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

Mutual Fund Insights: Seligman Smaller Cap Value R2 Fund (SSVRX)

In-depth Analysis of Seligman Smaller Cap Value R2 Fund (SSVRX)

Mutual fund chart: Seligman Smaller Cap Value R2 Fund (SSVRX)

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See Seligman Smaller Cap Value R2 Fund (SSVRX) performance details as of February 28, 2010

  

    Last Trade: $13.15 on 3/19/2010, Change: -0.17 (-1.28%)
Experiment our closing price forecasting tool for Seligman Smaller Cap Value R2 Fund (SSVRX) (alpha release)

  

Fund Manager - Richard S. Rosen

Fund Manager Tenure: 12.9 years   [Similar Funds: SSVIX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Richard S. Rosen is a member of the Seligman Value Team and co-manages Seligman Large-Cap Value and Seligman Small-Cap Value. Richard S. Rosen has more than 17 years of investment experience. Prior to joining Seligman in January of 1997, Richard S. Rosen was a senior portfolio manager at Bear Stearns Asset Management (BSAM), and a managing director at Bear, Stearns & Co. Inc.  Get more insights on Richard S. Rosen

  

What we like about Seligman Smaller Cap Value R2 Fund (SSVRX) What we like about Seligman Smaller Cap Value R2 Fund (SSVRX)

Data for Seligman Smaller Cap Value R2 Fund (SSVRX) as of February 28, 2010

  • Seligman Smaller Cap Value R2 Fund (SSVRX) management has been with Seligman Smaller Cap Value R2 Fund for 12.9 years
  • Seligman Smaller Cap Value R2 Fund (SSVRX) has good short-term performance (1-year return 76.68% vs 67.42 % Small Blend category average)
  • Seligman Smaller Cap Value R2 Fund (SSVRX) ratio of up-years vs down years is greater than 2
  • Seligman Smaller Cap Value R2 Fund (SSVRX) has an annual stock turnover rate of 16.00% vs Small Blend average of 97.63%. It is good that Seligman Smaller Cap Value R2 management does not trade extensively for its return.

  

What we are cautious about Seligman Smaller Cap Value R2 Fund (SSVRX) What we are cautious about Seligman Smaller Cap Value R2 Fund (SSVRX)

Data for Seligman Smaller Cap Value R2 Fund (SSVRX) as of February 28, 2010

  • Seligman Smaller Cap Value R2 Fund is a focused fund with 35.42% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Seligman Smaller Cap Value R2 Fund (SSVRX) has a less-than-ideal mid-term performance (3-year return -5.81% vs -6.15 % Small Blend category average)
  • Seligman Smaller Cap Value R2 Fund (SSVRX) has a less-than-ideal Long-term performance (5-year return 0.41% vs 0.83 % Small Blend category average)
  • Seligman Smaller Cap Value R2 Fund (SSVRX) has a Morningstar rating of 3 and below
  • Seligman Smaller Cap Value R2 Fund (SSVRX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.19 that is higher than category average of 25.44
  • Seligman Smaller Cap Value R2 Fund (SSVRX) has a higher management fee of 2.14% than its Small Blend average of 1.53%
  • Even though Seligman Smaller Cap Value R2 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Seligman Smaller Cap Value R2 Fund (SSVRX) performance details as of February 28, 2010

  

  

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Seligman Smaller Cap Value R2 Fund (SSVRX) Net Asset

Track net asset change of Seligman Smaller Cap Value R2 fund (SSVRX)

DateNet Asset
02/2010$305.82M
01/2010$10.08M
11/2009$9.85M
More historic net asset information on Seligman Smaller Cap Value R2 Fund (SSVRX)

  

Seligman Smaller Cap Value R2 Fund (SSVRX) Portfolio Allocation

Track portfolio allocation change of Seligman Smaller Cap Value R2 fund (SSVRX)

DateCashStockBondOther
09/20090%100%0%0%
06/20090%100%0%0%
03/20090%100%0%0%
Click here to see more historic asset allocation information on Seligman Smaller Cap Value R2 Fund (SSVRX)

  

Most Recent Top 10 Holdings in Seligman Smaller Cap Value R2 Fund (SSVRX)

Discover what Seligman Smaller Cap Value R2 Fund (SSVRX) manager is buying

30-Sep-09
F5 Networks, Inc. [4.73%]
LINCOLN NATL CP [4%]
CUBIC CP [3.63%]
Quest Software, Inc. [3.56%]
HERBALIFE LTD. [3.28%]
Penn National Gaming, Inc. [3.19%]
Varian Semiconductor Equipment [3.12%]
Texas Roadhouse, Inc. [3.09%]
Lawson Software, Inc. [3.06%]

30-Jun-09
F5 Networks, Inc. [4.73%]
LINCOLN NATL CP [4%]
CUBIC CP [3.63%]
Quest Software, Inc. [3.56%]
HERBALIFE LTD. [3.28%]
Penn National Gaming, Inc. [3.19%]
Varian Semiconductor Equipment [3.12%]
Texas Roadhouse, Inc. [3.09%]
Lawson Software, Inc. [3.06%]

31-Mar-09
Quest Software, Inc. [4.3%]
F5 Networks, Inc. [3.66%]
DELTA AIR LINES NEW [3.65%]
ASPEN INSURANCE HLDG [3.59%]
Varian Semiconductor Equipment [3.57%]
BERKLEY W R CP [3.49%]
WASTE CONNECTIONS [3.33%]
Texas Roadhouse, Inc. [3.33%]
CUBIC CP [3.29%]

Click here for Stock Holding Change Map in Seligman Smaller Cap Value R2 Fund (SSVRX)

  

Related books and products to Seligman Smaller Cap Value R2 Fund (SSVRX)

  

Latest News on Seligman Smaller Cap Value R2 (SSVRX)

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