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Mutual Fund Insights: California Investment S&P MidCap Idx Dir Fund (SPMIX)

In-depth Analysis of California Investment S&P MidCap Idx Dir Fund (SPMIX)

Mutual fund chart: California Investment S&P MidCap Idx Dir Fund (SPMIX)

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See California Investment S&P MidCap Idx Dir Fund (SPMIX) performance details as of January 31, 2010

  

    Last Trade: $19.66 on 3/17/2010, Change: +0.14 (0.72%)
Experiment our closing price forecasting tool for California Investment S&P MidCap Idx Dir Fund (SPMIX) (alpha release)

  

Fund Manager - Stephen C. Rogers

Fund Manager Tenure: 7.6 years
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Rogers is a portfolio manager and chief executive officer for CCM Partners. He joined in 1993 and serves as chief executive officer.  Get more insights on Stephen C. Rogers

  

What we like about California Investment S&P MidCap Idx Dir Fund (SPMIX) What we like about California Investment S&P MidCap Idx Dir Fund (SPMIX)

Data for California Investment S&P MidCap Idx Dir Fund (SPMIX) as of January 31, 2010

  • California Investment S&P MidCap Idx Dir Fund (SPMIX) management has been with California Investment S&P MidCap Idx Dir Fund for 7.6 years
  • California Investment S&P MidCap Idx Dir Fund (SPMIX) has good short-term performance (1-year return 42.54% vs 42.02% Mid-Cap Blend category average)
  • California Investment S&P MidCap Idx Dir Fund (SPMIX) has good mid-term performance (3-year return -4.68% vs -6.52% Mid-Cap Blend category average)
  • California Investment S&P MidCap Idx Dir Fund (SPMIX) has good Long-term performance (5-year return 2.49% vs 1.32% Mid-Cap Blend category average)
  • California Investment S&P MidCap Idx Dir Fund (SPMIX) ratio of up-years vs down years is greater than 2
  • California Investment S&P MidCap Idx Dir Fund (SPMIX) has an annual stock turnover rate of 31.15% vs Mid-Cap Blend average of 91.38%. It is good that California Investment S&P MidCap Idx Dir management does not trade extensively for its return.
  • California Investment S&P MidCap Idx Dir Fund (SPMIX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.75, lower than category average of 24.11
  • California Investment S&P MidCap Idx Dir Fund (SPMIX) has a lower management fee than its Mid-Cap Blend average: 0.58% vs 1.38%
  • California Investment S&P MidCap Idx Dir Fund (SPMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about California Investment S&P MidCap Idx Dir Fund (SPMIX) What we are cautious about California Investment S&P MidCap Idx Dir Fund (SPMIX)

Data for California Investment S&P MidCap Idx Dir Fund (SPMIX) as of January 31, 2010

  • California Investment S&P MidCap Idx Dir Fund (SPMIX) has a Morningstar rating of 3 and below
See California Investment S&P MidCap Idx Dir Fund (SPMIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Blend category?

Below are some additional Mid-Cap Blend mutual funds generated out of our database

  

California Investment S&P MidCap Idx Dir Fund (SPMIX) Net Asset

Track net asset change of California Investment S&P MidCap Idx Dir fund (SPMIX)

DateNet Asset
01/2010$109.01M
11/2009$109.36M
10/2009$106.95M
More historic net asset information on California Investment S&P MidCap Idx Dir Fund (SPMIX)

  

California Investment S&P MidCap Idx Dir Fund (SPMIX) Portfolio Allocation

Track portfolio allocation change of California Investment S&P MidCap Idx Dir fund (SPMIX)

DateCashStockBondOther
10/20090.18%99.82%0%0%
09/20090.08%99.92%0%0%
07/20090.09%99.91%0%0%
Click here to see more historic asset allocation information on California Investment S&P MidCap Idx Dir Fund (SPMIX)

  

Most Recent Top 10 Holdings in California Investment S&P MidCap Idx Dir Fund (SPMIX)

Discover what California Investment S&P MidCap Idx Dir Fund (SPMIX) manager is buying

31-Oct-09
priceline.com Incorporated [0.83%]
Vertex Pharmaceuticals Incorpor [0.74%]
Ross Stores, Inc. [0.71%]
NEWFIELD EXP COM [0.69%]
Joy Global Inc. [0.65%]
Cerner Corporation [0.65%]
PRIDE INTL INC [0.65%]
Henry Schein, Inc. [0.6%]
CLIFFS NATURAL [0.59%]
ROPER INDUST INC [0.58%]

30-Sep-09
priceline.com Incorporated [0.82%]
Vertex Pharmaceuticals Incorpor [0.78%]
Ross Stores, Inc. [0.72%]
NEWFIELD EXP COM [0.67%]
PRIDE INTL INC [0.63%]
Cerner Corporation [0.6%]
Joy Global Inc. [0.59%]
Henry Schein, Inc. [0.59%]
LUBRIZOL CP [0.57%]
ROPER INDUST INC [0.55%]

31-Jul-09
Ross Stores, Inc. [0.78%]
Vertex Pharmaceuticals Incorpor [0.76%]
priceline.com Incorporated [0.74%]
NEWFIELD EXP COM [0.73%]
WESTERN DIGITAL CP [0.72%]
EVEREST RE GRP LTD [0.69%]
Henry Schein, Inc. [0.65%]
QUANTA SERVICES INC [0.64%]
Cerner Corporation [0.62%]
ADVANCE AUTO PARTS [0.61%]
Click here for Stock Holding Change Map in California Investment S&P MidCap Idx Dir Fund (SPMIX)

  

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