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MCMVX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Monongahela All Cap Value (MCMVX) Ownership - Who owns Monongahela All Cap Value?

Category: @Mid-Cap Value

Profile

Category
Mid-Cap Value
Address
Forum Funds (Moncapfund)Three Canal PlazaPortland
Phone
(855) 392-9331
Web
www.Moncapfund.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
N/A
Min. Initial Investment
5000.00
Fund Existence
over 11 years
Turnover
27.00
Front Load
N/A
Net Assets
35986970.00
Manager Tenure
N/A

Fundamentals

MCMVX
Net Assets
36M
Fund Existence
over 11 years
Turnover
27.00
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
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
10.2M
Average Credit Quality
N/A
Average Effective Duration
0.42
Average Effective Maturity
0.43
Fund of Funds
No
Fund Share Class Net Assets
36M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
0.43
No Load Fund
No
Number of Long Holdings
54.00
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
15.182
Annual Yield % from dividends
1.48
Returns for 1 year
16.63
Returns for 3 years
17.25
Returns for 5 years
49.19
Returns for 10 years
104.03
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General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Forum Funds (Moncapfund)Three Canal PlazaPortland
Phone
(855) 392-9331
Web
www.Moncapfund.com