Monongahela All Cap Value Fund (MCMVX)
Monongahela All Cap Value Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Portland, ME, US. The stock last traded at $25.15, up 0.56% on the session, giving a market capitalisation of $49.7M. Its beta of 0.85 implies it has historically moved less than the broad market.
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.
Monongahela All Cap Value Fund is most often compared with the following Financial Services names: