EVGIX Rating, Research - Evermore Global Value I

Evermore Global Value I (evgix)

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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 = 24

Threats + Weaknesses = 18

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

Fund Management Team

Evermore Funds

Fund Description Update

Evermore Global Value I (EVGIX) Description: EVGIX is a mutual fund, which is an investment that owns a basket of assets. The EVGIX mutual fund was provided by Evermore and this investment vehicle derives the majority of its value from equity holdings (stocks). Evermores mutual fund has a short management tenure and is in the small fund size classification. EVGIXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. EVGIXs expense ratio is roughly 0%. The latest EVGIXs front end load was 0% and the back end load was 0%. The Evermore Global Value I (EVGIX) mutual fund falls under the world stock category. EVGIX focuses its investments in EU and USA and EVGIX is not affiliated with a particular industry or fund sector. The Evermore Global Value I (EVGIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EVGIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EVGIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 75% of total assets in global equity securities (see equity research) of any market capitalization. It may invest the balance of the assets in issuers located outside of the U.S. The fund may invest up to 25% of total assets in stocks (see stock research) of issuers in emerging market countries. It may also invest up to 25% of total assets in global fixed income securities including emerging market debt.

Management Analysis Update

Performance Analysis Update