CWCFX : Christopher Weil & Company Core Investment Fund

CWCFX is a US Stocks Market Large Growth with HIGH fees.

CWCFX

Christopher Weil & Company Core Investment Fund

FI Score

23 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

23% FI Score
  • cwcfx
  • Mutual Fund
  • US Stocks
  • Large Growth

Christopher Weil & Company Core Investment Fund

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing in undervalued equity securities. It invests primarily in common stocks of companies with market capitalizations of $1 billion or more. The fund may invest more than 20% of its assets in a particular sector. It is non-diversified.

Largest Holdings

Amount Holding
7.71% The Walt Disney Co
7.55% SolarEdge Technologies Inc
4.90% Houlihan Lokey Inc Class A
4.43% CVS Health Corp
3.48% Citigroup Inc
3.20% Amdocs Ltd
3.16% Alphabet Inc A
2.90% The Hain Celestial Group Inc
2.70% Akamai Technologies Inc
2.68% FMC Corp
2.67% Cisco Systems Inc
2.51% Verisk Analytics Inc
2.46% Maximus Inc
2.45% International Business Machines Corp
2.44% Cerner Corp
2.43% Ubiquiti Inc
2.41% JPMorgan Chase & Co
1.71% Macy's Inc
1.62% First Republic Bank
1.41% Deere & Co
1.39% Facebook Inc A
1.23% Amgen Inc
1.21% Morgan Stanley
1.20% Stratasys Ltd
1.07% Yext Inc

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