Mutual Fund Insights: Seligman TargETFund Core C Fund (SHVCX)

In-depth Analysis of Seligman TargETFund Core C Fund (SHVCX)

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See Seligman TargETFund Core C Fund (SHVCX) performance details as of February 28, 2010

  

Last Trade: $6.91 on 3/19/2010, Change: -0.03 (-0.43%)

  

Fund Manager - Charles W. Kadlec

Fund Manager Tenure: 4.5 years   [Similar Funds: SHVAX  SHVIX  SHVRX ]
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

Kadlec is a managing director with J&W Seligman & Co. He joined the firm in 1985 and has been a senior portfolio manager, director of equity research and industry strategist. He joined Seligman Advisors in April 1997 as a chief investment strategist and is also vice president of Tri-Continental Corp. In 2004, he became executive vice president of Seligman Advisors and assumed his current position with Seligman Advisors in January 2005.  Get more insights on Charles W. Kadlec

  

 What we like about Seligman TargETFund Core C Fund (SHVCX)

Data for Seligman TargETFund Core C Fund (SHVCX) as of February 28, 2010

• Seligman TargETFund Core C Fund (SHVCX) management has been with Seligman TargETFund Core C Fund for 4.5 years
• Seligman TargETFund Core C Fund (SHVCX) has good short-term performance (1-year return 42.00% vs 27.97 % Retirement Income category average)

  

 What we are cautious about Seligman TargETFund Core C Fund (SHVCX)

Data for Seligman TargETFund Core C Fund (SHVCX) as of February 28, 2010

• Seligman TargETFund Core C Fund is a focused fund with 99.98% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Seligman TargETFund Core C Fund (SHVCX) has a less-than-ideal mid-term performance (3-year return -4.06% vs 0.55 % Retirement Income category average)
• Seligman TargETFund Core C Fund (SHVCX) ratio of up-years vs down years can be improved
• Seligman TargETFund Core C Fund (SHVCX) has a Morningstar rating of 3 and below
• Seligman TargETFund Core C Fund (SHVCX) is less safe compared to its Retirement Income peers
• Seligman TargETFund Core C Fund (SHVCX) has an annual stock turnover rate of 45.00% that is higher than the Retirement Income average of 41.53%. This could mean Seligman TargETFund Core C is more nimble, but also signal potential high tax impact and high trading fees
• Seligman TargETFund Core C Fund (SHVCX) does not have a good risk adjusted return as its 3-year Alpha of -4.61 is worse than category average of -0.76, and its 3-year Sharpe ratio is -0.29
• Seligman TargETFund Core C Fund (SHVCX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.1 that is higher than category average of 9.86
• Seligman TargETFund Core C Fund (SHVCX) has a higher management fee of 1.73% than its Retirement Income average of 0.63%
• Seligman TargETFund Core C Fund (SHVCX) carries a 1% load

See Seligman TargETFund Core C Fund (SHVCX) performance details as of February 28, 2010

  

  

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Seligman TargETFund Core C Fund (SHVCX) Net Asset

Track net asset change of Seligman TargETFund Core C fund (SHVCX)

Date	Net Asset
02/2010	$57.07M
01/2010	$27.37M
11/2009	$28.65M

More historic net asset information on Seligman TargETFund Core C Fund (SHVCX)

  

Seligman TargETFund Core C Fund (SHVCX) Portfolio Allocation

Track portfolio allocation change of Seligman TargETFund Core C fund (SHVCX)

Date	Cash	Stock	Bond	Other
09/2009	1.08%	66.19%	32.34%	0.39%
06/2009	1.11%	65.74%	32.63%	0.52%
03/2009	0.97%	64.67%	34.1%	0.26%

Click here to see more historic asset allocation information on Seligman TargETFund Core C Fund (SHVCX)

  

Most Recent Top 10 Holdings in Seligman TargETFund Core C Fund (SHVCX)

Discover what Seligman TargETFund Core C Fund (SHVCX) manager is buying

30-Sep-09 SPDRs [33.12%] Vanguard Total Bond Market ETF [19.12%] iShares Barclays TIPS Bond [14.37%] Vanguard Europe Pacific ETF [10.26%] SPDR Dow Jones REIT [10.05%] iShares Russell Midcap Index [7.74%] iShares Dow Jones Select Dividend Index [5.2%] SSgA US Treasury Money Market [0.12%] N/A [0%] N/A [0%]

30-Jun-09 SPDRs [33.12%] Vanguard Total Bond Market ETF [19.12%] iShares Barclays TIPS Bond [14.37%] Vanguard Europe Pacific ETF [10.26%] SPDR Dow Jones REIT [10.05%] iShares Russell Midcap Index [7.74%] iShares Dow Jones Select Dividend Index [5.2%] SSgA US Treasury Money Market [0.12%] N/A [0%] N/A [0%]

31-Mar-09 SPDRs [32.53%] Vanguard Total Bond Market ETF [19.33%] iShares Barclays TIPS Bond [15.23%] Vanguard Europe Pacific ETF [10.24%] SPDR Dow Jones REIT [9.88%] iShares Russell Midcap Index [7.55%] iShares Dow Jones Select Dividend Index [5.01%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Seligman TargETFund Core C Fund (SHVCX)

  

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See more information on Seligman TargETFund Core C Fund (SHVCX)

• Seligman TargETFund Core C Fund Insights
• Seligman TargETFund Core C Fund Performance Data
• Seligman TargETFund Core C Fund News
• Seligman TargETFund Core C Fund Score Explaination
• Seligman TargETFund Core C Fund Manager Information
• Historic Seligman TargETFund Core C Fund Asset Allocation Report
• Historic Seligman TargETFund Core C Fund Top 10 Holding Tracking
• Historic Seligman TargETFund Core C Fund Asset Under Management Tracking