PVCMX Mutual Fund

PVCMX Mutual Fund (Palm Valley Capital Fund) is managed by Palm Valley Capital Management LLC with $112.4M in net assets. PVCMX expense ratio is 1.26%, holding 26 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-04-30.

PVCMX performance shows a YTD return of 4.53%. The 1-year return is 7.77% and the 5-year return is 4.89%. PVCMX dividend yield stands at 4.59%, paid annually.

PVCMX top holdings include United States Treasury Bills 0% 2026-09-24 (25.2%), Treasury Bill Jul 16, 2026 (23.5%), United States Treasury 0.0 08/20/2026 0 2026-08-20 (14.4%), First Am Treas Obli-X (10.6%), Rayonier Inc (3.1%). Go to all PVCMX holdings, PVCMX sectors, or PVCMX dividends.

PVCMX can be compared against other funds. Use PVCMX overlap to find shared positions, or PVCMX vs another fund for a side-by-side view. PVCMX alternatives are available via the screener, along with tax-loss harvesting opportunities.