PVCMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Palm Valley Capital Investor (PVCMX) Ownership - Who owns Palm Valley Capital Investor?

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

PVCMX

Net Assets

244M

Fund Existence

almost 6 years

Turnover

55.00

Total Expense Ratio

1.26

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.47

Assets in Top Ten Holdings

217M

Average Credit Quality

N/A

Average Effective Duration

0.19

Average Effective Maturity

0.19

Fund of Funds

Fund Share Class Net Assets

151M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

0.20

No Load Fund

Yes

Number of Long Holdings

21.00

Number of Net Holdings

21.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

89.34%

Gain YTD

-2.051

Annual Yield % from dividends

3.66

Returns for 1 year

-2.51

Returns for 3 years

5.32

Returns for 5 years

20.06

Returns for 10 years

N/A

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Category SmallValue

Profile

Fundamentals

Details