McElvaine Value F

Performance

Growth of 10,000

Returns

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

0/5

Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation

Carbon Risk Score

Strategy

The fundamental investment objective of the fund is to provide long-term capital appreciation by acquiring primarily securities that are trading below their intrinsic value. As an investor, we believe one of the few things we can control is the price we are willing to pay. Therefore, when we are selecting investments, we focus on what we are getting and at what price we are prepared to act. Our intention is to invest only where the difference between the value of the investment and the price we pay gives us a margin of safety.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
McElvaine Value A
McElvaine Value A
MIT108
Apr 01, 2021
346.50 k
1.60
1.00 k
McElvaine Value B
McElvaine Value B
MIT552
Sep 30, 1996
16.53 Mil
1.00 k
McElvaine Value F
McElvaine Value F
MIT808
Jan 01, 2020
11.24 Mil
1.00 k
McElvaine Value G
McElvaine Value G
MIT555
Oct 26, 2015
1.83 Mil
1.00 k

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