MSVIX : Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares

MSVIX is a US Stocks Market Small Value with MODERATE fees.

MSVIX

Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares

FI Score

29 /100

Expense Ratio Rating

8 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

29% FI Score
  • msvix
  • Mutual Fund
  • US Stocks
  • Small Value

Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares

Expenses: 0.98% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to provide long-term capital appreciation with less volatility than the U.S. small cap value market. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small-capitalization companies. It invests mainly in common stocks, but it may also invest in ETFs. The fund may invest in cash or money market instruments for the purpose of meeting redemption requests or making other anticipated cash payments.

Largest Holdings

Amount Holding
3.13% Northwest Natural Holding Co
2.61% Idacorp Inc
1.79% Hub Group Inc Class A
1.78% Healthcare Realty Trust Inc
1.60% Premier Inc Class A
1.56% Werner Enterprises Inc
1.56% Stag Industrial Inc
1.55% CSG Systems International Inc
1.54% Lattice Semiconductor Corp
1.53% Darling Ingredients Inc
1.52% Lumentum Holdings Inc
1.51% Seacoast Banking Corp of Florida Class A
1.51% Clean Harbors Inc
1.46% QTS Realty Trust Inc Class A
1.45% CenterState Bank Corp
1.45% ITT Inc
1.43% Gibraltar Industries Inc
1.43% Brandywine Realty Trust
1.42% Regal Beloit Corp
1.41% Rexnord Corp
1.41% Diodes Inc
1.41% Deckers Outdoor Corp
1.40% Bottomline Technologies Inc
1.39% Helen Of Troy Ltd
1.38% Stericycle Inc

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