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Fund Intelligence | Best Managers | VVOBX Insights | VVOBX Score | VVOBX Performance | VVOBX Manager | VVOBX News | VVOBX Allocation | VVOBX Holdings Change

Mutual Fund Insights: Van Kampen Value Opportunities B Fund (VVOBX)

In-depth Analysis of Van Kampen Value Opportunities B Fund (VVOBX)

Mutual fund chart: Van Kampen Value Opportunities B Fund (VVOBX)

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See Van Kampen Value Opportunities B Fund (VVOBX) performance details as of January 31, 2010

  

    Last Trade: $8.59 on 3/12/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Van Kampen Value Opportunities B Fund (VVOBX) (alpha release)

  

Fund Manager - Jason S. Leder

Fund Manager Tenure: 8.7 years   [Similar Funds: VVOAX  VVOCX  VVOIX ]
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)
Leder is a managing director and portfolio manager with Van Kampen Asset Management, his employer since April 1995. Prior to joining the firm, Leder was a security analyst with Salomon Brothers for two years and an analyst with Austin Calvert & Flavin for two years.  Get more insights on Jason S. Leder

  

What we like about Van Kampen Value Opportunities B Fund (VVOBX) What we like about Van Kampen Value Opportunities B Fund (VVOBX)

Data for Van Kampen Value Opportunities B Fund (VVOBX) as of January 31, 2010

  • Van Kampen Value Opportunities B Fund (VVOBX) management has been with Van Kampen Value Opportunities B Fund for 8.7 years
  • Van Kampen Value Opportunities B Fund (VVOBX) has good short-term performance (1-year return 41.58% vs 32.89% Large Value category average)

  

What we are cautious about Van Kampen Value Opportunities B Fund (VVOBX) What we are cautious about Van Kampen Value Opportunities B Fund (VVOBX)

Data for Van Kampen Value Opportunities B Fund (VVOBX) as of January 31, 2010

  • Van Kampen Value Opportunities B Fund is a focused fund with 38.29% 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 Value Opportunities B Fund (VVOBX) has a less-than-ideal mid-term performance (3-year return -12.10% vs -8.60% Large Value category average)
  • Van Kampen Value Opportunities B Fund (VVOBX) has a less-than-ideal Long-term performance (5-year return -2.70% vs -0.19% Large Value category average)
  • Van Kampen Value Opportunities B Fund (VVOBX) ratio of up-years vs down years can be improved
  • Van Kampen Value Opportunities B Fund (VVOBX) has a Morningstar rating of 3 and below
  • Van Kampen Value Opportunities B Fund (VVOBX) is less safe compared to its Large Value peers
  • Van Kampen Value Opportunities B Fund (VVOBX) does not have a good risk adjusted return as its 3-year Alpha of -4.32 is worse than category average of -1.25, and its 3-year Sharpe ratio is -0.54
  • Van Kampen Value Opportunities B Fund (VVOBX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.61 that is higher than category average of 20.74
  • Van Kampen Value Opportunities B Fund (VVOBX) has a higher management fee of 2.17% than its Large Value average of 1.28%
  • Van Kampen Value Opportunities B Fund (VVOBX) carries a 5% load
See Van Kampen Value Opportunities B Fund (VVOBX) performance details as of January 31, 2010

  

  

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Van Kampen Value Opportunities B Fund (VVOBX) Net Asset

Track net asset change of Van Kampen Value Opportunities B fund (VVOBX)

DateNet Asset
01/2010$8.47M
11/2009$8.95M
10/2009$8.80M
More historic net asset information on Van Kampen Value Opportunities B Fund (VVOBX)

  

Van Kampen Value Opportunities B Fund (VVOBX) Portfolio Allocation

Track portfolio allocation change of Van Kampen Value Opportunities B fund (VVOBX)

DateCashStockBondOther
09/20095.78%94.22%0%0%
06/20097.38%92.62%0%0%
03/20099.1%90.9%0%0%
Click here to see more historic asset allocation information on Van Kampen Value Opportunities B Fund (VVOBX)

  

Most Recent Top 10 Holdings in Van Kampen Value Opportunities B Fund (VVOBX)

Discover what Van Kampen Value Opportunities B Fund (VVOBX) manager is buying

30-Sep-09
ASPEN INSURANCE HLDG [5.06%]
HANESBRANDS INC. [4.44%]
FLAGSTONE REINSURANC [4.41%]
Comcast Corporation [4.06%]
CHUBB CP THE [3.97%]
Viacom, Inc. B [3.84%]
eBay Inc. [3.16%]
ALLIED WLD ASSUR CO [3.15%]
INTL PAPER [3.13%]
Schering-Plough Corporation [3.07%]

30-Jun-09
ASPEN INSURANCE HLDG [4.85%]
FLAGSTONE REINSURANC [4.58%]
Comcast Corporation [3.96%]
Viacom, Inc. B [3.63%]
CHUBB CP THE [3.57%]
HANESBRANDS INC. [3.54%]
INTL PAPER [3.53%]
SCHERING PLOUGH CP [3.1%]
ALLIED WLD ASSUR CO [3.05%]
VERIZON COMMUN [2.77%]

31-Mar-09
ASPEN INSURANCE HLDG [5.48%]
HANESBRANDS INC. [5.04%]
Comcast Corporation [4.44%]
CHUBB CP THE [4.26%]
FLAGSTONE REINSURANC [3.89%]
Viacom, Inc. B [3.4%]
SCHERING PLOUGH CP [3.27%]
ALLIED WLD ASSUR CO [3.19%]
VERIZON COMMUN [3.05%]
BANK OF NY MELLON CP [2.81%]
Click here for Stock Holding Change Map in Van Kampen Value Opportunities B Fund (VVOBX)

  

Related books and products to Van Kampen Value Opportunities B Fund (VVOBX)

  

Latest News on Van Kampen Value Opportunities B (VVOBX)

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