McCarthy Multi-Cap Stock Instl (mgamx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
McCarthy Multi-Cap Stock Instl (MGAMX) Description: MGAMX is a mutual fund, which is an investment that owns a basket of assets. The MGAMX mutual fund was provided by McCarthy and this investment vehicle derives the majority of its value from equity holdings (stocks). McCarthys mutual fund has a medium management tenure and is in the small fund size classification. MGAMXs minimum initial investment amount is $1000 while the IRA minimum is $1000. MGAMXs expense ratio is roughly 1%. The latest MGAMXs front end load was 0% and the back end load was 0%. The McCarthy Multi-Cap Stock Instl (MGAMX) mutual fund falls under the large-cap mixed category. MGAMX focuses its investments in USA and MGAMX is not affiliated with a particular industry or fund sector. The McCarthy Multi-Cap Stock Instl (MGAMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MGAMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MGAMXs research report features technical analysis and long term investment potential.
This investment vehicle seeks to track This investment vehicle performance of the S&P 500 Composite Stock Price Index. The fund normally invests at least 95% of net assets in the stocks (see stock research) of companies included in the S&P 500. The S&P 500 is an unmanaged index of 500 common stocks (see stock research) selected by Standard & Poors as representative of a broad range of industries within the U.S. economy, including foreign securities. It also enters into derivative transactions, such as futures and options contracts, as a substitute for the purchase or sale of securities or when there are large cash inflows into the fund. The fund may hold a substantial portion of its assets in cash and cash equivalents.