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Mutual Fund Insights: Kirr Marbach Partners Value Fund (KMVAX)

In-depth Analysis of Kirr Marbach Partners Value Fund (KMVAX)

Mutual fund chart: Kirr Marbach Partners Value Fund (KMVAX)

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See Kirr Marbach Partners Value Fund (KMVAX) performance details as of January 31, 2010

  

    Last Trade: $11.08 on 3/18/2010, Change: +0.01 (0.09%)
Experiment our closing price forecasting tool for Kirr Marbach Partners Value Fund (KMVAX) (alpha release)

  

Fund Manager - Mark D Foster

Fund Manager Tenure: 11.2 years
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Managing Director, Chief Investment Officer, Portfolio Manager Mark was formerly associated with American Fletcher National Bank (now Bank One, Indiana, NA) as a research analyst from 1980-1982 and with Merchants National Bank as a portfolio manager/research analyst from 1982-1984. From 1984-1987 he was associated with Merchants Investment Counseling Inc. as Director of Equity Strategy. Mark joined KM & Co. in 1987 and has been the firm?s Chief Investment Officer since 1997.  Get more insights on Mark D Foster

  

What we like about Kirr Marbach Partners Value Fund (KMVAX) What we like about Kirr Marbach Partners Value Fund (KMVAX)

Data for Kirr Marbach Partners Value Fund (KMVAX) as of January 31, 2010

  • Kirr Marbach Partners Value Fund (KMVAX) management has been with Kirr Marbach Partners Value Fund for 11.2 years
  • Kirr Marbach Partners Value Fund (KMVAX) has good short-term performance (1-year return 48.11% vs 42.02% Mid-Cap Blend category average)
  • Kirr Marbach Partners Value Fund (KMVAX) has an annual stock turnover rate of 48.00% vs Mid-Cap Blend average of 91.38%. It is good that Kirr Marbach Partners Value management does not trade extensively for its return.

  

What we are cautious about Kirr Marbach Partners Value Fund (KMVAX) What we are cautious about Kirr Marbach Partners Value Fund (KMVAX)

Data for Kirr Marbach Partners Value Fund (KMVAX) as of January 31, 2010

  • Kirr Marbach Partners Value Fund is a focused fund with 37.88% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Kirr Marbach Partners Value Fund (KMVAX) has a less-than-ideal mid-term performance (3-year return -11.55% vs -6.52% Mid-Cap Blend category average)
  • Kirr Marbach Partners Value Fund (KMVAX) has a less-than-ideal Long-term performance (5-year return -2.23% vs 1.32% Mid-Cap Blend category average)
  • Kirr Marbach Partners Value Fund (KMVAX) ratio of up-years vs down years can be improved
  • Kirr Marbach Partners Value Fund (KMVAX) has a Morningstar rating of 3 and below
  • Kirr Marbach Partners Value Fund (KMVAX) is less safe compared to its Mid-Cap Blend peers
  • Kirr Marbach Partners Value Fund (KMVAX) does not have a good risk adjusted return as its 3-year Alpha of -1.28 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.41
  • Kirr Marbach Partners Value Fund (KMVAX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.12 that is higher than category average of 24.11
  • Kirr Marbach Partners Value Fund (KMVAX) has a higher management fee of 1.45% than its Mid-Cap Blend average of 1.38%
  • Even though Kirr Marbach Partners Value Fund carries no load, it does have a 0.07% of 12b1 promotion, distributions, marketing expenses
See Kirr Marbach Partners Value Fund (KMVAX) performance details as of January 31, 2010

  

  

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Kirr Marbach Partners Value Fund (KMVAX) Net Asset

Track net asset change of Kirr Marbach Partners Value fund (KMVAX)

DateNet Asset
01/2010$25.21M
11/2009$25.77M
10/2009$24.61M
More historic net asset information on Kirr Marbach Partners Value Fund (KMVAX)

  

Kirr Marbach Partners Value Fund (KMVAX) Portfolio Allocation

Track portfolio allocation change of Kirr Marbach Partners Value fund (KMVAX)

DateCashStockBondOther
09/20090.2%99.81%0%0%
06/20090.23%99.78%0%0%
03/20090.33%99.67%0%0%
Click here to see more historic asset allocation information on Kirr Marbach Partners Value Fund (KMVAX)

  

Most Recent Top 10 Holdings in Kirr Marbach Partners Value Fund (KMVAX)

Discover what Kirr Marbach Partners Value Fund (KMVAX) manager is buying

30-Sep-09
LUBRIZOL CP [5.51%]
ALCON INC [4.38%]
Cognizant Technology Solutions [3.95%]
COACH INC [3.86%]
Microsoft Corporation [3.58%]
KBR INC [3.37%]
SOLUTIA INC NEW [3.36%]
E M C O R GROUP INC [3.36%]
Rosetta Resources Inc. [3.33%]
TYCO INTL LTD SWZ [3.18%]

30-Jun-09
LUBRIZOL CP [4.74%]
ALCON INC [4.33%]
Microsoft Corporation [3.87%]
Ascent Media Corporation [3.79%]
COACH INC [3.71%]
Intel Corporation [3.66%]
WELLPOINT INC. [3.54%]
E M C O R GROUP INC [3.43%]
MCGRAW HILL COS THE [3.37%]
Analogic Corporation [3.33%]

31-Mar-09
Lubrizol Corp [5.05%]
AutoZone, Inc. [4.92%]
Ascent Media Corporation [4.9%]
Intel Corporation [4.74%]
Alcon, Inc. (Switzerland) [4.37%]
Microsoft Corporation [4.3%]
Dollar Tree, Inc. [4.28%]
Toll Brothers Inc. [3.87%]
McGraw-Hill Cos., Inc. (The) [3.85%]
Chevron Corporation [3.78%]
Click here for Stock Holding Change Map in Kirr Marbach Partners Value Fund (KMVAX)

  

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Latest News on Kirr Marbach Partners Value (KMVAX)

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