Monongahela All Cap Value FundMCMVX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$43.7M
Expense ratio
0.85%
1-year return
+30.9%
3 years, a year
+15.1%
5 years, a year
+8.4%
Holdings
45
What it aims to do.
The Monongahela All Cap Value Fund (the Fund) seeks total return through long-term capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 8.33% |
| CW Curtiss-Wright Corp | 5.35% |
| TFX Teleflex Inc | 4.39% |
| GLW Corning Inc | 4.13% |
| WAB Westinghouse Air Brake Technol | 4.01% |
| ROK Rockwell Automation Inc | 3.74% |
| COHR Coherent Corp | 3.65% |
| MRK Merck & Co Inc | 3.12% |
| RVTY Revvity Inc | 2.97% |
| HUBB Hubbell Inc | 2.90% |
More on MCMVX.
- MCMVX overview
- MCMVX holdings
- MCMVX risk
- MCMVX costs
- MCMVX money in and out
- MCMVX share classes
- Compare MCMVX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.