BMGEX Rating, Research - Beck Mack & Oliver Global Equity

Beck Mack & Oliver Global Equity (bmgex)

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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 = 14

Threats + Weaknesses = 8

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

Fund Management Team

Fund Description Update

Beck Mack & Oliver Global Equity (BMGEX) Description: BMGEX is a mutual fund, which is an investment that owns a basket of assets. The BMGEX mutual fund was provided by Beck Mack & Oliver and this investment vehicle derives the majority of its value from equity holdings (stocks). Beck Mack & Olivers mutual fund has a long management tenure and is in the small fund size classification. BMGEXs minimum initial investment amount is $2500 while the IRA minimum is $2000. BMGEXs expense ratio is roughly 1%. The latest BMGEXs front end load was 0% and the back end load was 0%. The Beck Mack & Oliver Global Equity (BMGEX) mutual fund falls under the world stock category. BMGEX focuses its investments in EU and USA and BMGEX is not affiliated with a particular industry or fund sector. The Beck Mack & Oliver Global Equity (BMGEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BMGEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BMGEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return including both capital appreciation and current income. The fund normally invests at least 80% of net assets in common stocks (see stock research) and other equity securities (see equity research) issued by infrastructure companies, which consist of utilities, pipelines, toll roads, airports, railroads, ports, telecommunications companies and other infrastructure companies. It invests at least 30% of total assets in companies organized or located outside the U.S. The fund invests in infrastructure companies primarily in developed countries, but may also invest in securities of infrastructure companies domiciled in emerging market countries. It is non-diversified.

Management Analysis Update

Performance Analysis Update