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Mutual Fund Insights: Rydex/SGI Mid Cap Growth C Fund (SUFCX)

In-depth Analysis of Rydex/SGI Mid Cap Growth C Fund (SUFCX)

Mutual fund chart: Rydex/SGI Mid Cap Growth C Fund (SUFCX)

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See Rydex/SGI Mid Cap Growth C Fund (SUFCX) performance details as of February 28, 2010

  

    Last Trade: $6.26 on 3/19/2010, Change: -0.05 (-0.79%)
Experiment our closing price forecasting tool for Rydex/SGI Mid Cap Growth C Fund (SUFCX) (alpha release)

  

Fund Manager - Joseph OConnor

Fund Manager Tenure: 2.1 years
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)

  

What we like about Rydex/SGI Mid Cap Growth C Fund (SUFCX) What we like about Rydex/SGI Mid Cap Growth C Fund (SUFCX)

Data for Rydex/SGI Mid Cap Growth C Fund (SUFCX) as of February 28, 2010

  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) has good short-term performance (1-year return 59.95% vs 58.17 % Mid-Cap Growth category average)
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) has good mid-term performance (3-year return -9.03% vs -4.00 % Mid-Cap Growth category average)
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) has an annual stock turnover rate of 138.00% vs Mid-Cap Growth average of 140.76%. It is good that Rydex/SGI Mid Cap Growth C management does not trade extensively for its return.
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.89, lower than category average of 23.95

  

What we are cautious about Rydex/SGI Mid Cap Growth C Fund (SUFCX) What we are cautious about Rydex/SGI Mid Cap Growth C Fund (SUFCX)

Data for Rydex/SGI Mid Cap Growth C Fund (SUFCX) as of February 28, 2010

  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) management has been with Rydex/SGI Mid Cap Growth C Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) has a less-than-ideal Long-term performance (5-year return -3.06% vs 2.06 % Mid-Cap Growth category average)
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) ratio of up-years vs down years can be improved
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) has a Morningstar rating of 3 and below
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) is less safe compared to its Mid-Cap Growth peers
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) does not have a good risk adjusted return as its 3-year Alpha of -2.18 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.35
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) has a higher management fee of 2.54% than its Mid-Cap Growth average of 1.47%
  • Rydex/SGI Mid Cap Growth C Fund (SUFCX) carries a 1% load
See Rydex/SGI Mid Cap Growth C Fund (SUFCX) performance details as of February 28, 2010

  

  

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Rydex/SGI Mid Cap Growth C Fund (SUFCX) Net Asset

Track net asset change of Rydex/SGI Mid Cap Growth C fund (SUFCX)

DateNet Asset
02/2010$80.79M
01/2010$5.18M
11/2009$5.31M
More historic net asset information on Rydex/SGI Mid Cap Growth C Fund (SUFCX)

  

Rydex/SGI Mid Cap Growth C Fund (SUFCX) Portfolio Allocation

Track portfolio allocation change of Rydex/SGI Mid Cap Growth C fund (SUFCX)

DateCashStockBondOther
01/20102.73%97.27%0%0%
10/20095.03%94.97%0%0%
09/20095.08%94.91%0%0%
Click here to see more historic asset allocation information on Rydex/SGI Mid Cap Growth C Fund (SUFCX)

  

Most Recent Top 10 Holdings in Rydex/SGI Mid Cap Growth C Fund (SUFCX)

Discover what Rydex/SGI Mid Cap Growth C Fund (SUFCX) manager is buying

31-Jan-10
Dover Corporation Common Stock [3.48%]
iShares Russell Midcap Growth Index [3.27%]
Zimmer Holdings, Inc. Common St [2.92%]
Cooper Industries, plc (Irelan [2.89%]
Beckman Coulter, Inc. Common St [2.84%]
Jarden Corporation Common Stock [2.82%]
Teva Pharmaceutical Industries [2.78%]
Goodrich Corporation (The) Comm [2.38%]
Amdocs Limited Common Stock [2.32%]
Ball Corporation Common Stock [2.3%]

31-Oct-09
iShares Russell Midcap Growth Index [4.47%]
JARDEN CP [3.36%]
Cognizant Technology Solutions [3.28%]
DOVER CP [3.06%]
NOBLE CORP (NEW) [2.99%]
Check Point Software Technologi [2.76%]
BECKMAN COULTER INC [2.7%]
ZIMMER HOLDINGS INC [2.67%]
ON Semiconductor Corporation [2.62%]
Teva Pharmaceutical Industries [2.61%]

30-Sep-09
iShares Russell Midcap Growth Index [5%]
JARDEN CP [3.25%]
Cognizant Technology Solutions [3.16%]
BALL CP [3.11%]
ON Semiconductor Corporation [3.05%]
DOVER CP [3.03%]
BECKMAN COULTER INC [2.79%]
Activision Blizzard, Inc [2.62%]
SYBASE INC [2.55%]
Bed Bath & Beyond Inc. [2.53%]
Click here for Stock Holding Change Map in Rydex/SGI Mid Cap Growth C Fund (SUFCX)

  

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