Acuitas US Microcap Fund Institutional Shares AFMCX:NASDAQ

Net Asset Value$10.52Closing Price - 11/12/2019
1-Day Change+0.03(0.29%)
YTD Change+1.47(16.24%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 06/30/2019

Fund Profile

Fund Strategy

The Fund seeks capital appreciation. The Fund normally invests at least 80% of its net assets in publicly-traded domestic micro-cap companies. Micro-cap companies are those with market capitalizations of less than $1 billion. The Fund will use a "multi-manager" process, allocating assets among a group of asset managers.

Fund Category US Diversified Equity
Inception Date 07/18/2014
Manager Team Managed
Fund Classification Small-Cap Core Funds
Managed Since N/A
Other Managed Funds   AISCX

Lipper Leader Scorecard as of 10/31/2019

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
830

830

12,247

830

453
3 Year Rating(# of funds in category)
830

830

12,247

830

453
5 Year Rating(# of funds in category)
676

676

10,460

676

343
10 Year Rating(# of funds in category)
N/A

N/A

N/A

N/A

N/A

Fund Highlights

Total Expense Ratio1.70%
Average Market Capitallization$641.9 M
Net Asset ValueN/A
Total Net Assets$77.0 M
Sales ExpensesInstitutional Load Fund
Minimum Initial Investment$100000
Minimum IRA Investment$100000
AvailabilityOpen to New Investors
Current Yield0.00%
Dividend Ex-DateN/A

Risk Analysis

Beta vs. S&P 5001.10
R-Squared vs. S&P 5000.65
Standard Deviation16.58%
Sharpe Ratio0.29
Portfolio TurnoverN/A