HSSAX Rating, Research - Forward Banking And Finance A

Forward Banking And Finance A (hssax)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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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 = 16

Threats + Weaknesses = 1

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

Fund Management Team

Fund Description Update

Forward Banking And Finance A (HSSAX) Description: HSSAX is a mutual fund, which is an investment that owns a basket of assets. The HSSAX mutual fund was provided by Forward and this investment vehicle derives the majority of its value from equity holdings (stocks). Forwards mutual fund has a long management tenure and is in the small fund size classification. HSSAXs minimum initial investment amount is $4000 while the IRA minimum is $0. HSSAXs expense ratio is roughly 2%. The latest HSSAXs front end load was 6% and the back end load was 0%. The Forward Banking And Finance A (HSSAX) mutual fund falls under the financial category. HSSAX focuses its investments in USA and HSSAX is focused on the financial industry or fund sector. The Forward Banking And Finance A (HSSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HSSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HSSAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth through capital appreciation. The fund normally invests at least 80% of assets in a portfolio of equity securities (see equity research) of companies principally engaged in the banking or financial services industries. It invests not less than 25% of total assets in securities of companies principally engaged in the banking industry and not less than 25% of total assets in securities of companies principally engaged in the financial services industry.


Management Analysis Update


Performance Analysis Update