LTGAX Rating, Research - Compass Emp Multi-Asset Growth A

Compass Emp Multi-Asset Growth A (ltgax)

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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 = 3

Threats + Weaknesses = 5

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

Fund Management Team

Compass Funds

Fund Description Update

Compass Emp Multi-Asset Growth A (LTGAX) Description: LTGAX is a mutual fund, which is an investment that owns a basket of assets. The LTGAX mutual fund was provided by Compass and this investment vehicle derives the majority of its value from equity holdings (stocks). Compasss mutual fund has a short management tenure and is in the small fund size classification. LTGAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. LTGAXs expense ratio is roughly 1%. The latest LTGAXs front end load was 6% and the back end load was 0%. The Compass Emp Multi-Asset Growth A (LTGAX) mutual fund falls under the world stock category. LTGAX focuses its investments in EU and USA and LTGAX is not affiliated with a particular industry or fund sector. The Compass Emp Multi-Asset Growth A (LTGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LTGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LTGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation and growth of income with current income as a secondary objective. The fund normally diversifies assets widely among a set of T. Rowe Price mutual funds representing specific market segments. It normally invests in domestic and international equity funds and a money market fund.

Management Analysis Update

Compass Emp Multi-Asset Growth A's executives / managers make better investing decisions, because their assets are invested along side their client's. Compass Emp Multi-Asset Growth A's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update