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

Mutual Fund Insights: Steward Select Bond Inst Fund (SEACX)

In-depth Analysis of Steward Select Bond Inst Fund (SEACX)

Mutual fund chart: Steward Select Bond Inst Fund (SEACX)

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1 year
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See Steward Select Bond Inst Fund (SEACX) performance details as of January 31, 2010

  

    Last Trade: $25.02 on 3/18/2010, Change: -0.02 (-0.08%)

  

Fund Manager - Howard S. Potter

Fund Manager Tenure: 3.6 years   [Similar Funds: SEAKX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Potter serves as executive vice president and fixed income portfolio manager with Capstone Asset Management Company. He began his investment career trading financial futures as a local floor trader. During the early 1980's, he published weekly newsletters on financial futures and debt options at Donaldson, Lufkin & Jenrette, Inc. In 1984, he joined Oppenheimer & Co. to spearhead the Risk Management Group. In 1991, he founded New Castle Advisers, Inc. to manage fixed income portfolios and mutual funds.  Get more insights on Howard S. Potter

  

What we like about Steward Select Bond Inst Fund (SEACX) What we like about Steward Select Bond Inst Fund (SEACX)

Data for Steward Select Bond Inst Fund (SEACX) as of January 31, 2010

  • Steward Select Bond Inst Fund (SEACX) management has been with Steward Select Bond Inst Fund for 3.6 years
  • Steward Select Bond Inst Fund (SEACX) ratio of up-years vs down years is greater than 2
  • Steward Select Bond Inst Fund (SEACX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.9, lower than category average of 11.64
  • Steward Select Bond Inst Fund (SEACX) has a lower management fee than its Long-Term Bond average: 0.63% vs 0.88%
  • Steward Select Bond Inst Fund (SEACX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Steward Select Bond Inst Fund (SEACX) What we are cautious about Steward Select Bond Inst Fund (SEACX)

Data for Steward Select Bond Inst Fund (SEACX) as of January 31, 2010

  • Steward Select Bond Inst Fund (SEACX) has a less-than-ideal short-term performance (1-year return 7.63% vs 22.68% Long-Term Bond category average)
  • Steward Select Bond Inst Fund (SEACX) has a less-than-ideal mid-term performance (3-year return 5.48% vs 5.57% Long-Term Bond category average)
  • Steward Select Bond Inst Fund (SEACX) has a less-than-ideal Long-term performance (5-year return 4.18% vs 4.53% Long-Term Bond category average)
  • Steward Select Bond Inst Fund (SEACX) has a Morningstar rating of 3 and below
  • Steward Select Bond Inst Fund (SEACX) is less safe compared to its Long-Term Bond peers
See Steward Select Bond Inst Fund (SEACX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Long-Term Bond category?

Below are some additional Long-Term Bond mutual funds generated out of our database

  

Steward Select Bond Inst Fund (SEACX) Net Asset

Track net asset change of Steward Select Bond Inst fund (SEACX)

DateNet Asset
01/2010$129.29M
11/2009$128.13M
10/2009$126.96M
More historic net asset information on Steward Select Bond Inst Fund (SEACX)

  

Steward Select Bond Inst Fund (SEACX) Portfolio Allocation

Track portfolio allocation change of Steward Select Bond Inst fund (SEACX)

DateCashStockBondOther
10/20093.95%0%96.05%0%
07/20090.38%0%99.63%0%
04/20091.46%0%98.54%0%
Click here to see more historic asset allocation information on Steward Select Bond Inst Fund (SEACX)

  

Most Recent Top 10 Holdings in Steward Select Bond Inst Fund (SEACX)

Discover what Steward Select Bond Inst Fund (SEACX) manager is buying

31-Oct-09
Fifth Third Instl Government MMkt Instl [3.13%]
GNMA CMO 4.5% [2.55%]
FNMA 6% [2.47%]
FHLMC FRN [2.46%]
US Treasury Note 4.25% [2.3%]
US Treasury Note 4.5% [2.27%]
US Treasury Note 2.25% [2.11%]
FHLMC 5.5% [2%]
FNMA FRN [2%]
FNMA 4% [1.79%]

31-Jul-09
FHLMC FRN [2.76%]
US Treasury Note 4.25% [2.41%]
US Treasury Note 4.5% [2.4%]
FNMA FRN [2.26%]
US Treasury Note 2.25% [2.2%]
FHLMC 5.5% [2.17%]
FNMA 5.5% [2.01%]
GNMA [2%]
FNMA 5.5% [1.99%]
FNMA 4% [1.88%]

30-Apr-09
5/3RD INST GOVT FUND [4.05%]
FHLBA 4.75% [3.44%]
US Treasury Note 4.25% [3.17%]
FHLMC 5.5% [2.42%]
US Treasury Note 4.5% [2.35%]
FNMA 5.5% [2.25%]
FNMA FRN [2.17%]
FNMA 5.5% [2.15%]
FNMA CMO [1.84%]
FNMA 4% [1.83%]
Click here for Stock Holding Change Map in Steward Select Bond Inst Fund (SEACX)

  

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