OBFVX Rating, Research - Old Mutual Focused Z

Old Mutual Focused Z (obfvx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 119

Threats + Weaknesses = 84

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide long-term growth of capital. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in the common stocks (see stock research) of small, medium, and large-capitalization companies. It may invest up to 20% of assets in both REIT securities and below-investment-grade fixed-income securities.


Management Analysis Update

Old Mutual Focused Z has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update