CSIIX Rating, Research - Csi Equity Inv

Csi Equity Inv (csiix)

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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 = 83

Threats + Weaknesses = 70

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

Fund Management Team

Csi Funds

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation by investing primarily in a diversified group of Fifth Third Funds which invest primarily in equity securities (see equity research). The fund invests in a diversified group of Fifth Third Funds Institutional shares. Its investment return is diversified by its investment in the underlying mutual funds which invest in growth and value stocks (see stock research), foreign securities, debt securities and cash or cash equivalents. The fund allocates from 80% to 100% of net assets in Fifth Third equity funds, up to 20% of net assets in Fifth Third bond funds and up to 10% of net assets in Fifth Third money market funds.

Management Analysis Update

Performance Analysis Update