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PVCIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Palm Valley Capital Institutional (PVCIX) Ownership - Who owns Palm Valley Capital Institutional?

The investment seeks to achieve long-term total return... Show more

Category: #Small Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PVCIX

Net Assets

234M

Fund Existence

almost 2 years

Turnover

64.00

Total Expense Ratio

1.01

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

500000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.29

Assets in Top Ten Holdings

217M

Average Credit Quality

N/A

Average Effective Duration

0.20

Average Effective Maturity

0.20

Fund of Funds

Fund Share Class Net Assets

110M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

0.20

No Load Fund

Yes

Number of Long Holdings

27.00

Number of Net Holdings

28.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

84.65%

Gain YTD

3.533

Annual Yield % from dividends

3.95

Returns for 1 year

1.69

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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Category SmallValue

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