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Rice Hall James Micro Cap Instl (RHJSX) Fund Ranking and Research

Ranking, Research and Recommendation of Rice Hall James Micro Cap Instl (RHJSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Rice Hall James Micro Cap Instl Fund (RHJSX) ManagerFund Manager - Timothy A. Todaro

Fund Manager Information

Fund Manager Tenure: 26.0 years
Fund Family: Rice Hall James
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

 

Graph of Rice Hall James Micro Cap Instl Fund (RHJSX) ProfileRice Hall James Micro Cap Instl Fund (RHJSX) Profile

Fund Profile and Description

Rice Hall James Micro Cap Instl Fund seeks maximum capital appreciation, consistent with reasonable risk to principal. Rice Hall James Micro Cap Instl Fund normally invests at least 80% of assets in equity securities of micro cap companies. It focuses on U.S. companies with total market capitalizations which fall within the range of $50 million to $500 million at the time of initial purchase. Rice Hall James Micro Cap Instl Fund emphasizes smaller, emerging companies possessing the potential to become market leaders in their industries.

 

Rice Hall James Micro Cap Instl (RHJSX) Fund Strength What we like about Rice Hall James Micro Cap Instl (RHJSX) Fund

Data for Rice Hall James Micro Cap Instl Fund (RHJSX) as of May 30, 2016

  • Rice Hall James Micro Cap Instl Fund (RHJSX) management has been with Rice Hall James Micro Cap Instl Fund for 26.0 years
  • Rice Hall James Micro Cap Instl Fund (RHJSX) has good Long-term performance (5-year return 7.82% vs 7.01% Small Growth category median performance)
  • Rice Hall James Micro Cap Instl Fund (RHJSX) ratio of up-years vs down years is greater than 2
  • Asset base in Rice Hall James Micro Cap Instl Fund (RHJSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Rice Hall James Micro Cap Instl Fund (RHJSX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.5, lower than category average of 15.82
  • Rice Hall James Micro Cap Instl Fund (RHJSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Rice Hall James Micro Cap Instl Fund (RHJSX) Weakness What we are cautious about Rice Hall James Micro Cap Instl (RHJSX) Fund

Data for Rice Hall James Micro Cap Instl Fund (RHJSX) as of May 30, 2016

  • Rice Hall James Micro Cap Instl Fund (RHJSX) has a less-than-ideal short-term performance (1-year return -8.15% vs -7.74% Small Growth category median performance)
  • Rice Hall James Micro Cap Instl Fund (RHJSX) has a less-than-ideal mid-term performance (3-year return 6.46% vs 6.86% Small Growth category median performance)
  • Rice Hall James Micro Cap Instl Fund (RHJSX) has a Morningstar rating of 3 and below
  • Rice Hall James Micro Cap Instl Fund (RHJSX) has an annual stock turnover rate of 71.00% that is higher than the Small Growth average of 63.11%. This could mean Rice Hall James Micro Cap Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Rice Hall James Micro Cap Instl Fund (RHJSX) has a higher expense ratio of 1.60% than its Small Growth average of 1.31%
See Rice Hall James Micro Cap Instl Fund (RHJSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Rice Hall James Micro Cap Instl Fund (RHJSX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Rice Hall James Micro Cap Instl-0.41-8.156.467.82
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Rice Hall James Micro Cap Instl Fund (RHJSX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Rice Hall James Micro Cap Instl Fund (RHJSX) Net Asset TrackingRice Hall James Micro Cap Instl (RHJSX) Fund Net Asset

Track net asset change of Rice Hall James Micro Cap Instl fund (RHJSX)

DateNet Asset
05/2016$42.03M
03/2016$40.51M
02/2016$38.66M
More historic net asset information on Rice Hall James Micro Cap Instl Fund (RHJSX)

  

Graph of Rice Hall James Micro Cap Instl Fund (RHJSX) Portfolio TrackingRice Hall James Micro Cap Instl (RHJSX) Fund Portfolio Allocation

Track portfolio allocation change of Rice Hall James Micro Cap Instl fund (RHJSX)

DateCashStockBondOther
04/20161.8%98.2%0%0%
03/20162.88%97.12%0%0%
01/20163.35%96.65%0%0%
Click here to see more historic asset allocation information on Rice Hall James Micro Cap Instl Fund (RHJSX)

 

graph of Rice Hall James Micro Cap Instl Fund (RHJSX) Top 10 Position TrackingTop 10 Holdings in Rice Hall James Micro Cap Instl (RHJSX) Fund

Discover what Rice Hall James Micro Cap Instl Fund (RHJSX) manager is buying

Apr 29, 2016
8x8 Inc [2.42%]
LeMaitre Vascular, Inc. [2.24%]
WNS (Holdings) Ltd ADR [2.15%]
Cambrex Corporation Common Stoc [2.12%]
John Bean Technologies Corporat [1.91%]
Cross Country Healthcare, Inc. [1.85%]
Universal Electronics Inc. [1.76%]
Lydall, Inc. Common Stock [1.74%]
Cavco Industries, Inc. [1.7%]
Lifetime Brands, Inc. [1.7%]

Mar 30, 2016
Fabrinet Ordinary Shares [2.7%]
Exponent, Inc. [2.25%]
8x8 Inc [2.18%]
LeMaitre Vascular, Inc. [2.13%]
WNS (Holdings) Ltd ADR [2.11%]
John Bean Technologies Corporat [2.1%]
Cambrex Corporation Common Stoc [1.96%]
Cavco Industries, Inc. [1.84%]
Echo Global Logistics, Inc. [1.8%]
Cross Country Healthcare, Inc. [1.76%]

Jan 30, 2016
8x8 Inc [2.83%]
Exponent, Inc. [2.41%]
Carrols Restaurant Group, Inc. [2.35%]
Cross Country Healthcare, Inc. [2.3%]
LeMaitre Vascular, Inc. [2.12%]
Fabrinet Ordinary Shares [2.12%]
WNS (Holdings) Ltd ADR [2.07%]
Vonage Holdings Corp. Common St [1.95%]
John Bean Technologies Corporat [1.84%]
Cavco Industries, Inc. [1.76%]
Click here for Stock Holding Change Map in Rice Hall James Micro Cap Instl Fund (RHJSX)

  

Latest News on Rice Hall James Micro Cap Instl (RHJSX) Fund

See what is happening with Rice Hall James Micro Cap Instl Fund (RHJSX)

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Rice Hall James Micro Cap Instl Fund (RHJSX) Related ResourcesSee more information on Rice Hall James Micro Cap Instl (RHJSX) Fund

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