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Private Capital Management

Private Capital Management Parent Rating

Average

Private Capital Management's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Private Capital Management's longest-tenured portfolio management is worth mentioning, which boasts 26 years of average tenure. In general, seasoned teams tend to have more experience in both up and down markets. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Private Capital Management's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.

Private Capital Management Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

53.80 Mil

Investment Flows (TTM)

1.89 Mil

Asset Growth Rate (TTM)

3.61%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Private Capital Management Value I12

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