TEMEX Rating, Research - Mutual Beacon C

Mutual Beacon C (temex)

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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 temex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mutual Beacon C (TEMEX) Description: TEMEX is a mutual fund, which is an investment that owns a basket of assets. The TEMEX 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 average fund size classification. TEMEXs minimum initial investment amount is $1000 while the IRA minimum is $250. TEMEXs expense ratio is roughly 2%. The latest TEMEXs front end load was 0% and the back end load was 1%. The Mutual Beacon C (TEMEX) mutual fund falls under the large-cap value category. TEMEX focuses its investments in USA and TEMEX is not affiliated with a particular industry or fund sector. The Mutual Beacon C (TEMEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TEMEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TEMEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 65% of total assets in common stocks (see stock research) of companies that the Advisor believes will benefit from various types of restructuring efforts or industry consolidation. It may invest in companies that have market capitalizations of any size. The fund may invest in foreign securities, including securities of companies in emerging market countries. It may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments.

Management Analysis Update

Performance Analysis Update