RS Large Cap Alpha AGPAFX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

The new strategy at RS Large Cap Alpha isn't really that new.

Since a new management team arrived here in late March, the fund is up about 30% through the end of September 2009. This compares with a 31.5% rise for the S&P 500 Index. We did not Read more

Kudos

Comparatively low expense ratio.

New management team has a history of low turnover.

Experienced supporting analyst team.

Conservative investment strategy. Read more

Risks

It remains to be seen how the new investment team and process will affect this fund.

This fund has exhibited a significant amount of manager turnover in recent years. Read more

Strategy

The new management team focuses on improving returns on invested capital. It also tries to purchase companies that exhibit asymmetric risk/reward profiles (for example, $3-$5 upside for every $1 of downside). Read more

Management

Manind Govil, who had taken the helm here Aug. 1, 2005--replacing interim managers Matthew Ziehl and the firm's chief investment officer, Tom Sorell--left RS March 27, 2009. The management team at RS Value RSVAX is now in charge. This team includes Read more

Inside Scoop

Manind Govil, who took over this fund Aug. 1, 2005, left RS as of March 27, 2009. The management team at RS Value is now in charge. Read more

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