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Mutual Fund Insights: Target Small Capitalization Value R Fund (TSVRX)

In-depth Analysis of Target Small Capitalization Value R Fund (TSVRX)

Mutual fund chart: Target Small Capitalization Value R Fund (TSVRX)

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See Target Small Capitalization Value R Fund (TSVRX) performance details as of February 28, 2010

  

    Last Trade: $18.06 on 3/19/2010, Change: -0.16 (-0.88%)
Experiment our closing price forecasting tool for Target Small Capitalization Value R Fund (TSVRX) (alpha release)

  

Fund Manager - Paul E. Viera

Fund Manager Tenure: 3.3 years
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Viera is the founder of Earnest Partners. Prior to joining EARNEST, he served as a global partner and portfolio manager with INVESCO Capital Management from 1991 to 1998. Previously, Viera was a vice president at Bankers Trust in both New York and London. He is a member of the Atlanta Society of Financial Analysts.  Get more insights on Paul E. Viera

  

What we like about Target Small Capitalization Value R Fund (TSVRX) What we like about Target Small Capitalization Value R Fund (TSVRX)

Data for Target Small Capitalization Value R Fund (TSVRX) as of February 28, 2010

  • Target Small Capitalization Value R Fund (TSVRX) management has been with Target Small Capitalization Value R Fund for 3.3 years
  • Target Small Capitalization Value R Fund (TSVRX) has good Long-term performance (5-year return 2.94% vs 1.04 % Small Value category average)
  • Target Small Capitalization Value R Fund (TSVRX) has a Morningstar rating of 4 and above
  • Target Small Capitalization Value R Fund (TSVRX) has an annual stock turnover rate of 48.00% vs Small Value average of 84.10%. It is good that Target Small Capitalization Value R management does not trade extensively for its return.
  • Target Small Capitalization Value R Fund (TSVRX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.8, lower than category average of 25.56
  • Target Small Capitalization Value R Fund (TSVRX) has a lower management fee than its Small Value average: 1.30% vs 1.50%

  

What we are cautious about Target Small Capitalization Value R Fund (TSVRX) What we are cautious about Target Small Capitalization Value R Fund (TSVRX)

Data for Target Small Capitalization Value R Fund (TSVRX) as of February 28, 2010

  • Target Small Capitalization Value R Fund (TSVRX) has a less-than-ideal short-term performance (1-year return 61.32% vs 72.24 % Small Value category average)
  • Target Small Capitalization Value R Fund (TSVRX) has a less-than-ideal mid-term performance (3-year return -3.00% vs -5.98 % Small Value category average)
  • Target Small Capitalization Value R Fund (TSVRX) ratio of up-years vs down years can be improved
  • Even though Target Small Capitalization Value R Fund carries no load, it does have a 0.75% of 12b1 promotion, distributions, marketing expenses
See Target Small Capitalization Value R Fund (TSVRX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Value category?

Below are some additional Small Value mutual funds generated out of our database

  

Target Small Capitalization Value R Fund (TSVRX) Net Asset

Track net asset change of Target Small Capitalization Value R fund (TSVRX)

DateNet Asset
02/2010$665.14M
01/2010$38.18M
11/2009$35.56M
More historic net asset information on Target Small Capitalization Value R Fund (TSVRX)

  

Target Small Capitalization Value R Fund (TSVRX) Portfolio Allocation

Track portfolio allocation change of Target Small Capitalization Value R fund (TSVRX)

DateCashStockBondOther
10/20094.46%95.53%0%0.01%
07/20093.81%96.19%0%0%
04/20094.89%96.56%0%0%
Click here to see more historic asset allocation information on Target Small Capitalization Value R Fund (TSVRX)

  

Most Recent Top 10 Holdings in Target Small Capitalization Value R Fund (TSVRX)

Discover what Target Small Capitalization Value R Fund (TSVRX) manager is buying

31-Oct-09
Dryden Core Investment MMkt [4.42%]
Bucyrus International, Inc. [1.51%]
PHILLIPS VAN HEUSEN [1.3%]
REINSURANCE GROUP [0.92%]
CABOT OIL GAS CP [0.88%]
FLIR Systems, Inc. [0.88%]
MEDNAX, INC [0.84%]
GLOBAL PAYMENTS INC [0.84%]
SCOTTS MIRACLE-GR CO [0.83%]

31-Jul-09
Dryden Core Investment MMkt [3.76%]
PHILLIPS VAN HEUSEN [1.43%]
Bucyrus International, Inc. [1.14%]
REINSURANCE GROUP [0.9%]
DELPHI FIN GRP INC A [0.86%]
CABOT OIL GAS CP [0.85%]
SCOTTS MIRACLE-GR CO [0.82%]
WGL HOLDINGS INC [0.81%]
MEDNAX, INC [0.79%]
GLOBAL PAYMENTS INC [0.76%]

30-Apr-09
Dryden Core Investment MMkt [4.84%]
PHILLIPS VAN HEUSEN [1.31%]
Bucyrus International, Inc. [1.05%]
SYBASE INC [0.88%]
FLIR Systems, Inc. [0.86%]
CABOT OIL GAS CP [0.84%]
U R S CP [0.84%]
WGL HOLDINGS INC [0.82%]
SCOTTS MIRACLE-GR CO [0.81%]

Click here for Stock Holding Change Map in Target Small Capitalization Value R Fund (TSVRX)

  

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