OAFCX Rating, Research - Old Mutual Focused A

Old Mutual Focused A (oafcx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 119

Threats + Weaknesses = 84

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

Fund Management Team

Fund Description Update

Old Mutual Focused A (OAFCX) Description: OAFCX is a mutual fund, which is an investment that owns a basket of assets. The OAFCX mutual fund was provided by Old Mutual and this investment vehicle derives the majority of its value from equity holdings (stocks). Old Mutuals mutual fund has a long management tenure and is in the small fund size classification. OAFCXs minimum initial investment amount is $2500 while the IRA minimum is $2000. OAFCXs expense ratio is roughly 1%. The latest OAFCXs front end load was 6% and the back end load was 0%. The Old Mutual Focused A (OAFCX) mutual fund falls under the large-cap mixed category. OAFCX focuses its investments in USA and OAFCX is not affiliated with a particular industry or fund sector. The Old Mutual Focused A (OAFCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OAFCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OAFCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and income without assuming undue market risks. The fund normally invests at least 80% of stock investments in companies with market capitalizations within the range of the Standard & Poors 500 Index. At least 65% of the funds stock investments are "dividend performers." It may not invest more than 5% of assets in any one security. The fund may invest in bonds of any maturity, with up to 5% of assets in junk bonds rated as low as C and their unrated equivalents. It may invest in dollar-denominated foreign securities.

Management Analysis Update

Performance Analysis Update