QUSVX SEC Filings — CCM Small/Mid-Cap Impact Value Fund

Data updated: 2023-11-29

36 SEC filings are listed: 15 prospectuses (latest Oct 27, 2023), 15 quarterly N-PORT holdings reports (latest Nov 29, 2023) and 6 annual N-CEN reports (latest Sep 13, 2023).

QUSVX Prospectus (485BPOS / 497)

Objective, strategy, fees and risks. 15 filings on SEC EDGAR.

QUSVX Portfolio holdings (N-PORT)

Full holdings and monthly flows, filed quarterly. 15 filings on SEC EDGAR.

QUSVX Annual census (N-CEN)

Service providers, brokerage and operations. 6 filings on SEC EDGAR.

Browse every CCM Small/Mid-Cap Impact Value Fund filing on SEC EDGAR

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, and annual data from Form N-CEN.

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.