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STAEX Mutual Fund Price & Analysis

The fund normally invests at least 80% of its total assets in equity securities; and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. The managers seek to identify companies that have the prospect for strong sales and earnings growth rates, that enjoy a competitive advantage and that they believe have effective management with a history of making investments that are in the best interests of shareholders (for example, companies with a history of earnings and sales growth that are in excess of total asset growth).

STAEX Mutual Fund Chart & Stats

STAEX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
11.36%
Amazon.Com, Inc.
8.08%
Alphabet Inc. Class A
7.48%
Visa Inc.
5.15%
Chipotle Mexican Grill
3.26%
The Progressive Corporation
2.78%
Unitedhealth Group Inc.
2.51%
Motorola Solutions
2.48%
Fiserv, Inc.
2.44%
Ge Aerospace
2.42%
Total47.97%

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