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    Monongahela All Cap Value (MCMVX)

    10.82 Up 0.04(0.37%) Sep 3
    Prev Close:10.82
    YTD Return*:-6.09%
    Net Assets*:4.69M
    Yield*:0.62%

    * As of 31-Aug-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MCMVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    IIVI3.92N/A
    SNDK3.80N/A
    ARG3.21N/A
    AXP3.19N/A
    BXLT3.10N/A

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:4.69M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.85%

    Performance & Risk

    YTD Return:-6.09%
    5y Avg Return:N/A
    Rank in Category (ytd):81
    % Rank in Category (ytd):15.82%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    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, securities 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. View More
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