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Fund Intelligence | Best Managers | SCARX Insights | SCARX Score | SCARX Performance | SCARX Manager | SCARX News | SCARX Allocation | SCARX Holdings Change

Mutual Fund Insights: StockCar Stocks Index Fund (SCARX)

In-depth Analysis of StockCar Stocks Index Fund (SCARX)

Mutual fund chart: StockCar Stocks Index Fund (SCARX)

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See StockCar Stocks Index Fund (SCARX) performance details as of January 31, 2010

  

    Last Trade: $18.95 on 3/16/2010, Change: +0.08 (0.42%)
Experiment our closing price forecasting tool for StockCar Stocks Index Fund (SCARX) (alpha release)

  

Fund Manager - Robert Carter

Fund Manager Tenure: 11.2 years
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Cater joined Summit Wealth Management, Inc in 2004. Previously, he was employed by 40/86 Advisors, Inc., the fund's previous investment adviser.  Get more insights on Robert Carter

  

What we like about StockCar Stocks Index Fund (SCARX) What we like about StockCar Stocks Index Fund (SCARX)

Data for StockCar Stocks Index Fund (SCARX) as of January 31, 2010

  • StockCar Stocks Index Fund (SCARX) management has been with StockCar Stocks Index Fund for 11.2 years
  • StockCar Stocks Index Fund (SCARX) has good short-term performance (1-year return 50.13% vs 32.89% Large Value category average)
  • StockCar Stocks Index Fund (SCARX) has good mid-term performance (3-year return -6.49% vs -8.60% Large Value category average)
  • StockCar Stocks Index Fund (SCARX) has an annual stock turnover rate of 20.00% vs Large Value average of 69.44%. It is good that StockCar Stocks Index management does not trade extensively for its return.

  

What we are cautious about StockCar Stocks Index Fund (SCARX) What we are cautious about StockCar Stocks Index Fund (SCARX)

Data for StockCar Stocks Index Fund (SCARX) as of January 31, 2010

  • StockCar Stocks Index Fund is a focused fund with 34.99% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • StockCar Stocks Index Fund (SCARX) has a less-than-ideal Long-term performance (5-year return -1.15% vs -0.19% Large Value category average)
  • StockCar Stocks Index Fund (SCARX) ratio of up-years vs down years can be improved
  • StockCar Stocks Index Fund (SCARX) has a Morningstar rating of 3 and below
  • StockCar Stocks Index Fund (SCARX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.46 that is higher than category average of 20.74
  • StockCar Stocks Index Fund (SCARX) has a higher management fee of 1.53% than its Large Value average of 1.28%
  • Even though StockCar Stocks Index Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See StockCar Stocks Index Fund (SCARX) performance details as of January 31, 2010

  

  

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StockCar Stocks Index Fund (SCARX) Net Asset

Track net asset change of StockCar Stocks Index fund (SCARX)

DateNet Asset
01/2010$3.96M
11/2009$3.99M
10/2009$3.77M
More historic net asset information on StockCar Stocks Index Fund (SCARX)

  

StockCar Stocks Index Fund (SCARX) Portfolio Allocation

Track portfolio allocation change of StockCar Stocks Index fund (SCARX)

DateCashStockBondOther
09/20091.55%98.45%0%0%
06/20093.52%96.48%0%0%
03/20094.71%106.32%0%0%
Click here to see more historic asset allocation information on StockCar Stocks Index Fund (SCARX)

  

Most Recent Top 10 Holdings in StockCar Stocks Index Fund (SCARX)

Discover what StockCar Stocks Index Fund (SCARX) manager is buying

30-Sep-09
ASHLAND INC (NEW) [6.27%]
FORD MOTOR CO [4.71%]
Infineon Technologies AG ADR [4.27%]
GOODYEAR TIRE RUBBER [3.41%]
SPDRs [3.17%]
OFFICE DEPOT INC [2.57%]
KELLOGG CO [2.52%]
NEWELL RUBBERMAID [2.49%]
3M COMPANY [2.45%]

30-Jun-09
ASHLAND INC (NEW) [4.76%]
FORD MOTOR CO [4.64%]
SPDRs [4.17%]
KELLOGG CO [2.79%]
EXXON MOBIL CP [2.76%]
GOODYEAR TIRE RUBBER [2.63%]
3M COMPANY [2.33%]
Infineon Technologies AG ADR [2.3%]
SPRINT NXTEL CP [2.25%]

31-Mar-09
SPDRs [8.6%]
EXXON MOBIL CP [3.37%]
KELLOGG CO [2.75%]
DOVER MOTORSPORTS [2.75%]
PEPSICO INC [2.57%]
UNITED PARCEL SVC [2.48%]
FORD MOTOR CO [2.42%]
3M COMPANY [2.42%]
COCA COLA CO THE [2.38%]

Click here for Stock Holding Change Map in StockCar Stocks Index Fund (SCARX)

  

Related books and products to StockCar Stocks Index Fund (SCARX)

  

Latest News on StockCar Stocks Index (SCARX)

See what is happening with StockCar Stocks Index Fund (SCARX)

 

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