MEDRX Rating, Research - Kinetics Medical No Load

Kinetics Medical No Load (medrx)

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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 = 38

Threats + Weaknesses = 23

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

Fund Management Team

Fund Description Update

Kinetics Medical No Load (MEDRX) Description: MEDRX is a mutual fund, which is an investment that owns a basket of assets. The MEDRX mutual fund was provided by Kinetics and this investment vehicle derives the majority of its value from equity holdings (stocks). Kineticss mutual fund has a long management tenure and is in the small fund size classification. MEDRXs minimum initial investment amount is $2500 while the IRA minimum is $2500. MEDRXs expense ratio is roughly 1%. The latest MEDRXs front end load was 0% and the back end load was 0%. The Kinetics Medical No Load (MEDRX) mutual fund falls under the health category. MEDRX focuses its investments in USA and MEDRX is focused on the health industry or fund sector. The Kinetics Medical No Load (MEDRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MEDRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MEDRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of total assets in common stocks (see stock research), convertible securities, warrants and other securities such as ADRs and IDRs of U.S. and foreign companies engaged in the medical research, generally, with an emphasis toward companies engaged in cancer research and drug development. It may also invest up to 20% of total assets in convertible and nonconvertible debt securities below investment grade, or unrated securities. The funds non-diversified.

Management Analysis Update

Performance Analysis Update