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Mutual Fund Insights: Fifth Third Strategic Inc Instl Fund (MXIIX)

In-depth Analysis of Fifth Third Strategic Inc Instl Fund (MXIIX)

Mutual fund chart: Fifth Third Strategic Inc Instl Fund (MXIIX)

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See Fifth Third Strategic Inc Instl Fund (MXIIX) performance details as of January 31, 2010

Last Trade: $9.94 on 3/12/2010, Change: +0.01 (0.1%)

Experiment our closing price forecasting tool for Fifth Third Strategic Inc Instl Fund (MXIIX) (alpha release)

Fund Manager - Peter Kwiatkowski

Fund Manager Tenure: 5.1 years
Fundmojo Fund Grade: A (Score: 0.74) (What does this score mean?)

Kwiatkowski is a portfolio manager with Fifth Third Asset Management, Inc from 2003 and has 9 years of investment experience. He joined Fifth Third Bank's Treasury Group in 2001 and moved in 2003 to Fifth Third Asset Management. Prior experiences include over two years with Pacific Investment Management Company LLC (PIMCO) in various functions including portfolio analyst. Kwiatkowski holds the Chartered Financial Analyst designation. Get more insights on Peter Kwiatkowski

What we like about Fifth Third Strategic Inc Instl Fund (MXIIX)

Data for Fifth Third Strategic Inc Instl Fund (MXIIX) as of January 31, 2010

Fifth Third Strategic Inc Instl Fund (MXIIX) management has been with Fifth Third Strategic Inc Instl Fund for 5.1 years
Fifth Third Strategic Inc Instl Fund (MXIIX) has good short-term performance (1-year return 40.31% vs 22.81% Conservative Allocation category average)
Fifth Third Strategic Inc Instl Fund (MXIIX) has good mid-term performance (3-year return 3.11% vs 0.26% Conservative Allocation category average)
Fifth Third Strategic Inc Instl Fund (MXIIX) has good Long-term performance (5-year return 3.46% vs 2.80% Conservative Allocation category average)
Fifth Third Strategic Inc Instl Fund (MXIIX) has a Morningstar rating of 4 and above
Fifth Third Strategic Inc Instl Fund (MXIIX) has an annual stock turnover rate of 32.00% vs Conservative Allocation average of 74.77%. It is good that Fifth Third Strategic Inc Instl management does not trade extensively for its return.
Fifth Third Strategic Inc Instl Fund (MXIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Fifth Third Strategic Inc Instl Fund (MXIIX)

Data for Fifth Third Strategic Inc Instl Fund (MXIIX) as of January 31, 2010

Fifth Third Strategic Inc Instl Fund (MXIIX) ratio of up-years vs down years can be improved
Fifth Third Strategic Inc Instl Fund (MXIIX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.71 that is higher than category average of 10.66
Fifth Third Strategic Inc Instl Fund (MXIIX) has a higher management fee of 0.96% than its Conservative Allocation average of 0.86%

See Fifth Third Strategic Inc Instl Fund (MXIIX) performance details as of January 31, 2010

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Fifth Third Strategic Inc Instl Fund (MXIIX) Net Asset

Track net asset change of Fifth Third Strategic Inc Instl fund (MXIIX)

Date	Net Asset
01/2010	$57.85M
11/2009	$57.60M
10/2009	$57.55M

More historic net asset information on Fifth Third Strategic Inc Instl Fund (MXIIX)

Fifth Third Strategic Inc Instl Fund (MXIIX) Portfolio Allocation

Track portfolio allocation change of Fifth Third Strategic Inc Instl fund (MXIIX)

Date	Cash	Stock	Bond	Other
10/2009	7.84%	6.21%	41.31%	44.63%
09/2009	6.49%	5.89%	42.63%	44.98%
08/2009	6.03%	5.87%	44.18%	43.92%

Click here to see more historic asset allocation information on Fifth Third Strategic Inc Instl Fund (MXIIX)

Most Recent Top 10 Holdings in Fifth Third Strategic Inc Instl Fund (MXIIX)

Discover what Fifth Third Strategic Inc Instl Fund (MXIIX) manager is buying

31-Oct-09

Fifth Third Institutional MMkt Instl [7.15%]
US Treasury Bond (Fut) [2.96%]
Citigroup Cap Vii Pfd [1.84%]
Finl Sec Assurn Hldgs Pfd [1.61%]
Archer Daniels Midland Pfd [1.6%]
Comcast Pfd [1.52%]
Entergy Ark Pfd [1.42%]
Source Cap [1.41%]
General Elec Cap Corp Mtn Be 6.875% [1.34%]
Bankers Tr 7.25% [1.32%]

30-Sep-09

Fifth Third Institutional MMkt Instl [4.42%]
US Treasury Bond (Fut) [2.91%]
Citigroup Cap Vii Pfd [1.83%]
Finl Sec Assurn Hldgs Pfd [1.67%]
Comcast Pfd [1.54%]
Archer Daniels Midland Pfd [1.47%]
Source Cap [1.43%]
Entergy Ark Pfd [1.42%]
UNITED MEXICAN STS MTN BE [1.35%]
Cox Comms 7.75% [1.3%]

31-Aug-09

Fifth Third Institutional MMkt Instl [4.5%]
US Treasury Bond (Fut) [2.96%]
Citigroup Cap Vii Pfd [1.82%]
Finl Sec Assurn Hldgs Pfd [1.55%]
Comcast Pfd [1.54%]
Santander Fin Pfd S A Unipersonal Pfd [1.5%]
Hbos Plc Medium Tm Sb Nts Be 144A FRN [1.47%]
Archer Daniels Midland Pfd [1.46%]
Entergy Ark Pfd [1.45%]
Source Cap [1.41%]

Click here for Stock Holding Change Map in Fifth Third Strategic Inc Instl Fund (MXIIX)

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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.