Masters' Select Equity Instl (msefx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Masters' Select Equity Instl (MSEFX) Description: MSEFX is a mutual fund, which is an investment that owns a basket of assets. The MSEFX mutual fund was provided by Masters Select and this investment vehicle derives the majority of its value from equity holdings (stocks). Masters Selects mutual fund has a long management tenure and is in the average fund size classification. MSEFXs minimum initial investment amount is $10000 while the IRA minimum is $1000. MSEFXs expense ratio is roughly 1%. The latest MSEFXs front end load was 0% and the back end load was 0%. The Masters' Select Equity Instl (MSEFX) mutual fund falls under the large-cap growth category. MSEFX focuses its investments in USA and MSEFX is not affiliated with a particular industry or fund sector. The Masters' Select Equity Instl (MSEFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MSEFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MSEFXs research report features technical analysis and long term investment potential.
This investment vehicle seeks capital growth. The fund normally invests at least 65% of net assets in common stocks (see stock research) with market capitalizations of $3 billion or more that have improving fundamentals and whose stock is reasonably valued by the market. It may invest a portion of assets in real estate investment trusts (REITs). The fund may not make defensive investments in response to unfavorable market and other conditions.