Mutual Fund Insights: Seligman TargETFund 2035 R2 Fund (STZRX)

In-depth Analysis of Seligman TargETFund 2035 R2 Fund (STZRX)

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See Seligman TargETFund 2035 R2 Fund (STZRX) performance details as of February 28, 2010

  

Last Trade: $7.65 on 3/19/2010, Change: -0.07 (-0.91%)

  

Fund Manager - Charles W. Kadlec

Fund Manager Tenure: 3.4 years   [Similar Funds: STZAX  STZCX  STZIX ]
Fundmojo Fund Grade: C (Score: 0.53)     (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 2035 R2 Fund (STZRX)

Data for Seligman TargETFund 2035 R2 Fund (STZRX) as of February 28, 2010

• Seligman TargETFund 2035 R2 Fund (STZRX) management has been with Seligman TargETFund 2035 R2 Fund for 3.4 years
• Seligman TargETFund 2035 R2 Fund (STZRX) has good short-term performance (1-year return 61.70% vs 52.17 % Target Date 2031-2035 category average)
• Seligman TargETFund 2035 R2 Fund (STZRX) has good mid-term performance (3-year return -5.32% vs -5.11 % Target Date 2031-2035 category average)
• Seligman TargETFund 2035 R2 Fund (STZRX) has an annual stock turnover rate of 16.00% vs Target Date 2031-2035 average of 25.73%. It is good that Seligman TargETFund 2035 R2 management does not trade extensively for its return.

  

 What we are cautious about Seligman TargETFund 2035 R2 Fund (STZRX)

Data for Seligman TargETFund 2035 R2 Fund (STZRX) as of February 28, 2010

• Seligman TargETFund 2035 R2 Fund is a focused fund with 99.98% 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 2035 R2 Fund (STZRX) ratio of up-years vs down years can be improved
• Seligman TargETFund 2035 R2 Fund (STZRX) has a Morningstar rating of 3 and below
• Seligman TargETFund 2035 R2 Fund (STZRX) is less safe compared to its Target Date 2031-2035 peers
• Seligman TargETFund 2035 R2 Fund (STZRX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.09 that is higher than category average of 20.22
• Seligman TargETFund 2035 R2 Fund (STZRX) has a higher management fee of 1.23% than its Target Date 2031-2035 average of 0.55%
• Even though Seligman TargETFund 2035 R2 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Seligman TargETFund 2035 R2 Fund (STZRX) performance details as of February 28, 2010

  

  

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Seligman TargETFund 2035 R2 Fund (STZRX) Net Asset

Track net asset change of Seligman TargETFund 2035 R2 fund (STZRX)

Date	Net Asset
02/2010	$10.56M
01/2010	$1.56M
11/2009	$1.47M

More historic net asset information on Seligman TargETFund 2035 R2 Fund (STZRX)

  

Seligman TargETFund 2035 R2 Fund (STZRX) Portfolio Allocation

Track portfolio allocation change of Seligman TargETFund 2035 R2 fund (STZRX)

Date	Cash	Stock	Bond	Other
09/2009	2.77%	92.3%	4.57%	0.36%
06/2009	2.8%	91.65%	4.65%	0.9%
03/2009	0.94%	93.57%	4.74%	0.75%

Click here to see more historic asset allocation information on Seligman TargETFund 2035 R2 Fund (STZRX)

  

Most Recent Top 10 Holdings in Seligman TargETFund 2035 R2 Fund (STZRX)

Discover what Seligman TargETFund 2035 R2 Fund (STZRX) manager is buying

30-Sep-09 iShares Russell 2000 Index [24.32%] iShares Russell Midcap Index [24.27%] SPDRs [14.42%] WisdomTree International SmallCap Div [9.97%] Vanguard Europe Pacific ETF [9.89%] Vanguard Emerging Markets Stock ETF [9.81%] Vanguard Total Bond Market ETF [4.86%] SSgA US Treasury Money Market [2.44%] N/A [0%] N/A [0%]

30-Jun-09 iShares Russell 2000 Index [24.32%] iShares Russell Midcap Index [24.27%] SPDRs [14.42%] WisdomTree International SmallCap Div [9.97%] Vanguard Europe Pacific ETF [9.89%] Vanguard Emerging Markets Stock ETF [9.81%] Vanguard Total Bond Market ETF [4.86%] SSgA US Treasury Money Market [2.44%] N/A [0%] N/A [0%]

31-Mar-09 iShares Russell Midcap Index [24.88%] iShares Russell 2000 Index [24.76%] SPDRs [14.94%] WisdomTree International SmallCap Div [10.02%] Vanguard Emerging Markets Stock ETF [10%] Vanguard Europe Pacific ETF [10%] Vanguard Total Bond Market ETF [4.86%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Seligman TargETFund 2035 R2 Fund (STZRX)

  

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See more information on Seligman TargETFund 2035 R2 Fund (STZRX)

• Seligman TargETFund 2035 R2 Fund Insights
• Seligman TargETFund 2035 R2 Fund Performance Data
• Seligman TargETFund 2035 R2 Fund News
• Seligman TargETFund 2035 R2 Fund Score Explaination
• Seligman TargETFund 2035 R2 Fund Manager Information
• Historic Seligman TargETFund 2035 R2 Fund Asset Allocation Report
• Historic Seligman TargETFund 2035 R2 Fund Top 10 Holding Tracking
• Historic Seligman TargETFund 2035 R2 Fund Asset Under Management Tracking