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Morningstar

Penn Capital Mid Cap Core Inst PSMPX

Morningstar Medalist Rating
Medalist Rating as of | See Penn Investment Hub
  • NAV / 1-Day Return 10.97  /  −0.45 %
  • Total Assets 7.7 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.44%
  • Turnover 94%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PSMPX

Will PSMPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSMPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSMPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSMPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Penn Capital Mid Cap Core Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSMPX

More PSMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Weatherford International PLC Ordinary Shares - New

3.05 238,055
Energy

Nexstar Media Group Inc

2.34 182,288
Communication Services

Popular Inc

2.28 177,736
Financial Services

Golden Entertainment Inc

2.05 159,617
Consumer Cyclical

United Parks & Resorts Inc

2.00 155,847
Consumer Cyclical

H&E Equipment Services Inc

1.96 152,805
Industrials

Knife River Holding Co

1.86 145,068
Basic Materials

Western Digital Corp

1.86 144,572
Technology

Caesars Entertainment Inc

1.80 140,104
Consumer Cyclical

Norwegian Cruise Line Holdings Ltd

1.79 139,395
Consumer Cyclical