RSVAX Rating, Research - Rs Value A

Rs Value A (rsvax)

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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 = 22

Threats + Weaknesses = 14

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

Fund Management Team

Fund Description Update

Rs Value A (RSVAX) Description: RSVAX is a mutual fund, which is an investment that owns a basket of assets. The RSVAX mutual fund was provided by Rs and this investment vehicle derives the majority of its value from equity holdings (stocks). Rss mutual fund has a long management tenure and is in the large fund size classification. RSVAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. RSVAXs expense ratio is roughly 1%. The latest RSVAXs front end load was 5% and the back end load was 0%. The Rs Value A (RSVAX) mutual fund falls under the mid-cap mixed category. RSVAX focuses its investments in USA and RSVAX is not affiliated with a particular industry or fund sector. The Rs Value A (RSVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RSVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RSVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long term capital appreciation. The fund principally invests in equity securities (see equity research) of medium-capitalization companies, which are companies with market capitalizations within the range of the Russell Midcap Index. It may use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return. The fund may also hold some of its assets in cash or money market instruments, including U.S. Government obligations, shares of other mutual funds and repurchase agreements, or make other short-term investments to either maintain liquidity or for short-term defensive purposes.

Management Analysis Update

Performance Analysis Update