SKSEX Rating, Research - Skyline Special Equities

Skyline Special Equities (sksex)

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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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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 = 32

Threats + Weaknesses = 17

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

Fund Management Team

Skyline Funds

Fund Description Update

Skyline Special Equities (SKSEX) Description: SKSEX is a mutual fund, which is an investment that owns a basket of assets. The SKSEX mutual fund was provided by Skyline and this investment vehicle derives the majority of its value from equity holdings (stocks). Skylines mutual fund has a medium management tenure and is in the average fund size classification. SKSEXs minimum initial investment amount is $2000 while the IRA minimum is $1000. SKSEXs expense ratio is roughly 1%. The latest SKSEXs front end load was 0% and the back end load was 0%. The Skyline Special Equities (SKSEX) mutual fund falls under the small value category. SKSEX focuses its investments in USA and SKSEX is not affiliated with a particular industry or fund sector. The Skyline Special Equities (SKSEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SKSEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SKSEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return with a secondary objective of principal preservation. The fundses a moderate asset allocation strategy designed for investors expecting to retire around the year 2040. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fundses an asset allocation strategy that becomes increasingly conservative until it reaches 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2040).


Management Analysis Update

Skyline Special Equities's management team has a long history of working together. This helps ensure consistent future returns.


Performance Analysis Update