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Mutual Fund Insights: Nicholas-Applegate US Emerging Growth R Fund (NARRX)

In-depth Analysis of Nicholas-Applegate US Emerging Growth R Fund (NARRX)

Mutual fund chart: Nicholas-Applegate US Emerging Growth R Fund (NARRX)

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See Nicholas-Applegate US Emerging Growth R Fund (NARRX) performance details as of February 28, 2010

  

    Last Trade: $11.40 on 3/18/2010, Change: -0.04 (-0.35%)
Experiment our closing price forecasting tool for Nicholas-Applegate US Emerging Growth R Fund (NARRX) (alpha release)

  

Fund Manager - Robert S. Marren

Fund Manager Tenure: 2.6 years
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Robert S. Marren is portfolio manager with Nicholas-Applegate Capital Management, Robert S. Marren joined the firm in 2007. Previously, Marren worked as portfolio manager with Duncan-Hurst Capital Management (1998-2007). Robert S. Marren has 17 years prior experience with Duncan-Hurst Capital Management; Hughes Aircraft Company; Security Pacific Merchant Bank; Hambrecht & Quist, Inc.; and VLSI Technology, Inc.  Get more insights on Robert S. Marren

  

What we like about Nicholas-Applegate US Emerging Growth R Fund (NARRX) What we like about Nicholas-Applegate US Emerging Growth R Fund (NARRX)

Data for Nicholas-Applegate US Emerging Growth R Fund (NARRX) as of February 28, 2010

  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) has good short-term performance (1-year return 74.01% vs 60.01 % Small Growth category average)
  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) has good Long-term performance (5-year return 3.84% vs 0.80 % Small Growth category average)
  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) has an annual stock turnover rate of 97.00% vs Small Growth average of 136.50%. It is good that Nicholas-Applegate US Emerging Growth R management does not trade extensively for its return.
  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) has a lower management fee than its Small Growth average: 1.14% vs 1.60%

  

What we are cautious about Nicholas-Applegate US Emerging Growth R Fund (NARRX) What we are cautious about Nicholas-Applegate US Emerging Growth R Fund (NARRX)

Data for Nicholas-Applegate US Emerging Growth R Fund (NARRX) as of February 28, 2010

  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) management has been with Nicholas-Applegate US Emerging Growth R Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) has a less-than-ideal mid-term performance (3-year return -4.06% vs -5.64 % Small Growth category average)
  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) ratio of up-years vs down years can be improved
  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) has a Morningstar rating of 3 and below
  • Nicholas-Applegate US Emerging Growth R Fund (NARRX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.83 that is higher than category average of 24.99
  • Even though Nicholas-Applegate US Emerging Growth R Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Nicholas-Applegate US Emerging Growth R Fund (NARRX) performance details as of February 28, 2010

  

  

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Nicholas-Applegate US Emerging Growth R Fund (NARRX) Net Asset

Track net asset change of Nicholas-Applegate US Emerging Growth R fund (NARRX)

DateNet Asset
02/2010$17.86M
01/2010$2.58M
11/2009$2.50M
More historic net asset information on Nicholas-Applegate US Emerging Growth R Fund (NARRX)

  

Nicholas-Applegate US Emerging Growth R Fund (NARRX) Portfolio Allocation

Track portfolio allocation change of Nicholas-Applegate US Emerging Growth R fund (NARRX)

DateCashStockBondOther
02/20101.49%98.51%0%0%
09/20093.33%96.68%0%0%
08/20093.44%96.56%0%0%
Click here to see more historic asset allocation information on Nicholas-Applegate US Emerging Growth R Fund (NARRX)

  

Most Recent Top 10 Holdings in Nicholas-Applegate US Emerging Growth R Fund (NARRX)

Discover what Nicholas-Applegate US Emerging Growth R Fund (NARRX) manager is buying

28-Feb-10
Liberty Media Corporation [1.28%]
Officemax Incorporated [1.02%]
Finisar Corporation [1.01%]
Sanmina-SCI Corporation [0.96%]
Unitrin, Inc. Common Stock [0.94%]
Aegean Marine Petroleum Network [0.92%]
Boise Inc Boise Inc. [0.92%]
Cirrus Logic, Inc. [0.9%]
Deckers Outdoor Corporation [0.88%]
La-Z-Boy Incorporated Common St [0.88%]

30-Sep-09
BOISE INC. [1.05%]
Ebix Inc [1.01%]
Nektar Therapeutics [0.94%]
JARDEN CP [0.89%]
ATP Oil & Gas Corporation [0.88%]
ALBANY INTL CP CL A [0.83%]
UNITED RENTALS INC [0.82%]
STONE ENERGY CP [0.81%]
Seattle Genetics, Inc. [0.81%]
ABOVENET INC [0.8%]

31-Aug-09
Ebix Inc [0.96%]
BOISE INC. [0.93%]
ROCK-TENN CO CL A [0.9%]
CLEARWATER PAPER CP [0.9%]
Nektar Therapeutics [0.86%]
ANNTAYLOR STORES CP [0.85%]
TUPPERWARE BRANDS CP [0.84%]
JARDEN CP [0.83%]
UNITRIN INC [0.82%]
ABOVENET INC [0.81%]
Click here for Stock Holding Change Map in Nicholas-Applegate US Emerging Growth R Fund (NARRX)

  

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