PORTX Rating, Research - Portfolio 21 R

Portfolio 21 R (portx)

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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 = 63

Threats + Weaknesses = 39

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

Fund Management Team

Portfolio 21 Funds

Fund Description Update

Portfolio 21 R (PORTX) Description: PORTX is a mutual fund, which is an investment that owns a basket of assets. The PORTX mutual fund was provided by Portfolio 21 and this investment vehicle derives the majority of its value from equity holdings (stocks). Portfolio 21s mutual fund has a long management tenure and is in the average fund size classification. PORTXs minimum initial investment amount is $5000 while the IRA minimum is $1000. PORTXs expense ratio is roughly 1%. The latest PORTXs front end load was 0% and the back end load was 0%. The Portfolio 21 R (PORTX) mutual fund falls under the world stock category. PORTX focuses its investments in EU and USA and PORTX is not affiliated with a particular industry or fund sector. The Portfolio 21 R (PORTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PORTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PORTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth. The fund seeks to meet its objective by investing, normally, at least 80% of its assets in equity securities (see equity research) of domestic and foreign issuers. It invests, under normal circumstances, in issuers located in at least three different countries, including the U.S. The fund emphasizes investment in issuers in the U.S. and in the developed countries of Western Europe and in the Pacific Basin and may also invest up to 20% of its total assets in issuers located in developing countries.

Management Analysis Update

Performance Analysis Update