CVRAX Forum Funds Ii - Cvr Dynamic Allocation Fund

This is an open ended mutual fund. The investment seeks long-term capital appreciation while preserving capital in declining markets. The fund takes a risk managed approach in pursuit of its investment objective by investing in three principal investment strategies Focused Equity Defensive Equity and Absolute Return. By combining three strategies with low correlations, the fund seeks to deliver equity returns with less volatility than the S&P 500 Index. The portfolio is constructed using fundamental screens, quantitative research and a multi-asset class absolute return strategy.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Forum Funds II
Category1:  Asset Allocation
Category2:  US
Category3:  Moderate
Morningstar category:  Tactical Allocation
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     12/30/2013
Market cap:     $0
Current yield:     0.41%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  34984Y500
ISIN:    US34984Y5006
Investment style: Actively managed

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