CLVFX Rating, Research - Croft Value

Croft Value (clvfx)

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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 = 39

Threats + Weaknesses = 23

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

Fund Management Team

Croft Funds

Fund Description Update

Croft Value (CLVFX) Description: CLVFX is a mutual fund, which is an investment that owns a basket of assets. The CLVFX mutual fund was provided by Croft and this investment vehicle derives the majority of its value from equity holdings (stocks). Crofts mutual fund has a long management tenure and is in the average fund size classification. CLVFXs minimum initial investment amount is $2000 while the IRA minimum is $500. CLVFXs expense ratio is roughly 1%. The latest CLVFXs front end load was 0% and the back end load was 0%. The Croft Value (CLVFX) mutual fund falls under the large-cap mixed category. CLVFX focuses its investments in USA and CLVFX is not affiliated with a particular industry or fund sector. The Croft Value (CLVFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CLVFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CLVFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to achieve long-term, after-tax returns. The fund invests primarily in common stocks (see stock research) of growth companies that are considered by This investment vehicle adviser to be high in quality and attractive in their long-term investment prospects. It invests in a broadly diversified selection of equity securities (see equity research) and Fund holdings will represent a number of different industries. The fund may invest up to 25% of assets in foreign securities, some of which may be located in emerging market countries.

Management Analysis Update

Performance Analysis Update