Geneva SMID Cap Growth FundGCSVX

MUTUAL FUNDGeneva
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$45.6M
Expense ratio
0.85%
1-year return
-4.0%
3 years, a year
+6.2%
5 years, a year
—
Holdings
36

What it aims to do.

The Geneva SMID Cap Growth Fund (the Fund) seeks to achieve long-term capital appreciation.

Top 10 holdings.

Holding% of fund
RBC RBC Bearings Inc6.65%
KEYS Keysight Technologies Inc6.52%
MPWR Monolithic Power Systems Inc4.26%
ROL Rollins Inc4.25%
WMS Advanced Drainage Systems Inc4.00%
BCPC Balchem Corp3.97%
AAON AAON Inc3.92%
AXON Axon Enterprise Inc3.74%
BURL Burlington Stores Inc3.70%
EXPO Exponent Inc3.67%

More on GCSVX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.