Monongahela All Cap Value Fund (MCMVX)

Overview

The fund operates with a primary focus on investing in domestic equity securities, aiming to achieve its investment objectives through a strategic portfolio. This portfolio predominantly consists of common and preferred stocks, along with securities convertible into common stocks, spanning companies of various market capitalizations. A distinctive approach of the fund is its flexibility in asset allocation, allowing up to 30% of its assets to be invested in fixed-income securities. This allocation strategy is premised on the Adviser's belief in the potential of these fixed-income securities to yield returns comparable to those of the equity investments within the fund's portfolio.

Products and Services

• Domestic Equity Securities Investment

  The cornerstone of the fund's investment strategy is its focus on domestic equity securities. This includes a wide array of common and preferred stocks, as well as securities that can be converted into common stocks. By diversifying its investments across companies of different market capitalizations, the fund aims to maximize growth potential and mitigate risks associated with market volatility.

• Fixed-Income Securities Investment

  As a secondary strategy, the fund allocates up to 30% of its assets to fixed-income securities. This allocation is guided by the Adviser's analysis and the belief that selected fixed-income investments can offer returns similar to equities. This investment in fixed-income securities not only provides a potential source of comparable returns but also adds a layer of diversification, helping to balance the portfolio's risk and return profile.