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Moncapfund

Moncapfund Parent Rating

Above Average

Moncapfund remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.

A mark that sets this steward apart is that managers invest significantly alongside fundholders. Almost 100% of the firm’s assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Turnover among Moncapfund's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power. On average, Moncapfund's longest-tenured portfolio managers have accrued 11 years of tenure. This level of manager experience should give investors confidence in the group's ability to handle differing market conditions.

Moncapfund Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

31.21 Mil

Investment Flows (TTM)

−410,025.00

Asset Growth Rate (TTM)

−1.59%

# of Share Classes

1
Morningstar Rating # of Share Classes
1
0
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Monongahela All Cap Value17

Quick Definitions: Key Morningstar Terms

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