Grisanti Brown Value I
Forum Funds (Adams) P.O. Box 446 Portland, ME 04112
Map
Phone: 866-775-8439
| Category: | Large Blend | | Fund Family: | Adams Hark Funds | | Net Assets: | 17.26M | | Year-to-Date Return: | 16.16% | | Yield: | 0.43% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Oct-05 |
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Christopher C. Grisanti
Lead Manager since
21-Oct-05 | | | Grisanti is a founding partner of Grisanti Brown & Partners. Since the Firm was established in 1999, he has served as a portfolio manager and analyst. Grisanti joined Spears Benzak Salomon & Farrell in 1994 as an analyst and in 1997 was made Director of Research. He is a Chartered Financial Analyst. From 1988 to 1994, he was a corporate securities lawyer at Simpson Thacher & Bartlett in New York. Grisanti holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation. The fund invests primarily in equity securities of domestic companies with large market capitalizations. It may also invest, to a lesser extent, in equity securities of domestic companies with mid-sized and small market capitalizations. The fund is nondiversified. |
| Last Dividend
(31-Dec-08):
| 0.03 | | Last Cap Gain
(12-Dec-07):
| 0.34 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 78.94% |
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| Expense | GBVFX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 471 | $776 | | 5 Yr Expense Projection*: |
$ 813 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,779 | $2,371 |
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