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Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund Ranking and Research

Ranking, Research and Recommendation of Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) ManagerFund Manager - Ford B. Draper

Fund Manager Information

Fund Manager Tenure: 22.7 years
Fund Family: Kalmar Investments
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Mr. Draper began his career in the investment research and capital management departments of Smith, Barney & Co., a major New York investment firm. In 1970, he joined Baker, Fentress & Company, a $350 million publicly-owned closed-end mutual fund, performing original investment research on a broad spectrum of companies and industries. For the following twelve years at Baker, Fentress, he had responsibilities as Vice President that included trading, investment research, investment strategy, and management of the Fund's portfolio. Mr. Draper founded Kalmar Investments in 1982.  Get more insights on Ford B. Draper

 

Graph of Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) ProfileKalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Profile

Fund Profile and Description

Kalmar Growth-with-Value Sm Cp Inv Fund seeks long-term capital appreciation. Kalmar Growth-with-Value Sm Cp Inv Fund normally invests at least 80% of assets in common stocks of small capitalization companies whose stock market capitalizations (total equity market value of outstanding shares) are $3 billion or less at the time of purchase. It invests in companies that it believes have the potential for significant future business growth and capital appreciation, yet whose stocks, at the time of purchase, are also trading at prices that are undervalued in the public trading markets.

 

Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund Strength What we like about Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund

Data for Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) as of May 30, 2016

  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) management has been with Kalmar Growth-with-Value Sm Cp Inv Fund for 22.7 years
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) has good short-term performance (1-year return -6.36% vs -7.74% Small Growth category median performance)
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) ratio of up-years vs down years is greater than 2
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) has an annual stock turnover rate of 50.01% vs Small Growth average of 63.11%. It is good that Kalmar Growth-with-Value Sm Cp Inv management does not trade extensively for its return.
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Weakness What we are cautious about Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund

Data for Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) as of May 30, 2016

  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) has a less-than-ideal mid-term performance (3-year return 3.29% vs 6.86% Small Growth category median performance)
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) has a less-than-ideal Long-term performance (5-year return 5.74% vs 7.01% Small Growth category median performance)
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) has a Morningstar rating of 3 and below
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) is less safe compared to its Small Growth peers
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) does not have a good risk adjusted return as its 3-year Alpha of -8.13 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.28
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.1 that is higher than category average of 15.82
  • Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) has a higher expense ratio of 1.36% than its Small Growth average of 1.31%
  • Asset base in Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Kalmar Growth-with-Value Sm Cp Inv4.19-6.363.295.74
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Net Asset TrackingKalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund Net Asset

Track net asset change of Kalmar Growth-with-Value Sm Cp Inv fund (KGSCX)

DateNet Asset
05/2016$180.92M
03/2016$182.88M
02/2016$186.53M
More historic net asset information on Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)

  

Graph of Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Portfolio TrackingKalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund Portfolio Allocation

Track portfolio allocation change of Kalmar Growth-with-Value Sm Cp Inv fund (KGSCX)

DateCashStockBondOther
03/20160.39%99.61%0%0%
02/20160%100%0%0%
12/20154.34%95.66%0%0%
Click here to see more historic asset allocation information on Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)

 

graph of Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Top 10 Position TrackingTop 10 Holdings in Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund

Discover what Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) manager is buying

Mar 30, 2016
West Pharmaceutical Services, I [3.15%]
Texas Roadhouse, Inc. [2.36%]
Belden Inc Common Stock [2.35%]
Acxiom Corporation [2.24%]
Bottomline Technologies, Inc. [2.17%]
The Ultimate Software Group, In [2.17%]
Cooper Companies, Inc. (The) Co [2.13%]
MaxLinear, Inc Class A Common S [2.06%]
PolyOne Corporation Common Stoc [2.06%]
Electronics for Imaging, Inc. [2.05%]

Feb 28, 2016
West Pharmaceutical Services, I [2.93%]
Bottomline Technologies, Inc. [2.56%]
Oxford Industries, Inc. Common [2.46%]
Electronics for Imaging, Inc. [2.35%]
Texas Roadhouse, Inc. [2.35%]
Alliance Data Systems Corporati [2.31%]
The Ultimate Software Group, In [2.28%]
Acxiom Corporation [2.25%]
Belden Inc Common Stock [2.18%]
Cooper Companies, Inc. (The) Co [2.05%]

Dec 30, 2015
West Pharmaceutical Services, I [3.21%]
Acxiom Corporation [2.94%]
Alliance Data Systems Corporati [2.75%]
PolyOne Corporation Common Stoc [2.69%]
A.O. Smith Corporation Common S [2.59%]
Ligand Pharmaceuticals Incorpor [2.49%]
Oxford Industries, Inc. Common [2.46%]
Bottomline Technologies, Inc. [2.42%]
Callidus Software, Inc. [2.34%]
Electronics for Imaging, Inc. [2.34%]
Click here for Stock Holding Change Map in Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX)

  

Latest News on Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund

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Kalmar Growth-with-Value Sm Cp Inv Fund (KGSCX) Related ResourcesSee more information on Kalmar Growth-with-Value Sm Cp Inv (KGSCX) Fund

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