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Mutual Fund Insights: Old Mutual Copper Rock Emerging Gr A Fund (OMARX)
In-depth Analysis of Old Mutual Copper Rock Emerging Gr A (OMARX)
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Last Trade: $8.14 on 11/20/2009, Change: -0.05 (-0.61%)
Fund Manager - Tucker M. Walsh
Fund Manager Tenure: 4.3 years [Similar Funds: OMIRX OMZRX ]Fundmojo Fund Grade: D (Score: 0.45) (What does this score mean?)Tucker M. Walsh is a founding partner, chief executive officer and head of portfolio management at Copper Rock Capital Partners. Prior to Copper Rock, Tucker M. Walsh was a managing director and head of the Small Cap Growth team at State Street Research. Tucker M. Walsh managed a $2 billion portfolio for State Street Research?s institutional separate accounts and registered mutual funds.
Category Average: 13.17% , -7.45% , 0.22% | Category Average: 1.61% | Category Average: 132.21% |
What we like about Old Mutual Copper Rock Emerging Gr A Fund (OMARX)
Data for Old Mutual Copper Rock Emerging Gr A Fund (OMARX) as of October 31, 2009
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) management has been with Old Mutual Copper Rock Emerging Gr A Fund for 4.3 years
What we are cautious about Old Mutual Copper Rock Emerging Gr A Fund (OMARX)
Data for Old Mutual Copper Rock Emerging Gr A Fund (OMARX) as of October 31, 2009
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) has a less-than-ideal short-term performance (1-year return 7.67% vs 13.17% Small Growth category average)
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) has a less-than-ideal mid-term performance (3-year return -10.05% vs -7.45% Small Growth category average)
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) ratio of up-years vs down years can be improved
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) has a Morningstar rating of 3 and below
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) is less safe compared to its Small Growth peers
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) has an annual stock turnover rate of 283.83% that is higher than the Small Growth average of 132.21%. This could mean Old Mutual Copper Rock Emerging Gr A is more nimble, but also signal potential high tax impact and high trading fees
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) does not have a good risk adjusted return as its 3-year Alpha of -1.15 is worse than category average of 1.71, and its 3-year Sharpe ratio is -0.41
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.46 that is higher than category average of 24.28
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) has a higher management fee of 1.68% than its Small Growth average of 1.61%
- Old Mutual Copper Rock Emerging Gr A Fund (OMARX) carries a front-end load of 5.75% and % backend load
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Old Mutual Copper Rock Emerging Gr A Fund (OMARX) Net Asset
Track net asset change of Old Mutual Copper Rock Emerging Gr A fund (OMARX)
| Date | Net Asset |
| 10/2009 | $3.78M |
| 09/2009 | $3.95M |
| 08/2009 | $3.71M |
Old Mutual Copper Rock Emerging Gr A Fund (OMARX) Portfolio Allocation
Track portfolio allocation change of Old Mutual Copper Rock Emerging Gr A fund (OMARX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 5.51% | 94.49% | 0% | 0% |
| 06/2009 | 2.28% | 97.72% | 0% | 0% |
| 03/2009 | 1.66% | 98.34% | 0% | 0% |
Most Recent Top 10 Holdings in Old Mutual Copper Rock Emerging Gr A Fund (OMARX)
Discover what Old Mutual Copper Rock Emerging Gr A Fund (OMARX) manager is buying
Green Mountain Coffee Roasters, [3.06%] TEREX CP [2.69%] Polycom, Inc. [2.49%] ALLIANCE DATA SYS CP [2.35%] SOLUTIA INC NEW [2.11%] MSCI INC [2.07%] Bucyrus International, Inc. [1.97%] priceline.com Incorporated [1.93%] Cymer, Inc. [1.72%] | Polycom, Inc. [2.25%] THQ Inc. [2.14%] SAIC INC [2.12%] Illumina, Inc. [2.11%] DEVRY INC [2.04%] TRANSDIGM GRP INC [2%] DOLBY LABORATORIES [1.97%] Cephalon, Inc. [1.96%] Scientific Games Corp [1.88%] | SBA Communications Corporation [2.87%] priceline.com Incorporated [2.37%] DOLBY LABORATORIES [2.27%] RESMED INC [2.23%] Scientific Games Corp [2.09%] iShares Russell 2000 Growth Index [2.04%] Landstar System, Inc. [1.99%] SYBASE INC [1.88%] Alexion Pharmaceuticals, Inc. [1.87%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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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. |
