Funds Impacted by Earning
Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
Mutual Fund Insights: Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX)
In-depth Analysis of Old Mutual Copper Rock Emerging Gr Z (OMZRX)
6 months 1 year 3 year 5 year |
-
Last Trade: $8.23 on 11/20/2009, Change: -0.05 (-0.6%)
Fund Manager - Tucker M. Walsh
Fund Manager Tenure: 4.3 years [Similar Funds: OMARX OMIRX ]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 Z Fund (OMZRX)
Data for Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) as of October 31, 2009
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) management has been with Old Mutual Copper Rock Emerging Gr Z Fund for 4.3 years
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) has a lower management fee than its Small Growth average: 1.43% vs 1.61%
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) 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 Copper Rock Emerging Gr Z Fund (OMZRX)
Data for Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) as of October 31, 2009
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) has a less-than-ideal short-term performance (1-year return 8.02% vs 13.17% Small Growth category average)
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) has a less-than-ideal mid-term performance (3-year return -9.82% vs -7.45% Small Growth category average)
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) ratio of up-years vs down years can be improved
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) has a Morningstar rating of 3 and below
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) is less safe compared to its Small Growth peers
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) 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 Z is more nimble, but also signal potential high tax impact and high trading fees
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) does not have a good risk adjusted return as its 3-year Alpha of -0.9 is worse than category average of 1.71, and its 3-year Sharpe ratio is -0.4
- Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.44 that is higher than category average of 24.28
Interested in other top mutual funds in similar Small Growth category?
Below are some additional Small Growth mutual funds generated out of our database
- Baron Growth (BGRFX) [ Compare BGRFX with OMZRX ]
- Brown Capital Mgmt Small Co Instl (BCSIX) [ Compare BCSIX with OMZRX ]
- Buffalo Small Cap (BUFSX) [ Compare BUFSX with OMZRX ]
- Browse other funds in Small Growth Category
Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) Net Asset
Track net asset change of Old Mutual Copper Rock Emerging Gr Z fund (OMZRX)
| Date | Net Asset |
| 10/2009 | $23.23M |
| 09/2009 | $23.72M |
| 08/2009 | $19.76M |
Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) Portfolio Allocation
Track portfolio allocation change of Old Mutual Copper Rock Emerging Gr Z fund (OMZRX)
| 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 Z Fund (OMZRX)
Discover what Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX) 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%] |
Related books and products to Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX)
Latest News on Old Mutual Copper Rock Emerging Gr Z (OMZRX)
See what is happening with Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX)
Unique Method to Discover Best Fund Managers with Proven Results
Financial Optimization through Technology Innovation
- 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
Click here to download!
Hot selling products
Want details? Click here for performance numbers and sector breakdown of Old Mutual Copper Rock Emerging Gr Z Fund (OMZRX)
| 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. |
