TEBIX Rating, Research - Mutual Beacon A

Mutual Beacon A (tebix)

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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 = 41

Threats + Weaknesses = 29

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

Fund Management Team

Fund Description Update

Mutual Beacon A (TEBIX) Description: TEBIX is a mutual fund, which is an investment that owns a basket of assets. The TEBIX mutual fund was provided by Mutual and this investment vehicle derives the majority of its value from equity holdings (stocks). Mutuals mutual fund has a medium management tenure and is in the large fund size classification. TEBIXs minimum initial investment amount is $1000 while the IRA minimum is $250. TEBIXs expense ratio is roughly 1%. The latest TEBIXs front end load was 6% and the back end load was 0%. The Mutual Beacon A (TEBIX) mutual fund falls under the large-cap value category. TEBIX focuses its investments in USA and TEBIX is not affiliated with a particular industry or fund sector. The Mutual Beacon A (TEBIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TEBIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TEBIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long term capital growth. The funds a feeder fund that invests all of its assets in a master portfolio. The master fund invests at least 80% of assets in equity securities (see equity research) of large cap companies, which, at the time of purchase, have a market capitalization equal to or greater than the top 80% of the Russell 1000 Value Index. As of June 30, 2009, the most recent rebalance date, the lowest market capitalization in this group was $1.76 billion.

Management Analysis Update

Performance Analysis Update