News
Transformative Technology Strategies Lead in Tumultuous Markets
Shauvik Haldar
|
The broader markets reversed course and was down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/23/24
Polaris Global Value Fund
PGVFX | Fund | Other
$31.56
+0.22%
$430.16 M
1.65%
$0.52
6.21%
2.54%
5.66%
6.71%
1.22%
Payson Total Return Fund
PBFDX | Fund | Other
$32.13
+1.07%
$289.52 M
0.35%
$0.11
23.28%
9.44%
15.44%
12.85%
0.81%
DF Dent Premier Growth Fund
DFDPX | Fund | Other
$37.74
+0.16%
$232.92 M
0.00%
-
16.86%
1.69%
9.41%
10.55%
1.14%
Beck, Mack & Oliver Partners Fund
BMPEX | Fund | Other
$26.87
+0.15%
$73.51 M
0.02%
$0.01
23.46%
8.55%
15.68%
9.84%
1.61%
Monongahela All Cap Value Fund
MCMVX | Fund | Other
$20.26
+0.15%
$33.72 M
1.49%
$0.30
16.26%
6.79%
10.77%
10.40%
1.77%
Lisanti Small Cap Growth Fund
ASCGX | Fund | Other
$21.45
-0.33%
$29.75 M
0.00%
-
29.53%
-4.78%
7.35%
9.22%
1.88%
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