Mutual Fund Insights: Seligman Large Cap Value C Fund (SVLCX)

In-depth Analysis of Seligman Large Cap Value C Fund (SVLCX)

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See Seligman Large Cap Value C Fund (SVLCX) performance details as of February 28, 2010

  

Last Trade: $12.76 on 3/19/2010, Change: -0.05 (-0.39%)

Experiment our closing price forecasting tool for Seligman Large Cap Value C Fund (SVLCX) (alpha release)

  

Fund Manager - Richard S. Rosen

Fund Manager Tenure: 12.9 years
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

Richard S. Rosen is a member of the Seligman Value Team and co-manages Seligman Large-Cap Value and Seligman Small-Cap Value. Richard S. Rosen has more than 17 years of investment experience. Prior to joining Seligman in January of 1997, Richard S. Rosen was a senior portfolio manager at Bear Stearns Asset Management (BSAM), and a managing director at Bear, Stearns & Co. Inc.  Get more insights on Richard S. Rosen

  

 What we like about Seligman Large Cap Value C Fund (SVLCX)

Data for Seligman Large Cap Value C Fund (SVLCX) as of February 28, 2010

• Seligman Large Cap Value C Fund (SVLCX) management has been with Seligman Large Cap Value C Fund for 12.9 years
• Seligman Large Cap Value C Fund (SVLCX) has good short-term performance (1-year return 68.28% vs 54.22 % Large Value category average)
• Seligman Large Cap Value C Fund (SVLCX) has good Long-term performance (5-year return 0.84% vs -0.22 % Large Value category average)
• Seligman Large Cap Value C Fund (SVLCX) ratio of up-years vs down years is greater than 2
• Seligman Large Cap Value C Fund (SVLCX) has an annual stock turnover rate of 28.00% vs Large Value average of 69.56%. It is good that Seligman Large Cap Value C management does not trade extensively for its return.

  

 What we are cautious about Seligman Large Cap Value C Fund (SVLCX)

Data for Seligman Large Cap Value C Fund (SVLCX) as of February 28, 2010

• Seligman Large Cap Value C Fund is a focused fund with 38.65% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Seligman Large Cap Value C Fund (SVLCX) has a less-than-ideal mid-term performance (3-year return -4.70% vs -7.29 % Large Value category average)
• Seligman Large Cap Value C Fund (SVLCX) has a Morningstar rating of 3 and below
• Seligman Large Cap Value C Fund (SVLCX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.8 that is higher than category average of 20.8
• Seligman Large Cap Value C Fund (SVLCX) has a higher management fee of 2.37% than its Large Value average of 1.29%
• Seligman Large Cap Value C Fund (SVLCX) carries a 1% load

See Seligman Large Cap Value C Fund (SVLCX) performance details as of February 28, 2010

  

  

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Seligman Large Cap Value C Fund (SVLCX) Net Asset

Track net asset change of Seligman Large Cap Value C fund (SVLCX)

Date	Net Asset
02/2010	$314.97M
01/2010	$40.61M
11/2009	$40.70M

More historic net asset information on Seligman Large Cap Value C Fund (SVLCX)

  

Seligman Large Cap Value C Fund (SVLCX) Portfolio Allocation

Track portfolio allocation change of Seligman Large Cap Value C fund (SVLCX)

Date	Cash	Stock	Bond	Other
09/2009	1.76%	98.24%	0%	0%
06/2009	1.65%	98.35%	0%	0%
03/2009	0%	100%	0%	0%

Click here to see more historic asset allocation information on Seligman Large Cap Value C Fund (SVLCX)

  

Most Recent Top 10 Holdings in Seligman Large Cap Value C Fund (SVLCX)

Discover what Seligman Large Cap Value C Fund (SVLCX) manager is buying

30-Sep-09 BK OF AMERICA CP [5.34%] TYSON FOODS INC CL A [4.17%] UNUM GROUP [4.03%] METLIFE INC [3.99%] MORGAN STANLEY [3.88%] GAP INC [3.82%] JUNIPER NETWORKS [3.68%] THE TRAVELERS CO [3.33%] JP MORGAN CHASE CO [3.23%] BANK OF NY MELLON CP [3.18%]

30-Jun-09 BK OF AMERICA CP [5.34%] TYSON FOODS INC CL A [4.18%] UNUM GROUP [4.03%] METLIFE INC [3.99%] MORGAN STANLEY [3.89%] GAP INC [3.83%] Juniper Networks, Inc. [3.68%] THE TRAVELERS CO [3.34%] JP MORGAN CHASE CO [3.24%] BANK OF NY MELLON CP [3.18%]

31-Mar-09 UNUM GROUP [4.12%] GAP INC [4.07%] THE TRAVELERS CO [4.02%] BRISTOL MYERS SQIBB [3.97%] METLIFE INC [3.94%] CHEVRON CORP [3.88%] LOWES COMPANIES [3.76%] MORGAN STANLEY [3.75%] BANK OF NY MELLON CP [3.72%] Costco Wholesale Corporation [3.63%]

Click here for Stock Holding Change Map in Seligman Large Cap Value C Fund (SVLCX)

  

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See more information on Seligman Large Cap Value C Fund (SVLCX)

• Seligman Large Cap Value C Fund Insights
• Seligman Large Cap Value C Fund Performance Data
• Seligman Large Cap Value C Fund News
• Seligman Large Cap Value C Fund Score Explaination
• Seligman Large Cap Value C Fund Manager Information
• Historic Seligman Large Cap Value C Fund Asset Allocation Report
• Historic Seligman Large Cap Value C Fund Top 10 Holding Tracking
• Historic Seligman Large Cap Value C Fund Asset Under Management Tracking