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Mutual Fund Insights: Van Kampen Global Franchise I Fund (VGFIX)

In-depth Analysis of Van Kampen Global Franchise I Fund (VGFIX)

Mutual fund chart: Van Kampen Global Franchise I Fund (VGFIX)

3 months
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See Van Kampen Global Franchise I Fund (VGFIX) performance details as of January 31, 2010

  

    Last Trade: $20.25 on 3/18/2010, Change: +0.03 (0.15%)

  

Fund ManagerFund Manager - Christian Derold

Fund Manager Tenure: 0.8 years   [Similar Funds: VGFAX  VGFBX  VGFCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Derold is an executive director with Morgan Stanley. He joined the firm in 2006. Prior to that, Derold owned an equity research firm, DCFN Research (2004 to the present) and was a Partner at Millgate Capital, Inc. (1997-2002). He began his investment career in 1992.  Get more insights on Christian Derold

  

What we like about Van Kampen Global Franchise I Fund (VGFIX) What we like about Van Kampen Global Franchise I Fund (VGFIX)

Data for Van Kampen Global Franchise I Fund (VGFIX) as of January 31, 2010

  • Van Kampen Global Franchise I Fund (VGFIX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Van Kampen Global Franchise I Fund (VGFIX) has good mid-term performance (3-year return -0.83% vs -6.17% World Stock category average)
  • Van Kampen Global Franchise I Fund (VGFIX) has good Long-term performance (5-year return 6.69% vs 2.47% World Stock category average)
  • Van Kampen Global Franchise I Fund (VGFIX) has a Morningstar rating of 4 and above
  • Van Kampen Global Franchise I Fund (VGFIX) has an annual stock turnover rate of 15.00% vs World Stock average of 93.35%. It is good that Van Kampen Global Franchise I management does not trade extensively for its return.
  • Van Kampen Global Franchise I Fund (VGFIX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.14, lower than category average of 22.99
  • Van Kampen Global Franchise I Fund (VGFIX) has a lower management fee than its World Stock average: 1.03% vs 1.53%
  • Van Kampen Global Franchise I Fund (VGFIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Van Kampen Global Franchise I Fund (VGFIX) What we are cautious about Van Kampen Global Franchise I Fund (VGFIX)

Data for Van Kampen Global Franchise I Fund (VGFIX) as of January 31, 2010

  • Van Kampen Global Franchise I Fund (VGFIX) management has been with Van Kampen Global Franchise I Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Van Kampen Global Franchise I Fund is a focused fund with 49.87% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Van Kampen Global Franchise I Fund (VGFIX) has a less-than-ideal short-term performance (1-year return 36.67% vs 40.69% World Stock category average)
  • Van Kampen Global Franchise I Fund (VGFIX) ratio of up-years vs down years can be improved
See Van Kampen Global Franchise I Fund (VGFIX) performance details as of January 31, 2010

  

  

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Van Kampen Global Franchise I Fund (VGFIX) Net Asset

Track net asset change of Van Kampen Global Franchise I fund (VGFIX)

DateNet Asset
01/2010$66.08M
11/2009$60.95M
10/2009$58.39M
More historic net asset information on Van Kampen Global Franchise I Fund (VGFIX)

  

Van Kampen Global Franchise I Fund (VGFIX) Portfolio Allocation

Track portfolio allocation change of Van Kampen Global Franchise I fund (VGFIX)

DateCashStockBondOther
09/20094.34%95.66%0%0%
06/20092.01%97.99%0%0%
03/20092.92%97.08%0%0%
Click here to see more historic asset allocation information on Van Kampen Global Franchise I Fund (VGFIX)

  

Most Recent Top 10 Holdings in Van Kampen Global Franchise I Fund (VGFIX)

Discover what Van Kampen Global Franchise I Fund (VGFIX) manager is buying

30-Sep-09
BRITISH AMERICAN TOBACCO PLC [8.65%]
MS INSD MUN TR [5.97%]
PHILIP MORRIS INTL [5.22%]
Swedish Match AB [5.16%]
NESTLE N ORD [5.01%]
CADBURY PLC [4.35%]
UNILEVER PLC [4.25%]
EXPERIAN GROUP LTD [4.01%]
WOLTERS KLUWER [3.73%]
Novartis [3.52%]

30-Jun-09
BRITISH AMERICAN TOBACCO PLC [9.1%]
MS INSD MUN TR [6.42%]
PHILIP MORRIS INTL [5.58%]
Swedish Match AB [4.99%]
EXPERIAN GROUP LTD [4.27%]
UNILEVER PLC [4.2%]
WOLTERS KLUWER [3.66%]
CADBURY PLC [3.46%]
NESTLE N ORD [3.42%]
[3.42%]

31-Mar-09
British American Tobacco PLC [8.21%]
Imperial Tobacco Group PLC [6.06%]
Swedish Match [4.81%]
PHILIP MORRIS INTL [4.65%]
Experian PLC [4.27%]
Wolters Kluwer NV [4.06%]
Unilever PLC [4.06%]
Reckitt Benckiser Grp [3.72%]
Nestle [3.67%]
Cadbury PLC [3.66%]
Click here for Stock Holding Change Map in Van Kampen Global Franchise I Fund (VGFIX)

  

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