Palm Valley Mutual Funds List
Here you can find all mutual funds issued by Palm Valley and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.30%
- Avg. 1 Year Return
- 7.68%
- Avg. 5 Year Return
- 4.88%
- Median Risk/Return Score
- 73 / 100
Palm Valley Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | Small Cap Value Equities | Apr 30, 2019 | 1.30% | 4.44% | — | 4.59% | 73 |
Explore top Palm Valley Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Palm Valley Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 73 | — | Apr 2019 |
Best-Performing Palm Valley Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.88% | — | Apr 2019 |
Lowest-Cost Palm Valley Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 1.30% | — | Apr 2019 |
Highest-Yield Palm Valley Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.59% | — | Apr 2019 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.