Mutual Fund Insights: RS Technology K Fund (RIFKX)

In-depth Analysis of RS Technology K Fund (RIFKX)

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See RS Technology K Fund (RIFKX) performance details as of January 31, 2010

  

Last Trade: $15.60 on 3/12/2010, Change: +0.05 (0.32%)

  

Fund Manager - Stephen J. Bishop

Fund Manager Tenure: 8.7 years   [Similar Funds: RIFYX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

Bishop is co-manager and senior research analyst for RS Investment Management, his employer since 1996. Prior to joining RSIM, he worked as an analyst in the corporate finance department of Dean Witter Reynolds, Inc.  Get more insights on Stephen J. Bishop

  

 What we like about RS Technology K Fund (RIFKX)

Data for RS Technology K Fund (RIFKX) as of January 31, 2010

• RS Technology K Fund (RIFKX) management has been with RS Technology K Fund for 8.7 years
• RS Technology K Fund (RIFKX) has good short-term performance (1-year return 66.50% vs 53.49% Technology category average)
• RS Technology K Fund (RIFKX) has good mid-term performance (3-year return -2.10% vs -2.32% Technology category average)
• RS Technology K Fund (RIFKX) has an annual stock turnover rate of 115.00% vs Technology average of 177.35%. It is good that RS Technology K management does not trade extensively for its return.

  

 What we are cautious about RS Technology K Fund (RIFKX)

Data for RS Technology K Fund (RIFKX) as of January 31, 2010

• RS Technology K Fund is a focused fund with 31.57% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• RS Technology K Fund (RIFKX) has a less-than-ideal Long-term performance (5-year return 2.21% vs 2.84% Technology category average)
• RS Technology K Fund (RIFKX) ratio of up-years vs down years can be improved
• RS Technology K Fund (RIFKX) has a Morningstar rating of 3 and below
• RS Technology K Fund (RIFKX) is more volatile than its peers as it has a 3-year Standard Deviation of 30.7 that is higher than category average of 26.09
• RS Technology K Fund (RIFKX) has a higher management fee of 2.67% than its Technology average of 1.83%
• Even though RS Technology K Fund carries no load, it does have a 0.65% of 12b1 promotion, distributions, marketing expenses

See RS Technology K Fund (RIFKX) performance details as of January 31, 2010

  

  

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RS Technology K Fund (RIFKX) Net Asset

Track net asset change of RS Technology K fund (RIFKX)

Date	Net Asset
01/2010	$480.00K
11/2009	$430.00K
10/2009	$390.00K

More historic net asset information on RS Technology K Fund (RIFKX)

  

RS Technology K Fund (RIFKX) Portfolio Allocation

Track portfolio allocation change of RS Technology K fund (RIFKX)

Date	Cash	Stock	Bond	Other
09/2009	0.48%	99.52%	0%	0%
06/2009	3.65%	96.35%	0%	0%
03/2009	4.24%	95.76%	0%	0%

Click here to see more historic asset allocation information on RS Technology K Fund (RIFKX)

  

Most Recent Top 10 Holdings in RS Technology K Fund (RIFKX)

Discover what RS Technology K Fund (RIFKX) manager is buying

30-Sep-09 Apple Inc. [4.62%] Google Inc. [4.23%] Microsoft Corporation [4.04%] Amazon.com, Inc. [3.27%] F5 Networks, Inc. [3.27%] Cisco Systems, Inc. [3.06%] Digital River, Inc. [2.5%] GSI Commerce, Inc. [2.39%] QUALCOMM Incorporated [2.22%] Brocade Communications Systems, [1.97%]

30-Jun-09 Google Inc. [4.31%] Apple Inc. [4.26%] Microsoft Corporation [3.95%] Cisco Systems, Inc. [2.9%] Digital River, Inc. [2.7%] O2Micro International Limited [2.65%] F5 Networks, Inc. [2.49%] Amazon.com, Inc. [2.39%] TiVo Inc. [2.09%] Ciena Corporation [1.99%]

31-Mar-09 Google Inc. [5.16%] Microsoft Corporation [4.43%] Apple Inc. [3.96%] QUALCOMM Incorporated [3.93%] Digital River, Inc. [3.62%] Amazon.com, Inc. [3.04%] Seagate Technology [2.89%] Cisco Systems, Inc. [2.74%] O2Micro International Limited [2.63%] Brocade Communications Systems, [2.55%]

Click here for Stock Holding Change Map in RS Technology K Fund (RIFKX)

  

Related books and products to RS Technology K Fund (RIFKX)

  

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See more information on RS Technology K Fund (RIFKX)

• RS Technology K Fund Insights
• RS Technology K Fund Performance Data
• RS Technology K Fund News
• RS Technology K Fund Score Explaination
• RS Technology K Fund Manager Information
• Historic RS Technology K Fund Asset Allocation Report
• Historic RS Technology K Fund Top 10 Holding Tracking
• Historic RS Technology K Fund Asset Under Management Tracking