Funds Offered by  

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

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
BRDAXB. Riley Diversified Equity Fund Class A SharesMutual fund02/10/2014US Equity Broad marketSmall capActively managed1.00 1.50%Analyze
BRDZXB. Riley Diversified Equity Fund Institutional Class SharesMutual fund02/10/2014US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
DGIVXDGHM V2000 SmallCap Value Fund Institutional ClassMutual fund06/30/2010US Equity Broad marketSmall capActively managed1.00 0.98%Analyze
DGSMXDGHM V2000 SmallCap Value Fund Investor ClassMutual fund06/30/2010US Equity Broad marketSmall capActively managed1.00 1.40%Analyze
REIFXThird Avenue International Real Estate Value Fund Founders SharesMutual fund05/08/2014Global EquitySingle industryReal estateActively managed1.00 1.38%Analyze
USPCXUnion Street Partners Value Fund C ClassMutual fund06/14/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
USPVXUnion Street Partners Value Fund Class A SharesMutual fund12/30/2010US Equity Broad marketLarge capActively managed1.00 1.60%Analyze
TOTAL7

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