PENNX Mutual Fund Similar Funds | MarketXLS

PENNX Mutual Fund

NAV$11.05

AUM$1.4B

TER0.95%

Holdings260

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PENNX Mutual Fund

NAV$11.05

Royce Small Cap Fund Investment Class

AUM$1.4B

TER0.95%

Holdings260

See how much of PENNX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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PENNX Mutual Fund Similar Funds

PENNX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include LMBCX, FTHAX, DSMFX, PSCSX, BSVSX.

PENNX alternatives help with portfolio diversification and cost optimization. PENNX overlap shows shared holdings with similar funds. PENNX tax-loss harvesting finds correlated substitutes.