Penn Capital Mutual Funds List
Here you can find all mutual funds issued by Penn Capital 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
- 14.11%
- Avg. 5 Year Return
- 5.89%
- Median Risk/Return Score
- 68 / 100
Penn Capital 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Penn Capital Special Situations Small Cap Equity F... | Small Cap Growth Equities | Dec 17, 2015 | 1.71% | 17.94% | 12.45% | 6.35% | 39 |
Explore top Penn Capital 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.
Loading charts...
5 Years
Best Penn Capital Mutual funds by Risk/Return Score
The top Penn Capital Mutual funds by PortfoliosLab Risk/Return Score are PSHNX (97) and PSCNX (39).
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 | 97 | — | Jul 2017 | |
| Penn Capital Special Situations Small Cap Equity F... | 39 | — | Dec 2015 |
Best-Performing Penn Capital Mutual funds Over 5 Years
The top Penn Capital Mutual funds is PSCNX (6.99%).
Across the lineup, Penn Capital Mutual funds show an average 1-year return of 14.11% and an average 5-year return of 5.89%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Penn Capital Special Situations Small Cap Equity F... | 6.99% | — | Dec 2015 | |
| Penn Capital Short Duration High Income Fund | 4.80% | — | Jul 2017 |
Lowest-Cost Penn Capital Mutual funds
The top Penn Capital Mutual funds is PSHNX (1.01%).
With an average expense ratio of 1.36%, Penn Capital 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 Mutual funds
The top Penn Capital Mutual funds is PSCNX (6.35%).
Across the lineup, Penn Capital Mutual funds show an average dividend yield of 6.21%, 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... | 6.35% | — | Dec 2015 | |
| Penn Capital Short Duration High Income Fund | 6.06% | — | Jul 2017 |
Top Mutual funds Issuers
Fidelity · 973 Mutual fundsBlackRock · 356 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.