Monongahela All Cap Value Fund

Frequently Asked Questions About MCMVX

What are the top holdings of MCMVX?

A machine-readable holdings disclosure for Monongahela All Cap Value Fund (MCMVX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does MCMVX invest in?

Monongahela All Cap Value Fund (MCMVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is MCMVX most exposed to?

MCMVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is MCMVX a US-only fund?

The country allocation card on this page shows MCMVX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does MCMVX invest in?

The Monongahela All Cap Value Fund strives to achieve its financial objectives by primarily investing in a diverse selection of U.S. equity instruments. These holdings largely consist of common and preferred shares, along with securities that can be converted into common stock, from companies across the entire market capitalization spectrum. Furthermore, the fund has the flexibility to allocate up to 30% of its portfolio to fixed-income securities, provided the Adviser expects their returns to be similar to those of the fund's equity investments.