MRISX Rating, Research - Marshall International Stock Inv

Marshall International Stock Inv (mrisx)

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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 = 49

Threats + Weaknesses = 26

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

Fund Management Team

Fund Description Update

Marshall International Stock Inv (MRISX) Description: MRISX is a mutual fund, which is an investment that owns a basket of assets. The MRISX mutual fund was provided by Marshall and this investment vehicle derives the majority of its value from equity holdings (stocks). Marshalls mutual fund has a medium management tenure and is in the small fund size classification. MRISXs minimum initial investment amount is $1000 while the IRA minimum is $0. MRISXs expense ratio is roughly 1%. The latest MRISXs front end load was 0% and the back end load was 0%. The Marshall International Stock Inv (MRISX) mutual fund falls under the foreign large-cap mixed category. MRISX focuses its investments in EU and Japan and MRISX is not affiliated with a particular industry or fund sector. The Marshall International Stock Inv (MRISX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MRISXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MRISXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests at least 80% of assets in common stocks (see stock research) of any sized companies located outside the United States. The funds sub-advisers (the Sub-Advisers), BPI Global Asset Management LLC (BPI) and Acadian Asset Management, Inc. (Acadian), each manage approximately 50% of the funds portfolio.

Management Analysis Update

Performance Analysis Update