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Mutual Fund Insights: Kalmar Growth-with-Value Small Cap Fund (KGSCX)
In-depth Analysis of Kalmar Growth-with-Value Small Cap (KGSCX)
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Last Trade: $11.38 on 11/20/2009, Change: -0.03 (-0.26%)
Fund Manager - Ford B. Draper Jr.
Fund Manager Tenure: 12.6 yearsFundmojo Fund Grade: C (Score: 0.53) (What does this score mean?)Draper is President, Chief Investment Officer, Portfolio Manager and Research Analyst of the Adviser. Ford B. Draper Jr. has been a Committee member since inception. His primary responsibilities within the Investment Committee include research, portfolio strategy and portfolio management. Ford B. Draper Jr. founded the Adviser in 1997.
Category Average: 13.17% , -7.45% , 0.22% | Category Average: 1.61% | Category Average: 132.21% |
What we like about Kalmar Growth-with-Value Small Cap Fund (KGSCX)
Data for Kalmar Growth-with-Value Small Cap Fund (KGSCX) as of October 31, 2009
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) management has been with Kalmar Growth-with-Value Small Cap Fund for 12.6 years
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) has good mid-term performance (3-year return -6.95% vs -7.45% Small Growth category average)
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) ratio of up-years vs down years is greater than 2
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) has a Morningstar rating of 4 and above
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) has an annual stock turnover rate of 33.96% vs Small Growth average of 132.21%. It is good that Kalmar Growth-with-Value Small Cap management does not trade extensively for its return.
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.23, lower than category average of 24.28
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) has a lower management fee than its Small Growth average: 1.41% vs 1.61%
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Kalmar Growth-with-Value Small Cap Fund (KGSCX)
Data for Kalmar Growth-with-Value Small Cap Fund (KGSCX) as of October 31, 2009
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) has a less-than-ideal short-term performance (1-year return 9.74% vs 13.17% Small Growth category average)
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) has a less-than-ideal Long-term performance (5-year return 0.18% vs 0.22% Small Growth category average)
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) is less safe compared to its Small Growth peers
- Kalmar Growth-with-Value Small Cap Fund (KGSCX) does not have a good risk adjusted return as its 3-year Alpha of 1.06 is worse than category average of 1.71, and its 3-year Sharpe ratio is -0.32
Interested in other top mutual funds in similar Small Growth category?
Below are some additional Small Growth mutual funds generated out of our database
- Baron Growth (BGRFX) [ Compare BGRFX with KGSCX ]
- Brown Capital Mgmt Small Co Instl (BCSIX) [ Compare BCSIX with KGSCX ]
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- Browse other funds in Small Growth Category
Kalmar Growth-with-Value Small Cap Fund (KGSCX) Net Asset
Track net asset change of Kalmar Growth-with-Value Small Cap fund (KGSCX)
| Date | Net Asset |
| 10/2009 | $253.29M |
| 09/2009 | $270.42M |
| 08/2009 | $256.41M |
Kalmar Growth-with-Value Small Cap Fund (KGSCX) Portfolio Allocation
Track portfolio allocation change of Kalmar Growth-with-Value Small Cap fund (KGSCX)
| Date | Cash | Stock | Bond | Other |
| 08/2009 | 3.83% | 96.18% | 0% | 0% |
| 07/2009 | 2.67% | 97.33% | 0% | 0% |
| 06/2009 | 1.66% | 98.33% | 0% | 0% |
Most Recent Top 10 Holdings in Kalmar Growth-with-Value Small Cap Fund (KGSCX)
Discover what Kalmar Growth-with-Value Small Cap Fund (KGSCX) manager is buying
ALBEMARLE CP [2.67%] CyberSource Corporation [2.66%] RESMED INC [2.63%] DEVRY INC [2.58%] PSS World Medical Inc. [2.42%] LIFE TIME FITNESS [2.32%] MSC INDUSTRIAL DRCT [1.91%] ENERSYS [1.78%] CORR CP OF AM (NEW) [1.77%] | COOPER COS INC [2.93%] DEVRY INC [2.57%] ALBEMARLE CP [2.51%] PSS World Medical Inc. [2.44%] ULTRA PETROLEUM CORP [2.4%] RESMED INC [2.4%] NUVEEN INS NY DIV AD [2.19%] MSC INDUSTRIAL DRCT [1.94%] LIFE TIME FITNESS [1.93%] | COOPER COS INC [2.8%] DEVRY INC [2.74%] RESMED INC [2.52%] PSS World Medical Inc. [2.37%] ALBEMARLE CP [2.29%] NUVEEN INS NY DIV AD [2.27%] ULTRA PETROLEUM CORP [2.25%] Rovi Corporation [1.9%] MSC INDUSTRIAL DRCT [1.85%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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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. |
