BEEHX The BeeHive Fund

This is an open ended mutual fund. The investment seeks capital appreciation. The fund primarily invests in equity securities of domestic companies with large and mid-sized market capitalizations. It may also invest in foreign securities and equity securities of domestic companies with small market capitalizations (defined by the Advisor as those companies with market capitalizations of less than 1 billion). In addition, the fund may invest in domestic fixed-income securities. From time to time, its investments may be focused in one or more industries or sectors.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Forum Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     09/02/2008
Market cap:     $118,700,000
Current yield:     0.16%
Fees:     1.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  077021103
ISIN:    
Investment style: Actively managed

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