TOCQX Rating, Research - Tocqueville

Tocqueville (tocqx)

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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 = 101

Threats + Weaknesses = 70

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to replicate the total rate of return of the S&P 500® Index, before fees and expenses. The funds a gateway fund that invests substantially all of its assets in the index portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. It invests at least 80% of net assets in a diversified portfolio of equity securities (see equity research) designed to replicate the holdings and weightings of the stocks (see stock research) comprising the S&P 500® Index. The fund attempt to achieve at least a 95% correlation between the performance of the S&P 500® Index and the funds investment results, before fees and expenses.

Management Analysis Update

Performance Analysis Update