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Published: Tuesday, 1/14/2014


Maumee firm unveils new mutual fund


Camelot Portfolios LLC, a Maumee investment firm, has added a new mutual fund.

The Camelot Excalibur Small Cap Income Fund, which started trading this week under the ticker symbol CEXAX, is co-managed by portfolio managers Jason Born and Darren Munn.

In a statement, the company said the fund will focus on “global small cap securities that trade on U.S. exchanges and have the potential for dividend income, dividend growth, and price appreciation.”

In 2011, Camelot Portfolios began its Camelot Premium Return Fund, trading as CPRFX and CPRCX, the first local fund since Harbor Capital Advisers moved to Chicago in 2007.

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