Foundry Partners is trading at 17.67 as of the 18th of July 2025; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 17.59. Foundry Partners has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 29th of July 2023 and ending today, the 18th of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its assets in common stocks of small capitalization companies that at the time of purchase are similar in market capitalization to those listed on the Russell 2000 Value Index. It may invest up to 20 percent of its assets in foreign securities , including ADRs or GDRs that are traded on U.S. More on Foundry Partners Fundamental
Foundry Partners Fundamental [DRISX] is traded in USA and was established 18th of July 2025. Foundry Partners is listed under Foundry category by Fama And French industry classification. The fund is listed under Small Value category and is part of Foundry family. This fund currently has accumulated 238.21 M in assets under management (AUM) with minimum initial investment of 100 K. Foundry Partners Fun is currently producing year-to-date (YTD) return of 2.14% with the current yeild of 0.02%, while the total return for the last 3 years was 11.75%.
Check Foundry Partners Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Foundry Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Foundry Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Foundry Partners Fundamental Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Foundry Partners Fundamental Mutual Fund Constituents
Other Information on Investing in Foundry Mutual Fund
Foundry Partners financial ratios help investors to determine whether Foundry Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Foundry with respect to the benefits of owning Foundry Partners security.