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Mutual Fund Insights: Seligman TargETFund 2015 C Fund (STJCX)

In-depth Analysis of Seligman TargETFund 2015 C Fund (STJCX)

Mutual fund chart: Seligman TargETFund 2015 C Fund (STJCX)

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See Seligman TargETFund 2015 C Fund (STJCX) performance details as of January 31, 2010

Last Trade: $7.05 on 3/16/2010, Change: +0.05 (0.71%)

Fund Manager - Charles W. Kadlec

Fund Manager Tenure: 4.5 years [Similar Funds: STJAX STJIX STJRX ]
Fundmojo Fund Grade: D (Score: 0.48) (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 2015 C Fund (STJCX)

Data for Seligman TargETFund 2015 C Fund (STJCX) as of January 31, 2010

Seligman TargETFund 2015 C Fund (STJCX) management has been with Seligman TargETFund 2015 C Fund for 4.5 years
Seligman TargETFund 2015 C Fund (STJCX) has good short-term performance (1-year return 34.98% vs 27.60% Target Date 2011-2015 category average)

What we are cautious about Seligman TargETFund 2015 C Fund (STJCX)

Data for Seligman TargETFund 2015 C Fund (STJCX) as of January 31, 2010

Seligman TargETFund 2015 C Fund is a focused fund with 97.89% 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 2015 C Fund (STJCX) has a less-than-ideal mid-term performance (3-year return -7.01% vs -3.32% Target Date 2011-2015 category average)
Seligman TargETFund 2015 C Fund (STJCX) ratio of up-years vs down years can be improved
Seligman TargETFund 2015 C Fund (STJCX) has a Morningstar rating of 3 and below
Seligman TargETFund 2015 C Fund (STJCX) is less safe compared to its Target Date 2011-2015 peers
Seligman TargETFund 2015 C Fund (STJCX) has an annual stock turnover rate of 58.00% that is higher than the Target Date 2011-2015 average of 37.13%. This could mean Seligman TargETFund 2015 C is more nimble, but also signal potential high tax impact and high trading fees
Seligman TargETFund 2015 C Fund (STJCX) does not have a good risk adjusted return as its 3-year Alpha of -6.1 is worse than category average of -3.41, and its 3-year Sharpe ratio is -0.35
Seligman TargETFund 2015 C Fund (STJCX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.46 that is higher than category average of 15.14
Seligman TargETFund 2015 C Fund (STJCX) has a higher management fee of 1.94% than its Target Date 2011-2015 average of 0.62%
Seligman TargETFund 2015 C Fund (STJCX) carries a 1% load

See Seligman TargETFund 2015 C Fund (STJCX) performance details as of January 31, 2010

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Seligman TargETFund 2015 C Fund (STJCX) Net Asset

Track net asset change of Seligman TargETFund 2015 C fund (STJCX)

Date	Net Asset
01/2010	$11.02M
11/2009	$11.89M
10/2009	$11.72M

More historic net asset information on Seligman TargETFund 2015 C Fund (STJCX)

Seligman TargETFund 2015 C Fund (STJCX) Portfolio Allocation

Track portfolio allocation change of Seligman TargETFund 2015 C fund (STJCX)

Date	Cash	Stock	Bond	Other
09/2009	1.43%	80.98%	17.25%	0.34%
06/2009	1.53%	80.61%	17.44%	0.41%
03/2009	0.74%	80.94%	18.02%	0.3%

Click here to see more historic asset allocation information on Seligman TargETFund 2015 C Fund (STJCX)

Most Recent Top 10 Holdings in Seligman TargETFund 2015 C Fund (STJCX)

Discover what Seligman TargETFund 2015 C Fund (STJCX) manager is buying

30-Sep-09

iShares S&P 500 Index [23.43%]
iShares Russell Midcap Index [18.93%]
Vanguard Total Bond Market ETF [13.03%]
SPDR Dow Jones REIT [9.94%]
iShares Russell 2000 Index [9.85%]
iShares MSCI EAFE Index [9.41%]
iShares Barclays TIPS Bond [4.99%]
WisdomTree International SmallCap Div [3.35%]
Vanguard Emerging Markets Stock ETF [3.29%]
iShares Dow Jones Select Dividend Index [1.67%]

30-Jun-09

31-Mar-09

iShares S&P 500 Index [23.76%]
iShares Russell Midcap Index [18.88%]
Vanguard Total Bond Market ETF [13.16%]
SPDR Dow Jones REIT [10%]
iShares Russell 2000 Index [9.76%]
iShares MSCI EAFE Index [9.59%]
iShares Barclays TIPS Bond [5.18%]
Vanguard Emerging Markets Stock ETF [3.32%]
WisdomTree International SmallCap Div [3.28%]
iShares Dow Jones Select Dividend Index [1.63%]

Click here for Stock Holding Change Map in Seligman TargETFund 2015 C Fund (STJCX)

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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.