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Fund Intelligence | Best Managers | LCMMX Insights | LCMMX Score | LCMMX Performance | LCMMX Manager | LCMMX News | LCMMX Allocation | LCMMX Holdings Change

Mutual Fund Insights: Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

In-depth Analysis of Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

Mutual fund chart: Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

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See Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) performance details as of January 31, 2010

  

    Last Trade: $7.75 on 3/11/2010, Change: +0.05 (0.65%)
Experiment our closing price forecasting tool for Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) (alpha release)

  

Fund Manager - Donald W Reid

Fund Manager Tenure: 6.3 years
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)
Reid is a director of Equity Research and senior portfolio manager at Lotsoff Capital Management. Previously, he was director of Quantitative Equity Research at Weiss, Peck & Greer from 1991 to 1996. Prior to this, he served as director of Research and Development for Eden Financial Corporation.  Get more insights on Donald W Reid

  

What we like about Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) What we like about Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

Data for Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) as of January 31, 2010

  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) management has been with Lotsoff Capital Mgmt Micro Cap Fund for 6.3 years
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) has good short-term performance (1-year return 44.68% vs 41.29% Small Blend category average)
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) has a lower management fee than its Small Blend average: 1.36% vs 1.53%
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) What we are cautious about Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

Data for Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) as of January 31, 2010

  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) has a less-than-ideal mid-term performance (3-year return -15.51% vs -7.80% Small Blend category average)
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) has a less-than-ideal Long-term performance (5-year return -5.59% vs 0.36% Small Blend category average)
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) ratio of up-years vs down years can be improved
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) has a Morningstar rating of 3 and below
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) is less safe compared to its Small Blend peers
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) has an annual stock turnover rate of 98.00% that is higher than the Small Blend average of 96.31%. This could mean Lotsoff Capital Mgmt Micro Cap is more nimble, but also signal potential high tax impact and high trading fees
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) does not have a good risk adjusted return as its 3-year Alpha of -4.91 is worse than category average of 1.82, and its 3-year Sharpe ratio is -0.51
  • Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.4 that is higher than category average of 25.24
See Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) performance details as of January 31, 2010

  

  

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Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) Net Asset

Track net asset change of Lotsoff Capital Mgmt Micro Cap fund (LCMMX)

DateNet Asset
01/2010$30.36M
11/2009$30.91M
10/2009$31.18M
More historic net asset information on Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

  

Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) Portfolio Allocation

Track portfolio allocation change of Lotsoff Capital Mgmt Micro Cap fund (LCMMX)

DateCashStockBondOther
10/20090.13%99.86%0%0%
09/20090.44%99.56%0%0%
08/20090.23%99.77%0%0%
Click here to see more historic asset allocation information on Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

  

Most Recent Top 10 Holdings in Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

Discover what Lotsoff Capital Mgmt Micro Cap Fund (LCMMX) manager is buying

31-Oct-09
BANCO LATINOAMER SA [1.02%]
AmTrust Financial Services, Inc [0.98%]
Maiden Hldgs Ltd [0.97%]
ANWORTH MTG ASSET CP [0.78%]
World Acceptance Corporation [0.77%]
iShares Russell 2000 Index [0.72%]
Health Grades, Inc. [0.68%]
MEDIFAST INC [0.66%]
SEABRIGHT INSURANCE [0.64%]
CAPSTEAD MORTGAGE CP [0.64%]

30-Sep-09
BANCO LATINOAMER SA [0.92%]
Maiden Hldgs Ltd [0.91%]
AmTrust Financial Services, Inc [0.89%]
ANWORTH MTG ASSET CP [0.77%]
iShares Russell 2000 Index [0.74%]
Health Grades, Inc. [0.7%]
World Acceptance Corporation [0.7%]
MEDIFAST INC [0.69%]
ORIENTAL FIN GROUP [0.66%]
SuperGen, Inc. [0.64%]

31-Aug-09
iShares Russell 2000 Index [1.27%]
AmTrust Financial Services, Inc [1.02%]
Maiden Hldgs Ltd [1%]
BANCO LATINOAMER SA [0.96%]
ANWORTH MTG ASSET CP [0.76%]
World Acceptance Corporation [0.75%]
ORIENTAL FIN GROUP [0.73%]
Health Grades, Inc. [0.7%]
SuperGen, Inc. [0.7%]
MEDIFAST INC [0.62%]
Click here for Stock Holding Change Map in Lotsoff Capital Mgmt Micro Cap Fund (LCMMX)

  

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