OMMAX Rating, Research - Old Mutual Asset Allocation Mod Gr A

Old Mutual Asset Allocation Mod Gr A (ommax)

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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 = 0

Threats + Weaknesses = 0

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

Fund Management Team

Fund Description Update

Old Mutual Asset Allocation Mod Gr A (OMMAX) Description: OMMAX is a mutual fund, which is an investment that owns a basket of assets. The OMMAX 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 medium management tenure and is in the small fund size classification. OMMAXs minimum initial investment amount is $2500 while the IRA minimum is $2000. OMMAXs expense ratio is roughly 1%. The latest OMMAXs front end load was 6% and the back end load was 0%. The Old Mutual Asset Allocation Mod Gr A (OMMAX) mutual fund falls under the aggressive allocation category. OMMAX focuses its investments in USA and OMMAX is not affiliated with a particular industry or fund sector. The Old Mutual Asset Allocation Mod Gr A (OMMAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OMMAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OMMAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The funds a fund of funds which seeks to achieve its investment objective by primarily investing in a diversified portfolio of underlying equity and fixed income funds, although a portion of assets may be invested in cash, cash equivalents, or in money market funds. Under normal circumstances, it expects to invest 70-90% of assets among equity funds and 10-30% among fixed-income funds.

Management Analysis Update

Old Mutual Asset Allocation Mod Gr A's management team has a long history of working together. This helps ensure consistent future returns. The ommax fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Old Mutual Asset Allocation Mod Gr A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update