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Fund Intelligence | Best Managers | MCAAX Insights | MCAAX Score | MCAAX Performance | MCAAX Manager | MCAAX News | MCAAX Allocation | MCAAX Holdings Change
Fund Intelligence | Best Managers | MCAAX Insights | MCAAX Score | MCAAX Performance | MCAAX Manager | MCAAX News | MCAAX Allocation | MCAAX Holdings Change
Mutual Fund Insights: MEMBERS Large Cap Growth A Fund (MCAAX)
In-depth Analysis of MEMBERS Large Cap Growth A Fund (MCAAX)
6 months 1 year 3 year 5 year |
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Last Trade: $14.60 on 3/16/2010, Change: +0.09 (0.62%)
Experiment our closing price forecasting tool for MEMBERS Large Cap Growth A Fund (MCAAX) (alpha release)
Fund Manager - Bruce Ebel
Fund Manager Tenure: 4.2 yearsFundmojo Fund Grade: B (Score: 0.68) (What does this score mean?)
What we like about MEMBERS Large Cap Growth A Fund (MCAAX)
Data for MEMBERS Large Cap Growth A Fund (MCAAX) as of January 31, 2010
- MEMBERS Large Cap Growth A Fund (MCAAX) management has been with MEMBERS Large Cap Growth A Fund for 4.2 years
- MEMBERS Large Cap Growth A Fund (MCAAX) has good short-term performance (1-year return 36.22% vs 35.76% Large Growth category average)
- MEMBERS Large Cap Growth A Fund (MCAAX) has good mid-term performance (3-year return -3.55% vs -5.20% Large Growth category average)
- MEMBERS Large Cap Growth A Fund (MCAAX) ratio of up-years vs down years is greater than 2
- MEMBERS Large Cap Growth A Fund (MCAAX) has an annual stock turnover rate of 105.00% vs Large Growth average of 109.93%. It is good that MEMBERS Large Cap Growth A management does not trade extensively for its return.
- MEMBERS Large Cap Growth A Fund (MCAAX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.68, lower than category average of 21.28
- MEMBERS Large Cap Growth A Fund (MCAAX) has a lower management fee than its Large Growth average: 1.20% vs 1.33%
What we are cautious about MEMBERS Large Cap Growth A Fund (MCAAX)
Data for MEMBERS Large Cap Growth A Fund (MCAAX) as of January 31, 2010
- MEMBERS Large Cap Growth A Fund is a focused fund with 39.96% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- MEMBERS Large Cap Growth A Fund (MCAAX) has a less-than-ideal Long-term performance (5-year return 0.60% vs 0.87% Large Growth category average)
- MEMBERS Large Cap Growth A Fund (MCAAX) has a Morningstar rating of 3 and below
- MEMBERS Large Cap Growth A Fund (MCAAX) carries a 5.75% load
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 MEMBERS Large Cap Growth A Fund (MCAAX) ]
- Alger Capital Appreciation A (ACAAX) [ Compare with MEMBERS Large Cap Growth A Fund (MCAAX) ]
- AllianceBern Large Cap Growth Adv (APGYX) [ Compare with MEMBERS Large Cap Growth A Fund (MCAAX) ]
- See top fund managers for Large Growth Category Funds
- Browse other funds in Large Growth Category
MEMBERS Large Cap Growth A Fund (MCAAX) Net Asset
Track net asset change of MEMBERS Large Cap Growth A fund (MCAAX)
| Date | Net Asset |
| 01/2010 | $47.32M |
| 11/2009 | $47.43M |
| 10/2009 | $45.41M |
MEMBERS Large Cap Growth A Fund (MCAAX) Portfolio Allocation
Track portfolio allocation change of MEMBERS Large Cap Growth A fund (MCAAX)
| Date | Cash | Stock | Bond | Other |
| 11/2009 | 1.93% | 98.08% | 0% | 0% |
| 09/2009 | 6.18% | 93.81% | 0% | 0% |
| 08/2009 | 5.51% | 94.5% | 0% | 0% |
Most Recent Top 10 Holdings in MEMBERS Large Cap Growth A Fund (MCAAX)
Discover what MEMBERS Large Cap Growth A Fund (MCAAX) manager is buying
JOHNSON AND JOHNS DC [4.73%] Google Inc. [4.66%] WAL MART STORES [4.36%] INTL BUSINESS MACH [4.03%] UNITEDHEALTH GROUP [3.75%] VISA INC. [3.7%] Apple Inc. [3.61%] Intel Corporation [3.13%] Cisco Systems, Inc. [3.01%] | Microsoft Corporation [4.25%] Google Inc. [3.83%] WAL MART STORES [3.6%] INTL BUSINESS MACH [3.47%] Apple Inc. [3.24%] AXIS CAP HLDGS LTD [3.17%] Cisco Systems, Inc. [2.94%] UNITEDHEALTH GROUP [2.87%] Intel Corporation [2.66%] | Microsoft Corporation [4.21%] Google Inc. [3.7%] INTL BUSINESS MACH [3.56%] UNITEDHEALTH GROUP [3.34%] AXIS CAP HLDGS LTD [3.33%] WAL MART STORES [3.21%] Apple Inc. [3.05%] Intel Corporation [2.88%] Cisco Systems, Inc. [2.81%] |
Related books and products to MEMBERS Large Cap Growth A Fund (MCAAX)
Latest News on MEMBERS Large Cap Growth A (MCAAX)
See what is happening with MEMBERS Large Cap Growth A Fund (MCAAX)
Books and Resources
See more information on MEMBERS Large Cap Growth A Fund (MCAAX)
- MEMBERS Large Cap Growth A Fund Insights
- MEMBERS Large Cap Growth A Fund Performance Data
- MEMBERS Large Cap Growth A Fund News
- MEMBERS Large Cap Growth A Fund Score Explaination
- MEMBERS Large Cap Growth A Fund Manager Information
- Historic MEMBERS Large Cap Growth A Fund Asset Allocation Report
- Historic MEMBERS Large Cap Growth A Fund Top 10 Holding Tracking
- Historic MEMBERS Large Cap Growth A Fund Asset Under Management Tracking
| 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. |
