BEGRX Rating, Research - Mutual Beacon Z

Mutual Beacon Z (begrx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 41

Threats + Weaknesses = 29

When strengths & opportunities substantially exceed threats & weaknesses an investment in the begrx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mutual Beacon Z (BEGRX) Description: BEGRX is a mutual fund, which is an investment that owns a basket of assets. The BEGRX mutual fund was provided by Mutual and this investment vehicle derives the majority of its value from equity holdings (stocks). Mutuals mutual fund has a medium management tenure and is in the large fund size classification. BEGRXs minimum initial investment amount is $1000 while the IRA minimum is $250. BEGRXs expense ratio is roughly 1%. The latest BEGRXs front end load was 0% and the back end load was 0%. The Mutual Beacon Z (BEGRX) mutual fund falls under the large-cap value category. BEGRX focuses its investments in USA and BEGRX is not affiliated with a particular industry or fund sector. The Mutual Beacon Z (BEGRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BEGRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BEGRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income and capital appreciation. The fund invests at least 80% of net assets in dividend paying common and preferred stocks (see stock research). It may also invest in other equity investments, including convertible securities and futures. The fund may invest in derivatives, principally futures contracts, to gain greater market exposure while still keeping a small portion of assets in cash for business operations. It may buy and sell portfolio securities actively.

Management Analysis Update

Mutual Beacon Z's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update