Absolute Flexible Fund

Data updated: 2023-08-28

C000236408 — Absolute Flexible Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Developed ex-US Equity · $25.51M AUM · 1.51% expense ratio · 7.3% 1-yr return. From SEC regulatory filings.

C000236408 Fund Overview

Absolute Flexible Fund is a US mutual fund managed by Forum Funds, categorised as Developed ex-US Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Forum Funds
  • Category: Developed ex-US Equity
  • Assets under management: $25.51M
  • 1-year return: 7.3%
  • SEC CIK: 0000315774
  • SEC series ID: S000076481
  • Share class ID: C000236408

C000236408 Performance

Total returns for C000236408 (as of 2026-08-01), from SEC filings.

PeriodTotal return
1 year7.3%

C000236408 Risk Information

Risk metrics for C000236408, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 4.1%

C000236408 Costs and Fees

C000236408 costs about $151 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.51%
  • Gross expense ratio: 2.45%
  • Portfolio turnover: 21%
  • Brokerage commissions: 1.02 bps of average net assets (SEC N-CEN)

C000236408 Cashflows

Over the 12 months to 2023-06, Absolute Flexible Fund had net inflows of $25.01M, from monthly SEC N-PORT filings.

MonthNet flow
2023-06$4.22M
2023-05$5.10K
2023-04$0
2023-03$0
2023-02$0
2023-01$354.16K

C000236408 Debt Constituents

No individual debt constituents are reported in Absolute Flexible Fund's latest SEC N-PORT filing.

C000236408 Prospectus and SEC Filings

Official Absolute Flexible Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

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Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.