Mutual Fund Insights: Stratton Small-Cap Value Fund (STSCX)

In-depth Analysis of Stratton Small-Cap Value Fund (STSCX)

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See Stratton Small-Cap Value Fund (STSCX) performance details as of January 31, 2010

  

Last Trade: $44.00 on 3/19/2010, Change: -0.37 (-0.83%)

Experiment our closing price forecasting tool for Stratton Small-Cap Value Fund (STSCX) (alpha release)

  

Fund Manager - Gerald M. Van Horn

Fund Manager Tenure: 9.6 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

Van Horn has served as a portfolio manager of Stratton Management from 2000 to the present. He joined Stratton Management Company as an equity research analyst in April of 1998. Prior to joining Stratton Management, Van Horn served as an economic research analyst at Rightime Econometrics.  Get more insights on Gerald M. Van Horn

  

 What we like about Stratton Small-Cap Value Fund (STSCX)

Data for Stratton Small-Cap Value Fund (STSCX) as of January 31, 2010

• Stratton Small-Cap Value Fund (STSCX) management has been with Stratton Small-Cap Value Fund for 9.6 years
• Stratton Small-Cap Value Fund (STSCX) has good mid-term performance (3-year return -5.94% vs -7.80% Small Blend category average)
• Stratton Small-Cap Value Fund (STSCX) has good Long-term performance (5-year return 2.00% vs 0.36% Small Blend category average)
• Stratton Small-Cap Value Fund (STSCX) has a Morningstar rating of 4 and above
• Stratton Small-Cap Value Fund (STSCX) has an annual stock turnover rate of 26.00% vs Small Blend average of 96.31%. It is good that Stratton Small-Cap Value management does not trade extensively for its return.
• Stratton Small-Cap Value Fund (STSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.55, lower than category average of 25.24
• Stratton Small-Cap Value Fund (STSCX) has a lower management fee than its Small Blend average: 1.22% vs 1.53%
• Stratton Small-Cap Value Fund (STSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Stratton Small-Cap Value Fund (STSCX)

Data for Stratton Small-Cap Value Fund (STSCX) as of January 31, 2010

• Stratton Small-Cap Value Fund (STSCX) has a less-than-ideal short-term performance (1-year return 28.52% vs 41.29% Small Blend category average)
• Stratton Small-Cap Value Fund (STSCX) ratio of up-years vs down years can be improved
• Stratton Small-Cap Value Fund (STSCX) is less safe compared to its Small Blend peers
• Stratton Small-Cap Value Fund (STSCX) does not have a good risk adjusted return as its 3-year Alpha of 1.65 is worse than category average of 1.82, and its 3-year Sharpe ratio is -0.27

See Stratton Small-Cap Value Fund (STSCX) performance details as of January 31, 2010

  

  

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Stratton Small-Cap Value Fund (STSCX) Net Asset

Track net asset change of Stratton Small-Cap Value fund (STSCX)

Date	Net Asset
01/2010	$762.34M
11/2009	$820.80M
10/2009	$809.31M

More historic net asset information on Stratton Small-Cap Value Fund (STSCX)

  

Stratton Small-Cap Value Fund (STSCX) Portfolio Allocation

Track portfolio allocation change of Stratton Small-Cap Value fund (STSCX)

Date	Cash	Stock	Bond	Other
09/2009	0%	100%	0%	0%
06/2009	0%	100%	0%	0%
03/2009	0%	100%	0%	0%

Click here to see more historic asset allocation information on Stratton Small-Cap Value Fund (STSCX)

  

Most Recent Top 10 Holdings in Stratton Small-Cap Value Fund (STSCX)

Discover what Stratton Small-Cap Value Fund (STSCX) manager is buying

30-Sep-09 AFFILIATED MGRS GRP [2.11%] COMMSCOPE INC [2.08%] KINETIC CONCEPTS INC [1.96%] SYNIVERSE HLGS INC [1.95%] RALCORP HOLDINGS INC [1.88%] NATIONWIDE HLTH PROP [1.88%] Avocent Corporation [1.87%] SOLERA HOLDINGS INC [1.84%] Jos. A. Bank Clothiers, Inc. [1.82%] JARDEN CP [1.77%]

30-Jun-09 RALCORP HOLDINGS INC [2.58%] AFFILIATED MGRS GRP [2.48%] COMMSCOPE INC [2.39%] SYNIVERSE HLGS INC [2.35%] Gymboree Corporation (The) [2.29%] Jos. A. Bank Clothiers, Inc. [2.29%] Amedisys Inc [2.27%] ON Semiconductor Corporation [2.23%]

31-Mar-09 Syniverse Holdings Inc [3.01%] Netflix, Inc. [2.75%] Ralcorp Holdings, Inc. (New) [2.62%] Caseys General Stores, Inc. [2.55%] Amedisys Inc [2.18%] Jos. A. Bank Clothiers, Inc. [2.12%] Affiliated Managers Group Inc. [2.05%] Nationwide Health Properties, I [2.03%] Ruddick Corp. [2.03%]

Click here for Stock Holding Change Map in Stratton Small-Cap Value Fund (STSCX)

  

Related books and products to Stratton Small-Cap Value Fund (STSCX)

  

Latest News on Stratton Small-Cap Value (STSCX)

See what is happening with Stratton Small-Cap Value Fund (STSCX)

Diversified Funds with Big REIT Exposure (Morningstar.com) See more news on Stratton Small-Cap Value Fund (STSCX)

 

Books and Resources

 

 

See more information on Stratton Small-Cap Value Fund (STSCX)

• Stratton Small-Cap Value Fund Insights
• Stratton Small-Cap Value Fund Performance Data
• Stratton Small-Cap Value Fund News
• Stratton Small-Cap Value Fund Score Explaination
• Stratton Small-Cap Value Fund Manager Information
• Historic Stratton Small-Cap Value Fund Asset Allocation Report
• Historic Stratton Small-Cap Value Fund Top 10 Holding Tracking
• Historic Stratton Small-Cap Value Fund Asset Under Management Tracking