MDISX Rating, Research - Mutual Global Discovery Z

Mutual Global Discovery Z (mdisx)

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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 = 67

Threats + Weaknesses = 62

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

Fund Management Team

Fund Description Update

Mutual Global Discovery Z (MDISX) Description: MDISX is a mutual fund, which is an investment that owns a basket of assets. The MDISX mutual fund was provided by Mutual and this investment vehicle derives the majority of its value from equity holdings (stocks). Mutuals mutual fund has a medium management tenure and is in the large fund size classification. MDISXs minimum initial investment amount is $1000 while the IRA minimum is $250. MDISXs expense ratio is roughly 1%. The latest MDISXs front end load was 0% and the back end load was 0%. The Mutual Global Discovery Z (MDISX) mutual fund falls under the world stock category. MDISX focuses its investments in EU and USA and MDISX is not affiliated with a particular industry or fund sector. The Mutual Global Discovery Z (MDISX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MDISXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MDISXs 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 at least 65% of total assets in US and foreign equities. It invests mainly in common stocks (see stock research) of established companies in countries with developed economies although the fund can invest in companies of any size and from any country. The funds equity investments may also include preferred stocks (see stock research) and other securities with equity characteristics, such as convertible securities and warrants.

Management Analysis Update

Performance Analysis Update