Mutual Fund Insights: Viking Large-Cap Value Fund (VLVAX)

In-depth Analysis of Viking Large-Cap Value Fund (VLVAX)

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See Viking Large-Cap Value Fund (VLVAX) performance details as of February 28, 2010

  

Last Trade: $9.33 on 3/19/2010, Change: -0.03 (-0.32%)

Experiment our closing price forecasting tool for Viking Large-Cap Value Fund (VLVAX) (alpha release)

  

Fund Manager - William E. Dodge

Fund Manager Tenure: 1.8 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Dodge is CEO/CIO and president of Fox. Prior to joining Fox, Dodge founded and operated Nine Gates Capital from 2003 to 2005. He was president and chief equity investment officer of Delaware Investment Advisers, Inc. from 1999 to 2002. Dodge holds the Chartered Financial Analyst designation.  Get more insights on William E. Dodge

  

 What we like about Viking Large-Cap Value Fund (VLVAX)

Data for Viking Large-Cap Value Fund (VLVAX) as of February 28, 2010

• Viking Large-Cap Value Fund (VLVAX) has good mid-term performance (3-year return -7.55% vs -7.29 % Large Value category average)
• Viking Large-Cap Value Fund (VLVAX) has good Long-term performance (5-year return -1.02% vs -0.22 % Large Value category average)
• Viking Large-Cap Value Fund (VLVAX) ratio of up-years vs down years is greater than 2
• Viking Large-Cap Value Fund (VLVAX) has an annual stock turnover rate of 34.85% vs Large Value average of 69.56%. It is good that Viking Large-Cap Value management does not trade extensively for its return.
• Viking Large-Cap Value Fund (VLVAX) has a lower management fee than its Large Value average: 1.25% vs 1.29%

  

 What we are cautious about Viking Large-Cap Value Fund (VLVAX)

Data for Viking Large-Cap Value Fund (VLVAX) as of February 28, 2010

• Viking Large-Cap Value Fund (VLVAX) management has been with Viking Large-Cap Value Fund for only 1.8 years, it is hard to judge manager's ability based on this fund's operation record
• Viking Large-Cap Value Fund is a focused fund with 37.86% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Viking Large-Cap Value Fund (VLVAX) has a less-than-ideal short-term performance (1-year return 52.99% vs 54.22 % Large Value category average)
• Viking Large-Cap Value Fund (VLVAX) has a Morningstar rating of 3 and below
• Viking Large-Cap Value Fund (VLVAX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.61 that is higher than category average of 20.8
• Viking Large-Cap Value Fund (VLVAX) carries a 5.25% load

See Viking Large-Cap Value Fund (VLVAX) performance details as of February 28, 2010

  

  

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Viking Large-Cap Value Fund (VLVAX) Net Asset

Track net asset change of Viking Large-Cap Value fund (VLVAX)

Date	Net Asset
02/2010	$3.07M
01/2010	$3.01M
11/2009	$3.16M

More historic net asset information on Viking Large-Cap Value Fund (VLVAX)

  

Viking Large-Cap Value Fund (VLVAX) Portfolio Allocation

Track portfolio allocation change of Viking Large-Cap Value fund (VLVAX)

Date	Cash	Stock	Bond	Other
09/2009	0%	100%	0%	0%
03/2009	7.38%	92.62%	0%	0%
12/2008	4.58%	95.42%	0%	0%

Click here to see more historic asset allocation information on Viking Large-Cap Value Fund (VLVAX)

  

Most Recent Top 10 Holdings in Viking Large-Cap Value Fund (VLVAX)

Discover what Viking Large-Cap Value Fund (VLVAX) manager is buying

30-Sep-09 EXXON MOBIL CP [4.69%] WELLS FARGO & CO NEW [4.46%] JP MORGAN CHASE CO [4.1%] BB&T CP [4.01%] Intel Corporation [3.66%] CHUBB CP THE [3.62%] AMERISOURCEBERGEN CP [3.54%] TUPPERWARE BRANDS CP [3.44%] KIMBERLY CLARK CP [3.18%] Microsoft Corporation [3.16%]

31-Mar-09 Exxon Mobil Corp. [5.75%] iShares Russell 1000 Value Index [4.85%] Chevron Corporation [3.62%] AT&T Inc [3.19%] Kimberly-Clark Corp. [3.19%] BB&T Corp. [3.05%] Merck & Co., Inc [2.98%] Sealed Air Corp. (New) [2.97%] JPMorgan Chase & Co. [2.96%] TJX Companies, Inc. (New) [2.86%]

31-Dec-08 EXXON MOBIL CP [5.92%] VERIZON COMMUN [3.98%] PFIZER INC [3.67%] CHEVRON CORP [3.66%] KIMBERLY CLARK CP [3.26%] JP MORGAN CHASE CO [3.21%] MERCK CO INC [3.1%] AMER ELECTRIC POW CO [3.08%] WALT DISNEY-DISNEY C [3.01%] SEALED AIR CP NEW [2.86%]

Click here for Stock Holding Change Map in Viking Large-Cap Value Fund (VLVAX)

  

Related books and products to Viking Large-Cap Value Fund (VLVAX)

  

Latest News on Viking Large-Cap Value (VLVAX)

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See more information on Viking Large-Cap Value Fund (VLVAX)

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