MFQTX Rating, Research - Managers Amg Fq Tax Mgd Us Eq Instl

Managers Amg Fq Tax Mgd Us Eq Instl (mfqtx)

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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 = 260

Threats + Weaknesses = 142

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

Fund Management Team

Fund Description Update

Managers Amg Fq Tax Mgd Us Eq Instl (MFQTX) Description: MFQTX is a mutual fund, which is an investment that owns a basket of assets. The MFQTX mutual fund was provided by Managers and this investment vehicle derives the majority of its value from equity holdings (stocks). Managerss mutual fund has a long management tenure and is in the small fund size classification. MFQTXs minimum initial investment amount is $2500000 while the IRA minimum is $50000. MFQTXs expense ratio is roughly 1%. The latest MFQTXs front end load was 0% and the back end load was 0%. The Managers Amg Fq Tax Mgd Us Eq Instl (MFQTX) mutual fund falls under the large-cap mixed category. MFQTX focuses its investments in USA and MFQTX is not affiliated with a particular industry or fund sector. The Managers Amg Fq Tax Mgd Us Eq Instl (MFQTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MFQTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MFQTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks investment results that correspond with the aggregate price and dividend performance of publicly traded common stocks (see stock research) as represented by the S&P 500 Index. The fund normally invests primarily in particular stocks (see stock research) in the order of their weighting in the index. It attempts to achieve a 0.95 correlation between its performance and that of the index. The fund may invest the balance of assets in stock index futures contracts and options.

Management Analysis Update

Performance Analysis Update