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Free Market U.s. Equity Fund Institutional Class (FMUEX)

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23.60 +0.04    +0.17%
17/05 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.11B
Type:  Fund
Market:  United States
Issuer:  RBB Funds
Asset Class:  Equity
RBB Free Market US Equity Instl 23.60 +0.04 +0.17%

FMUEX Overview

 
On this page you'll find an in-depth profile of Free Market U.s. Equity Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of FMUEX among other information.
Category

Mid-Cap Value

Total Assets

4.11B

Expenses

0.54%

Inception Date

39447

Investment Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") that have either adopted policies to invest at least 80% of their assets in equity securities, such as common stocks, preferred stocks or securities convertible into stocks, of U.S. companies, or invest substantially all of their assets in such equity securities. It will diversify its investments by investing primarily in investment companies focusing on different segments of the equity markets.

Contact Information

Address 5955 Deerfield Blvd.
Mason,OH 45040
United States
Phone 5132048000

Top Executives

Name Title Since Until
Daniel J. List Director 2019 Now
Biography Daniel J. List, Chief Compliance Officer and Vice President Of Portfolio Management of Matson Money, Inc. He is responsible for portfolio designs, compliance, trading and system designs.
Mark E. Matson CEO 2007 Now
Biography Mark E. Matson, Chief Executive Officer and Director of Matson Money, Inc., founded Matson Money, Inc. in 1991 and serves as head portfolio manager at Matson Money, Inc..
Sean Babin Portfolio Manager 2018 2019
Biography Sean Babin, Portfolio Manager of Matson Money, Inc, has been employed by Matson Money, Inc since 2016. He is responsible for research, portfolio design, and management of the Funds. Previously, he served as Assistant Portfolio Manager for Matson Money, Inc from September 2016 through April 2018. Prior to joining the Matson Money, Inc, he served at Charles Schwab from January 2015 through September 2016 as an Institutional Relationship Manager. Before joining Charles Schwab, he served as an Investment Analyst for American Wealth Management from January 2013 through January 2015.
Steven B. Miller President of Operation 2007 2018
Biography Steven B. Miller, President of Operations and Portfolio Manager of Matson Money, Inc., has been employed by Matson Money, Inc. as a Portfolio Manager since April 2004. Prior that, he was a senior financial analyst with F+W Publications Inc. from November 2002 to April 2004, and a financial analyst with MidLand Enterprises, Inc. from April 2002 to November 2002.
Kenneth E. Gatliff Portfolio Manager 2015 2018
Biography Kenneth E. Gatliff, Portfolio Manager of Matson Money, Inc, has been employed by the firm since April 2007 as an Investment Services Coordinator, then as an Assistant Portfolio Manager from June 2008 to February 2014. He is responsible for research, portfolio design, and management of the Portfolios.
Daniel J. List Director 2007 2015
Biography Daniel J. List, Chief Compliance Officer and Vice President Of Portfolio Management of Matson Money, Inc. He is responsible for portfolio designs, compliance, trading and system designs.
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