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Mutual Fund ticker: NASDAQ
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Acuitas US Microcap Institutional (AFMCX) Ownership - Who owns Acuitas US Microcap Institutional?

The investment seeks capital appreciation... Show more

Category: #Small Blend

Profile

Category
Small Blend
Address
Forum Funds IIThree Canal Plaza, Suite 600, Portland, MainePortland
Phone
(207) 347-2000
Web
www.foreside.com

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
1.50
Min. Initial Investment
10000.00
Fund Existence
about 11 years
Turnover
64.00
Front Load
N/A
Net Assets
92727120.00
Manager Tenure
N/A

Fundamentals

AFMCX
Net Assets
92.7M
Fund Existence
about 11 years
Turnover
64.00
Total Expense Ratio
1.50
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
10000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.96
Assets in Top Ten Holdings
11.3M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
92.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.25
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
258.00
Number of Net Holdings
259.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
16.39%
Gain YTD
-1.781
Annual Yield % from dividends
0.02
Returns for 1 year
6.43
Returns for 3 years
4.10
Returns for 5 years
43.52
Returns for 10 years
24.93
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These past five trading days, the mutual fund lost 0.00%.
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published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Forum Funds IIThree Canal Plaza, Suite 600, Portland, MainePortland
Phone
(207) 347-2000
Web
www.foreside.com