Tocqueville Opportunity Fd Cl A
TOPPX
Other OTC- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 40 West 57th St. New York NY United States of America 10019
- IPO Date
- Jan 2, 2019
- CIK
- 0000801444
- Similar Companies
- Business
- Tocqueville Opportunity Fund Class A (TOPPX) is an open-end mutual fund managed by Tocqueville Asset Management L.P. that seeks long-term capital appreciation by investing primarily in common stocks of small- and mid-cap companies with potential for above-average long-term earnings growth; the adviser defines small-cap companies as those with market capitalizations under $3 billion and mid-cap companies as those between $3 billion and the largest stock in the Russell Midcap Index at the time of purchase, with additional flexibility to invest in large-cap companies. The fund offers Class A shares with a front-end sales load, targeting growth-oriented investors including individuals, institutions, and financial advisors seeking exposure to undervalued U.S. equities across market capitalizations. It operates within the mid-cap growth segment of the U.S. equity market, with net assets of approximately $55.54 million as of recent data. Tocqueville Asset Management L.P., the fund's adviser, was founded in 1985 and maintains headquarters at 40 West 57th Street, New York, New York, with an additional office in Vero Beach, Florida. The firm, an independent employee-owned partnership, provides investment advisory services to high-net-worth individuals, families, institutions, and mutual funds like TOPPX, emphasizing rigorous in-house research and contrarian value strategies. TOPPX itself was incepted on August 1, 1994, as part of the Tocqueville Trust, with portfolio turnover reflecting active management focused on fundamental analysis. In recent developments, Tocqueville Asset Management acquired Poplar Forest Capital, a $1.3 billion assets-under-management investment firm, in early 2025 to expand its advisory capabilities, research talent, and institutional platform, integrating Poplar Forest's team led by Dale Harvey. This strategic acquisition aligns with the firm's growth plan to attract high-caliber professionals and enhance portfolio construction across its offerings, including funds like TOPPX. No major fund-specific changes such as new share classes, reorganizations, or product launches for TOPPX were reported in the last 1-2 years, though the adviser continues active portfolio adjustments, including new positions in securities like GNR and REGN as disclosed in 2025 SEC 13F filings.