WHLIX Rating, Research - Wintrust Capital Disciplined Equity I

Wintrust Capital Disciplined Equity I (whlix)

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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 = 110

Threats + Weaknesses = 91

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

Fund Management Team

Wintrust Funds

Fund Description Update

Wintrust Capital Disciplined Equity I (WHLIX) Description: WHLIX is a mutual fund, which is an investment that owns a basket of assets. The WHLIX mutual fund was provided by Wintrust and this investment vehicle derives the majority of its value from equity holdings (stocks). Wintrusts mutual fund has a short management tenure and is in the small fund size classification. WHLIXs minimum initial investment amount is $100000 while the IRA minimum is $100000. WHLIXs expense ratio is roughly 1%. The latest WHLIXs front end load was 0% and the back end load was 0%. The Wintrust Capital Disciplined Equity I (WHLIX) mutual fund falls under the large-cap mixed category. WHLIX focuses its investments in USA and WHLIX is not affiliated with a particular industry or fund sector. The Wintrust Capital Disciplined Equity I (WHLIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WHLIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WHLIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund normally invests at least 80% of assets in common stocks (see stock research). It invests in a broad range of market capitalization, but tends to focus on large capitalization companies similar to those of companies in the S&P 500 Index. The fund can invest up to 20% of total assets in securities of foreign issuers and non-dollar securities.


Management Analysis Update

Wintrust Capital Disciplined Equity I's executives / managers make better investing decisions, because their assets are invested along side their client's. Wintrust Capital Disciplined Equity I's management team has a long history of working together. This helps ensure consistent future returns. Wintrust Capital Disciplined Equity I has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update