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Fund Intelligence | Best Managers | MQIFX Insights | MQIFX Score | MQIFX Performance | MQIFX Manager | MQIFX News | MQIFX Allocation | MQIFX Holdings Change

Mutual Fund Insights: Mutual Quest Z Fund (MQIFX)

In-depth Analysis of Mutual Quest Z Fund (MQIFX)

Mutual fund chart: Mutual Quest Z Fund (MQIFX)

3 months
6 months
1 year
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See Mutual Quest Z Fund (MQIFX) performance details as of January 31, 2010

  

    Last Trade: $17.82 on 3/19/2010, Change: -0.03 (-0.17%)

  

Fund Manager - Shawn Tumulty

Fund Manager Tenure: 6.3 years
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Tumulty is Vice President of Franklin Mutual. He joined Franklin Templeton Investments in 2000.  Get more insights on Shawn Tumulty

  

What we like about Mutual Quest Z Fund (MQIFX) What we like about Mutual Quest Z Fund (MQIFX)

Data for Mutual Quest Z Fund (MQIFX) as of January 31, 2010

  • Mutual Quest Z Fund (MQIFX) management has been with Mutual Quest Z Fund for 6.3 years
  • Mutual Quest Z Fund (MQIFX) has good mid-term performance (3-year return -1.83% vs -6.17% World Stock category average)
  • Mutual Quest Z Fund (MQIFX) has good Long-term performance (5-year return 5.68% vs 2.47% World Stock category average)
  • Mutual Quest Z Fund (MQIFX) ratio of up-years vs down years is greater than 2
  • Mutual Quest Z Fund (MQIFX) has a Morningstar rating of 4 and above
  • Mutual Quest Z Fund (MQIFX) has an annual stock turnover rate of 25.52% vs World Stock average of 93.35%. It is good that Mutual Quest Z management does not trade extensively for its return.
  • Mutual Quest Z Fund (MQIFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.35, lower than category average of 22.99
  • Mutual Quest Z Fund (MQIFX) has a lower management fee than its World Stock average: 0.81% vs 1.53%
  • Mutual Quest Z Fund (MQIFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Mutual Quest Z Fund (MQIFX) What we are cautious about Mutual Quest Z Fund (MQIFX)

Data for Mutual Quest Z Fund (MQIFX) as of January 31, 2010

  • Mutual Quest Z Fund (MQIFX) has a less-than-ideal short-term performance (1-year return 21.54% vs 40.69% World Stock category average)
  • Mutual Quest Z Fund (MQIFX) is less safe compared to its World Stock peers
  • Mutual Quest Z Fund (MQIFX) does not have a good risk adjusted return as its 3-year Alpha of -0.17 is worse than category average of 0.66, and its 3-year Sharpe ratio is -0.28
See Mutual Quest Z Fund (MQIFX) performance details as of January 31, 2010

  

  

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Mutual Quest Z Fund (MQIFX) Net Asset

Track net asset change of Mutual Quest Z fund (MQIFX)

DateNet Asset
01/2010$3.53B
11/2009$3.49B
10/2009$3.46B
More historic net asset information on Mutual Quest Z Fund (MQIFX)

  

Mutual Quest Z Fund (MQIFX) Portfolio Allocation

Track portfolio allocation change of Mutual Quest Z fund (MQIFX)

DateCashStockBondOther
09/200930.34%67.43%1.25%0.98%
06/200935%61.06%1.43%2.51%
12/200829.2%51.1%18.19%1.51%
Click here to see more historic asset allocation information on Mutual Quest Z Fund (MQIFX)

  

Most Recent Top 10 Holdings in Mutual Quest Z Fund (MQIFX)

Discover what Mutual Quest Z Fund (MQIFX) manager is buying

30-Sep-09
Schering-Plough Corporation [3.68%]
WYETH [3.67%]
GROUPE DANONE [3.48%]
BRITISH AMERICAN TOBACCO PLC [3.46%]
MERCK CO INC [2.38%]
LORILLARD, INC [2.32%]
WHITE MTN INS LTD [2.12%]
KONE Corporation [2.1%]
NESTLE N ORD [2.04%]
Orkla [1.8%]

30-Jun-09
SCHERING PLOUGH CP [3.51%]
WYETH [3.38%]
LORILLARD, INC [3.13%]
GROUPE DANONE [3.06%]
BRITISH AMERICAN TOBACCO PLC [2.51%]
MERCK CO INC [2.25%]
NESTLE N ORD [1.93%]
KONE Corporation [1.88%]
WHITE MTN INS LTD [1.69%]
Pernod Ricard [1.66%]

31-Dec-08
UST, Inc. [3.93%]
British American Tobacco PLC [2.41%]
Groupe Danone [2.36%]
WHITE MTN INS LTD [2.15%]
REYNOLDS AMERICAN [1.59%]
Orkla [1.46%]
Nestle [1.46%]
KONE Oyj [1.45%]
LORILLARD, INC [1.44%]
FHLBA [1.43%]
Click here for Stock Holding Change Map in Mutual Quest Z Fund (MQIFX)

  

Related books and products to Mutual Quest Z Fund (MQIFX)

  

Latest News on Mutual Quest Z (MQIFX)

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