WHGLX Rating, Research - Whg Large Cap Value Instl

Whg Large Cap Value Instl (whglx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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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 = 100

Threats + Weaknesses = 69

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

Fund Management Team

Fund Description Update

Whg Large Cap Value Instl (WHGLX) Description: WHGLX is a mutual fund, which is an investment that owns a basket of assets. The WHGLX mutual fund was provided by Whg and this investment vehicle derives the majority of its value from equity holdings (stocks). Whgs mutual fund has a medium management tenure and is in the average fund size classification. WHGLXs minimum initial investment amount is $5000 while the IRA minimum is $5000. WHGLXs expense ratio is roughly 1%. The latest WHGLXs front end load was 0% and the back end load was 0%. The Whg Large Cap Value Instl (WHGLX) mutual fund falls under the large-cap mixed category. WHGLX focuses its investments in USA and WHGLX is not affiliated with a particular industry or fund sector. The Whg Large Cap Value Instl (WHGLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WHGLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WHGLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests approximately 100% of assets in underlying funds which invest primarily in equity securities (see equity research). It may have an equity/ fixed-income fund allocation of 90%/10%. MFC Global (U.S.A.) may determine in light of market or economic conditions that the normal percentage limitations to fixed-income fundshould be exceeded to protect the fund or to achieve its objective. The fund may temporarily invest extensively in cash and cash equivalents for defensive purposes. It is non-diversified.


Management Analysis Update

The whglx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update