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

Mutual Fund Insights: PMC Core Fixed Income Fund (PMFIX)

In-depth Analysis of PMC Core Fixed Income Fund (PMFIX)

Mutual fund chart: PMC Core Fixed Income Fund (PMFIX)

3 months
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1 year
3 year
5 year

See PMC Core Fixed Income Fund (PMFIX) performance details as of January 31, 2010

  

    Last Trade: $16.33 on 3/16/2010, Change: +0.04 (0.25%)

  

Fund ManagerFund Manager - Wesley A Sparks

Fund Manager Tenure: 1.4 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Sparks has been with Schroder as the Head of U.S. Credit Strategies for eight years and is now the Head of U.S. Fixed Income for the firm. Sparks holds the Chartered Financial Analyst designation.  Get more insights on Wesley A Sparks

  

What we like about PMC Core Fixed Income Fund (PMFIX) What we like about PMC Core Fixed Income Fund (PMFIX)

Data for PMC Core Fixed Income Fund (PMFIX) as of January 31, 2010

  • PMC Core Fixed Income Fund (PMFIX) ratio of up-years vs down years is greater than 2

  

What we are cautious about PMC Core Fixed Income Fund (PMFIX) What we are cautious about PMC Core Fixed Income Fund (PMFIX)

Data for PMC Core Fixed Income Fund (PMFIX) as of January 31, 2010

  • PMC Core Fixed Income Fund (PMFIX) management has been with PMC Core Fixed Income Fund for only 1.4 years, it is hard to judge manager's ability based on this fund's operation record
  • PMC Core Fixed Income Fund is a focused fund with 33.09% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • PMC Core Fixed Income Fund (PMFIX) has a less-than-ideal short-term performance (1-year return 15.21% vs 15.89% Intermediate-Term Bond category average)
  • PMC Core Fixed Income Fund (PMFIX) has an annual stock turnover rate of 403.00% that is higher than the Intermediate-Term Bond average of 231.70%. This could mean PMC Core Fixed Income is more nimble, but also signal potential high tax impact and high trading fees
  • PMC Core Fixed Income Fund (PMFIX) has a higher management fee of 1.02% than its Intermediate-Term Bond average of 0.95%
  • Even though PMC Core Fixed Income Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See PMC Core Fixed Income Fund (PMFIX) performance details as of January 31, 2010

  

  

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PMC Core Fixed Income Fund (PMFIX) Net Asset

Track net asset change of PMC Core Fixed Income fund (PMFIX)

DateNet Asset
01/2010$60.48M
11/2009$62.17M
10/2009$62.27M
More historic net asset information on PMC Core Fixed Income Fund (PMFIX)

  

PMC Core Fixed Income Fund (PMFIX) Portfolio Allocation

Track portfolio allocation change of PMC Core Fixed Income fund (PMFIX)

DateCashStockBondOther
09/200910.95%0%88.82%0.23%
06/200914.23%0%84.79%0.98%
03/200919.68%0%79.51%0.81%
Click here to see more historic asset allocation information on PMC Core Fixed Income Fund (PMFIX)

  

Most Recent Top 10 Holdings in PMC Core Fixed Income Fund (PMFIX)

Discover what PMC Core Fixed Income Fund (PMFIX) manager is buying

30-Sep-09
Fidelity Instl MM Fds Government I [4.38%]
FNMA 5% [4.24%]
FNMA [4.07%]
US Treasury Note 2.375% [3.86%]
AIM STIT Treasury Instl [3.82%]
FNMA [3.19%]
FNMA [2.96%]
First American Government Oblig Y [2.45%]
FNMA 5.5% [2.39%]
FNMA 5.5% [2.38%]

30-Jun-09
FNMA 5% [6.15%]
FNMA [4.42%]
FNMA 5.5% [3.48%]
FNMA 5.5% [3.45%]
FNMA 5% [3.36%]
US Treasury Note 2.375% [2.82%]
GNMA 5.5% [2.63%]
Cdx Na Hy 10 Tr 144A 8.875% [2.42%]
FNMA [2.28%]
US Treasury Note 3.125% [2.01%]

31-Mar-09
FNMA 5% [5.56%]
FNMA 6% [4%]
Cash Offset For Short Futures [3.94%]
FNMA [3.87%]
FNMA 5% [3.8%]
US Treasury Note 2.375% [3.27%]
FNMA 5.5% [3.09%]
FNMA 5% [3.08%]
FNMA 5.5% [3.06%]
FNMA 5% [3.03%]
Click here for Stock Holding Change Map in PMC Core Fixed Income Fund (PMFIX)

  

Related books and products to PMC Core Fixed Income Fund (PMFIX)

  

Latest News on PMC Core Fixed Income (PMFIX)

See what is happening with PMC Core Fixed Income Fund (PMFIX)

 

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