Golden Small Cap Core I
Forum Funds (Golden) P.O. Box 588 Portlan,ME 04112
Phone: 800-206-8610
| Category: |
Small Blend |
| Fund Family: |
Forum Funds (Golden) |
| Net Assets: |
118.62M |
| Year-to-Date Return: |
-4.50% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
13-Sep-05 |
|
Greg W. Golden
Lead Manager since
13-Sep-05 |
|
| Golden is president and chief executive officer of Golden Capital Management, his employer since 1999. Previously, he was senior vice president and head of Structured Products Group for TradeStreet Investment Associates. Between 1989 and 1990, he served as a telecommunications specialist with Sovran Bank. Golden holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$2,500 |
| Min Initial Investment, AIP: |
$500 |
| Min Subsequent Investment: |
$1,000 |
| Min Subsequent Investment, IRA: |
$1,000 |
| Min Subsequent Investment, AIP: |
$500 |
|
|
|
| The investment seeks maximum long-term total return. The fund typically invests at least 80% of assets in U.S.-listed equity securities of companies with small market capitalizations that are similar, at the time of their purchase, to those of the S&P Small-Cap 600 index or the Russell 2000 index. |
| Last Dividend
|
N/A |
| Last Cap Gain
(12-Dec-07):
|
0.11 |
| Annual Holdings Turnover
|
95.00% |
| Average for Category:
|
96.31% |
|
| Expense |
GLDSX |
Category
Avg |
| Total Expense Ratio: |
1.10%
|
1.53% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.41% |
| 3 Yr Expense Projection*: |
$351 |
$629 |
| 5 Yr Expense Projection*: |
$608 |
$1,005 |
| 10 Yr Expense Projection*: |
$1,344 |
$2,021 |
|
|
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