Palmer Square Mutual Funds List
Here you can find all mutual funds issued by Palmer Square and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.64%
- Avg. 1 Year Return
- 3.39%
- Avg. 5 Year Return
- 3.02%
- Median Risk/Return Score
- 87 / 100
Palmer Square Mutual Funds List
2 results
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Palmer Square Ultra-Short Duration Investment Grad... | Ultrashort Bond | Oct 7, 2016 | 0.53% | 1.01% | — | 3.54% | 96 | ||||||||
| Palmer Square Income Plus Fund | Ultrashort Bond | Feb 28, 2014 | 0.75% | 0.69% | 3.84% | 3.30% | 78 |
Explore top Palmer Square 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 Palmer Square Mutual funds by Risk/Return Score
The top Palmer Square Mutual funds by PortfoliosLab Risk/Return Score are PSDSX (96) and PSYPX (78).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Palmer Square Ultra-Short Duration Investment Grad... | 96 | — | Oct 2016 | |
| Palmer Square Income Plus Fund | 78 | — | Feb 2014 |
Best-Performing Palmer Square Mutual funds Over 5 Years
The top Palmer Square Mutual funds is PSYPX (3.35%).
Across the lineup, Palmer Square Mutual funds show an average 1-year return of 3.39% and an average 5-year return of 3.02%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Palmer Square Income Plus Fund | 3.35% | — | Feb 2014 | |
| Palmer Square Ultra-Short Duration Investment Grad... | 2.68% | — | Oct 2016 |
Lowest-Cost Palmer Square Mutual funds
The top Palmer Square Mutual funds is PSDSX (0.53%).
With an average expense ratio of 0.64%, Palmer Square Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Palmer Square Ultra-Short Duration Investment Grad... | 0.53% | — | Oct 2016 | |
| Palmer Square Income Plus Fund | 0.75% | — | Feb 2014 |
Highest-Yield Palmer Square Mutual funds
The top Palmer Square Mutual funds is PSDSX (3.54%).
Across the lineup, Palmer Square Mutual funds show an average dividend yield of 3.42%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Palmer Square Ultra-Short Duration Investment Grad... | 3.54% | — | Oct 2016 | |
| Palmer Square Income Plus Fund | 3.30% | — | Feb 2014 |
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