WFAGX Rating, Research - Credit Suisse Large Cap Blend Ii A

Credit Suisse Large Cap Blend Ii A (wfagx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 212

Threats + Weaknesses = 114

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

Fund Management Team

Fund Description Update

Credit Suisse Large Cap Blend Ii A (WFAGX) Description: WFAGX is a mutual fund, which is an investment that owns a basket of assets. The WFAGX mutual fund was provided by Credit Suisse and this investment vehicle derives the majority of its value from equity holdings (stocks). Credit Suisses mutual fund has a short management tenure and is in the small fund size classification. WFAGXs minimum initial investment amount is $2500 while the IRA minimum is $500. WFAGXs expense ratio is roughly 2%. The latest WFAGXs front end load was 6% and the back end load was 0%. The Credit Suisse Large Cap Blend Ii A (WFAGX) mutual fund falls under the large-cap mixed category. WFAGX focuses its investments in USA and WFAGX is not affiliated with a particular industry or fund sector. The Credit Suisse Large Cap Blend Ii A (WFAGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WFAGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WFAGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital growth. The fund normally invests at least 80% of assets in equities of large- and mid-capitalization U.S. companies. It invests primarily in a broad portfolio of common stocks (see stock research) of companies within the Russell 1000 Index that the adviser believes are undervalued and/or have strong momentum.


Management Analysis Update


Performance Analysis Update