iMGP Small Company Fund Institutional Class
PFSVX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
--
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
iM Global Partner Fund Management
Manager/Tenure
(Years)
(Years)
Jack Chee (4), Mark T. Dickherber (4), Shaun P. Nicholson (4), 2 others
Website
Address
iM Global Partner Fund Management
Conshohocken PA -
Conshohocken PA -
Country
United States
Phone Number
888-898-1041
Investment Strategy
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The Small Company Fund invests in the securities of smaller companies that the sub-advisors to the fund (each a “manager” or “sub-advisor”) believe have strong appreciation potential. Under normal market conditions, the fund invests at least 80% of its net assets, in securities of small-sized U.S. companies, as measured by market capitalization at the time of acquisition. The manager may invest up to 15% of its net assets in the securities of foreign companies, including those located in emerging markets.