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

Mutual Fund Insights: Rice Hall James Small Cap Instl Fund (RHJMX)

In-depth Analysis of Rice Hall James Small Cap Instl Fund (RHJMX)

Mutual fund chart: Rice Hall James Small Cap Instl Fund (RHJMX)

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See Rice Hall James Small Cap Instl Fund (RHJMX) performance details as of February 28, 2010

  

    Last Trade: $9.82 on 3/19/2010, Change: -0.10 (-1.01%)
Experiment our closing price forecasting tool for Rice Hall James Small Cap Instl Fund (RHJMX) (alpha release)

  

Fund Manager - Cara M. Thome

Fund Manager Tenure: 8.2 years   [Similar Funds: RHJSX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Cara M. Thome is a partner, portfolio manager/analyst at Rice Hall James & Associates, LLC. Cara M. Thome joined RHJ in January 2001 and has 8 years of investment experience. Cara M. Thome was previously an analyst at the Equity Research Department at George K. Baum & Company from 1997 to 2001.  Get more insights on Cara M. Thome

  

What we like about Rice Hall James Small Cap Instl Fund (RHJMX) What we like about Rice Hall James Small Cap Instl Fund (RHJMX)

Data for Rice Hall James Small Cap Instl Fund (RHJMX) as of February 28, 2010

  • Rice Hall James Small Cap Instl Fund (RHJMX) management has been with Rice Hall James Small Cap Instl Fund for 8.2 years
  • Rice Hall James Small Cap Instl Fund (RHJMX) has good short-term performance (1-year return 62.15% vs 60.01 % Small Growth category average)
  • Rice Hall James Small Cap Instl Fund (RHJMX) has good Long-term performance (5-year return 0.96% vs 0.80 % Small Growth category average)
  • Rice Hall James Small Cap Instl Fund (RHJMX) ratio of up-years vs down years is greater than 2
  • Rice Hall James Small Cap Instl Fund (RHJMX) has a Morningstar rating of 4 and above
  • Rice Hall James Small Cap Instl Fund (RHJMX) has an annual stock turnover rate of 78.00% vs Small Growth average of 136.50%. It is good that Rice Hall James Small Cap Instl management does not trade extensively for its return.
  • Rice Hall James Small Cap Instl Fund (RHJMX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.65, lower than category average of 24.99
  • Rice Hall James Small Cap Instl Fund (RHJMX) has a lower management fee than its Small Growth average: 1.34% vs 1.60%
  • Rice Hall James Small Cap Instl Fund (RHJMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Rice Hall James Small Cap Instl Fund (RHJMX) What we are cautious about Rice Hall James Small Cap Instl Fund (RHJMX)

Data for Rice Hall James Small Cap Instl Fund (RHJMX) as of February 28, 2010

  • Rice Hall James Small Cap Instl Fund (RHJMX) has a less-than-ideal mid-term performance (3-year return -3.40% vs -5.64 % Small Growth category average)
See Rice Hall James Small Cap Instl Fund (RHJMX) performance details as of February 28, 2010

  

  

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Rice Hall James Small Cap Instl Fund (RHJMX) Net Asset

Track net asset change of Rice Hall James Small Cap Instl fund (RHJMX)

DateNet Asset
02/2010$37.30M
01/2010$37.07M
11/2009$41.84M
More historic net asset information on Rice Hall James Small Cap Instl Fund (RHJMX)

  

Rice Hall James Small Cap Instl Fund (RHJMX) Portfolio Allocation

Track portfolio allocation change of Rice Hall James Small Cap Instl fund (RHJMX)

DateCashStockBondOther
10/20092.65%97.35%0%0%
09/20092.65%97.35%0%0%
06/20096.05%93.95%0%0%
Click here to see more historic asset allocation information on Rice Hall James Small Cap Instl Fund (RHJMX)

  

Most Recent Top 10 Holdings in Rice Hall James Small Cap Instl Fund (RHJMX)

Discover what Rice Hall James Small Cap Instl Fund (RHJMX) manager is buying

31-Oct-09
HighMark Diversified Money Market Fid [4.11%]
ARENA RESOURCES [2.82%]
Insituform Technologies, Inc. [2.68%]
CyberSource Corporation [2.59%]
Fossil, Inc. [2.45%]
EMERGENCY MED SVCS [2.44%]
ENERSYS [2.42%]
Take-Two Interactive Software, [2.4%]
Euronet Worldwide, Inc. [2.36%]
lululemon athletica inc. [2.34%]

30-Sep-09
TriQuint Semiconductor, Inc. [2.69%]
HighMark Diversified Money Market Fid [2.65%]
Arena Resources Inc Common Stoc [2.6%]
CyberSource Corporation [2.55%]
Fossil, Inc. [2.52%]
Clean Energy Fuels Corp. [2.5%]
Perrigo Company [2.44%]
Bucyrus International, Inc. [2.37%]
Enersys Common Stock [2.34%]
Insituform Technologies, Inc. [2.34%]

30-Jun-09
HighMark Diversified Money Market Fid [3.96%]
Iconix Brand Group, Inc. [3.12%]
HAEMONETICS CP [2.55%]
ARENA RESOURCES [2.54%]
Fossil, Inc. [2.32%]
FEI Company [2.29%]
Ariba, Inc. [2.29%]
ManTech International Corporati [2.28%]
Insituform Technologies, Inc. [2.26%]

Click here for Stock Holding Change Map in Rice Hall James Small Cap Instl Fund (RHJMX)

  

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