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

Mutual Fund Insights: W.P. Stewart Growth Fund (WPSGX)

In-depth Analysis of W.P. Stewart Growth Fund (WPSGX)

Mutual fund chart: W.P. Stewart Growth Fund (WPSGX)

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See W.P. Stewart Growth Fund (WPSGX) performance details as of January 31, 2010

  

    Last Trade: $146.24 on 3/11/2010, Change: +0.60 (0.41%)
Experiment our closing price forecasting tool for W.P. Stewart Growth Fund (WPSGX) (alpha release)

  

Fund ManagerFund Manager - James Tierney

Fund Manager Tenure: 0.9 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Tierney has served as a Portfolio Manager/Analyst and Senior Vice President of the Fund's Adviser since 2003. He was a senior analyst at J.P. Morgan Investment Management following a succession of industries including energy, transportation, media and entertainment from 1992-2000. Mr. Tierney left J.P. Morgan in 1990. He was in the Equity Research Department of J.P. Morgan Investment Management from 1988-1990 following the entertainment, healthcare and finance industries.  Get more insights on James Tierney

  

What we like about W.P. Stewart Growth Fund (WPSGX) What we like about W.P. Stewart Growth Fund (WPSGX)

Data for W.P. Stewart Growth Fund (WPSGX) as of January 31, 2010

  • W.P. Stewart Growth Fund (WPSGX) has good mid-term performance (3-year return -4.67% vs -5.20% Large Growth category average)
  • W.P. Stewart Growth Fund (WPSGX) has a Morningstar rating of 4 and above
  • W.P. Stewart Growth Fund (WPSGX) has an annual stock turnover rate of 46.00% vs Large Growth average of 109.93%. It is good that W.P. Stewart Growth management does not trade extensively for its return.
  • W.P. Stewart Growth Fund (WPSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.57, lower than category average of 21.28
  • W.P. Stewart Growth Fund (WPSGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about W.P. Stewart Growth Fund (WPSGX) What we are cautious about W.P. Stewart Growth Fund (WPSGX)

Data for W.P. Stewart Growth Fund (WPSGX) as of January 31, 2010

  • W.P. Stewart Growth Fund (WPSGX) management has been with W.P. Stewart Growth Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
  • W.P. Stewart Growth Fund is a focused fund with 59.51% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • W.P. Stewart Growth Fund (WPSGX) has a less-than-ideal short-term performance (1-year return 35.71% vs 35.76% Large Growth category average)
  • W.P. Stewart Growth Fund (WPSGX) has a less-than-ideal Long-term performance (5-year return 0.05% vs 0.87% Large Growth category average)
  • W.P. Stewart Growth Fund (WPSGX) ratio of up-years vs down years can be improved
  • W.P. Stewart Growth Fund (WPSGX) does not have a good risk adjusted return as its 3-year Alpha of 1.48 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.27
  • W.P. Stewart Growth Fund (WPSGX) has a higher management fee of 1.49% than its Large Growth average of 1.33%
See W.P. Stewart Growth Fund (WPSGX) performance details as of January 31, 2010

  

  

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W.P. Stewart Growth Fund (WPSGX) Net Asset

Track net asset change of W.P. Stewart Growth fund (WPSGX)

DateNet Asset
01/2010$20.59M
11/2009$27.15M
10/2009$26.84M
More historic net asset information on W.P. Stewart Growth Fund (WPSGX)

  

W.P. Stewart Growth Fund (WPSGX) Portfolio Allocation

Track portfolio allocation change of W.P. Stewart Growth fund (WPSGX)

DateCashStockBondOther
10/20090.9%99.1%0%0%
08/20092.15%97.85%0%0%
07/20091.96%98.04%0%0%
Click here to see more historic asset allocation information on W.P. Stewart Growth Fund (WPSGX)

  

Most Recent Top 10 Holdings in W.P. Stewart Growth Fund (WPSGX)

Discover what W.P. Stewart Growth Fund (WPSGX) manager is buying

31-Oct-09
MASTERCARD INC [8.23%]
BECTON DICKINSON CO [7.62%]
PROCTER GAMBLE CO [6.91%]
PEPSICO INC [6.44%]
QUALCOMM Incorporated [5.32%]
Staples, Inc. [5.17%]
PRAXAIR INC [5.08%]
AMPHENOL CP [4.98%]
TARGET CP [4.93%]
MCAFEE, INC [4.83%]

31-Aug-09
MASTERCARD INC [8.18%]
BECTON DICKINSON CO [6.74%]
PROCTER GAMBLE CO [6.14%]
PEPSICO INC [6.07%]
Automatic Data Processing, Inc. [5.97%]
QUALCOMM Incorporated [5.51%]
TARGET CP [5.17%]
PRAXAIR INC [5.04%]
RALPH LAUREN POLO CP [4.78%]
Staples, Inc. [4.65%]

31-Jul-09
MASTERCARD INC [8.18%]
BECTON DICKINSON CO [6.74%]
PROCTER GAMBLE CO [6.14%]
PEPSICO INC [6.07%]
Automatic Data Processing, Inc. [5.97%]
QUALCOMM Incorporated [5.51%]
TARGET CP [5.17%]
PRAXAIR INC [5.04%]
RALPH LAUREN POLO CP [4.78%]
Staples, Inc. [4.65%]
Click here for Stock Holding Change Map in W.P. Stewart Growth Fund (WPSGX)

  

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