Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Old Mutual Analytic US Long/Short Inst Fund (OISLX)

In-depth Analysis of Old Mutual Analytic US Long/Short Inst Fund (OISLX)

Mutual fund chart: Old Mutual Analytic US Long/Short Inst Fund (OISLX)

3 months
6 months
1 year
3 year
5 year

See Old Mutual Analytic US Long/Short Inst Fund (OISLX) performance details as of January 31, 2010

  

    Last Trade: $10.74 on 3/17/2010, Change: +0.10 (0.94%)
Experiment our closing price forecasting tool for Old Mutual Analytic US Long/Short Inst Fund (OISLX) (alpha release)

  

Fund Manager - Dennis M. Bein

Fund Manager Tenure: 13.5 years
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)
Bein is a chief investment officer and a portfolio manager, has been a member of the U.S. equity team since joining Analytic 12 years ago. He is responsible for management and oversight of the implementation of the firm's investment strategies. Prior to joining Analytic Investors, Dennis was a senior consultant for AG Risk Management, Analysis Group's investment consulting subsidiary. Dennis holds Chartered Financial Analyst designation.  Get more insights on Dennis M. Bein

  

What we like about Old Mutual Analytic US Long/Short Inst Fund (OISLX) What we like about Old Mutual Analytic US Long/Short Inst Fund (OISLX)

Data for Old Mutual Analytic US Long/Short Inst Fund (OISLX) as of January 31, 2010

  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) management has been with Old Mutual Analytic US Long/Short Inst Fund for 13.5 years
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.6, lower than category average of 20.52
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) has a lower management fee than its Large Blend average: 0.90% vs 1.10%
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) 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 Analytic US Long/Short Inst Fund (OISLX) What we are cautious about Old Mutual Analytic US Long/Short Inst Fund (OISLX)

Data for Old Mutual Analytic US Long/Short Inst Fund (OISLX) as of January 31, 2010

  • Old Mutual Analytic US Long/Short Inst Fund is a focused fund with 47.37% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) has a less-than-ideal short-term performance (1-year return 25.93% vs 34.15% Large Blend category average)
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) has a less-than-ideal mid-term performance (3-year return -9.94% vs -7.17% Large Blend category average)
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) has a less-than-ideal Long-term performance (5-year return -0.30% vs 0.19% Large Blend category average)
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) ratio of up-years vs down years can be improved
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) has a Morningstar rating of 3 and below
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) is less safe compared to its Large Blend peers
  • Old Mutual Analytic US Long/Short Inst Fund (OISLX) does not have a good risk adjusted return as its 3-year Alpha of -3.31 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.53
See Old Mutual Analytic US Long/Short Inst Fund (OISLX) performance details as of January 31, 2010

  

  

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

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

  

Old Mutual Analytic US Long/Short Inst Fund (OISLX) Net Asset

Track net asset change of Old Mutual Analytic US Long/Short Inst fund (OISLX)

DateNet Asset
01/2010$15.88M
11/2009$24.13M
10/2009$24.24M
More historic net asset information on Old Mutual Analytic US Long/Short Inst Fund (OISLX)

  

Old Mutual Analytic US Long/Short Inst Fund (OISLX) Portfolio Allocation

Track portfolio allocation change of Old Mutual Analytic US Long/Short Inst fund (OISLX)

DateCashStockBondOther
09/20092.16%97.84%0%0%
06/20095.72%94.29%0%0%
03/20090.79%99.21%0%0%
Click here to see more historic asset allocation information on Old Mutual Analytic US Long/Short Inst Fund (OISLX)

  

Most Recent Top 10 Holdings in Old Mutual Analytic US Long/Short Inst Fund (OISLX)

Discover what Old Mutual Analytic US Long/Short Inst Fund (OISLX) manager is buying

30-Sep-09
CHEVRON CORP [5.37%]
EXXON MOBIL CP [4.36%]
Comcast Corporation [4.33%]
Intel Corporation [4.18%]
OCCIDENTAL PET [4.05%]
Amgen Inc. [3.63%]
AMERISOURCEBERGEN CP [3.46%]
CORNING INC [3.32%]
NRG ENERGY INC [3.05%]
T. Rowe Price Group, Inc. [2.94%]

30-Jun-09
EXXON MOBIL CP [4.53%]
CHEVRON CORP [3.89%]
HEWLETT PACKARD CO [3.55%]
Intel Corporation [3.43%]
Comcast Corporation [3.39%]
OCCIDENTAL PET [3.02%]
MCKESSON CORP [2.81%]
CORNING INC [2.73%]
BANK OF NY MELLON CP [2.64%]
TEXAS INSTRUMENTS [2.48%]

31-Mar-09
EXXON MOBIL CP [6.04%]
Microsoft Corporation [4.63%]
CHEVRON CORP [4.24%]
HEWLETT PACKARD CO [3.91%]
Intel Corporation [3.19%]
Comcast Corporation [2.73%]
AMERISOURCEBERGEN CP [2.58%]
SYSCO CP [2.53%]
The Charles Schwab Corporation [2.44%]
CORNING INC [2.36%]
Click here for Stock Holding Change Map in Old Mutual Analytic US Long/Short Inst Fund (OISLX)

  

Related books and products to Old Mutual Analytic US Long/Short Inst Fund (OISLX)

  

Latest News on Old Mutual Analytic US Long/Short Inst (OISLX)

See what is happening with Old Mutual Analytic US Long/Short Inst Fund (OISLX)

 

Books and Resources

 

 

See more information on Old Mutual Analytic US Long/Short Inst Fund (OISLX)