DRSVX : Foundry Partners Fundamental Small Cap Value Fund Investor Class

DRSVX is a US Stocks Market Small Value with HIGH fees.

DRSVX

Foundry Partners Fundamental Small Cap Value Fund Investor Class

FI Score

35 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

35% FI Score
  • drsvx
  • Mutual Fund
  • US Stocks
  • Small Value

Foundry Partners Fundamental Small Cap Value Fund Investor Class

Expenses: 1.32% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets (including borrowings for investment purposes) in common stocks of small capitalization companies that at the time of purchase are similar in market capitalization to those listed on the Russell 2000® Value Index. It may invest up to 20% of its assets in foreign securities (including securities of emerging market countries), including American Depository Receipts ("ADRs") or Global Depository Receipts ("GDRs") that are traded on U.S. markets. The fund may invest up to 20% of its assets in investment-grade fixed income securities of any maturity.

Largest Holdings

Amount Holding
2.39% Pan American Silver Corp
2.37% EMCOR Group Inc
2.31% Regal Beloit Corp
2.27% KB Home
2.21% First Midwest Bancorp Inc
2.17% Portland General Electric Co
2.14% Group 1 Automotive Inc
2.07% KBR Inc
2.03% Itron Inc
1.96% Vishay Intertechnology Inc
1.95% Associated Banc-Corp
1.92% Lexington Realty Trust
1.84% CNO Financial Group Inc
1.82% Sanmina Corp
1.78% Hancock Whitney Corp
1.75% CSG Systems International Inc
1.74% Tegna Inc
1.71% ALLETE Inc
1.71% Old National Bancorp
1.43% Cabot Corp
1.37% Diodes Inc
1.37% Fulton Financial Corp
1.37% F N B Corp
1.34% Bloomin Brands Inc
1.30% AllianceBernstein Holding LP

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo