MSVFX Rating, Research - Masters' Select Value Instl

Masters' Select Value Instl (msvfx)

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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 = 71

Threats + Weaknesses = 46

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

Fund Management Team

Fund Description Update

Masters' Select Value Instl (MSVFX) Description: MSVFX is a mutual fund, which is an investment that owns a basket of assets. The MSVFX 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. MSVFXs minimum initial investment amount is $10000 while the IRA minimum is $1000. MSVFXs expense ratio is roughly 1%. The latest MSVFXs front end load was 0% and the back end load was 0%. The Masters' Select Value Instl (MSVFX) mutual fund falls under the large-cap mixed category. MSVFX focuses its investments in USA and MSVFX is not affiliated with a particular industry or fund sector. The Masters' Select Value Instl (MSVFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MSVFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MSVFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income and capital appreciation. The fund focuses on large-cap U.S. stocks (see stock research) employing a Growth at a Reasonable Price philosophy in the security selection process. Generally, it invests in issuers having capitalizations within the range of companies included in the Russell 1000® Index. The fund normally invests at least 65% of total assets in common stocks (see stock research); however, the adviser intends to invest nearly all assets in common stocks (see stock research), rather than holding significant amounts of cash and short-term investments.

Management Analysis Update

Performance Analysis Update