FREAX Rating, Research - First American Real Estate Secs A

First American Real Estate Secs A (freax)

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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 = 78

Threats + Weaknesses = 39

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

Fund Management Team

Fund Description Update

First American Real Estate Secs A (FREAX) Description: FREAX is a mutual fund, which is an investment that owns a basket of assets. The FREAX mutual fund was provided by First American and this investment vehicle derives the majority of its value from equity holdings (stocks). First Americans mutual fund has a long management tenure and is in the large fund size classification. FREAXs minimum initial investment amount is $2500 while the IRA minimum is $0. FREAXs expense ratio is roughly 1%. The latest FREAXs front end load was 6% and the back end load was 0%. The First American Real Estate Secs A (FREAX) mutual fund falls under the real estate category. FREAX focuses its investments in USA and FREAX is focused on the financial industry or fund sector. The First American Real Estate Secs A (FREAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FREAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FREAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in low-priced equity securities (see equity research) with market price less than $25 per share. At least 65% of these securities may be issued by small and micro cap companies with market capitalization less than $2.5 billion. It may also invest up to 25% of assets in foreign securities.

Management Analysis Update

First American Real Estate Secs A's executives / managers make better investing decisions, because their assets are invested along side their client's. First American Real Estate Secs A's management team has a long history of working together. This helps ensure consistent future returns. The freax fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update