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Mutual Fund Insights: Nicholas-Applegate US Micro Cap I Fund (NAMCX)

In-depth Analysis of Nicholas-Applegate US Micro Cap I Fund (NAMCX)

Mutual fund chart: Nicholas-Applegate US Micro Cap I Fund (NAMCX)

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See Nicholas-Applegate US Micro Cap I Fund (NAMCX) performance details as of January 31, 2010

  

    Last Trade: $11.82 on 3/18/2010, Change: -0.07 (-0.59%)
Experiment our closing price forecasting tool for Nicholas-Applegate US Micro Cap I Fund (NAMCX) (alpha release)

  

Fund Manager - John C. McCraw

Fund Manager Tenure: 14.7 years
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
McCraw has portfolio management and research responsibilities for the US Small Cap Growth teams. Prior to joining the team, John assisted in management, trading and research of international portfolios and product development. Before he joined Nicholas-Applegate in 1992, John was branch manager/loan officer with the Citizens & Southern National Bank.  Get more insights on John C. McCraw

  

What we like about Nicholas-Applegate US Micro Cap I Fund (NAMCX) What we like about Nicholas-Applegate US Micro Cap I Fund (NAMCX)

Data for Nicholas-Applegate US Micro Cap I Fund (NAMCX) as of January 31, 2010

  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) management has been with Nicholas-Applegate US Micro Cap I Fund for 14.7 years
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) has good Long-term performance (5-year return 1.19% vs 0.25% Small Growth category average)
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) ratio of up-years vs down years is greater than 2
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) has a lower management fee than its Small Growth average: 1.46% vs 1.60%
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Nicholas-Applegate US Micro Cap I Fund (NAMCX) What we are cautious about Nicholas-Applegate US Micro Cap I Fund (NAMCX)

Data for Nicholas-Applegate US Micro Cap I Fund (NAMCX) as of January 31, 2010

  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) has a less-than-ideal short-term performance (1-year return 33.42% vs 39.62% Small Growth category average)
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) has a less-than-ideal mid-term performance (3-year return -7.80% vs -6.96% Small Growth category average)
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) has a Morningstar rating of 3 and below
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) is less safe compared to its Small Growth peers
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) does not have a good risk adjusted return as its 3-year Alpha of 2.08 is worse than category average of 2.43, and its 3-year Sharpe ratio is -0.26
  • Nicholas-Applegate US Micro Cap I Fund (NAMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.98 that is higher than category average of 24.84
See Nicholas-Applegate US Micro Cap I Fund (NAMCX) performance details as of January 31, 2010

  

  

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Nicholas-Applegate US Micro Cap I Fund (NAMCX) Net Asset

Track net asset change of Nicholas-Applegate US Micro Cap I fund (NAMCX)

DateNet Asset
01/2010$55.82M
11/2009$54.01M
10/2009$51.90M
More historic net asset information on Nicholas-Applegate US Micro Cap I Fund (NAMCX)

  

Nicholas-Applegate US Micro Cap I Fund (NAMCX) Portfolio Allocation

Track portfolio allocation change of Nicholas-Applegate US Micro Cap I fund (NAMCX)

DateCashStockBondOther
09/20092.01%97.89%0%0.1%
08/20093.01%96.99%0%0%
06/20092.09%97.5%0%0.41%
Click here to see more historic asset allocation information on Nicholas-Applegate US Micro Cap I Fund (NAMCX)

  

Most Recent Top 10 Holdings in Nicholas-Applegate US Micro Cap I Fund (NAMCX)

Discover what Nicholas-Applegate US Micro Cap I Fund (NAMCX) manager is buying

30-Sep-09
STONE ENERGY CP [1.55%]
BOISE INC. [1.47%]
Ebix Inc [1.31%]
OMNOVA SOLUTIONS INC [1.27%]
Gulfport Energy Corporation [1.25%]
Perry Ellis International Inc. [1.21%]
ACCO BRANDS CORP [1.19%]
Xyratex Ltd. [1.12%]
Hughes Communications Inc [1.07%]
Horsehead Holding Corp. [1.06%]

31-Aug-09
CLEARWATER PAPER CP [1.36%]
BOISE INC. [1.32%]
STONE ENERGY CP [1.32%]
Ebix Inc [1.26%]
Perry Ellis International Inc. [1.23%]
MEADOWBROOK INS GRP [1.19%]
Gulfport Energy Corporation [1.16%]
Radiant Systems, Inc. [1.13%]
Horsehead Holding Corp. [1.1%]
Bio-Reference Laboratories, Inc [1.1%]

30-Jun-09
Saia, Inc. [1.22%]
Taleo Corporation [1.22%]
Art Technology Group, Inc. [1.17%]
Gulfport Energy Corporation [1.16%]
Bio-Reference Laboratories, Inc [1.15%]
COMPELLENT TECH INC [1.14%]
METALICO INC [1.14%]
Synovis Life Technologies, Inc. [1.08%]
MEADOWBROOK INS GRP [1.07%]
SAFE BULKERS, INC [1.07%]
Click here for Stock Holding Change Map in Nicholas-Applegate US Micro Cap I Fund (NAMCX)

  

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Latest News on Nicholas-Applegate US Micro Cap I (NAMCX)

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