PENN Capital Small/Mid Cap Equity Fund Investor Class
PSMQX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Top Holdings
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Performance
Beta
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7-Day Total Return
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30-Day Total Return
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60-Day Total Return
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90-Day Total Return
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Year to Date Total Return
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2-Year Total Return
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3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
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Last Bear Market Total Return
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Forward Dividend Yield
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Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Penn
Manager/Tenure
(Years)
(Years)
Eric J. Green (0), Richard A. Hocker (0), Joseph Maguire (0)
Website
Address
Penn
Horsham PA - 19044
Horsham PA - 19044
Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide capital appreciation. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in the equity securities of small and mid-capitalization companies. Small and mid-capitalization companies are defined for this purpose as companies with market capitalizations at the time of purchase between $250 million and the greater of (a) $10 billion or (b) the market capitalization of the largest company included in the Russell 2500 Index.