Nasdaq - Delayed Quote USD

Acuitas US Microcap Institutional (AFMCX)

12.64
+0.37
+(3.02%)
At close: 8:00:23 PM EDT
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  • Previous Close 12.27
  • YTD Return -17.17%
  • Expense Ratio 1.50%
  • Category Small Blend
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 78.39M
  • Beta (5Y Monthly) 1.14
  • Yield 0.02%
  • 5y Average Return --
  • Holdings Turnover 64.00%
  • Last Dividend 0.00
  • Inception Date Jul 18, 2014

The fund normally invests at least 80% of its net assets in the equity securities of microcap companies that (i) are headquartered in the U.S., or (ii) generate at least 50% of their revenue from activity in the U.S. It will pursue its investment objective using a "multi-manager" process, allocating assets among a carefully chosen group of asset managers (the "Subadvisers"). The adviser will select the fund's sub-advisers using its manager research and selection process which seeks to identify investment managers that are likely to achieve out performance over a long time horizon.

Acuitas Investments

Fund Family

Small Blend

Fund Category

78.39M

Net Assets

2014-07-18

Inception Date

Performance Overview: AFMCX

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Trailing returns as of 5/27/2025. Category is Small Blend.

YTD Return

AFMCX
17.17%
Category
20.19%
 

1-Year Return

AFMCX
8.58%
Category
60.18%
 

3-Year Return

AFMCX
1.59%
Category
11.32%
 

5-Year Return

AFMCX
11.47%
Category
13.88%
 

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Holdings: AFMCX

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Sector Weightings

SectorAFMCX
Industrials   20.53%
Healthcare   18.73%
Technology   18.35%
Energy   7.24%
Real Estate   2.55%
Utilities   1.33%

Recent News: AFMCX

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Research Reports: AFMCX

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