Provident Trust Strategy Fund (PROVX) Research

The fund concentrates its investments on a select, limited portfolio of growth-oriented companies across different market capitalizations. Its manager's objective is to outperform the S&P 500® Index over complete economic cycles, against which the fund measures its performance. This fund's strategy involves a focused allocation, classifying it as non-diversified.

Market snapshot

Symbol
PROVX
Price
$19.49
Day change
-0.61%
Market cap
$196.4M
P/E ratio
1.49x
52-week range
17.37-22.2
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Artisan Global Equity Fund Investor Shares (ARTHX)
  • MFS Global Alternative Strategy Fund Class A (DVRAX)
  • Meeder Moderate Allocation Retail (FLDOX)
  • Franklin Universal Trust (FT)
  • Madison Covered Call & Equity Income Fund Class Y (MENYX)
  • Nationwide WCM Focused Small Cap Fund Class A (NWGPX)
  • Royce Micro Cap Fund Financial Intermediary Class (RMCFX)
  • Sit Dividend Growth Fund Class S (SDVSX)

Open Provident Trust Strategy Fund (PROVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.