Mutual Fund Insights: Keystone Large Cap Growth A Fund (KLGAX)

In-depth Analysis of Keystone Large Cap Growth A Fund (KLGAX)

3 months 6 months 1 year 3 year 5 year

See Keystone Large Cap Growth A Fund (KLGAX) performance details as of February 28, 2010

  

Last Trade: $25.06 on 3/19/2010, Change: -0.16 (-0.63%)

Experiment our closing price forecasting tool for Keystone Large Cap Growth A Fund (KLGAX) (alpha release)

  

Fund Manager - Thomas G. Kamp

Fund Manager Tenure: 3.6 years   [Similar Funds: KLGCX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

Thomas G. Kamp is president and chief investment officer of Cornerstone Capital, his employer since 2006. Thomas G. Kamp also leads the research team, is a member of the Investment Policy Committee, and is responsible for all portfolio management decisions. From 1993 to 2006, Thomas G. Kamp was a senior vice president and portfolio manager with Alliance Capital Management. Previously, Thomas G. Kamp evaluated and participated in funding emerging companies for IAI Venture Capital Group. Thomas G. Kamp also founded and successfully sold Premier Computer Corporation.  Get more insights on Thomas G. Kamp

  

 What we like about Keystone Large Cap Growth A Fund (KLGAX)

Data for Keystone Large Cap Growth A Fund (KLGAX) as of February 28, 2010

• Keystone Large Cap Growth A Fund (KLGAX) management has been with Keystone Large Cap Growth A Fund for 3.6 years
• Keystone Large Cap Growth A Fund (KLGAX) has good short-term performance (1-year return 57.05% vs 51.46 % Large Growth category average)

  

 What we are cautious about Keystone Large Cap Growth A Fund (KLGAX)

Data for Keystone Large Cap Growth A Fund (KLGAX) as of February 28, 2010

• Keystone Large Cap Growth A Fund is a focused fund with 43.01% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Keystone Large Cap Growth A Fund (KLGAX) has a less-than-ideal mid-term performance (3-year return -2.96% vs -3.50 % Large Growth category average)
• Keystone Large Cap Growth A Fund (KLGAX) ratio of up-years vs down years can be improved
• Keystone Large Cap Growth A Fund (KLGAX) has a Morningstar rating of 3 and below
• Keystone Large Cap Growth A Fund (KLGAX) has an annual stock turnover rate of 192.00% that is higher than the Large Growth average of 109.62%. This could mean Keystone Large Cap Growth A is more nimble, but also signal potential high tax impact and high trading fees
• Keystone Large Cap Growth A Fund (KLGAX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.66 that is higher than category average of 21.35
• Keystone Large Cap Growth A Fund (KLGAX) has a higher management fee of 1.50% than its Large Growth average of 1.33%
• Keystone Large Cap Growth A Fund (KLGAX) carries a 4.25% load

See Keystone Large Cap Growth A Fund (KLGAX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Growth category?

Below are some additional Large Growth mutual funds generated out of our database

• Aston/Montag & Caldwell Growth I (MCGIX)    [ Compare with Keystone Large Cap Growth A Fund (KLGAX) ]
• Alger Capital Appreciation Instl I (ALARX)    [ Compare with Keystone Large Cap Growth A Fund (KLGAX) ]
• BB&T Special Opportunities Equity Inst (BOPIX)    [ Compare with Keystone Large Cap Growth A Fund (KLGAX) ]
• See top fund managers for Large Growth Category Funds
• Browse other funds in Large Growth Category

  

Keystone Large Cap Growth A Fund (KLGAX) Net Asset

Track net asset change of Keystone Large Cap Growth A fund (KLGAX)

Date	Net Asset
02/2010	$191.45M
01/2010	$180.52M
11/2009	$173.85M

More historic net asset information on Keystone Large Cap Growth A Fund (KLGAX)

  

Keystone Large Cap Growth A Fund (KLGAX) Portfolio Allocation

Track portfolio allocation change of Keystone Large Cap Growth A fund (KLGAX)

Date	Cash	Stock	Bond	Other
09/2009	2.54%	97.45%	0%	0%
06/2009	2.86%	97.14%	0%	0%
03/2009	3.65%	96.35%	0%	0%

Click here to see more historic asset allocation information on Keystone Large Cap Growth A Fund (KLGAX)

  

Most Recent Top 10 Holdings in Keystone Large Cap Growth A Fund (KLGAX)

Discover what Keystone Large Cap Growth A Fund (KLGAX) manager is buying

30-Sep-09 Apple Inc. [5.38%] Adobe Systems Incorporated [5.14%] HEWLETT PACKARD CO [4.36%] Gilead Sciences, Inc. [4.02%] QUALCOMM Incorporated [3.86%] Google Inc. [3.43%] PHILIP MORRIS INTL [3.33%] Teva Pharmaceutical Industries [3.24%] Celgene Corporation [3.2%] GEN MILLS INC [3.14%]

30-Jun-09 Apple Inc. [5%] Adobe Systems Incorporated [4.97%] QUALCOMM Incorporated [4.22%] Celgene Corporation [3.91%] Google Inc. [3.88%] Teva Pharmaceutical Industries [3.83%] UNION PACIFIC [3.77%] Gilead Sciences, Inc. [3.7%] HEWLETT PACKARD CO [3.57%] HESS CP [3.12%]

31-Mar-09 HEWLETT PACKARD CO [5.18%] Apple Inc. [4.83%] QUALCOMM Incorporated [4.67%] Oracle Corporation [4.15%] WESTERN UNION COMPAN [3.92%] Google Inc. [3.8%] GOLDMAN SACHS GRP [3.66%] TARGET CP [3.59%] Teva Pharmaceutical Industries [3.36%] Celgene Corporation [3.16%]

Click here for Stock Holding Change Map in Keystone Large Cap Growth A Fund (KLGAX)

  

Related books and products to Keystone Large Cap Growth A Fund (KLGAX)

  

Latest News on Keystone Large Cap Growth A (KLGAX)

See what is happening with Keystone Large Cap Growth A Fund (KLGAX)

Hussman Goes International (Morningstar.com) See more news on Keystone Large Cap Growth A Fund (KLGAX)

 

Books and Resources

 

 

See more information on Keystone Large Cap Growth A Fund (KLGAX)

• Keystone Large Cap Growth A Fund Insights
• Keystone Large Cap Growth A Fund Performance Data
• Keystone Large Cap Growth A Fund News
• Keystone Large Cap Growth A Fund Score Explaination
• Keystone Large Cap Growth A Fund Manager Information
• Historic Keystone Large Cap Growth A Fund Asset Allocation Report
• Historic Keystone Large Cap Growth A Fund Top 10 Holding Tracking
• Historic Keystone Large Cap Growth A Fund Asset Under Management Tracking