MVPFX Rating, Research - Marathon Value Portfolio

Marathon Value Portfolio (mvpfx)

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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 = 62

Threats + Weaknesses = 42

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

Fund Management Team

Marathon Funds

Fund Description Update

Marathon Value Portfolio (MVPFX) Description: MVPFX is a mutual fund, which is an investment that owns a basket of assets. The MVPFX mutual fund was provided by Marathon and this investment vehicle derives the majority of its value from equity holdings (stocks). Marathons mutual fund has a long management tenure and is in the small fund size classification. MVPFXs minimum initial investment amount is $2500 while the IRA minimum is $2500. MVPFXs expense ratio is roughly 1%. The latest MVPFXs front end load was 0% and the back end load was 0%. The Marathon Value Portfolio (MVPFX) mutual fund falls under the large-cap mixed category. MVPFX focuses its investments in USA and MVPFX is not affiliated with a particular industry or fund sector. The Marathon Value Portfolio (MVPFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MVPFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MVPFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks maximum long-term total return, consistent with minimizing risk to principal. The funds a gateway fund that invests substantially all of its assets in the C&B Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. It invests principally in equity securities (see equity research) of large-capitalization companies, defined as companies with market capitalizations of $3 billion or more. The fund may invest in additional master portfolios, in other WELLS FARGO ADVANTAGE FUNDS, or directly in a portfolio of securities.

Management Analysis Update

Performance Analysis Update