Mutual Fund Insights: Penn Street Berkshire Select Equity A Fund (PBKAX)

In-depth Analysis of Penn Street Berkshire Select Equity A Fund (PBKAX)

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See Penn Street Berkshire Select Equity A Fund (PBKAX) performance details as of February 28, 2010

  

Last Trade: $10.01 on 3/19/2010, Change: -0.04 (-0.4%)

Experiment our closing price forecasting tool for Penn Street Berkshire Select Equity A Fund (PBKAX) (alpha release)

  

Fund Manager - Jay R. Kemmerer

Fund Manager Tenure: 7.0 years
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

Jay R. Kemmerer is the person primarily responsible for the day-to-day management of the Select Equity Portfolio. Jay R. Kemmerer has served as president of Berkshire Advisors since August 2002.Jay R. Kemmerer has served as a licensed Registered Securities Principal, OSJ Manager and an Investment Advisor Representative of Commonwealth Financial Network.  Get more insights on Jay R. Kemmerer

  

 What we like about Penn Street Berkshire Select Equity A Fund (PBKAX)

Data for Penn Street Berkshire Select Equity A Fund (PBKAX) as of February 28, 2010

• Penn Street Berkshire Select Equity A Fund (PBKAX) management has been with Penn Street Berkshire Select Equity A Fund for 7.0 years
• Penn Street Berkshire Select Equity A Fund (PBKAX) has good mid-term performance (3-year return -8.14% vs -7.29 % Large Value category average)
• Penn Street Berkshire Select Equity A Fund (PBKAX) has good Long-term performance (5-year return 0.40% vs -0.22 % Large Value category average)
• Penn Street Berkshire Select Equity A Fund (PBKAX) ratio of up-years vs down years is greater than 2

  

 What we are cautious about Penn Street Berkshire Select Equity A Fund (PBKAX)

Data for Penn Street Berkshire Select Equity A Fund (PBKAX) as of February 28, 2010

• Penn Street Berkshire Select Equity A Fund (PBKAX) has a less-than-ideal short-term performance (1-year return 52.35% vs 54.22 % Large Value category average)
• Penn Street Berkshire Select Equity A Fund (PBKAX) has a Morningstar rating of 3 and below
• Penn Street Berkshire Select Equity A Fund (PBKAX) is less safe compared to its Large Value peers
• Penn Street Berkshire Select Equity A Fund (PBKAX) has an annual stock turnover rate of 176.00% that is higher than the Large Value average of 69.56%. This could mean Penn Street Berkshire Select Equity A is more nimble, but also signal potential high tax impact and high trading fees
• Penn Street Berkshire Select Equity A Fund (PBKAX) does not have a good risk adjusted return as its 3-year Alpha of -1.85 is worse than category average of -1.52, and its 3-year Sharpe ratio is -0.36
• Penn Street Berkshire Select Equity A Fund (PBKAX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.98 that is higher than category average of 20.8
• Penn Street Berkshire Select Equity A Fund (PBKAX) has a higher management fee of 2.00% than its Large Value average of 1.29%
• Penn Street Berkshire Select Equity A Fund (PBKAX) carries a 5.5% load

See Penn Street Berkshire Select Equity A Fund (PBKAX) performance details as of February 28, 2010

  

  

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Penn Street Berkshire Select Equity A Fund (PBKAX) Net Asset

Track net asset change of Penn Street Berkshire Select Equity A fund (PBKAX)

Date	Net Asset
02/2010	$3.87M
01/2010	$3.74M
11/2009	$3.34M

More historic net asset information on Penn Street Berkshire Select Equity A Fund (PBKAX)

  

Penn Street Berkshire Select Equity A Fund (PBKAX) Portfolio Allocation

Track portfolio allocation change of Penn Street Berkshire Select Equity A fund (PBKAX)

Date	Cash	Stock	Bond	Other
10/2009	2.06%	97.95%	0%	0%
07/2009	2.83%	97.17%	0%	0%
04/2009	2.1%	104.29%	0%	0%

Click here to see more historic asset allocation information on Penn Street Berkshire Select Equity A Fund (PBKAX)

  

Most Recent Top 10 Holdings in Penn Street Berkshire Select Equity A Fund (PBKAX)

Discover what Penn Street Berkshire Select Equity A Fund (PBKAX) manager is buying

31-Oct-09 Ross Stores, Inc. [2.76%] HUMANA INC [2.71%] AMERISOURCEBERGEN CP [2.71%] MCKESSON CORP [2.58%] HEWLETT PACKARD CO [2.38%] T J X COS INC [2.34%] D T E ENERGY CO HLDG [2.32%] INTL BUSINESS MACH [2.27%] UNUM GROUP [2.25%] GAP INC [2.21%]

31-Jul-09 INTL BUSINESS MACH [3.91%] Technology Select Sector SPDR [3.46%] HEWLETT PACKARD CO [3.27%] GAP INC [2.94%] MCKESSON CORP [2.94%] FLUOR CP (NEW) [2.94%] GEN DYNAMICS CP [2.93%] A F L A C INC [2.84%] Travelers [2.65%] MCDONALDS CP [2.42%]

30-Apr-09 INTL BUSINESS MACH [3.91%] Technology Select Sector SPDR [3.46%] HEWLETT PACKARD CO [3.27%] GAP INC [2.94%] MCKESSON CORP [2.94%] FLUOR CP (NEW) [2.94%] GEN DYNAMICS CP [2.93%] A F L A C INC [2.84%] Travelers [2.65%] MCDONALDS CP [2.42%]

Click here for Stock Holding Change Map in Penn Street Berkshire Select Equity A Fund (PBKAX)

  

Related books and products to Penn Street Berkshire Select Equity A Fund (PBKAX)

  

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See more information on Penn Street Berkshire Select Equity A Fund (PBKAX)

• Penn Street Berkshire Select Equity A Fund Insights
• Penn Street Berkshire Select Equity A Fund Performance Data
• Penn Street Berkshire Select Equity A Fund News
• Penn Street Berkshire Select Equity A Fund Score Explaination
• Penn Street Berkshire Select Equity A Fund Manager Information
• Historic Penn Street Berkshire Select Equity A Fund Asset Allocation Report
• Historic Penn Street Berkshire Select Equity A Fund Top 10 Holding Tracking
• Historic Penn Street Berkshire Select Equity A Fund Asset Under Management Tracking