Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Skyline Special Equities Fund (SKSEX)

In-depth Analysis of Skyline Special Equities Fund (SKSEX)

Mutual fund chart: Skyline Special Equities Fund (SKSEX)

3 months
6 months
1 year
3 year
5 year

See Skyline Special Equities Fund (SKSEX) performance details as of February 28, 2010

  

    Last Trade: $19.06 on 3/19/2010, Change: -0.13 (-0.68%)
Experiment our closing price forecasting tool for Skyline Special Equities Fund (SKSEX) (alpha release)

  

Fund Manager - William F. Fiedler

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

  

What we like about Skyline Special Equities Fund (SKSEX) What we like about Skyline Special Equities Fund (SKSEX)

Data for Skyline Special Equities Fund (SKSEX) as of February 28, 2010

  • Skyline Special Equities Fund (SKSEX) management has been with Skyline Special Equities Fund for 5.2 years
  • Skyline Special Equities Fund (SKSEX) has good short-term performance (1-year return 92.20% vs 72.24 % Small Value category average)
  • Skyline Special Equities Fund (SKSEX) has good mid-term performance (3-year return -6.74% vs -5.98 % Small Value category average)
  • Skyline Special Equities Fund (SKSEX) has good Long-term performance (5-year return 1.55% vs 1.04 % Small Value category average)
  • Skyline Special Equities Fund (SKSEX) ratio of up-years vs down years is greater than 2
  • Skyline Special Equities Fund (SKSEX) has an annual stock turnover rate of 47.00% vs Small Value average of 84.10%. It is good that Skyline Special Equities management does not trade extensively for its return.
  • Skyline Special Equities Fund (SKSEX) has a lower management fee than its Small Value average: 1.32% vs 1.50%
  • Skyline Special Equities Fund (SKSEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Skyline Special Equities Fund (SKSEX) What we are cautious about Skyline Special Equities Fund (SKSEX)

Data for Skyline Special Equities Fund (SKSEX) as of February 28, 2010

  • Skyline Special Equities Fund (SKSEX) has a Morningstar rating of 3 and below
  • Skyline Special Equities Fund (SKSEX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.88 that is higher than category average of 25.56
See Skyline Special Equities Fund (SKSEX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Value category?

Below are some additional Small Value mutual funds generated out of our database

  

Skyline Special Equities Fund (SKSEX) Net Asset

Track net asset change of Skyline Special Equities fund (SKSEX)

DateNet Asset
02/2010$245.60M
01/2010$235.97M
11/2009$238.44M
More historic net asset information on Skyline Special Equities Fund (SKSEX)

  

Skyline Special Equities Fund (SKSEX) Portfolio Allocation

Track portfolio allocation change of Skyline Special Equities fund (SKSEX)

DateCashStockBondOther
01/20101.43%98.57%0%0%
10/20093.55%96.46%0%0%
09/20094.79%95.21%0%0%
Click here to see more historic asset allocation information on Skyline Special Equities Fund (SKSEX)

  

Most Recent Top 10 Holdings in Skyline Special Equities Fund (SKSEX)

Discover what Skyline Special Equities Fund (SKSEX) manager is buying

31-Jan-10
Big Lots, Inc. Common Stock [2.5%]
Jos. A. Bank Clothiers, Inc. [2.43%]
Syniverse Holdings, Inc. Common [2.4%]
Gildan Activewear, Inc. Class A [2.31%]
TNS, Inc. Common Stock [2.3%]
Hanover Insurance Group Inc [2.13%]
Reinsurance Group of America, I [2.08%]
B&G Foods, Inc. B&G Foods, Inc. [2.04%]
MB Financial Inc. [2.01%]
Cincinnati Bell Inc. Common Sto [1.97%]

31-Oct-09
REINSURANCE GROUP [2.93%]
TNS INC [2.92%]
SYNIVERSE HLGS INC [2.51%]
STANLEY WORKS THE [2.31%]
HANOVER INSURANCE GR [2.18%]
CINCINNATI BELL INC [2.14%]
BIG LOTS INC [2.13%]
B&G FOODS INC [2.06%]
Jos. A. Bank Clothiers, Inc. [2.04%]
The Middleby Corporation [2%]

30-Sep-09
TNS INC [2.97%]
REINSURANCE GROUP [2.6%]
SYNIVERSE HLGS INC [2.35%]
The Middleby Corporation [2.27%]
CINCINNATI BELL INC [2.23%]
GILDAN ACTIVEWEAR [2.05%]
Jos. A. Bank Clothiers, Inc. [2.05%]
STANLEY WORKS THE [2%]
B&G FOODS INC [1.99%]
HANOVER INSURANCE GR [1.96%]
Click here for Stock Holding Change Map in Skyline Special Equities Fund (SKSEX)

  

Related books and products to Skyline Special Equities Fund (SKSEX)

  

Latest News on Skyline Special Equities (SKSEX)

See what is happening with Skyline Special Equities Fund (SKSEX)

 

Books and Resources

 

 

See more information on Skyline Special Equities Fund (SKSEX)