PVCMX Mutual Fund
PVCMX Mutual Fund
Palm Valley Capital Fund
PVCMX Mutual Fund Overview
PVCMX Mutual Fund (Palm Valley Capital Fund) is managed by Palm Valley Capital Management LLC with $111.1M in net assets. PVCMX expense ratio is 1.26%, holding 26 positions across sectors including Other, Financials, Industrials. Inception date: 2019-04-30.
PVCMX performance shows a YTD return of 2.55%. The 1-year return is 5.65% and the 5-year return is 4.93%. PVCMX dividend yield stands at 4.68%, paid annually.
PVCMX top holdings include Treasury Bill Apr 16, 2026 (23.1%), Treasury Bill Jul 16, 2026 (22.6%), U.S. Treasury Bills 2026-08-20 (13.9%), United States Treasury Bills (9.0%), First American Treasury Obligations Fund (8.6%). View all PVCMX holdings, sector breakdown, or dividend history.
PVCMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PVCMX alternatives are available via the screener, along with tax-loss harvesting opportunities.