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

Mutual Fund Insights: Sparrow Growth A Fund (SGFFX)

In-depth Analysis of Sparrow Growth A Fund (SGFFX)

Mutual fund chart: Sparrow Growth A Fund (SGFFX)

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See Sparrow Growth A Fund (SGFFX) performance details as of January 31, 2010

  

    Last Trade: $11.68 on 3/16/2010, Change: +0.10 (0.86%)
Experiment our closing price forecasting tool for Sparrow Growth A Fund (SGFFX) (alpha release)

  

Fund Manager - Gerald R. Sparrow

Fund Manager Tenure: 11.5 years   [Similar Funds: SGFCX ]
Fundmojo Fund Grade: E (Score: 0.35)     (What does this score mean?)
Sparrow is the president and chief investment officer of the adviser and guides the growth, development, and overall investment philosophy of the adviser. He serves as the General Partner general partner of a private investment partnership.  Get more insights on Gerald R. Sparrow

  

What we like about Sparrow Growth A Fund (SGFFX) What we like about Sparrow Growth A Fund (SGFFX)

Data for Sparrow Growth A Fund (SGFFX) as of January 31, 2010

  • Sparrow Growth A Fund (SGFFX) management has been with Sparrow Growth A Fund for 11.5 years
  • Sparrow Growth A Fund (SGFFX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Sparrow Growth A Fund (SGFFX) What we are cautious about Sparrow Growth A Fund (SGFFX)

Data for Sparrow Growth A Fund (SGFFX) as of January 31, 2010

  • Sparrow Growth A Fund is a focused fund with 46.71% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Sparrow Growth A Fund (SGFFX) has a less-than-ideal short-term performance (1-year return 28.88% vs 34.15% Large Blend category average)
  • Sparrow Growth A Fund (SGFFX) has a less-than-ideal mid-term performance (3-year return -12.70% vs -7.17% Large Blend category average)
  • Sparrow Growth A Fund (SGFFX) has a less-than-ideal Long-term performance (5-year return -3.11% vs 0.19% Large Blend category average)
  • Sparrow Growth A Fund (SGFFX) has a Morningstar rating of 3 and below
  • Sparrow Growth A Fund (SGFFX) is less safe compared to its Large Blend peers
  • Sparrow Growth A Fund (SGFFX) has an annual stock turnover rate of 131.44% that is higher than the Large Blend average of 80.36%. This could mean Sparrow Growth A is more nimble, but also signal potential high tax impact and high trading fees
  • Sparrow Growth A Fund (SGFFX) does not have a good risk adjusted return as its 3-year Alpha of -4.09 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.52
  • Sparrow Growth A Fund (SGFFX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.13 that is higher than category average of 20.52
  • Sparrow Growth A Fund (SGFFX) has a higher management fee of 1.78% than its Large Blend average of 1.10%
  • Sparrow Growth A Fund (SGFFX) carries a 5.75% load
See Sparrow Growth A Fund (SGFFX) performance details as of January 31, 2010

  

  

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Sparrow Growth A Fund (SGFFX) Net Asset

Track net asset change of Sparrow Growth A fund (SGFFX)

DateNet Asset
01/2010$6.16M
11/2009$6.34M
10/2009$6.01M
More historic net asset information on Sparrow Growth A Fund (SGFFX)

  

Sparrow Growth A Fund (SGFFX) Portfolio Allocation

Track portfolio allocation change of Sparrow Growth A fund (SGFFX)

DateCashStockBondOther
08/20090.18%99.82%0%0%
06/20090%99.51%0%0.48%
04/20090%99.51%0%0.49%
Click here to see more historic asset allocation information on Sparrow Growth A Fund (SGFFX)

  

Most Recent Top 10 Holdings in Sparrow Growth A Fund (SGFFX)

Discover what Sparrow Growth A Fund (SGFFX) manager is buying

31-Aug-09
OCCIDENTAL PET [6.52%]
EATON VANCE CP [5.43%]
M G M MIRAGE [4.75%]
CHESAPEAKE ENERGY CP [4.64%]
UNITED TECH [4.41%]
UNITED STATES STEEL [4.34%]
M D C HOLDINGS [4.24%]
Central European Distribution C [4.21%]
METLIFE INC [4.09%]
Amerisource Bergen Corp. [4.08%]

30-Jun-09
OCCIDENTAL PET [4.64%]
NIKE INC CL B [4.6%]
BHP BILLITON LIMITED [4.14%]
EATON VANCE CP [4.02%]
PEPSICO INC [3.95%]
M D C HOLDINGS [3.79%]
PHILIP MORRIS INTL [3.79%]
NOVO NORDISK A S [3.7%]
Makita Corp. [3.65%]
Northwest Pipe Company [3.5%]

30-Apr-09
NIKE, Inc [4.67%]
M.D.C. Holdings, Inc. [4.51%]
Eaton Vance Corp [4.31%]
Occidental Petroleum Corp [4.16%]
Makita Corp. [4.05%]
Northwest Pipe Company [4%]
BHP Billiton Ltd. [3.81%]
PepsiCo Inc. [3.74%]
EZCORP, Inc. [3.66%]
United Technologies Corp. [3.39%]
Click here for Stock Holding Change Map in Sparrow Growth A Fund (SGFFX)

  

Related books and products to Sparrow Growth A Fund (SGFFX)

  

Latest News on Sparrow Growth A (SGFFX)

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