17.03
+0.01(+0.06%)
Currency In USD
Address
Forum Funds (MAI)
, DE
United States of America
Phone
877-414-7884
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
November 22, 2010
The investment seeks income and long term capital appreciation. The fund will seek to achieve its investment objective principally by (1) investing in a diversified portfolio of equity securities, with a focus on those paying dividends, and (2) selling exchange listed options. The fund's investments in domestic equity securities are primarily in companies with large- and mid-sized market capitalizations. The Adviser's focus on large- and mid-cap total return-oriented stocks and a target equity weighting of 45-55% of total assets may limit the fund's ability to fully participate in sharply rising stock markets.