Expense Ratio History

Forum fund fees

17 Forum funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
PBFDXPayson Total Return Fund 0.81% Mutual fund 0.82% to 0.81%, 1 Aug 2024
DFDMXDF Dent Midcap Growth Fund 0.93% Mutual fund 0.89% to 0.93%, 1 Nov 2025
BEEHXThe BeeHive Fund 0.99% Mutual fund 0.98% to 0.99%, 1 May 2024
DFDPXDF Dent Premier Growth Fund 1.16% Mutual fund 1.14% to 1.16%, 1 Nov 2025
PGVFXPolaris Global Value Fund 1.22% Mutual fund 1.23% to 1.22%, 1 May 2024
DFDSXDF Dent Small Cap Growth Fund 1.24% Mutual fund 1.26% to 1.24%, 1 Nov 2025
MAIPXMAI Managed Volatility Fund 1.30% Mutual fund 1.08% to 1.30%, 30 Dec 2025
BMPEXBeck, Mack & Oliver Partners Fund 1.54% Mutual fund 1.61% to 1.54%, 1 Aug 2025
MCMVXMonongahela All Cap Value Fund 1.70% Mutual fund 1.77% to 1.70%, 1 Sep 2025
AFMCXAcuitas US Microcap Fund 1.85% Mutual fund 1.96% to 1.85%, 1 Nov 2025
BVSIXBaywood SociallyResponsible Fund 1.92% Mutual fund 3.03% to 1.92%, 1 Feb 2026
AUXAXAuxier Focus Fund 2.17% Mutual fund 1.87% to 2.17%, 1 Nov 2025
ABRVXABR Dynamic Blend Equity & Volatility Fund 2.19% Mutual fund 2.24% to 2.19%, 1 Dec 2024
VOLSXABR 75/25 VOLATILITY FUND 2.81% Mutual fund 2.77% to 2.81%, 1 Dec 2025
ASCGXLisanti Small Cap Growth Fund 3.06% Mutual fund 2.48% to 3.06%, 1 May 2026
ABRSXABR 50/50 Volatility Fund 3.14% Mutual fund 3.01% to 3.14%, 1 Dec 2025
BVPIXBaywood ValuePlus Fund 4.10% Mutual fund 4.57% to 4.10%, 1 Feb 2026