PZSIX : PPM Small Cap Value Fund Institutional Shares

PZSIX is a US Stocks Market Small Value with MODERATE fees.

PZSIX

PPM Small Cap Value Fund Institutional Shares

FI Score

28 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

28% FI Score
  • pzsix
  • Mutual Fund
  • US Stocks
  • Small Value

PPM Small Cap Value Fund Institutional Shares

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve long-term growth of capital. The fund seeks to achieve its objective by investing under normal circumstances at least 80% of its assets (net assets plus the amount of any borrowings made for investment purposes) in a diversified portfolio of equity securities of U.S. companies within the range of securities of the S&P SmallCap 600 Index ("index") at the time of initial purchase.

Largest Holdings

Amount Holding
3.27% Helen Of Troy Ltd
3.17% PNM Resources Inc
3.03% GATX Corp
2.76% Houlihan Lokey Inc Class A
2.73% Independent Bank Corp
2.70% Magellan Health Inc
2.67% Integer Holdings Corp
2.65% Renasant Corp
2.63% Premier Inc Class A
2.61% Axos Financial Inc
2.56% CACI International Inc Class A
2.56% Semtech Corp
2.45% Home BancShares Inc
2.34% Kennametal Inc
2.21% Penske Automotive Group Inc
2.20% Primo Water Corp
2.18% Terex Corp
2.16% TCF Financial Corp
2.11% Physicians Realty Trust
2.09% Aerojet Rocketdyne Holdings Inc
2.09% Janus Henderson Group PLC
2.05% Apogee Enterprises Inc
2.05% Skechers USA Inc
1.88% National General Holdings Corp
1.80% Ameris Bancorp

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