GWGFX Rating, Research - Generation Wave Growth

Generation Wave Growth (gwgfx)

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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 = 37

Threats + Weaknesses = 23

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

Fund Management Team

Generation Funds

Fund Description Update

Generation Wave Growth (GWGFX) Description: GWGFX is a mutual fund, which is an investment that owns a basket of assets. The GWGFX mutual fund was provided by Generation and this investment vehicle derives the majority of its value from equity holdings (stocks). Generations mutual fund has a short management tenure and is in the small fund size classification. GWGFXs minimum initial investment amount is $2000 while the IRA minimum is $1000. GWGFXs expense ratio is roughly 2%. The latest GWGFXs front end load was 0% and the back end load was 0%. The Generation Wave Growth (GWGFX) mutual fund falls under the large-cap mixed category. GWGFX focuses its investments in USA and GWGFX is not affiliated with a particular industry or fund sector. The Generation Wave Growth (GWGFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GWGFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GWGFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The funds a fund of funds which seeks to achieve its investment objective by primarily investing in a diversified portfolio of underlying equity and fixed income funds, although a portion of assets may be invested in cash, cash equivalents, or in money market funds. Under normal circumstances, it expects to invest 90-100% of assets among equity funds and 0-10% among fixed-income funds.

Management Analysis Update

Performance Analysis Update