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PGVFX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Polaris Global Value (PGVFX) Ownership - Who owns Polaris Global Value?

The investment seeks capital appreciation... Show more

Profile

Category
Global Large-Stock Value
Address
Forum Funds (Polaris)P.O. Box 588Portland
Phone
888-263-5594
Web
www.polariscapital.com

Details

Group
International Stock Funds
Category
Foreign Large Value
Total Expense Ratio
0.99
Min. Initial Investment
2500.00
Fund Existence
almost 27 years
Turnover
17.00
Front Load
N/A
Net Assets
424226800.00
Manager Tenure
N/A

Fundamentals

PGVFX
Net Assets
424M
Fund Existence
almost 27 years
Turnover
17.00
Total Expense Ratio
0.99
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Global Large-Stock Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.22
Assets in Top Ten Holdings
65.9M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
424M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
98.00
Number of Net Holdings
98.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
16.18%
Gain YTD
1.618
Annual Yield % from dividends
1.84
Returns for 1 year
-1.59
Returns for 3 years
7.46
Returns for 5 years
91.82
Returns for 10 years
64.46
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General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Forum Funds (Polaris)P.O. Box 588Portland
Phone
888-263-5594
Web
www.polariscapital.com