Mutual Fund Insights: Artio US Smallcap A Fund (JSCAX)

In-depth Analysis of Artio US Smallcap A Fund (JSCAX)

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See Artio US Smallcap A Fund (JSCAX) performance details as of February 28, 2010

  

Last Trade: $10.20 on 3/19/2010, Change: -0.04 (-0.39%)

Experiment our closing price forecasting tool for Artio US Smallcap A Fund (JSCAX) (alpha release)

  

Fund Manager - Samuel A. Dedio

Fund Manager Tenure: 3.7 years   [Similar Funds: JSCIX ]
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

Dedio lead portfolio manager, head of US Equity, Artio Global Management, 2005-present managing director, lead portfolio manager and head of US Micro, Small and Midcap Investment Management, Deutsche Asset Management, 1999-2006 senior industry analyst, Ernst & Young, LLP, 1997-1999 equity analyst, Evergreen Asset Management, 1994-1997  Get more insights on Samuel A. Dedio

  

 What we like about Artio US Smallcap A Fund (JSCAX)

Data for Artio US Smallcap A Fund (JSCAX) as of February 28, 2010

• Artio US Smallcap A Fund (JSCAX) management has been with Artio US Smallcap A Fund for 3.7 years
• Artio US Smallcap A Fund (JSCAX) has good mid-term performance (3-year return 1.94% vs -5.64 % Small Growth category average)
• Artio US Smallcap A Fund (JSCAX) has a Morningstar rating of 4 and above
• Artio US Smallcap A Fund (JSCAX) has a lower management fee than its Small Growth average: 1.50% vs 1.60%

  

 What we are cautious about Artio US Smallcap A Fund (JSCAX)

Data for Artio US Smallcap A Fund (JSCAX) as of February 28, 2010

• Artio US Smallcap A Fund (JSCAX) has a less-than-ideal short-term performance (1-year return 104.76% vs 60.01 % Small Growth category average)
• Artio US Smallcap A Fund (JSCAX) ratio of up-years vs down years can be improved
• Artio US Smallcap A Fund (JSCAX) has an annual stock turnover rate of 281.00% that is higher than the Small Growth average of 136.50%. This could mean Artio US Smallcap A is more nimble, but also signal potential high tax impact and high trading fees
• Artio US Smallcap A Fund (JSCAX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.62 that is higher than category average of 24.99
• Even though Artio US Smallcap A Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Artio US Smallcap A Fund (JSCAX) performance details as of February 28, 2010

  

  

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Artio US Smallcap A Fund (JSCAX) Net Asset

Track net asset change of Artio US Smallcap A fund (JSCAX)

Date	Net Asset
02/2010	$22.18M
01/2010	$14.62M
11/2009	$12.43M

More historic net asset information on Artio US Smallcap A Fund (JSCAX)

  

Artio US Smallcap A Fund (JSCAX) Portfolio Allocation

Track portfolio allocation change of Artio US Smallcap A fund (JSCAX)

Date	Cash	Stock	Bond	Other
11/2009	3.97%	96.03%	0%	0%
10/2009	4.07%	95.92%	0%	0%
09/2009	8.67%	91.34%	0%	0%

Click here to see more historic asset allocation information on Artio US Smallcap A Fund (JSCAX)

  

Most Recent Top 10 Holdings in Artio US Smallcap A Fund (JSCAX)

Discover what Artio US Smallcap A Fund (JSCAX) manager is buying

30-Nov-09 Myriad Genetics, Inc. [3.91%] Integrated Device Technology, I [3.24%] Titan Machinery Inc. [3.01%] MUELLER WATER PRODUC [2.59%] WEIGHT WATCHERS INTL [2.48%] NuVasive, Inc. [2.28%] WSFS Financial Corporation [2.26%] Microchip Technology Incorporat [2.24%] SAKS INC [2.15%] BRINKS COMPANY [2.14%]

31-Oct-09 Integrated Device Technology, I [3.87%] Titan Machinery Inc. [2.82%] Myriad Genetics, Inc. [2.81%] NuVasive, Inc. [2.69%] WEIGHT WATCHERS INTL [2.5%] WSFS Financial Corporation [2.46%] MUELLER WATER PRODUC [2.43%] BRINKS COMPANY [2.39%] Natus Medical Incorporated [2.26%] Shanda Games Limited [2.22%]

30-Sep-09 Myriad Genetics, Inc. [3.75%] LTX-Credence Corporation [3.37%] WEIGHT WATCHERS INTL [2.76%] WSFS Financial Corporation [2.54%] EMULEX CORP [2.33%] Microchip Technology Incorporat [2.23%] The Wet Seal, Inc. [1.98%] Shanda Games Limited [1.92%] BURGER KING HOLDINGS [1.91%]

Click here for Stock Holding Change Map in Artio US Smallcap A Fund (JSCAX)

  

Related books and products to Artio US Smallcap A Fund (JSCAX)

  

Latest News on Artio US Smallcap A (JSCAX)

See what is happening with Artio US Smallcap A Fund (JSCAX)

Artio Global Funds - 2009 Year-End Dividend and Capital Gain Distributions (Business Wire) Artio Manager Avoids Utilities: Five Spot (at TheStreet.com) [video] Small Cap Chip Winners (at TheStreet.com) [video] Small-Cap Winners (at TheStreet.com) See more news on Artio US Smallcap A Fund (JSCAX)

 

Books and Resources

 

 

See more information on Artio US Smallcap A Fund (JSCAX)

• Artio US Smallcap A Fund Insights
• Artio US Smallcap A Fund Performance Data
• Artio US Smallcap A Fund News
• Artio US Smallcap A Fund Score Explaination
• Artio US Smallcap A Fund Manager Information
• Historic Artio US Smallcap A Fund Asset Allocation Report
• Historic Artio US Smallcap A Fund Top 10 Holding Tracking
• Historic Artio US Smallcap A Fund Asset Under Management Tracking