Mutual Fund Insights: Seligman TargETFund 2025 A Fund (STKAX)

In-depth Analysis of Seligman TargETFund 2025 A Fund (STKAX)

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See Seligman TargETFund 2025 A Fund (STKAX) performance details as of February 28, 2010

  

Last Trade: $7.41 on 3/19/2010, Change: -0.06 (-0.8%)

  

Fund Manager - Charles W. Kadlec

Fund Manager Tenure: 4.5 years   [Similar Funds: STKCX  STKIX  STKRX ]
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

Charles W. Kadlec is a managing director with J&W Seligman & Co. Charles W. Kadlec joined the firm in 1985 and has been a senior portfolio manager, director of equity research and industry strategist. Charles W. Kadlec joined Seligman Advisors in April 1997 as a chief investment strategist and is also vice president of Tri-Continental Corp. In 2004, Charles W. Kadlec 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 2025 A Fund (STKAX)

Data for Seligman TargETFund 2025 A Fund (STKAX) as of February 28, 2010

• Seligman TargETFund 2025 A Fund (STKAX) management has been with Seligman TargETFund 2025 A Fund for 4.5 years
• Seligman TargETFund 2025 A Fund (STKAX) has good short-term performance (1-year return 62.23% vs 47.78 % Target Date 2021-2025 category average)
• Seligman TargETFund 2025 A Fund (STKAX) has good mid-term performance (3-year return -5.43% vs -4.29 % Target Date 2021-2025 category average)
• Seligman TargETFund 2025 A Fund (STKAX) has an annual stock turnover rate of 13.00% vs Target Date 2021-2025 average of 29.23%. It is good that Seligman TargETFund 2025 A management does not trade extensively for its return.

  

 What we are cautious about Seligman TargETFund 2025 A Fund (STKAX)

Data for Seligman TargETFund 2025 A Fund (STKAX) as of February 28, 2010

• Seligman TargETFund 2025 A Fund is a focused fund with 99.50% 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 2025 A Fund (STKAX) ratio of up-years vs down years can be improved
• Seligman TargETFund 2025 A Fund (STKAX) has a Morningstar rating of 3 and below
• Seligman TargETFund 2025 A Fund (STKAX) is less safe compared to its Target Date 2021-2025 peers
• Seligman TargETFund 2025 A Fund (STKAX) does not have a good risk adjusted return as its 3-year Alpha of -4.62 is worse than category average of -4.34, and its 3-year Sharpe ratio is -0.2
• Seligman TargETFund 2025 A Fund (STKAX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.02 that is higher than category average of 18.83
• Seligman TargETFund 2025 A Fund (STKAX) has a higher management fee of 0.98% than its Target Date 2021-2025 average of 0.58%
• Seligman TargETFund 2025 A Fund (STKAX) carries a 5.75% load

See Seligman TargETFund 2025 A Fund (STKAX) performance details as of February 28, 2010

  

  

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Seligman TargETFund 2025 A Fund (STKAX) Net Asset

Track net asset change of Seligman TargETFund 2025 A fund (STKAX)

Date	Net Asset
02/2010	$34.51M
01/2010	$16.83M
11/2009	$17.06M

More historic net asset information on Seligman TargETFund 2025 A Fund (STKAX)

  

Seligman TargETFund 2025 A Fund (STKAX) Portfolio Allocation

Track portfolio allocation change of Seligman TargETFund 2025 A fund (STKAX)

Date	Cash	Stock	Bond	Other
09/2009	1.14%	94.22%	4.32%	0.32%
06/2009	1.24%	93.76%	4.38%	0.61%
03/2009	0.94%	93.87%	4.66%	0.53%

Click here to see more historic asset allocation information on Seligman TargETFund 2025 A Fund (STKAX)

  

Most Recent Top 10 Holdings in Seligman TargETFund 2025 A Fund (STKAX)

Discover what Seligman TargETFund 2025 A Fund (STKAX) manager is buying

30-Sep-09 iShares Russell Midcap Index [24.41%] iShares Russell 2000 Index [21.17%] iShares S&P 500 Index [16.31%] iShares MSCI EAFE Index [9.69%] Vanguard Emerging Markets Stock ETF [8.6%] WisdomTree International SmallCap Div [8.54%] Vanguard Total Bond Market ETF [4.59%] SPDR Dow Jones REIT [3.4%] SPDRs [1.95%] SSgA US Treasury Money Market [0.84%]

30-Jun-09 iShares Russell Midcap Index [24.41%] iShares Russell 2000 Index [21.17%] iShares S&P 500 Index [16.31%] iShares MSCI EAFE Index [9.69%] Vanguard Emerging Markets Stock ETF [8.6%] WisdomTree International SmallCap Div [8.54%] Vanguard Total Bond Market ETF [4.59%] SPDR Dow Jones REIT [3.4%] SPDRs [1.95%] SSgA US Treasury Money Market [0.84%]

31-Mar-09 iShares Russell Midcap Index [24.91%] iShares Russell 2000 Index [21.32%] iShares S&P 500 Index [17.04%] iShares MSCI EAFE Index [9.71%] WisdomTree International SmallCap Div [8.27%] Vanguard Emerging Markets Stock ETF [8.24%] Vanguard Total Bond Market ETF [4.78%] SPDR Dow Jones REIT [3.42%] SPDRs [1.37%] Vanguard Europe Pacific ETF [0.38%]

Click here for Stock Holding Change Map in Seligman TargETFund 2025 A Fund (STKAX)

  

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See more information on Seligman TargETFund 2025 A Fund (STKAX)

• Seligman TargETFund 2025 A Fund Insights
• Seligman TargETFund 2025 A Fund Performance Data
• Seligman TargETFund 2025 A Fund News
• Seligman TargETFund 2025 A Fund Score Explaination
• Seligman TargETFund 2025 A Fund Manager Information
• Historic Seligman TargETFund 2025 A Fund Asset Allocation Report
• Historic Seligman TargETFund 2025 A Fund Top 10 Holding Tracking
• Historic Seligman TargETFund 2025 A Fund Asset Under Management Tracking