Nasdaq - Delayed Quote USD

Monongahela All Cap Value (MCMVX)

19.45 +0.01 (+0.05%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
50
Min Initial Investment, AIP
50
Min Subsequent Investment
5,000
Min Subsequent Investment, IRA
2.5
Min Subsequent Investment, AIP
2.5

Broker Availability

  • Comerica Bank
  • Pershing FundCenter
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation Matrix

Fund Summary

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, 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.

Fund Overview

Category Mid-Cap Value
Fund Family Moncapfund
Net Assets 31.21M
YTD Return 10.45%
Yield 1.48%
Morningstar Rating
Inception Date Jul 01, 2013

Performance & Risk

YTD Return 6.93%
5y Average Return 11.26%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

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