370 Church St. Guilford, CT 06437

877-734-7862

  • Daily NAV as of
    04/23/24
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  • PCAFX
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  • POPFX
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  • Fund Overview

  • Ticker: POPFX

  • Fact Sheet:

    Prospector Opportunity Fund

  • Investment Objective:

    The investment objective of the Opportunity Fund is capital appreciation.

  • Main investment strategies:

    Under normal market conditions the Prospector Opportunity Fund invests primarily in a variety of equity and equity-related securities both domestically and in other developed markets. The fund attempts to buy investments priced to generate long-term total returns significantly above those of general stock indices and U.S. treasuries. In pursuit of its value oriented strategy, the fund invests significantly in small-to-mid capitalization companies with market capitalizations at the time of investment in the range between $150 million and $15 billion. The Fund managers seek companies with long, consistent, predictable track records of *free cash flow yield generation and healthy organic growth.

    *Free Cash Flow represents the cash a company can generate after required investment to maintain or expand its asset base.

 4-Star Overall Morningstar Rating™ as of 3/31/24 out of 392 Mid-Cap Blend Funds based on risk adjusted returns.

The Overall Morningstar Rating™ for a fund is derived from a weighted average of the fund’s three-year Morningstar Ratings™ metrics, which are based on risk-adjusted return performance.