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Forum Family Funds

Forum Family is a company that sells mutual funds with $2,961M in... Forum Family is a company that sells mutual funds with $2,961M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1989. The average manager tenure for all managers at Forum Family is years. The company offers investors 18 mutual funds, in terms of the number of individual fund symbols. View more View less

Forum Family is a company that sells mutual funds with $2,961M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds... Forum Family is a company that sells mutual funds with $2,961M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1989. The average manager tenure for all managers at Forum Family is years. The company offers investors 18 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 4/24/24
Polaris Global Value Fund

PGVFX | Fund | Other

$31.97

+0.13%

$416.83 M

1.63%

$0.52

15.77%

1.40%

6.58%

6.58%

1.22%

Payson Total Return Fund

PBFDX | Fund | Other

$30.79

-0.16%

$262.16 M

0.51%

$0.16

29.89%

8.43%

14.76%

12.09%

0.82%

DF Dent Premier Growth Fund

DFDPX | Fund | Other

$38.61

-0.28%

$238.48 M

0.00%

-

23.60%

0.44%

9.92%

10.59%

1.13%

The BeeHive Fund

BEEHX | Fund | Other

$20.97

0.00%

$160.59 M

0.58%

$0.12

14.95%

2.60%

9.08%

7.88%

0.99%

Beck, Mack & Oliver Partners Fund

BMPEX | Fund | Other

$23.32

-0.17%

$66.90 M

0.03%

$0.01

34.37%

9.49%

14.79%

7.75%

1.68%

Lisanti Small Cap Growth Fund

ASCGX | Fund | Other

$17.75

-0.45%

$29.75 M

0.00%

-

9.64%

-11.02%

4.34%

8.10%

1.88%

Monongahela All Cap Value Fund

MCMVX | Fund | Other

$19.52

+0.46%

$29.25 M

1.55%

$0.30

21.17%

4.85%

11.26%

10.24%

1.90%

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