Mutual Funds

At Mengis Capital Management, mutual funds play an important role in portfolio composition. Mutual funds provide excellent diversification and facilitate investing in otherwise difficult to reach asset classes such as international and small cap stocks, high yield bonds, and emerging markets. In evaluating funds, we focus on performance against peers and benchmarks, performance in different market cycles, manager turnover, risk characteristics, and expenses. We have access to management tools that aid in identifying portfolio diversification and overlap. These reports break down individual holdings, allowing us to analyze a fund's composition.

Individual Equities

Fixed Income Investments