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Mutual Fund Insights: Old Mutual TS&W Small Cap Value I Fund (OICVX)

In-depth Analysis of Old Mutual TS&W Small Cap Value I Fund (OICVX)

Mutual fund chart: Old Mutual TS&W Small Cap Value I Fund (OICVX)

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See Old Mutual TS&W Small Cap Value I Fund (OICVX) performance details as of January 31, 2010

  

    Last Trade: $16.85 on 3/11/2010, Change: +0.12 (0.72%)
Experiment our closing price forecasting tool for Old Mutual TS&W Small Cap Value I Fund (OICVX) (alpha release)

  

Fund Manager - Frank H. Reichel III

Fund Manager Tenure: 6.6 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Reichel worked in TS&W since August 2000. Prior, he worked with Stratton Management Company for 7 years. Reichel is a member of both the Association for Investment Management and Research, and the International Society of Financial Analysts. Reichel holds the Chartered Financial Analyst designation.  Get more insights on Frank H. Reichel III

  

What we like about Old Mutual TS&W Small Cap Value I Fund (OICVX) What we like about Old Mutual TS&W Small Cap Value I Fund (OICVX)

Data for Old Mutual TS&W Small Cap Value I Fund (OICVX) as of January 31, 2010

  • Old Mutual TS&W Small Cap Value I Fund (OICVX) management has been with Old Mutual TS&W Small Cap Value I Fund for 6.6 years
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) has good mid-term performance (3-year return -7.70% vs -7.80% Small Blend category average)
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) has good Long-term performance (5-year return 1.11% vs 0.36% Small Blend category average)
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) ratio of up-years vs down years is greater than 2
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) has a Morningstar rating of 4 and above
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.99, lower than category average of 25.24
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) has a lower management fee than its Small Blend average: 1.10% vs 1.53%
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Old Mutual TS&W Small Cap Value I Fund (OICVX) What we are cautious about Old Mutual TS&W Small Cap Value I Fund (OICVX)

Data for Old Mutual TS&W Small Cap Value I Fund (OICVX) as of January 31, 2010

  • Old Mutual TS&W Small Cap Value I Fund (OICVX) has a less-than-ideal short-term performance (1-year return 27.68% vs 41.29% Small Blend category average)
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) is less safe compared to its Small Blend peers
  • Old Mutual TS&W Small Cap Value I Fund (OICVX) does not have a good risk adjusted return as its 3-year Alpha of 0.09 is worse than category average of 1.82, and its 3-year Sharpe ratio is -0.34
See Old Mutual TS&W Small Cap Value I Fund (OICVX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Small Blend category?

Below are some additional Small Blend mutual funds generated out of our database

  

Old Mutual TS&W Small Cap Value I Fund (OICVX) Net Asset

Track net asset change of Old Mutual TS&W Small Cap Value I fund (OICVX)

DateNet Asset
01/2010$26.46M
11/2009$34.37M
10/2009$33.16M
More historic net asset information on Old Mutual TS&W Small Cap Value I Fund (OICVX)

  

Old Mutual TS&W Small Cap Value I Fund (OICVX) Portfolio Allocation

Track portfolio allocation change of Old Mutual TS&W Small Cap Value I fund (OICVX)

DateCashStockBondOther
09/20093.48%96.52%0%0%
06/20092.73%97.27%0%0%
03/20093.81%96.19%0%0%
Click here to see more historic asset allocation information on Old Mutual TS&W Small Cap Value I Fund (OICVX)

  

Most Recent Top 10 Holdings in Old Mutual TS&W Small Cap Value I Fund (OICVX)

Discover what Old Mutual TS&W Small Cap Value I Fund (OICVX) manager is buying

30-Sep-09
CLECO CP(HLDG CO) [1.72%]
SXC Health Solutions Corp. [1.7%]
CASH AMER INTL INC [1.57%]
Jos. A. Bank Clothiers, Inc. [1.56%]
Euronet Worldwide, Inc. [1.49%]
GeoEye, Inc. [1.49%]
Comtech Telecommunications Corp [1.49%]
OMEGA HEALTHCARE INV [1.48%]
3Com Corporation [1.42%]
THOMPSON CRK MTLS CO [1.41%]

30-Jun-09
OMEGA HEALTHCARE INV [2.58%]
CLECO CP(HLDG CO) [1.9%]
First Cash Financial Services, [1.78%]
Comtech Telecommunications Corp [1.76%]
SYNIVERSE HLGS INC [1.74%]
W M S INDS INC [1.65%]
Force Protection, Inc. [1.64%]
GeoEye, Inc. [1.62%]
THOMPSON CRK MTLS CO [1.6%]
CAPSTEAD MORTGAGE CP [1.57%]

31-Mar-09
OMEGA HEALTHCARE INV [2.57%]
PLATINUM UNDERWRITRS [2.42%]
HAEMONETICS CP [2.24%]
CLECO CP(HLDG CO) [2.02%]
SYNIVERSE HLGS INC [1.87%]
The Pantry, Inc. [1.85%]
Jack In The Box Inc. [1.77%]
SXC Health Solutions Corp. [1.77%]
INVESTMENT TEC NEW [1.71%]

Click here for Stock Holding Change Map in Old Mutual TS&W Small Cap Value I Fund (OICVX)

  

Related books and products to Old Mutual TS&W Small Cap Value I Fund (OICVX)

  

Latest News on Old Mutual TS&W Small Cap Value I (OICVX)

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