ITVAX Rating, Research - GE Core Value Equity A

GE Core Value Equity A (itvax)

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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 = 166

Threats + Weaknesses = 124

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

Fund Management Team

Fund Description Update

GE Core Value Equity A (ITVAX) Description: ITVAX is a mutual fund, which is an investment that owns a basket of assets. The ITVAX mutual fund was provided by GE and this investment vehicle derives the majority of its value from equity holdings (stocks). GEs mutual fund has a medium management tenure and is in the small fund size classification. ITVAXs minimum initial investment amount is $500 while the IRA minimum is $500. ITVAXs expense ratio is roughly 1%. The latest ITVAXs front end load was 6% and the back end load was 0%. The GE Core Value Equity A (ITVAX) mutual fund falls under the large-cap mixed category. ITVAX focuses its investments in USA and ITVAX is not affiliated with a particular industry or fund sector. The GE Core Value Equity A (ITVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ITVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ITVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in equity securities (see equity research) of approximately 30 to 50 large-capitalization companies, which are defined as companies with market capitalizations within the range of the Russell 1000® Value Index. It invests up to 20% of total assets in equity securities (see equity research) of foreign issuers, through ADRs and similar investments. Furthermore, the fund can use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return.

Management Analysis Update

Performance Analysis Update