Forum Funds Fund Quote

FLXIX Fund  USD 10.66  0.03  0.28%   

Performance

Very Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Forum Funds is trading at 10.66 as of the 11th of July 2025; that is 0.28 percent decrease since the beginning of the trading day. The fund's open price was 10.69. Forum Funds has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 11th of June 2025 and ending today, the 11th of July 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of convertible securities issued by both U.S. and foreign companies. These convertible securities are typically debt securities or preferred stocks that can be exchanged for, or convert automatically to, common stock. More on Forum Funds

Moving together with Forum Mutual Fund

  0.99FCSZX Franklin VertiblePairCorr
  0.99FCSKX Franklin VertiblePairCorr
  0.97FISCX Franklin VertiblePairCorr
  0.97FROTX Franklin ConvertiblePairCorr
  0.99ANZCX Allianzgi ConvertiblePairCorr

Moving against Forum Mutual Fund

  0.94USPSX Profunds UltrashortPairCorr
  0.94USPIX Profunds UltrashortPairCorr
  0.85TCTGX Transamerica CleartrackPairCorr
  0.84TDKTX Cleartrack 2015 ClassPairCorr
  0.84TCTJX Transamerica CleartrackPairCorr
  0.83TCSUX Cleartrack 2020 ClassPairCorr

Forum Mutual Fund Highlights

Fund ConcentrationAbsolute Strategies Funds, Large Funds, Convertibles Funds, Convertibles, Absolute Strategies, Absolute Strategies, Convertibles (View all Sectors)
Update Date30th of June 2025
Forum Funds [FLXIX] is traded in USA and was established 11th of July 2025. Forum Funds is listed under Absolute Strategies category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Absolute Strategies family. This fund currently has accumulated 29.52 M in assets under management (AUM) with no minimum investment requirementsForum Funds is currently producing year-to-date (YTD) return of 5.09% with the current yeild of 0.04%, while the total return for the last 3 years was 7.65%.
Check Forum Funds Probability Of Bankruptcy

Forum Funds Risk Profiles

Forum Funds Against Markets

Other Information on Investing in Forum Mutual Fund

Forum Funds financial ratios help investors to determine whether Forum 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 Forum with respect to the benefits of owning Forum Funds security.
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