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PSMPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$11.96
Change
-$0.55 (-4.40%)
Net Assets
4.07M

PSMPX price forecast, quote, news & analysis

Category: @Mid-Cap Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Western Digital Corp (NASDAQ:WDC).

Industry description

The investment seeks to provide capital appreciation. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in equity securities of mid-capitalization companies. Mid-capitalization companies are defined for this purpose as companies with market capitalizations at the time of purchase between the lesser of $2 billion or the market capitalization of the smallest company included in the Bloomberg US 2500 Index, and the greater of $20 billion or the market capitalization of the largest company included in the Bloomberg US 2500 Index.

Market Cap

The average market capitalization across the Penn Capital Mid Cap Core Inst MF is 7.28B. The market cap for tickers in the group ranges from 1.06B to 23.08B. WDC holds the highest valuation in this group at 23.08B. The lowest valued company is GDEN at 1.06B.

Volume

The average weekly volume growth across all stocks in the Penn Capital Mid Cap Core Inst MF was -26%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 56
Price Growth Rating: 49
SMR Rating: 46
Profit Risk Rating: 64
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
PENN Capital Funds TrustNavy Yard Corporate Center, 3 Crescent Drive, Suite 400Philadelphia,
Phone
(215) 302-1500
Web
www.pennfunds.com