TESIX Rating, Research - Mutual Shares A

Mutual Shares A (tesix)

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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 = 53

Threats + Weaknesses = 50

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

The fund seeks long-term growth of capital; current income is secondary. The fund invests in domestic and foreign equity securities (see equity research) and debt securities. It can invest up to 20% of assets in foreign equity securities (see equity research). This 20% limit does not apply to investments in the form of American Depositary Receipts (ADRs). Its investments in equity securities (see equity research) can include common stocks (see stock research), preferred stocks (see stock research), convertible preferred stocks (see stock research), warrants, options and ADRs. Debt securities can include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade. The funds non-diversified.

Management Analysis Update

Performance Analysis Update