MRSCX Rating, Research - Marshall Small-Cap Growth Inv

Marshall Small-Cap Growth Inv (mrscx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 24

Threats + Weaknesses = 7

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

Fund Management Team

Fund Description Update

Marshall Small-Cap Growth Inv (MRSCX) Description: MRSCX is a mutual fund, which is an investment that owns a basket of assets. The MRSCX 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 average fund size classification. MRSCXs minimum initial investment amount is $1000 while the IRA minimum is $0. MRSCXs expense ratio is roughly 1%. The latest MRSCXs front end load was 0% and the back end load was 0%. The Marshall Small-Cap Growth Inv (MRSCX) mutual fund falls under the small growth category. MRSCX focuses its investments in USA and MRSCX is not affiliated with a particular industry or fund sector. The Marshall Small-Cap Growth Inv (MRSCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MRSCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MRSCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small capitalization companies at the time of investment. The advisor considers a company to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000® Index. It may invest up to 25% of assets in foreign securities and may invest up to 15% of its total assets in real estate investment trusts (REITs).


Management Analysis Update

Marshall Small-Cap Growth Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. Marshall Small-Cap Growth Inv's management team has a long history of working together. This helps ensure consistent future returns. The mrscx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update