BRWIX Rating, Research - Brandywine

Brandywine (brwix)

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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 = 188

Threats + Weaknesses = 100

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

Fund Management Team

Fund Description Update

Brandywine (BRWIX) Description: BRWIX is a mutual fund, which is an investment that owns a basket of assets. The BRWIX 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. BRWIXs minimum initial investment amount is $10000 while the IRA minimum is $10000. BRWIXs expense ratio is roughly 1%. The latest BRWIXs front end load was 0% and the back end load was 0%. The Brandywine (BRWIX) mutual fund falls under the mid-cap growth category. BRWIX focuses its investments in USA and BRWIX is not affiliated with a particular industry or fund sector. The Brandywine (BRWIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BRWIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BRWIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks (see stock research) and other equity securities (see equity research) of U.S. companies with medium market capitalizations which the advisor believes have strong earnings-growth potential. It invests in securities of companies that are diversified across economic sectors, and attempts to maintain sector concentrations that approximate those of the Russell Midcap Growth Index. The funds exposure is generally limited to 5% of assets in any single issuer, subject to exceptions for the most heavily-weighted securities in the Russell Midcap Growth Index.

Management Analysis Update

Performance Analysis Update