Mutual Fund Insights: Wayne Hummer Small Cap Core A Fund (WHSAX)

In-depth Analysis of Wayne Hummer Small Cap Core A Fund (WHSAX)

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See Wayne Hummer Small Cap Core A Fund (WHSAX) performance details as of January 31, 2010

  

Last Trade: $15.31 on 3/16/2010, Change: +0.15 (0.99%)

Experiment our closing price forecasting tool for Wayne Hummer Small Cap Core A Fund (WHSAX) (alpha release)

  

Fund Manager - Katherine Buck

Fund Manager Tenure: 1.3 years   [Similar Funds: WHSIX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Buck joined the Adviser as a portfolio manager in May 2008. From March 2006 until December 2007, she was employed as a small cap value portfolio manager for Magnetar Capital LLC, a multi-strategy hedge fund. In that capacity she managed capital within the hedge fund and also launched a fund for outside investors in July 2007, which ceased operations in February 2008. Buck spent the first 10 years of her career at Fidelity Management & Research in Boston.  Get more insights on Katherine Buck

  

 What we like about Wayne Hummer Small Cap Core A Fund (WHSAX)

Data for Wayne Hummer Small Cap Core A Fund (WHSAX) as of January 31, 2010

• Wayne Hummer Small Cap Core A Fund (WHSAX) ratio of up-years vs down years is greater than 2
• Wayne Hummer Small Cap Core A Fund (WHSAX) has a lower management fee than its Small Blend average: 1.24% vs 1.53%

  

 What we are cautious about Wayne Hummer Small Cap Core A Fund (WHSAX)

Data for Wayne Hummer Small Cap Core A Fund (WHSAX) as of January 31, 2010

• Wayne Hummer Small Cap Core A Fund (WHSAX) management has been with Wayne Hummer Small Cap Core A Fund for only 1.3 years, it is hard to judge manager's ability based on this fund's operation record
• Wayne Hummer Small Cap Core A Fund is a focused fund with 36.45% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Wayne Hummer Small Cap Core A Fund (WHSAX) has a less-than-ideal short-term performance (1-year return 41.02% vs 41.29% Small Blend category average)
• Wayne Hummer Small Cap Core A Fund (WHSAX) carries a 5% load

See Wayne Hummer Small Cap Core A Fund (WHSAX) performance details as of January 31, 2010

  

  

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Wayne Hummer Small Cap Core A Fund (WHSAX) Net Asset

Track net asset change of Wayne Hummer Small Cap Core A fund (WHSAX)

Date	Net Asset
01/2010	$12.27M
11/2009	$11.20M
10/2009	$10.95M

More historic net asset information on Wayne Hummer Small Cap Core A Fund (WHSAX)

  

Wayne Hummer Small Cap Core A Fund (WHSAX) Portfolio Allocation

Track portfolio allocation change of Wayne Hummer Small Cap Core A fund (WHSAX)

Date	Cash	Stock	Bond	Other
09/2009	2.01%	97.99%	0%	0%
06/2009	3.69%	96.31%	0%	0%
03/2009	2.99%	97.01%	0%	0%

Click here to see more historic asset allocation information on Wayne Hummer Small Cap Core A Fund (WHSAX)

  

Most Recent Top 10 Holdings in Wayne Hummer Small Cap Core A Fund (WHSAX)

Discover what Wayne Hummer Small Cap Core A Fund (WHSAX) manager is buying

30-Sep-09 Sonic Corp. [5.16%] Max Capital Group Ltd. [4.9%] PSS World Medical Inc. [4.53%] j2 Global Communications Inc [3.65%] U.S. Physical Therapy, Inc. [3.35%] DUCOMMUN INC [3.24%] RC2 Corporation [3.16%] AmTrust Financial Services, Inc [2.95%] CLECO CP(HLDG CO) [2.85%] MAXIMUS INC [2.66%]

30-Jun-09 Sonic Corp. [5.14%] PSS World Medical Inc. [5.09%] j2 Global Communications Inc [4.13%] Max Capital Group Ltd. [3.86%] RC2 Corporation [3.72%] U.S. Physical Therapy, Inc. [3.68%] GREATBATCH, INC. [3.51%] CLECO CP(HLDG CO) [3.4%] BENCHMARK ELECTRONIC [3.2%] JARDEN CP [2.83%]

31-Mar-09 Max Capital Group Ltd. [4.82%] j2 Global Communications Inc [4.08%] PSS World Medical Inc. [3.95%] JARDEN CP [3.65%] U.S. Physical Therapy, Inc. [3.61%] DUCOMMUN INC [3.61%] GREATBATCH, INC. [3.36%] AmTrust Financial Services, Inc [3.24%] REDWOOD TR INC [2.92%] ARCH CHEMICALS INC [2.91%]

Click here for Stock Holding Change Map in Wayne Hummer Small Cap Core A Fund (WHSAX)

  

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See more information on Wayne Hummer Small Cap Core A Fund (WHSAX)

• Wayne Hummer Small Cap Core A Fund Insights
• Wayne Hummer Small Cap Core A Fund Performance Data
• Wayne Hummer Small Cap Core A Fund News
• Wayne Hummer Small Cap Core A Fund Score Explaination
• Wayne Hummer Small Cap Core A Fund Manager Information
• Historic Wayne Hummer Small Cap Core A Fund Asset Allocation Report
• Historic Wayne Hummer Small Cap Core A Fund Top 10 Holding Tracking
• Historic Wayne Hummer Small Cap Core A Fund Asset Under Management Tracking