Penn Capital Management Mutual Funds List
Here you can find all mutual funds issued by Penn Capital Management 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
- 1.36%
- Avg. 1 Year Return
- 23.99%
- Avg. 5 Year Return
- 5.51%
- Median Risk/Return Score
- 74 / 100
Penn Capital Management 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Penn Capital Special Situations Small Cap Equity F... | Small Cap Growth Equities | Dec 17, 2015 | 1.71% | 20.50% | 12.92% | 6.22% | 52 | ||||||||
| Penn Capital Short Duration High Income Fund | High Yield Bonds | Jul 17, 2017 | 1.01% | 1.63% | — | 6.07% | 96 |
Explore top Penn Capital Management 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 Penn Capital Management Mutual funds by Risk/Return Score
The top Penn Capital Management Mutual funds by PortfoliosLab Risk/Return Score are PSHNX (96) and PSCNX (52).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Penn Capital Short Duration High Income Fund | 96 | — | Jul 2017 | |
| Penn Capital Special Situations Small Cap Equity F... | 52 | — | Dec 2015 |
Best-Performing Penn Capital Management Mutual funds Over 5 Years
The top Penn Capital Management Mutual funds is PSCNX (6.17%).
Across the lineup, Penn Capital Management Mutual funds show an average 1-year return of 23.99% and an average 5-year return of 5.51%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Penn Capital Special Situations Small Cap Equity F... | 6.17% | — | Dec 2015 | |
| Penn Capital Short Duration High Income Fund | 4.84% | — | Jul 2017 |
Lowest-Cost Penn Capital Management Mutual funds
The top Penn Capital Management Mutual funds is PSHNX (1.01%).
With an average expense ratio of 1.36%, Penn Capital Management 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 |
|---|---|---|---|---|
| Penn Capital Short Duration High Income Fund | 1.01% | — | Jul 2017 | |
| Penn Capital Special Situations Small Cap Equity F... | 1.71% | — | Dec 2015 |
Highest-Yield Penn Capital Management Mutual funds
The top Penn Capital Management Mutual funds is PSCNX (6.22%).
Across the lineup, Penn Capital Management Mutual funds show an average dividend yield of 6.14%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Penn Capital Special Situations Small Cap Equity F... | 6.22% | — | Dec 2015 | |
| Penn Capital Short Duration High Income Fund | 6.07% | — | Jul 2017 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.