Morningstar

Acuitas US Microcap Fund Institutional Shares AFMCX

Morningstar Medalist Rating
Medalist Rating as of | See Acuitas Investment Hub
  • NAV / 1-Day Return 19.70  /  +0.31 %
  • Total Assets 114.0M
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 63%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis AFMCX

Will AFMCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AFMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AFMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Acuitas US Microcap Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings AFMCX

More AFMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ducommun Inc

2.44 2M
Industrials

Select Water Solutions Inc Class A

2.00 2M
Energy

First American Government Obligs X

1.69 2M
Cash and Equivalents

Thermon Group Holdings Inc

1.59 2M
Industrials

Adtran Holdings Inc

1.34 1M
Technology

iRadimed Corp

1.24 1M
Healthcare

Core Molding Technologies Inc

1.23 1M
Basic Materials

Mesa Laboratories Inc

1.18 1M
Technology

Graham Corp

1.10 1M
Industrials

Vishay Precision Group Inc

1.06 1M
Technology

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