FMIEX Rating, Research - Wasatch-1St Source Income Equity

Wasatch-1St Source Income Equity (fmiex)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 93

Threats + Weaknesses = 58

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

Fund Management Team

Fund Description Update

Wasatch-1St Source Income Equity (FMIEX) Description: FMIEX is a mutual fund, which is an investment that owns a basket of assets. The FMIEX mutual fund was provided by Wasatch and this investment vehicle derives the majority of its value from equity holdings (stocks). Wasatchs mutual fund has a long management tenure and is in the large fund size classification. FMIEXs minimum initial investment amount is $2000 while the IRA minimum is $1000. FMIEXs expense ratio is roughly 1%. The latest FMIEXs front end load was 0% and the back end load was 0%. The Wasatch-1St Source Income Equity (FMIEX) mutual fund falls under the large-cap value category. FMIEX focuses its investments in USA and FMIEX is not affiliated with a particular industry or fund sector. The Wasatch-1St Source Income Equity (FMIEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FMIEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FMIEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in the equity securities (see equity research) of U.S. companies that the Adviser believes are undervalued, focusing on dividend-paying securities. It also invests in high-quality securities of non-U.S. issuers. The fund may enter into derivatives transactions.


Management Analysis Update


Performance Analysis Update