, and its 3-year Sharpe ratio is 0.32
RiverSource Precious Metals & Mining B Fund (INPBX) has a higher management fee of 2.27% than its Equity Precious Metals average of 1.49%
RiverSource Precious Metals & Mining B Fund (INPBX) carries a 5% load

See RiverSource Precious Metals & Mining B Fund (INPBX) performance details as of February 28, 2010

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RiverSource Precious Metals & Mining B Fund (INPBX) Net Asset

Track net asset change of RiverSource Precious Metals & Mining B fund (INPBX)

Date	Net Asset
02/2010	$147.98M
01/2010	$12.67M
11/2009	$15.14M

More historic net asset information on RiverSource Precious Metals & Mining B Fund (INPBX)

RiverSource Precious Metals & Mining B Fund (INPBX) Portfolio Allocation

Track portfolio allocation change of RiverSource Precious Metals & Mining B fund (INPBX)

Date	Cash	Stock	Bond	Other
01/2010	0.32%	99.67%	0%	0%
10/2009	4.95%	95.05%	0%	0%
09/2009	0.34%	99.66%	0%	0%

Click here to see more historic asset allocation information on RiverSource Precious Metals & Mining B Fund (INPBX)

Most Recent Top 10 Holdings in RiverSource Precious Metals & Mining B Fund (INPBX)

Discover what RiverSource Precious Metals & Mining B Fund (INPBX) manager is buying

31-Jan-10

Freeport-McMoRan Copper & Gold, [7.99%]
Goldcorp Incorporated Common St [6.89%]
Kinross Gold Corporation Common [5.81%]
Gold Fields Ltd. American Depos [5.05%]
AngloGold Ashanti Ltd. Common S [4.77%]
Yamana Gold, Inc. Ordinary Shar [4.76%]
Compania Mina Buenaventura, S.A [4.59%]
Eldorado Gold Corp Ltd Ordinary [4.35%]
Randgold Resources Limited [4.1%]
Agnico-Eagle Mines Limited Comm [3.52%]

31-Oct-09

FREEPORT MCMORAN B [9.58%]
GOLDCORP INC [7.7%]
KINROSS GOLD CP [6.41%]
YAMANA GOLD INC [5.89%]
GOLD FIELDS LTD ADS [5.45%]
Riversource Short Term Invt Ser [4.95%]
COMPANIA MIN BUEN [4.73%]
ANGLOGOLD ASHANTI LT [4.63%]
ELDORADO GOLD CORP [3.94%]
Randgold Resources Limited [3.83%]

30-Sep-09

FREEPORT MCMORAN B [8.88%]
GOLDCORP INC [8.38%]
KINROSS GOLD CP [7.42%]
AGNICO EAGLE MINES [5.97%]
YAMANA GOLD INC [5.87%]
GOLD FIELDS LTD ADS [5.83%]
COMPANIA MIN BUEN [5.77%]
ANGLOGOLD ASHANTI LT [5.46%]
ELDORADO GOLD CORP [3.98%]
Randgold Resources Limited [3.98%]

Click here for Stock Holding Change Map in RiverSource Precious Metals & Mining B Fund (INPBX)

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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.