Frontier Phocas Small Cap Value Fund Service Class (FPVSX) Research

This fund generally commits at least 80% of its capital to equity holdings in smaller companies, typically those that align with the profile of businesses found within the Russell 2000® Value Index. To foster broad industry exposure and mitigate the impact of any single stock, the fund usually builds a portfolio of 100 to 120 different companies, with each initial investment representing between 0.25% and 1.00% of its total assets.

Market snapshot

Symbol
FPVSX
Price
$24.57
Day change
-0.02%
Market cap
$27.4M
52-week range
17.84-32.77
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Eaton Vance Tax-Managed Small-Cap Value Fund - Class A (ESVAX)
  • Eaton Vance Tax-Managed Small-Cap Value Fd Cl I (ESVIX)
  • Frontier Phocas Small Cap Value Fund Institutional Class (FPSVX)
  • KL Allocation Fund - Advisor Class (GAVAX)
  • Great Lakes Disciplined Equity Fund Institutional Class (GLDNX)
  • Mirova Global Green Bond Fund Class A (MGGAX)
  • Mirova Global Green Bond Fund Class Y (MGGYX)
  • Sunbridge Capital Emerging Markets Fund Investor Class (RIMIX)

Open Frontier Phocas Small Cap Value Fund Service Class (FPVSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.