GASFX Rating, Research - Fbr Gas Utility Index Investor

Fbr Gas Utility Index Investor (gasfx)

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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 = 28

Threats + Weaknesses = 20

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

Fund Management Team

Fund Description Update

Fbr Gas Utility Index Investor (GASFX) Description: GASFX is a mutual fund, which is an investment that owns a basket of assets. The GASFX mutual fund was provided by Fbr and this investment vehicle derives the majority of its value from equity holdings (stocks). Fbrs mutual fund has a long management tenure and is in the average fund size classification. GASFXs minimum initial investment amount is $2000 while the IRA minimum is $1000. GASFXs expense ratio is roughly 1%. The latest GASFXs front end load was 0% and the back end load was 0%. The Fbr Gas Utility Index Investor (GASFX) mutual fund falls under the utilities category. GASFX focuses its investments in USA and GASFX is focused on the utilities industry or fund sector. The Fbr Gas Utility Index Investor (GASFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GASFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GASFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests the equity portion of its portfolio predominantly in mid- and large cap companies, with the remaining portion of its equity portfolio in smaller companies. Mid- and large cap companies are considered to be those with market capitalization values greater than $1.5 billion. It expects to invest substantially and may invest up to 100% of assets in foreign securities, which may include sovereign debt and participations in foreign government debt. The fund does not intend to invest more than a portion (no more than 25%) of assets in securities of issuers located in emerging market countries.

Management Analysis Update

Fbr Gas Utility Index Investor's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update