Grisanti Brown Value Inv
Forum Funds (Adams) P.O. Box 446
Map
Phone: 866-775-8439
| Category: | Large Blend | | Fund Family: | Adams Hark Funds | | Net Assets: | 0 | | Year-to-Date Return: | -20.68% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Dec-07 |
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Vance C. Brown
Lead Manager since
21-Oct-05 | | | Brown is a founding member of the Adviser, has served as a portfolio manager and portfolio analyst since 1999. Prior to that, he was a managing director and portfolio manager at SBSF. From 1995 to 1998, Brown was a vice president at Greenhaven Associates. In 1990, he served as executive vice president and associate publisher of The Herald Publishing Company. Brown was employed by Prudential-Bache Securities, serving from 1988 to 1990. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests primarily in equity securities of domestic companies with large market capitalizations. It may also invest, to a lesser extent, in equity securities of domestic companies with mid-sized and small market capitalizations. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 71.30% |
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| Expense | GBVVX | Category
Avg | | Total Expense Ratio: | %
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$624 | $577 | | 5 Yr Expense Projection*: |
$1,073 | $877 | | 10 Yr Expense Projection*: |
$2,317 | $1,739 |
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1.49% Nasdaq 
0.27%
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