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Prospector Opportunity (POPFX)

25.65
-1.45
(-5.35%)
At close: 8:03:58 PM EDT
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  • Previous Close 27.10
  • YTD Return 1.12%
  • Expense Ratio 1.26%
  • Category Mid-Cap Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 262.82M
  • Beta (5Y Monthly) 0.77
  • Yield 0.94%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.27
  • Inception Date Sep 28, 2007

Under normal market conditions, the fund invests primarily in a variety of equity and equity-related securities, including common stocks. The Advisor attempts to buy investments priced to generate long-term total returns significantly above those of general stock indices and U.S. treasuries. Using a value orientation, the Investment Manager invests in positions in the United States and other developed markets. The fund may invest substantially in small and mid-cap companies.

Prospector Funds

Fund Family

Mid-Cap Blend

Fund Category

262.82M

Net Assets

2007-09-28

Inception Date

Performance Overview: POPFX

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Trailing returns as of 4/3/2025. Category is Mid-Cap Blend.

YTD Return

POPFX
1.12%
Category
17.04%
 

1-Year Return

POPFX
5.50%
Category
50.44%
 

3-Year Return

POPFX
6.70%
Category
13.15%
 

5-Year Return

POPFX
15.08%
Category
13.75%
 

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Holdings: POPFX

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Sector Weightings

SectorPOPFX
Technology   10.85%
Industrials   9.34%
Healthcare   7.88%
Energy   6.92%
Real Estate   2.65%
Utilities   0.00%

Recent News: POPFX

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Research Reports: POPFX

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