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Geneva SMID Cap Growth Institutional (GCSVX)

9.73
+0.03
+(0.31%)
At close: 8:01:02 PM EDT
Loading Chart for GCSVX
  • Previous Close 9.70
  • YTD Return -5.49%
  • Expense Ratio 0.86%
  • Category Mid-Cap Growth
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 41.17M
  • Beta (5Y Monthly) 1.13
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend --
  • Inception Date Sep 3, 2021

The fund invests, under normal market conditions, in common stocks of publicly traded companies that the adviser believes demonstrate, at the time of a stock’s purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. Under normal circumstances, the fund invests at least 80% of its net assets in small- and mid-cap companies.

Geneva

Fund Family

Mid-Cap Growth

Fund Category

41.17M

Net Assets

2021-09-03

Inception Date

Performance Overview: GCSVX

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Trailing returns as of 4/15/2025. Category is Mid-Cap Growth.

YTD Return

GCSVX
5.49%
Category
10.80%
 

1-Year Return

GCSVX
1.29%
Category
48.17%
 

3-Year Return

GCSVX
5.68%
Category
21.26%
 

5-Year Return

GCSVX
0.00%
Category
20.18%
 

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Holdings: GCSVX

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Sector Weightings

SectorGCSVX
Technology   31.52%
Industrials   31.38%
Healthcare   9.45%
Real Estate   2.98%
Utilities   0.00%
Energy   0.00%

Recent News: GCSVX

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Research Reports: GCSVX

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