BLUEX Rating, Research - Brandywine Blue

Brandywine Blue (bluex)

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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 = 218

Threats + Weaknesses = 112

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

Fund Management Team

Fund Description Update

Brandywine Blue (BLUEX) Description: BLUEX is a mutual fund, which is an investment that owns a basket of assets. The BLUEX mutual fund was provided by Brandywine and this investment vehicle derives the majority of its value from equity holdings (stocks). Brandywine s mutual fund has a long management tenure and is in the large fund size classification. BLUEXs minimum initial investment amount is $10000 while the IRA minimum is $10000. BLUEXs expense ratio is roughly 1%. The latest BLUEXs front end load was 0% and the back end load was 0%. The Brandywine Blue (BLUEX) mutual fund falls under the large-cap growth category. BLUEX focuses its investments in USA and BLUEX is not affiliated with a particular industry or fund sector. The Brandywine Blue (BLUEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BLUEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BLUEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests at least 80% of net assets in equity securities (see equity research) of large-capitalization companies that have market capitalizations of $5 billion or more at the time of purchase. It generally holds a core position of between 20 and 30 common stocks (see stock research) that are believed to have potential for long-term growth. The fund may invest up to 25% of total assets in foreign securities, including in emerging market securities. It is non-diversified.

Management Analysis Update

Performance Analysis Update