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

Mutual Fund Insights: MTB Short-Term Corp Bond Instl I Fund (MVSTX)

In-depth Analysis of MTB Short-Term Corp Bond Instl I Fund (MVSTX)

Mutual fund chart: MTB Short-Term Corp Bond Instl I Fund (MVSTX)

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See MTB Short-Term Corp Bond Instl I Fund (MVSTX) performance details as of February 28, 2010

  

    Last Trade: $10.18 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Wilmer C. Stith III

Fund Manager Tenure: 12.2 years   [Similar Funds: MVSAX  MVSBX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Stith has been a vice president and portfolio manager of MTBIA since 1996. Wilmer C. Stith III manages separate account money market-style accounts, assists in the management of the money market portfolios and is responsible for analyzing and trading various fixed-income securities. Wilmer C. Stith III has more than 10 years of experience in the investment industry. Stith holds the Chartered Financial Analyst designation.  Get more insights on Wilmer C. Stith III

  

What we like about MTB Short-Term Corp Bond Instl I Fund (MVSTX) What we like about MTB Short-Term Corp Bond Instl I Fund (MVSTX)

Data for MTB Short-Term Corp Bond Instl I Fund (MVSTX) as of February 28, 2010

  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) management has been with MTB Short-Term Corp Bond Instl I Fund for 12.2 years
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) has good short-term performance (1-year return 7.04% vs 10.21 % Short-Term Bond category average)
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) has good mid-term performance (3-year return 4.73% vs 3.54 % Short-Term Bond category average)
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) has good Long-term performance (5-year return 4.28% vs 3.57 % Short-Term Bond category average)
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) ratio of up-years vs down years is greater than 2
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) has a Morningstar rating of 4 and above
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) has an annual stock turnover rate of 94.00% vs Short-Term Bond average of 113.38%. It is good that MTB Short-Term Corp Bond Instl I management does not trade extensively for its return.
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.68, lower than category average of 3.34
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) has a lower management fee than its Short-Term Bond average: 0.73% vs 0.91%
  • MTB Short-Term Corp Bond Instl I Fund (MVSTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about MTB Short-Term Corp Bond Instl I Fund (MVSTX) What we are cautious about MTB Short-Term Corp Bond Instl I Fund (MVSTX)

Data for MTB Short-Term Corp Bond Instl I Fund (MVSTX) as of February 28, 2010

See MTB Short-Term Corp Bond Instl I Fund (MVSTX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Short-Term Bond category?

Below are some additional Short-Term Bond mutual funds generated out of our database

  

MTB Short-Term Corp Bond Instl I Fund (MVSTX) Net Asset

Track net asset change of MTB Short-Term Corp Bond Instl I fund (MVSTX)

DateNet Asset
02/2010$108.21M
01/2010$97.71M
11/2009$91.82M
More historic net asset information on MTB Short-Term Corp Bond Instl I Fund (MVSTX)

  

MTB Short-Term Corp Bond Instl I Fund (MVSTX) Portfolio Allocation

Track portfolio allocation change of MTB Short-Term Corp Bond Instl I fund (MVSTX)

DateCashStockBondOther
10/200950.23%0%48.63%1.15%
09/200946.13%0%52.7%1.17%
08/200945.76%0%52.96%1.29%
Click here to see more historic asset allocation information on MTB Short-Term Corp Bond Instl I Fund (MVSTX)

  

Most Recent Top 10 Holdings in MTB Short-Term Corp Bond Instl I Fund (MVSTX)

Discover what MTB Short-Term Corp Bond Instl I Fund (MVSTX) manager is buying

31-Oct-09
US Treasury Note 1.875% [1.34%]
TIME WARNER CABLE 7.5% [1.26%]
Arcelormittal Sa Luxembourg 9% [1.25%]
Tricon Global Restaurants 8.875% [1.23%]
Apache 6.25% [1.21%]
Valero Engy 6.875% [1.19%]
Bb&T Corporation 5.7% [1.18%]
Kellogg 6.6% [1.18%]
Merrill Lynch 6.15% [1.17%]
Xerox 6.875% [1.17%]

30-Sep-09
US Treasury Note 1.875% [1.35%]
TIME WARNER CABLE 7.5% [1.28%]
Arcelormittal Sa Luxembourg 9% [1.28%]
Tricon Global Restaurants 8.875% [1.25%]
Apache 6.25% [1.23%]
Bb&T Corporation 5.7% [1.21%]
Valero Engy 6.875% [1.2%]
Kellogg 6.6% [1.19%]
Burlington Res Fin 6.68% [1.19%]
Xerox 6.875% [1.19%]

31-Aug-09
US Treasury Note 1.875% [1.47%]
TIME WARNER CABLE 7.5% [1.42%]
Apache 6.25% [1.36%]
Arcelormittal Sa Luxembourg 9% [1.36%]
Valero Engy 6.875% [1.33%]
Bb&T Corporation 5.7% [1.32%]
Kellogg 6.6% [1.32%]
Comcast Cable Comms 6.75% [1.31%]
Burlington Northn Santa Fe Cp 7.125% [1.31%]
Burlington Res Fin 6.68% [1.31%]
Click here for Stock Holding Change Map in MTB Short-Term Corp Bond Instl I Fund (MVSTX)

  

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