Mutual Fund Insights: RS Investors Y Fund (RSIYX)

In-depth Analysis of RS Investors Y Fund (RSIYX)

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See RS Investors Y Fund (RSIYX) performance details as of January 31, 2010

  

Last Trade: $6.75 on 3/19/2010, Change: -0.06 (-0.88%)

Experiment our closing price forecasting tool for RS Investors Y Fund (RSIYX) (alpha release)

  

Fund Manager - Andrew P. Pilara

Fund Manager Tenure: 4.3 years   [Similar Funds: RSIKX  RSINX ]
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)

Pilara has managed RS Partners Fund, RS Investors Fund, and RS Global Natural Resources Fund since their inceptions. He has been responsible for the management of RS Value Fund since January 2001, and has been a member of that Fund's management team since 1999. Prior to joining the firm in 1993, he was president of Pilara Associates, an investment management firm he established in 1974.  Get more insights on Andrew P. Pilara

  

 What we like about RS Investors Y Fund (RSIYX)

Data for RS Investors Y Fund (RSIYX) as of January 31, 2010

• RS Investors Y Fund (RSIYX) management has been with RS Investors Y Fund for 4.3 years
• RS Investors Y Fund (RSIYX) has good short-term performance (1-year return 53.23% vs 42.02% Mid-Cap Blend category average)
• RS Investors Y Fund (RSIYX) has an annual stock turnover rate of 65.00% vs Mid-Cap Blend average of 91.38%. It is good that RS Investors Y management does not trade extensively for its return.
• RS Investors Y Fund (RSIYX) has a lower management fee than its Mid-Cap Blend average: 1.05% vs 1.38%
• RS Investors Y Fund (RSIYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about RS Investors Y Fund (RSIYX)

Data for RS Investors Y Fund (RSIYX) as of January 31, 2010

• RS Investors Y Fund is a focused fund with 50.38% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• RS Investors Y Fund (RSIYX) has a less-than-ideal mid-term performance (3-year return -9.84% vs -6.52% Mid-Cap Blend category average)
• RS Investors Y Fund (RSIYX) ratio of up-years vs down years can be improved
• RS Investors Y Fund (RSIYX) has a Morningstar rating of 3 and below
• RS Investors Y Fund (RSIYX) is less safe compared to its Mid-Cap Blend peers
• RS Investors Y Fund (RSIYX) does not have a good risk adjusted return as its 3-year Alpha of 1.74 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.28
• RS Investors Y Fund (RSIYX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.87 that is higher than category average of 24.11

See RS Investors Y Fund (RSIYX) performance details as of January 31, 2010

  

  

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RS Investors Y Fund (RSIYX) Net Asset

Track net asset change of RS Investors Y fund (RSIYX)

Date	Net Asset
01/2010	$2.37M
11/2009	$2.82M
10/2009	$2.85M

More historic net asset information on RS Investors Y Fund (RSIYX)

  

RS Investors Y Fund (RSIYX) Portfolio Allocation

Track portfolio allocation change of RS Investors Y fund (RSIYX)

Date	Cash	Stock	Bond	Other
09/2009	2.42%	97.58%	0%	0%
06/2009	15.2%	84.79%	0%	0%
03/2009	6.77%	93.23%	0%	0%

Click here to see more historic asset allocation information on RS Investors Y Fund (RSIYX)

  

Most Recent Top 10 Holdings in RS Investors Y Fund (RSIYX)

Discover what RS Investors Y Fund (RSIYX) manager is buying

30-Sep-09 KKR & Co. (Guernsey) L.P. [5.87%] ACI Worldwide, Inc. [5.33%] Career Education Corporation [5.25%] OCCIDENTAL PET [5.18%] Microsoft Corporation [5.15%] Scientific Games Corp [4.95%] COMPASS MINERALS INT [4.77%] Comverse Technology, Inc. [4.71%] AON CORP [4.62%] CALPINE CORP [4.55%]

30-Jun-09 Comverse Technology, Inc. [6.25%] N B T Y INC [6.17%] Career Education Corporation [6.06%] CALPINE CORP [4.98%] AON CORP [4.86%] KKR Private Equity Investors [4.78%] ACI Worldwide, Inc. [4.74%] SOUTHWESTERN ENERGY [4.64%] Scientific Games Corp [4.52%] PEABODY ENERGY CORP [4.41%]

31-Mar-09 Denbury Resources, Inc. (DE) [5.88%] Comverse Technology, Inc. [5.58%] Iconix Brand Group, Inc. [5.47%] NBTY Inc. [5.3%] Career Education Corporation [5.23%] Coinstar, Inc. [5.12%] Scientific Games Corp [5.01%] Aon Corp. [4.9%] XTO Energy, Inc. [4.8%] ACI Worldwide, Inc. [4.74%]

Click here for Stock Holding Change Map in RS Investors Y Fund (RSIYX)

  

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See more information on RS Investors Y Fund (RSIYX)

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