- What does SEMRX invest in?
- This fund primarily allocates capital to investment-grade debt instruments issued by U.S.-based entities. The advisor also utilizes short selling, but its main purpose is to manage particular risks, such as interest rate or yield spread fluctuations, associated with its long-term holdings. It may also be used to exploit valuation differences between securities. Crucially, this short selling activity is not employed for the purpose of forecasting market direction.
- What is the expense ratio of SEMRX?
- Medalist Partners Short Duration Fund - Investor Class (SEMRX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SEMRX?
- Medalist Partners Short Duration Fund - Investor Class (SEMRX) manages $606.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SEMRX actively managed or an index fund?
- SEMRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SEMRX launched?
- Medalist Partners Short Duration Fund - Investor Class (SEMRX) launched in December 2010 and is managed by the fund issuer.
- How has SEMRX performed?
- SEMRX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
