MUTHX Rating, Research - Mutual Shares Z

Mutual Shares Z (muthx)

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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 = 53

Threats + Weaknesses = 50

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

Fund Management Team

Fund Description Update

Mutual Shares Z (MUTHX) Description: MUTHX is a mutual fund, which is an investment that owns a basket of assets. The MUTHX mutual fund was provided by Mutual and this investment vehicle derives the majority of its value from equity holdings (stocks). Mutuals mutual fund has a medium management tenure and is in the large fund size classification. MUTHXs minimum initial investment amount is $1000 while the IRA minimum is $250. MUTHXs expense ratio is roughly 1%. The latest MUTHXs front end load was 0% and the back end load was 0%. The Mutual Shares Z (MUTHX) mutual fund falls under the large-cap value category. MUTHX focuses its investments in USA and MUTHX is not affiliated with a particular industry or fund sector. The Mutual Shares Z (MUTHX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MUTHXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MUTHXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; current income is a secondary objective. The fund invests primarily in equity securities (see equity research). It may invest a significant portion of assets in equity securities (see equity research) of medium and large-capitalization companies. The fund may invest up to 30% of assets in securities of non-U.S. issuers. It may invest up to 10% of total assets in securities of emerging-market issuers. The fund also may investment in investment grade and below investment grade debt securities (known as "junk bonds") and derivatives.

Management Analysis Update

Performance Analysis Update