BVPIX – Baywood ValuePlus Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation by investing in undervalued equity securities. Under normal conditions, the Advisor seeks to achieve the fund's investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock and sponsored American Depositary Receipts ("ADRs").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BVPIX	Baywood ValuePlus Fund Institutional Shares	Institutional	Open			Dec 2, 2013	$6.41M	0.700%	Average	$5,000	$582,298.02

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