Return to Family List

Mutual Funds: FORUM FUNDS

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
ACUITAS US MICROCAP FD INST (AFMCX)
View Prospectus
1 $10,000.00 $0.00 $10,000.00 $0.00
LISANTI SMALL CAP GROWTH FUND (ASCGX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
AUXIER FOCUS A (AUXAX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
AUXIER FOCUS FUND INV (AUXFX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
AUXIER FOCUS FUND INST (AUXIX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
BEEHIVE FD (BEEHX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
BECK MACK AND OLIVER PARTNERS FD (BMPEX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
BAYWOOD VALUEPLUS INST (BVPIX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
BAYWOOD SOCIALLY RESPONSIBLE FD INST (BVSIX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
DF DENT MIDCAP GWTH FD (DFDMX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
DF DENT PREMIER GROWTH (DFDPX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
DF DENT SMALL CAP GROWTH INVESTOR (DFDSX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
DF DENT MIDCAP GWTH FD INST (DFMGX)
View Prospectus
1 $500,000.00 $0.00 $500,000.00 $0.00
DF DENT SMALL CAP GROWTH INSTITUTIONAL (DFSGX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
MAI MANAGED VOLATILITY INV (DIVPX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
MAI MANAGED VOLATILITY INSTL (MAIPX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
MONONGAHELA ALL CAP VALUE (MCMVX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00
PAYSON TOTAL RETURN FD (PBFDX)
View Prospectus
1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.