GUPBX Rating, Research - Rs Large Cap Alpha B

Rs Large Cap Alpha B (gupbx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
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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 = 61

Threats + Weaknesses = 44

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

Fund Management Team

Fund Description Update

Rs Large Cap Alpha B (GUPBX) Description: GUPBX is a mutual fund, which is an investment that owns a basket of assets. The GUPBX mutual fund was provided by Rs and this investment vehicle derives the majority of its value from equity holdings (stocks). Rss mutual fund has a short management tenure and is in the small fund size classification. GUPBXs minimum initial investment amount is $2500 while the IRA minimum is $1000. GUPBXs expense ratio is roughly 2%. The latest GUPBXs front end load was 0% and the back end load was 3%. The Rs Large Cap Alpha B (GUPBX) mutual fund falls under the large-cap mixed category. GUPBX focuses its investments in USA and GUPBX is not affiliated with a particular industry or fund sector. The Rs Large Cap Alpha B (GUPBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GUPBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GUPBXs 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 are undervalued. It may invest in companies of any size and in any industry. The fund may invest in securities of non-U.S. issuers. It may enter into derivatives transactions, such as options, futures, forwards and swap agreements. The fund may enter into forward commitments.


Management Analysis Update


Performance Analysis Update