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Nasdaq - Delayed Quote USD
Palm Valley Capital Investor (PVCMX)
12.14
-0.14
(-1.14%)
At close: 8:02:00 PM EDT
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12.28 - YTD Return 0.00%
- Expense Ratio 1.26%
- Category Small Value
- Last Cap Gain 1.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 249.11M
- Beta (5Y Monthly) 0.12
- Yield 3.68%
- 5y Average Return --
- Holdings Turnover 64.00%
- Last Dividend 0.46
- Inception Date Oct 30, 2023
To achieve its investment objective the fund invests primarily in a portfolio of small capitalization ("small-cap") common stocks. It will invest primarily in U.S. common stocks of small-cap companies. The fund primarily owns common stocks, but may also invest in equity securities of real estate investment trusts ("REITs"), securities of companies involved in mining or related precious metals industries, convertible securities, and U.S. government obligations. To manage risk, the Adviser uses a flexible and opportunistic approach to the fund's cash position.
Palm Valley
Fund Family
Small Value
Fund Category
249.11M
Net Assets
2023-10-30
Inception Date
Performance Overview: PVCMX
View MoreTrailing returns as of 4/1/2025. Category is Small Value.
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Holdings: PVCMX
View MoreSector Weightings
SectorPVCMX
Industrials 31.61%
Consumer Defensive 19.50%
Consumer Cyclical 16.65%
Technology 14.11%
Utilities 12.47%
Real Estate 5.67%
Basic Materials 0.00%
Communication Services 0.00%
Financial Services 0.00%
Energy 0.00%
Healthcare 0.00%
Recent News: PVCMX
View MoreResearch Reports: PVCMX
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