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Mutual Fund Insights: Rice Hall James Mid-Cap Inv Fund (RHJVX)

In-depth Analysis of Rice Hall James Mid-Cap Inv Fund (RHJVX)

Mutual fund chart: Rice Hall James Mid-Cap Inv Fund (RHJVX)

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See Rice Hall James Mid-Cap Inv Fund (RHJVX) performance details as of January 31, 2010

  

    Last Trade: $12.41 on 3/18/2010, Change: -0.07 (-0.56%)
Experiment our closing price forecasting tool for Rice Hall James Mid-Cap Inv Fund (RHJVX) (alpha release)

  

Fund Manager - Cara M. Thome

Fund Manager Tenure: 5.6 years
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Thome is a partner, portfolio manager/analyst at Rice Hall James & Associates, LLC. She joined RHJ in January 2001 and has 8 years of investment experience. She 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 Mid-Cap Inv Fund (RHJVX) What we like about Rice Hall James Mid-Cap Inv Fund (RHJVX)

Data for Rice Hall James Mid-Cap Inv Fund (RHJVX) as of January 31, 2010

  • Rice Hall James Mid-Cap Inv Fund (RHJVX) management has been with Rice Hall James Mid-Cap Inv Fund for 5.6 years
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) has good mid-term performance (3-year return -5.45% vs -5.54% Mid-Cap Growth category average)
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) has good Long-term performance (5-year return 2.81% vs 1.43% Mid-Cap Growth category average)
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) ratio of up-years vs down years is greater than 2
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) has a Morningstar rating of 4 and above
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) has an annual stock turnover rate of 60.00% vs Mid-Cap Growth average of 138.22%. It is good that Rice Hall James Mid-Cap Inv management does not trade extensively for its return.
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.09, lower than category average of 23.72
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) has a lower management fee than its Mid-Cap Growth average: 1.43% vs 1.46%

  

What we are cautious about Rice Hall James Mid-Cap Inv Fund (RHJVX) What we are cautious about Rice Hall James Mid-Cap Inv Fund (RHJVX)

Data for Rice Hall James Mid-Cap Inv Fund (RHJVX) as of January 31, 2010

  • Rice Hall James Mid-Cap Inv Fund is a focused fund with 32.12% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) has a less-than-ideal short-term performance (1-year return 35.46% vs 39.73% Mid-Cap Growth category average)
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) is less safe compared to its Mid-Cap Growth peers
  • Rice Hall James Mid-Cap Inv Fund (RHJVX) does not have a good risk adjusted return as its 3-year Alpha of 2.81 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.23
  • Even though Rice Hall James Mid-Cap Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Rice Hall James Mid-Cap Inv Fund (RHJVX) performance details as of January 31, 2010

  

  

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Rice Hall James Mid-Cap Inv Fund (RHJVX) Net Asset

Track net asset change of Rice Hall James Mid-Cap Inv fund (RHJVX)

DateNet Asset
01/2010$18.13M
11/2009$20.47M
10/2009$20.83M
More historic net asset information on Rice Hall James Mid-Cap Inv Fund (RHJVX)

  

Rice Hall James Mid-Cap Inv Fund (RHJVX) Portfolio Allocation

Track portfolio allocation change of Rice Hall James Mid-Cap Inv fund (RHJVX)

DateCashStockBondOther
10/20090.19%99.81%0%0%
06/20092.4%97.6%0%0%
05/20092.78%97.22%0%0%
Click here to see more historic asset allocation information on Rice Hall James Mid-Cap Inv Fund (RHJVX)

  

Most Recent Top 10 Holdings in Rice Hall James Mid-Cap Inv Fund (RHJVX)

Discover what Rice Hall James Mid-Cap Inv Fund (RHJVX) manager is buying

31-Oct-09
HighMark Diversified Money Market Fid [4.11%]
NOBLE CORP (NEW) [3.76%]
Cognizant Technology Solutions [3.16%]
I T T CORPORATION [3.07%]
FLOWSERVE CP [3.07%]
IDEX CP [3.05%]
SOLERA HOLDINGS INC [3.02%]
AIR PRODUCTS CHEM [3%]
REPUBLIC SVCS INC [2.96%]
MEDNAX, INC [2.92%]

30-Jun-09
REPUBLIC SVCS INC [3.23%]
NOBLE CORP (NEW) [3.2%]
Fiserv, Inc. [3.16%]
I T T CORPORATION [3.08%]
NYSE EURONEXT [3.01%]
IDEX CP [3.01%]
WESTERN UNION COMPAN [2.97%]
AIR PRODUCTS CHEM [2.88%]
Nuance Communications, Inc. [2.83%]
F5 Networks, Inc. [2.69%]

31-May-09
CAMERON INTL CP [4.09%]
NOBLE CORP (NEW) [3.7%]
NYSE EURONEXT [3.47%]
WESTERN UNION COMPAN [3.39%]
REPUBLIC SVCS INC [3.11%]
Fiserv, Inc. [3.01%]
Nuance Communications, Inc. [2.97%]
AIR PRODUCTS CHEM [2.97%]
I T T CORPORATION [2.9%]
IDEX CP [2.89%]
Click here for Stock Holding Change Map in Rice Hall James Mid-Cap Inv Fund (RHJVX)

  

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