Mutual Fund Insights: Mutual Global Discovery Z Fund (MDISX)

In-depth Analysis of Mutual Global Discovery Z Fund (MDISX)

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See Mutual Global Discovery Z Fund (MDISX) performance details as of January 31, 2010

  

Last Trade: $27.96 on 3/12/2010, Change: +0.02 (0.07%)

  

Fund Manager - Peter A. Langerman

Fund Manager Tenure: 0.3 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Langerman is president and chief executive officer of Franklin Mutual. He rejoined Franklin Templeton in 2005, after serving as director of New Jersey's Division of Investment for two years. Langerman originally joined the firm in 1996 and served in various capacities until he temporarily left in 2002. Previously, he served as a research analyst with Heine Securities Corp between 1986 and 1996.  Get more insights on Peter A. Langerman

  

 What we like about Mutual Global Discovery Z Fund (MDISX)

Data for Mutual Global Discovery Z Fund (MDISX) as of January 31, 2010

• Mutual Global Discovery Z Fund (MDISX) has good mid-term performance (3-year return -1.55% vs -6.17% World Stock category average)
• Mutual Global Discovery Z Fund (MDISX) has good Long-term performance (5-year return 7.46% vs 2.47% World Stock category average)
• Mutual Global Discovery Z Fund (MDISX) ratio of up-years vs down years is greater than 2
• Mutual Global Discovery Z Fund (MDISX) has a Morningstar rating of 4 and above
• Mutual Global Discovery Z Fund (MDISX) has an annual stock turnover rate of 25.23% vs World Stock average of 93.35%. It is good that Mutual Global Discovery Z management does not trade extensively for its return.
• Mutual Global Discovery Z Fund (MDISX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.99, lower than category average of 22.99
• Mutual Global Discovery Z Fund (MDISX) has a lower management fee than its World Stock average: 1.02% vs 1.53%
• Mutual Global Discovery Z Fund (MDISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Mutual Global Discovery Z Fund (MDISX)

Data for Mutual Global Discovery Z Fund (MDISX) as of January 31, 2010

• Mutual Global Discovery Z Fund (MDISX) management has been with Mutual Global Discovery Z Fund for only 0.3 years, it is hard to judge manager's ability based on this fund's operation record
• Mutual Global Discovery Z Fund (MDISX) has a less-than-ideal short-term performance (1-year return 21.30% vs 40.69% World Stock category average)
• Mutual Global Discovery Z Fund (MDISX) does not have a good risk adjusted return as its 3-year Alpha of 0.35 is worse than category average of 0.66, and its 3-year Sharpe ratio is -0.23

See Mutual Global Discovery Z Fund (MDISX) performance details as of January 31, 2010

  

  

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Mutual Global Discovery Z Fund (MDISX) Net Asset

Track net asset change of Mutual Global Discovery Z fund (MDISX)

Date	Net Asset
01/2010	$5.91B
11/2009	$5.66B
10/2009	$5.10B

More historic net asset information on Mutual Global Discovery Z Fund (MDISX)

  

Mutual Global Discovery Z Fund (MDISX) Portfolio Allocation

Track portfolio allocation change of Mutual Global Discovery Z fund (MDISX)

Date	Cash	Stock	Bond	Other
09/2009	34.58%	63.7%	1.05%	0.66%
06/2009	35.64%	61.93%	1.4%	1.02%
03/2009	48.33%	49.28%	1.56%	0.83%

Click here to see more historic asset allocation information on Mutual Global Discovery Z Fund (MDISX)

  

Most Recent Top 10 Holdings in Mutual Global Discovery Z Fund (MDISX)

Discover what Mutual Global Discovery Z Fund (MDISX) manager is buying

30-Sep-09 BRITISH AMERICAN TOBACCO PLC [3.27%] Schering-Plough Corporation [3.26%] WYETH [3.25%] MS INSD MUN TR [2.64%] GROUPE DANONE [2.6%] MERCK CO INC [2.11%] Carlsberg AS [1.92%] CADBURY PLC [1.65%] Eutelsat Communications [1.64%] Pernod Ricard [1.57%]

30-Jun-09 SCHERING PLOUGH CP [3.23%] BRITISH AMERICAN TOBACCO PLC [3.19%] WYETH [3.13%] MS INSD MUN TR [2.63%] GROUPE DANONE [2.33%] LORILLARD, INC [2.07%] MERCK CO INC [2.07%] Carlsberg A/S [1.9%] Pernod Ricard [1.89%] Eutelsat Communications [1.63%]

31-Mar-09 British American Tobacco PLC [3.21%] Imperial Tobacco Group PLC [2.72%] Groupe Danone [2.01%] Pernod Ricard [1.71%] LORILLARD, INC [1.68%] The Link Real Estate Inv Tr [1.56%] Eutelsat Communications [1.5%] E.ON AG [1.47%] Carlsberg A/S [1.45%] Orkla [1.22%]

Click here for Stock Holding Change Map in Mutual Global Discovery Z Fund (MDISX)

  

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See more information on Mutual Global Discovery Z Fund (MDISX)

• Mutual Global Discovery Z Fund Insights
• Mutual Global Discovery Z Fund Performance Data
• Mutual Global Discovery Z Fund News
• Mutual Global Discovery Z Fund Score Explaination
• Mutual Global Discovery Z Fund Manager Information
• Historic Mutual Global Discovery Z Fund Asset Allocation Report
• Historic Mutual Global Discovery Z Fund Top 10 Holding Tracking
• Historic Mutual Global Discovery Z Fund Asset Under Management Tracking