Funds Offered by  

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

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
ABRTXABR Dynamic Blend Equity & Volatility Fund Investor SharesMutual fund08/14/2015Alternatives Long/short equityUS stocksABR Dynamic Blend Equity & Volatility Index1.00 2.25%Analyze
ABRVXABR Dynamic Blend Equity & Volatility Fund Institutional SharesMutual fund08/03/2015Alternatives Long/short equityUS stocksABR Dynamic Blend Equity & Volatility Index1.00 2.00%Analyze
ABRJXABR 50/50 Volatility Fund Investor SharesMutual fund10/11/2017Alternatives VolatilityLong volatilityActively managed1.00 2.75%Analyze
ABRSXABR 50/50 Volatility Fund Institutional SharesMutual fund10/02/2017Alternatives VolatilityLong volatilityActively managed1.00 0.00%Analyze
AFMCXAcuitas US Microcap Fund Institutional SharesMutual fund07/18/2014US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
AISCXAcuitas International Small Cap Fund Institutional SharesMutual fund07/18/2014Global Equity Developed markets ex-USSmall and mid capActively managed1.00 0.00%Analyze
BVPIXBaywood ValuePlus Fund Institutional SharesMutual fund12/02/2013US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
BVPNXBaywood ValuePlus Fund Investor SharesMutual fund12/02/2013US Equity Broad marketLarge capActively managed1.00 0.95%Analyze
BVSIXBaywood Socially Responsible Fund Institutional SharesMutual fund01/03/2005US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
BVSNXBaywood Socially Responsible Fund Investors SharesMutual fund01/03/2005US Equity Broad marketLarge capActively managed1.00 1.14%Analyze
CFROXCaravan Frontier Markets Opportunities Fund - Institutional SharesMutual fund09/17/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
CSFOXCaravan Frontier Markets Opportunities Fund Supra Institutional SharesMutual fund09/17/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
CVRAXForum Funds Ii - Cvr Dynamic Allocation FundMutual fund12/30/2013Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CVRVXCVR DYNAMIC ALLOCATION FUND - INVESTOR SHARESMutual fund09/17/2021Actively managed1.00 0.00%Analyze
DUNIXDUNDAS International Equity Growth Fund Institutional ClassMutual fund09/17/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
GCMFXPIMCO California Municipal Opportunistic Value Fund Institutional SharesMutual fund09/17/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
GCMVXPIMCO California Municipal Intermediate Value Fund Institutional SharesMutual fund09/17/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
GNMFXPIMCO National Municipal Opportunistic Value Fund Institutional SharesMutual fund09/17/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
GNMVXPIMCO National Municipal Intermediate Value Fund Institutional SharesMutual fund09/17/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
JAGGXJaguar Global Property Fund Institutional SharesMutual fund09/17/2021Global EquitySingle industryReal estateActively managed1.00 0.00%Analyze
JAGOXJohn Hancock Funds II - Core Global Diversification PortfolioMutual fund09/17/2021Actively managed1.00 0.00%Analyze
VOLJXABR 75/25 Volatility Fund Investor SharesMutual fund08/03/2020Actively managed1.00 0.00%Analyze
VOLSXABR 75/25 Volatility Fund Institutional SharesMutual fund08/03/2020Actively managed1.00 0.00%Analyze
TOTAL23

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