Monongahela All Cap Value Fund
FundMCMVXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The Monongahela All Cap Value Fund strives to achieve its financial objectives by primarily investing in a diverse selection of U.S. equity instruments. These holdings largely consist of common and preferred shares, along with securities that can be converted into common stock, from companies across the entire market capitalization spectrum. Furthermore, the fund has the flexibility to allocate up to 30% of its portfolio to fixed-income securities, provided the Adviser expects their returns to be similar to those of the fund's equity investments.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$46.24M
Beta
0.91
52-Week Range
$20.37$24.66$24.83
52W LowCurrent52W High
Performance
1 Week
+2.45%
1 Month
+5.97%
3 Months
+15.34%
YTD
+20.00%
1 Year
+21.90%
3 Years
+43.62%
5 Years
+26.20%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.