MCMVX Monongahela All Cap Value Fund

This is an open ended mutual fund. The investment seeks total return through long-term capital appreciation and income. The fund seeks to achieve its investment objective by investing primarily in a portfolio of domestic equity securities, which primarily consist of common and preferred stocks and securities convertible into common stocks, of companies of any market capitalization. It may invest up to 30% of its assets in fixed-income securities whose returns the Adviser believes will provide comparable returns to the equities in which the fund invests.

As of 07/27/2021

Mutual Fund Information
Sponsor:     Forum Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Morningstar category:  Mid-Cap Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     07/27/2021
Market cap:     $0
Current yield:     0.99%
Fees:     0.8700%
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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