TIVFX Rating, Research - Tocqueville International Value

Tocqueville International Value (tivfx)

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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 = 38

Threats + Weaknesses = 32

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

Fund Management Team

Fund Description Update

Tocqueville International Value (TIVFX) Description: TIVFX is a mutual fund, which is an investment that owns a basket of assets. The TIVFX mutual fund was provided by Tocqueville and this investment vehicle derives the majority of its value from equity holdings (stocks). Tocquevilles mutual fund has a long management tenure and is in the average fund size classification. TIVFXs minimum initial investment amount is $1000 while the IRA minimum is $250. TIVFXs expense ratio is roughly 2%. The latest TIVFXs front end load was 0% and the back end load was 0%. The Tocqueville International Value (TIVFX) mutual fund falls under the foreign small/mid value category. TIVFX focuses its investments in EU and Japan and TIVFX is not affiliated with a particular industry or fund sector. The Tocqueville International Value (TIVFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TIVFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TIVFXs 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 in the common stocks (see stock research) of small and mid cap companies which have the potential to deliver superior long term earnings growth. It defines small cap companies as companies with a market capitalization of less than $3 billion (Small Cap Companies) and mid cap companies as companies with a market capitalization between $3 billion and $12 billion. Market capitalization is measured at the time of initial purchase. The fund may invest up to 20% of net assets in foreign securities, including in American Depositary Receipts in both developed and emerging markets.

Management Analysis Update

Performance Analysis Update