ISMRX Forum Funds - LMCG International Small Cap Fund

This is an open ended mutual fund. The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of small capitalization companies. For these purposes, the advisor considers small capitalization companies to be those that, at the time of investment, are within the range of the MSCI EAFE Small Cap Index (the index ). It invests primarily in companies in developed markets outside of the United States.

As of 07/27/2021

Mutual Fund Information
Sponsor:     Forum Funds
Category1:  Global Equity
Category2:  Developed markets ex-US
Category3:  Small and mid cap
Morningstar category:  Foreign Small/Mid Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     07/27/2021
Market cap:     $0
Current yield:     4.09%
Fees:     1.1100%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

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