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Baywood ValuePlus Institutional (BVPIX) Ownership - Who owns Baywood ValuePlus Institutional?

Category: @Large Value

Profile

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

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
N/A
Min. Initial Investment
5000.00
Fund Existence
almost 11 years
Turnover
28.00
Front Load
N/A
Net Assets
4828868.00
Manager Tenure
N/A

Fundamentals

BVPIX
Net Assets
4.83M
Fund Existence
almost 11 years
Turnover
28.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
1.3M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
4.83M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
53.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
12.149
Annual Yield % from dividends
2.61
Returns for 1 year
17.59
Returns for 3 years
18.18
Returns for 5 years
52.05
Returns for 10 years
47.11
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General Information

Category LargeValue

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