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Mutual Fund Insights: MEMBERS Large Cap Growth B Fund (MCPBX)

In-depth Analysis of MEMBERS Large Cap Growth B Fund (MCPBX)

Mutual fund chart: MEMBERS Large Cap Growth B Fund (MCPBX)

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See MEMBERS Large Cap Growth B Fund (MCPBX) performance details as of February 28, 2010

  

    Last Trade: $13.42 on 3/19/2010, Change: -0.12 (-0.89%)
Experiment our closing price forecasting tool for MEMBERS Large Cap Growth B Fund (MCPBX) (alpha release)

  

Fund Manager - Bruce Ebel

Fund Manager Tenure: 4.2 years
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

  

What we like about MEMBERS Large Cap Growth B Fund (MCPBX) What we like about MEMBERS Large Cap Growth B Fund (MCPBX)

Data for MEMBERS Large Cap Growth B Fund (MCPBX) as of February 28, 2010

  • MEMBERS Large Cap Growth B Fund (MCPBX) management has been with MEMBERS Large Cap Growth B Fund for 4.2 years
  • MEMBERS Large Cap Growth B Fund (MCPBX) ratio of up-years vs down years is greater than 2
  • MEMBERS Large Cap Growth B Fund (MCPBX) has an annual stock turnover rate of 105.00% vs Large Growth average of 109.62%. It is good that MEMBERS Large Cap Growth B management does not trade extensively for its return.
  • MEMBERS Large Cap Growth B Fund (MCPBX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.66, lower than category average of 21.35

  

What we are cautious about MEMBERS Large Cap Growth B Fund (MCPBX) What we are cautious about MEMBERS Large Cap Growth B Fund (MCPBX)

Data for MEMBERS Large Cap Growth B Fund (MCPBX) as of February 28, 2010

  • MEMBERS Large Cap Growth B Fund is a focused fund with 38.34% 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 B Fund (MCPBX) has a less-than-ideal short-term performance (1-year return 47.60% vs 51.46 % Large Growth category average)
  • MEMBERS Large Cap Growth B Fund (MCPBX) has a less-than-ideal mid-term performance (3-year return -2.68% vs -3.50 % Large Growth category average)
  • MEMBERS Large Cap Growth B Fund (MCPBX) has a less-than-ideal Long-term performance (5-year return -0.09% vs 1.34 % Large Growth category average)
  • MEMBERS Large Cap Growth B Fund (MCPBX) has a Morningstar rating of 3 and below
  • MEMBERS Large Cap Growth B Fund (MCPBX) is less safe compared to its Large Growth peers
  • MEMBERS Large Cap Growth B Fund (MCPBX) has a higher management fee of 1.95% than its Large Growth average of 1.33%
  • MEMBERS Large Cap Growth B Fund (MCPBX) carries a 4.5% load
See MEMBERS Large Cap Growth B Fund (MCPBX) performance details as of February 28, 2010

  

  

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MEMBERS Large Cap Growth B Fund (MCPBX) Net Asset

Track net asset change of MEMBERS Large Cap Growth B fund (MCPBX)

DateNet Asset
02/2010$150.06M
01/2010$9.35M
11/2009$9.97M
More historic net asset information on MEMBERS Large Cap Growth B Fund (MCPBX)

  

MEMBERS Large Cap Growth B Fund (MCPBX) Portfolio Allocation

Track portfolio allocation change of MEMBERS Large Cap Growth B fund (MCPBX)

DateCashStockBondOther
11/20091.93%98.08%0%0%
09/20096.18%93.81%0%0%
08/20095.51%94.5%0%0%
Click here to see more historic asset allocation information on MEMBERS Large Cap Growth B Fund (MCPBX)

  

Most Recent Top 10 Holdings in MEMBERS Large Cap Growth B Fund (MCPBX)

Discover what MEMBERS Large Cap Growth B Fund (MCPBX) manager is buying

30-Nov-09
Microsoft Corporation [4.98%]
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%]

30-Sep-09
JOHNSON AND JOHNS DC [4.44%]
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%]

31-Aug-09
Microsoft Corporation [3.77%]
INTL BUSINESS MACH [3.3%]
Google Inc. [3.09%]
AXIS CAP HLDGS LTD [3%]
WAL MART STORES [2.72%]
Apple Inc. [2.71%]
Cisco Systems, Inc. [2.54%]
JOHNSON AND JOHNS DC [2.49%]
Intel Corporation [2.43%]
PROCTER GAMBLE CO [2.4%]
Click here for Stock Holding Change Map in MEMBERS Large Cap Growth B Fund (MCPBX)

  

Related books and products to MEMBERS Large Cap Growth B Fund (MCPBX)

  

Latest News on MEMBERS Large Cap Growth B (MCPBX)

See what is happening with MEMBERS Large Cap Growth B Fund (MCPBX)

 

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