Nasdaq - Delayed Quote USD

Forum Funds II - Acuitas International Small Cap Fund (AISCX)

7.01 0.00 (0.00%)
As of December 22 at 6:45 PM EST. Market Open.

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
1,000
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • JPMorgan
  • CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Commonwealth Universe
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Commonwealth (NTF)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of publicly traded international companies with small market capitalizations. Its principal investment strategy may include investments in emerging markets. Emerging markets or developing countries are countries that major international financial institutions, such as the World Bank, generally consider to be less economically mature than developed nations, such as the United States or most nations in Western Europe.

Fund Overview

Category Foreign Small/Mid Blend
Fund Family Acuitas Investments
Net Assets 1.72M
YTD Return -25.34%
Yield 0.00%
Morningstar Rating
Inception Date Jul 18, 2014

Performance & Risk

YTD Return 10.55%
5y Average Return 0.00%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

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