TEDIX Rating, Research - Mutual Global Discovery A

Mutual Global Discovery A (tedix)

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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 = 76

Threats + Weaknesses = 69

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

Fund Management Team

Fund Description Update

Mutual Global Discovery A (TEDIX) Description: TEDIX is a mutual fund, which is an investment that owns a basket of assets. The TEDIX 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. TEDIXs minimum initial investment amount is $1000 while the IRA minimum is $250. TEDIXs expense ratio is roughly 1%. The latest TEDIXs front end load was 6% and the back end load was 0%. The Mutual Global Discovery A (TEDIX) mutual fund falls under the world stock category. TEDIX focuses its investments in EU and USA and TEDIX is not affiliated with a particular industry or fund sector. The Mutual Global Discovery A (TEDIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TEDIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TEDIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund pursues opportunistic growth by investing in a global universe of companies in multiple industries that may benefit from innovation. It invests in securities issued by U.S. and non-U.S. companies from multiple industry sectors in an attempt to maximize opportunity, which should also tend to reduce risk. The fund also uses a "bottom-up" analysis of individual companies that focuses on prospective earning growth, valuation and quality of company management. The fund normally invests in about 60-80 companies.

Management Analysis Update

Mutual Global Discovery A's executives / managers make better investing decisions, because their assets are invested along side their client's. Mutual Global Discovery A's management team has a long history of working together. This helps ensure consistent future returns. The tedix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Mutual Global Discovery A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update