DEFIX Rating, Research - The Delafield Fund

The Delafield Fund (defix)

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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 = 25

Threats + Weaknesses = 8

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

Fund Management Team

The Delafield Funds

Fund Description Update

The Delafield Fund (DEFIX) Description: DEFIX is a mutual fund, which is an investment that owns a basket of assets. The DEFIX mutual fund was provided by The Delafield and this investment vehicle derives the majority of its value from equity holdings (stocks). The Delafields mutual fund has a long management tenure and is in the large fund size classification. DEFIXs minimum initial investment amount is $1000 while the IRA minimum is $250. DEFIXs expense ratio is roughly 1%. The latest DEFIXs front end load was 0% and the back end load was 0%. The The Delafield Fund (DEFIX) mutual fund falls under the mid-cap value category. DEFIX focuses its investments in USA and DEFIX is not affiliated with a particular industry or fund sector. The The Delafield Fund (DEFIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DEFIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DEFIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital growth. The fund normally invests a minimum of two-thirds of fundssets in the common stocks (see stock research) of natural resource companies whose earnings and tangible assets could benefit from accelerating inflation. It also invests in other growth companies that have strong potential for earnings growth but do not own or develop natural resources. The fund invests at least half of the fundssets in U.S. securities, but invests up to 50% of assets in foreign securities. It may also buy other types of securities, including futures and options.

Management Analysis Update

Performance Analysis Update