Funds Offered by  

38 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
APPIXAppleseed Fund Institutional ShareMutual fund12/08/2006Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
APPLXAppleseed Fund Investor ShareMutual fund12/08/2006Asset AllocationGlobalModerateActively managed1.00 1.35%Analyze
AUERXAuer Growth FundMutual fund12/28/2007US Equity Broad marketSmall capActively managed1.00 2.32%Analyze
BLNDXStandpoint Multi-Asset Fund Institutional ClassMutual fund11/27/2019Asset AllocationGlobalModerateActively managed1.00 1.28%Analyze
BRUFXBruce FundMutual fund03/20/1968Asset AllocationUSModerateActively managed1.00 0.68%Analyze
CALIXIron Equity Premium Income InvestorMutual fund06/14/2021AlternativesOptionsBroadActively managed1.00 1.70%Analyze
CALLXIron Equity Premium Income InstitutionalMutual fund10/30/2015AlternativesOptionsBroadActively managed1.00 0.00%Analyze
CDGCXCrawford Large Cap Dividend Fund Class CMutual fund01/27/2004US Equity Broad marketLarge capActively managed1.00 1.98%Analyze
CDGIXCrawford Large Cap Dividend Fund Class IMutual fund01/05/2004US Equity Broad marketLarge capActively managed1.00 0.98%Analyze
CDOCXCrawford Small Cap Dividend Fund Class CMutual fund06/14/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
CDOFXCrawford Small Cap Dividend FundMutual fund09/26/2012US Equity Broad marketSmall capActively managed1.00 1.05%Analyze
CMALXCrawford Multi-Asset Income FundMutual fund09/12/2017Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CPSIXChannel Short Duration Income FundMutual fund08/03/2020Actively managed1.00 0.00%Analyze
DALCXDean Mid Cap Value FundMutual fund05/28/1997US EquityBroad marketMid capActively managed1.00 1.10%Analyze
DASCXDean Small Cap Value FundMutual fund05/28/1997US Equity Broad marketSmall capActively managed1.00 1.18%Analyze
EEOFXEssex Environmental Opportunities Fund Investor ClassMutual fund06/14/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
FCIZXFCI Bond FundMutual fund10/04/2005Actively managed1.00 0.80%Analyze
FSNHXSilk Invest New Horizons Frontier Fund Institutional ClassMutual fund05/25/2016Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
GEOSXEssex Environmental Opportunities Fund Institutional ClassMutual fund06/14/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IAFEXFisher Investments Institutional Group All Foreign Equity Environmental and Social Values FundMutual fund10/16/2019Actively managed1.00 0.00%Analyze
IFUNXIron Strategic Income Fund Institutional ClassMutual fund10/11/2006US Fixed IncomeCorporate bondsUnconstrainedActively managed1.00 1.41%Analyze
ILESXFisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values FundMutual fund10/16/2019Actively managed1.00 0.00%Analyze
IRNIXIron Strategic Income Fund Investor ClassMutual fund10/11/2006US Fixed IncomeCorporate bondsUnconstrainedActively managed1.00 1.76%Analyze
IUSCXFisher Investments Institutional Group U.S. Small Cap Equity FundMutual fund10/16/2019Actively managed1.00 0.00%Analyze
MILIXMiles Capital Alternatives Advantage Fund Class IMutual fund06/14/2021AlternativesOtherActively managed1.00 0.00%Analyze
QDIBXFisher Investments Institutional Group Fixed Income Fund for Retirement PlansMutual fund10/16/2019Actively managed1.00 0.00%Analyze
QDISXFisher Investments Institutional Group Stock Fund for Retirement PlansMutual fund10/16/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
QDVBXFisher Investments Institutional Group ESG Fixed Income Fund for Retirement PlansMutual fund10/16/2019Actively managed1.00 0.00%Analyze
QDVSXFisher Investments Institutional Group ESG Stock Fund for Retirement PlansMutual fund10/16/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
REMIXStandpoint Multi-Asset Fund Investor ClassMutual fund11/27/2019Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
SAVIXSymons Value Institutional IMutual fund12/22/2006US Equity Broad marketLarge capActively managed1.00 1.22%Analyze
SLCPXSelective Premium Income FundMutual fund03/04/2019Actively managed1.00 0.00%Analyze
SLCSXSelective Opportunity Fund Service ClassMutual fund06/14/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
SLCTXSelective Opportunity Fund Foundation ClassMutual fund06/14/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
SRSAXSpouting Rock Small Cap Growth Fund Advisor ClassMutual fund06/14/2021Actively managed1.00 0.00%Analyze
SRSCXSpouting Rock Small Cap Growth Fund Institutional ClassMutual fund06/14/2021Actively managed1.00 0.00%Analyze
SVTIXSymons Value Institutional Fund Class IIMutual fund12/22/2006US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TMPFXTactical Multi-Purpose FundMutual fund03/30/2017US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TOTAL38

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