SPFIX Rating, Research - California Investment S&P 500 Idx Dir

California Investment S&P 500 Idx Dir (spfix)

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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 = 312

Threats + Weaknesses = 197

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

Fund Management Team

California Investment Funds

Fund Description Update

California Investment S&P 500 Idx Dir (SPFIX) Description: SPFIX is a mutual fund, which is an investment that owns a basket of assets. The SPFIX mutual fund was provided by California Investment and this investment vehicle derives the majority of its value from equity holdings (stocks). California Investments mutual fund has a medium management tenure and is in the small fund size classification. SPFIXs minimum initial investment amount is $1000 while the IRA minimum is $1000. SPFIXs expense ratio is roughly 0%. The latest SPFIXs front end load was 0% and the back end load was 0%. The California Investment S&P 500 Idx Dir (SPFIX) mutual fund falls under the large-cap mixed category. SPFIX focuses its investments in USA and SPFIX is not affiliated with a particular industry or fund sector. The California Investment S&P 500 Idx Dir (SPFIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SPFIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SPFIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research). It may invest in the stock of growth companies, value companies, or in a combination of growth and value companies. The fund may invest in companies of any size. It may also invest assets in foreign securities and derivatives.

Management Analysis Update

Performance Analysis Update