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Forum Funds Polaris Global Value Fund: (MF: PGVFX)

(NASDAQ Mutual Funds) As of Jun 14, 2019 08:15 PM ET

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$25.96 USD

0.00 (NA)

Zacks MF Rank 5-Strong Sell         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Premium Research for PGVFX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Sell 5
MF Research Report

Fund Description

The fund was incepted in June 1998 and is managed by Brown Investment Advisory Incorporated. The fund seeks capital appreciation. The fund invests primarily in the common stock of companies (including ADRs) located worldwide, including emerging market countries. The fund also selects investments based on the fundamental research of a company's financial condition. Dividends and capital gains are distributed annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Polaris Global Value Fund PGVFX NA NA 1.00 0.00 1.00 0.99

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Polaris Global Value Fund PGVFX 25.81 6/10/1998 0.00 -8.86 5.14 3.34

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Polaris Global Value Fund PGVFX 2500 250 2000 A

Contact Information

Family Polaris
Address PO Box 446
Portland, ME 04112
Phone 888 263-5594