Palm Valley Capital Fund Investor Class (PVCMX) Research
The fund's central goal is to generate substantial overall returns over an extended period. Its primary method for reaching this aim is by allocating capital mainly to a diversified array of common shares from small-capitalization (small-cap) businesses. A significant portion of these equity investments will be in U.S.-based small-cap companies. Although common stocks form the backbone of its holdings, the fund retains the option to diversify into equity instruments of Real Estate Investment Trusts (REITs), convertible debt, and obligations issued by the U.S. government. To mitigate potential downside, the Adviser employs a dynamic and strategic approach when determining the fund's cash allocation.
Market snapshot
- Symbol
- PVCMX
- Price
- $12.41
- Day change
- 0.00%
- Market cap
- $216.1M
- P/E ratio
- 8.40x
- 52-week range
- 12.1-12.75
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Bridgeway Large Cap Value Fund Investor Class (BWLIX)
- Columbia Adaptive Risk Allocation Fund A (CRAAX)
- Hodges Fund a series of Professionally Managed Portfolios (HDPMX)
- Royce Small-Cap Value Fund - Service Class (RYVFX)
- Sit Dividend Growth Fund Class I (SDVGX)
- Sit Dividend Growth Fund Class S (SDVSX)
- SGI U.S. Large Cap Equity Fund Class I (SILVX)
- SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX)
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