Foundry Mutual Funds List
Here you can find all mutual funds issued by Foundry and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.28%
- Avg. 1 Year Return
- 35.59%
- Avg. 5 Year Return
- 8.09%
- Median Risk/Return Score
- 56 / 100
Foundry Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Foundry Partners Fundamental Small Cap Value Fund | Small Cap Value Equities | Dec 31, 2003 | 1.28% | 17.56% | 9.52% | 0.82% | 56 |
Explore top Foundry Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Foundry Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Foundry Partners Fundamental Small Cap Value Fund | 56 | — | Dec 2003 |
Best-Performing Foundry Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Foundry Partners Fundamental Small Cap Value Fund | 8.09% | — | Dec 2003 |
Lowest-Cost Foundry Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Foundry Partners Fundamental Small Cap Value Fund | 1.28% | — | Dec 2003 |
Highest-Yield Foundry Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Foundry Partners Fundamental Small Cap Value Fund | 0.82% | — | Dec 2003 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.