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Mutual Fund Insights: Symons Small Cap Inst Fund (SSMIX)
In-depth Analysis of Symons Small Cap Inst (SSMIX)
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Last Trade: $8.31 on 11/21/2009, Change: -0.01 (-0.12%)
Fund Manager - Colin E. Symons
Fund Manager Tenure: 1.5 yearsFundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)
Category Average: 11.45% , -8.46% , 0.52% | Category Average: 1.40% | Category Average: 92.45% |
What we like about Symons Small Cap Inst Fund (SSMIX)
Data for Symons Small Cap Inst Fund (SSMIX) as of October 31, 2009
- Symons Small Cap Inst Fund (SSMIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
- Symons Small Cap Inst Fund (SSMIX) has good short-term performance (1-year return 26.09% vs 11.45% Small Blend category average)
- Symons Small Cap Inst Fund (SSMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Symons Small Cap Inst Fund (SSMIX)
Data for Symons Small Cap Inst Fund (SSMIX) as of October 31, 2009
- Symons Small Cap Inst Fund (SSMIX) management has been with Symons Small Cap Inst Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
- Symons Small Cap Inst Fund is a focused fund with 44.32% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- Symons Small Cap Inst Fund (SSMIX) has a higher management fee of 1.57% than its Small Blend average of 1.40%
Interested in other top mutual funds in similar Small Blend category?
Below are some additional Small Blend mutual funds generated out of our database
- Gabelli Small Cap Growth AAA (GABSX) [ Compare GABSX with SSMIX ]
- Hancock Horizon Burkenroad D (HYBUX) [ Compare HYBUX with SSMIX ]
- JPMorgan Small Cap Equity A (VSEAX) [ Compare VSEAX with SSMIX ]
- Browse other funds in Small Blend Category
Symons Small Cap Inst Fund (SSMIX) Net Asset
Track net asset change of Symons Small Cap Inst fund (SSMIX)
| Date | Net Asset |
| 10/2009 | $1.73M |
| 09/2009 | $1.76M |
| 08/2009 | $1.48M |
Symons Small Cap Inst Fund (SSMIX) Portfolio Allocation
Track portfolio allocation change of Symons Small Cap Inst fund (SSMIX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 17.29% | 82.7% | 0% | 0% |
| 08/2009 | 17.81% | 82.19% | 0% | 0% |
| 07/2009 | 15.66% | 84.34% | 0% | 0% |
Most Recent Top 10 Holdings in Symons Small Cap Inst Fund (SSMIX)
Discover what Symons Small Cap Inst Fund (SSMIX) manager is buying
GOLDEN STAR RES LTD [4.27%] AMER GREETINGS CL-A [3.58%] MAIDENFORM BRANDS [3.25%] United Natural Foods, Inc. [3.12%] CHIQUITA BRANDS NEW [3.11%] ROGERS CP [2.53%] JAKKS Pacific, Inc. [2.5%] DEL MONTE FOODS CO [2.38%] LivePerson, Inc. [2.29%] | GOLDEN STAR RES LTD [3.67%] United Natural Foods, Inc. [3.64%] MAIDENFORM BRANDS [3.37%] CHIQUITA BRANDS NEW [3.07%] DEL MONTE FOODS CO [2.58%] JAKKS Pacific, Inc. [2.39%] ROGERS CP [2.35%] AMER GREETINGS CL-A [2.32%] NutriSystem Inc [2%] | United Natural Foods, Inc. [3.92%] GOLDEN STAR RES LTD [3.7%] MAIDENFORM BRANDS [3.11%] AMER GREETINGS CL-A [2.75%] CHIQUITA BRANDS NEW [2.63%] DEL MONTE FOODS CO [2.56%] ROGERS CP [2.35%] NutriSystem Inc [2.15%] JAKKS Pacific, Inc. [2.13%] |
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Latest News on Symons Small Cap Inst (SSMIX)
See what is happening with Symons Small Cap Inst Fund (SSMIX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
