PSMPX Mutual Fund
NAV$5.36
AUM$2M
TER1.06%
Holdings70
PSMPX Mutual Fund
NAV$5.36
Penn Capital Mid Cap Core Fund
AUM$2M
TER1.06%
Holdings70
See inside every mutual fund you own
$29/moCancel anytime.
See how PSMPX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch priceFirst 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.
PSMPX Mutual Fund Overview
PSMPX Mutual Fund (Penn Capital Mid Cap Core Fund) is managed by PENN Capital Funds with $1.5M in net assets. PSMPX expense ratio is 1.06%, holding 70 positions across various sectors. Inception date: 2015-11-30.
PSMPX performance shows a YTD return of -30.28%. The 1-year return is -24.53% and the 5-year return is -0.86%. PSMPX dividend yield stands at 9.07%, paid annually.
PSMPX top holdings include a diversified portfolio. View all PSMPX holdings, sector breakdown, or dividend history.
PSMPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSMPX alternatives are available via the screener, along with tax-loss harvesting opportunities.