Mutual Fund Insights: Capstone Church Capital Fund (XCBFX)

In-depth Analysis of Capstone Church Capital Fund (XCBFX)

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See Capstone Church Capital Fund (XCBFX) performance details as of February 28, 2010

  

Last Trade: $23.48 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Donald McFadden

Fund Manager Tenure: 4.4 years
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)

Donald McFadden joined Capstone Asset Management Company in 1996 as senior vice president. Before joining Capstone, Donald McFadden provided investment services to corporate and nonprofit institutional clients at Piper Jaffray. McFadden held the position of a public finance investment banker at Smith Barney from 1992 to 1994.  Get more insights on Donald McFadden

  

 What we like about Capstone Church Capital Fund (XCBFX)

Data for Capstone Church Capital Fund (XCBFX) as of February 28, 2010

• Capstone Church Capital Fund (XCBFX) management has been with Capstone Church Capital Fund for 4.4 years
• Capstone Church Capital Fund (XCBFX) has good short-term performance (1-year return 4.73% vs 28.60 % Long-Term Bond category average)
• Capstone Church Capital Fund (XCBFX) has good mid-term performance (3-year return 5.39% vs 4.93 % Long-Term Bond category average)
• Capstone Church Capital Fund (XCBFX) ratio of up-years vs down years is greater than 2
• Capstone Church Capital Fund (XCBFX) has an annual stock turnover rate of 4.19% vs Long-Term Bond average of 164.04%. It is good that Capstone Church Capital management does not trade extensively for its return.
• Capstone Church Capital Fund (XCBFX) is less volatile than its peers as it has a 3-year Standard Deviation of 0.49, lower than category average of 11.6

  

 What we are cautious about Capstone Church Capital Fund (XCBFX)

Data for Capstone Church Capital Fund (XCBFX) as of February 28, 2010

• Capstone Church Capital Fund (XCBFX) has a Morningstar rating of 3 and below
• Capstone Church Capital Fund (XCBFX) is less safe compared to its Long-Term Bond peers
• Capstone Church Capital Fund (XCBFX) has a higher management fee of 1.00% than its Long-Term Bond average of 0.92%
• Capstone Church Capital Fund (XCBFX) carries a 1.5% load

See Capstone Church Capital Fund (XCBFX) performance details as of February 28, 2010

  

  

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Capstone Church Capital Fund (XCBFX) Net Asset

Track net asset change of Capstone Church Capital fund (XCBFX)

Date	Net Asset
02/2010	$55.28M
01/2010	$54.87M
11/2009	$56.52M

More historic net asset information on Capstone Church Capital Fund (XCBFX)

  

Capstone Church Capital Fund (XCBFX) Portfolio Allocation

Track portfolio allocation change of Capstone Church Capital fund (XCBFX)

Date	Cash	Stock	Bond	Other
03/2009	17.49%	0%	81.45%	1.06%
12/2008	15.95%	0%	82.02%	2.02%
09/2008	10.23%	0%	87.74%	2.02%

Click here to see more historic asset allocation information on Capstone Church Capital Fund (XCBFX)

  

Most Recent Top 10 Holdings in Capstone Church Capital Fund (XCBFX)

Discover what Capstone Church Capital Fund (XCBFX) manager is buying

31-Mar-09 Pleasant Grove Baptist 7.5% [2.94%] God First Ministry 8.75% [1.83%] Mount Olive Baptist 7.75% [1.69%] Sound Of His Voice 7.75% [1.6%] Igreja Batista 8.75% [1.32%] Bethel Baptist Instl Church 7.9% [0.89%] CROSSROADS CHURCH DENVER [0.85%] NORTHWEST CHRISTIAN SCH PHOENIX ARIZ [0.85%] Iglesia Cristiana Verbo 9% [0.74%] ABYSSINIA MISSIONARY BAPTIST CHURCH MINISTRIES [0.56%]

31-Dec-08 Pleasant Grove Baptist 7.5% [3.24%] God First Ministry 8.75% [2.01%] Sound Of His Voice 7.75% [1.95%] Mount Olive Baptist 7.75% [1.86%] Igreja Batista 8.75% [1.45%] Bethel Baptist Instl Church 7.9% [0.98%] CROSSROADS CHURCH DENVER [0.93%] Iglesia Cristiana Verbo 9% [0.81%] ABYSSINIA MISSIONARY BAPTIST CHURCH MINI [0.62%] Madison Pk Church Of God Anderson I 7.9% [0.57%]

30-Sep-08 Pleasant Grove Baptist 7.5% [3.58%] God First Ministry 8.75% [2.22%] Sound Of His Voice 7.75% [2.16%] Mount Olive Baptist 7.75% [2.06%] Igreja Batista 8.75% [1.6%] Bethel Baptist Instl Church 7.9% [1.08%] Iglesia Cristiana Verbo 9% [0.9%] ABYSSINIA MISSIONARY BAPTIST CHURCH MINI [0.68%] Madison Pk Church Of God Anderson I 7.9% [0.63%] ABYSSINIA MISSIONARY BAPTIST CHURCH MINI [0.6%]

Click here for Stock Holding Change Map in Capstone Church Capital Fund (XCBFX)

  

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See more information on Capstone Church Capital Fund (XCBFX)

• Capstone Church Capital Fund Insights
• Capstone Church Capital Fund Performance Data
• Capstone Church Capital Fund News
• Capstone Church Capital Fund Score Explaination
• Capstone Church Capital Fund Manager Information
• Historic Capstone Church Capital Fund Asset Allocation Report
• Historic Capstone Church Capital Fund Top 10 Holding Tracking
• Historic Capstone Church Capital Fund Asset Under Management Tracking