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RS Technology K (RIFKX) Fund Ranking and Research

Ranking, Research and Recommendation of RS Technology K (RIFKX) Fund

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

 

Graph of RS Technology K Fund (RIFKX) ManagerFund Manager - Stephen J. Bishop

Fund Manager Information

Fund Manager Tenure: 17.1 years
Similar Funds: RIFYX 
Fund Family: RS Funds
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (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

 

Graph of RS Technology K Fund (RIFKX) ProfileRS Technology K Fund (RIFKX) Profile

Fund Profile and Description

RS Technology K Fund seeks long-term capital appreciation. RS Technology K Fund invests principally in equity securities. It normally invests at least 80% of assets in technology companies. It may invest in companies of any size. RS Technology K Fund normally invests most of its assets in small and mid-cap companies. It typically invests most of its assets in securities of U.S. companies but may also invest any portion of its assets in foreign securities.

 

RS Technology K (RIFKX) Fund Strength What we like about RS Technology K (RIFKX) Fund

Data for RS Technology K Fund (RIFKX) as of May 30, 2016

  • RS Technology K Fund (RIFKX) management has been with RS Technology K Fund for 17.1 years
  • RS Technology K Fund (RIFKX) has good short-term performance (1-year return 0.16% vs -1.99% Technology category median performance)
  • RS Technology K Fund (RIFKX) ratio of up-years vs down years is greater than 2
  • Asset base in RS Technology K Fund (RIFKX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

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

Data for RS Technology K Fund (RIFKX) as of May 30, 2016

  • RS Technology K Fund (RIFKX) has a less-than-ideal mid-term performance (3-year return 12.72% vs 13.35% Technology category median performance)
  • RS Technology K Fund (RIFKX) has a less-than-ideal Long-term performance (5-year return 6.26% vs 9.50% Technology category median performance)
  • RS Technology K Fund (RIFKX) has a Morningstar rating of 3 and below
  • RS Technology K Fund (RIFKX) is less safe compared to its Technology peers
  • RS Technology K Fund (RIFKX) has an annual stock turnover rate of 119.00% that is higher than the Technology average of 81.69%. This could mean RS Technology K is more nimble, but also signal potential high tax impact and high trading fees
  • RS Technology K Fund (RIFKX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.45 that is higher than category average of 15.15
  • RS Technology K Fund (RIFKX) has a higher expense ratio of 1.93% than its Technology average of 1.42%
  • Even though RS Technology K Fund carries no load, it does have a 0.65% of 12b1 promotion, distributions, marketing expenses
  • As a Technology focused fund, RS Technology K Fund (RIFKX) is less diversified and has inherited sector risks associated with the fund
See RS Technology K Fund (RIFKX) performance details as of May 30, 2016

 

What do you think?

 

Compare RS Technology K Fund (RIFKX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RS Technology K-1.570.1612.726.26
Columbia Global Technology Growth A (CTCAX)1.593.1819.2411.85Compare
Fidelity Advisor Electronics A (FELAX)5.06-2.3419.8311.26Compare
Columbia Seligman Global Technology Z (CSGZX)1.63-1.8917.3311.27Compare

See top fund managers for Technology Category Funds

 

Compare RS Technology K Fund (RIFKX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares North American Tech-Software (IGV)3.09%6.24%15.80%
PowerShares S&P SmallCap Info Tech ETF (PSCT)7.49%5.76%16.31%
iShares North American Tech (IGM)2.23%5.58%14.88%
SPDR Morgan Stanley Technology ETF (MTK)0.30%4.39%13.37%
Vanguard Information Technology ETF (VGT)1.95%1.19%14.39%

 

Graph of RS Technology K Fund (RIFKX) Net Asset TrackingRS Technology K (RIFKX) Fund Net Asset

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

DateNet Asset
05/2016$135.96M
03/2016$131.43M
02/2016$127.68M
More historic net asset information on RS Technology K Fund (RIFKX)

  

Graph of RS Technology K Fund (RIFKX) Portfolio TrackingRS Technology K (RIFKX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20161.18%98.82%0%0%
12/20151.54%98.46%0%0%
09/20151.37%98.63%0%0%
Click here to see more historic asset allocation information on RS Technology K Fund (RIFKX)

 

graph of RS Technology K Fund (RIFKX) Top 10 Position TrackingTop 10 Holdings in RS Technology K (RIFKX) Fund

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

Mar 30, 2016
Facebook, Inc. [7.62%]
Alphabet Inc. [5.76%]
Amazon.com, Inc. [3.74%]
Broadcom Limited [3.34%]
Salesforce.com Inc Common Stock [3.11%]
Lam Research Corporation [2.93%]
Activision Blizzard, Inc [2.71%]
Equinix, Inc. [2.49%]
Boingo Wireless, Inc. [2.49%]
Tower Semiconductor Ltd. [2.38%]

Dec 30, 2015
Alphabet Inc. [10.05%]
Facebook, Inc. [7.89%]
Amazon.com, Inc. [5.46%]
Activision Blizzard, Inc [4.13%]
Broadcom Limited [3.52%]
Salesforce.com Inc Common Stock [3.37%]
Equinix, Inc. [2.44%]
M/A-COM Technology Solutions Ho [2.35%]
LinkedIn Corporation Class A Co [2.23%]
LogMein, Inc. [2.22%]

Sep 29, 2015
Alphabet Inc. [8.76%]
Facebook, Inc. [7.84%]
Amazon.com, Inc. [4.5%]
Activision Blizzard, Inc [3.59%]
LinkedIn Corporation Class A Co [3.37%]
Visa Inc. [3.07%]
Avago Technologies Limited [2.85%]
Proofpoint, Inc. [2.77%]
LogMein, Inc. [2.45%]
Monolithic Power Systems, Inc. [2.44%]
Click here for Stock Holding Change Map in RS Technology K Fund (RIFKX)

  

Latest News on RS Technology K (RIFKX) Fund

See what is happening with RS Technology K Fund (RIFKX)

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RS Technology K Fund (RIFKX) Related ResourcesSee more information on RS Technology K (RIFKX) Fund

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