VFPAX : Private Capital Management Value Fund Class A

VFPAX is a US Stocks Market Small Blend with HIGH fees.

VFPAX

Private Capital Management Value Fund Class A

FI Score

18 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

18% FI Score
  • vfpax
  • Mutual Fund
  • US Stocks
  • Small Blend

Private Capital Management Value Fund Class A

Expenses: 1.35% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks to achieve long-term capital appreciation. The fund, under normal circumstances, primarily invests in common stocks of companies listed on stock exchanges in North America. There are no limits on the market capitalizations of the companies in which it may invest. The Adviser applies a fundamental value, research driven investment approach.

Largest Holdings

Amount Holding
8.36% INTL FCStone Inc
7.08% Air Transport Services Group Inc
6.87% ECN Capital Corp
6.02% QuinStreet Inc
5.55% KKR & Co Inc Ordinary Shares
4.99% Motorcar Parts of America Inc
4.27% Information Services Group Inc
3.43% Tronox Holdings PLC
3.31% Jefferies Financial Group Inc
2.94% Asure Software Inc
2.70% HomeTrust Bancshares Inc
2.67% Visteon Corp
2.58% Raymond James Financial Inc
2.37% First Northwest Bancorp
2.18% SmartFinancial Inc
2.13% Stoneridge Inc
2.01% Everi Holdings Inc
1.98% Celanese Corp Class A
1.95% Fiesta Restaurant Group Inc
1.94% Carrols Restaurant Group Inc
1.89% Synovus Financial Corp
1.81% The Community Financial Corp
1.76% Dirtt Environmental Solutions Ltd
1.60% Zimmer Biomet Holdings Inc
1.57% Target Hospitality Corp Class A

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