Penn Capital Special Situations Small Cap Equity Fund (PSCNX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSCNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSCNX
PSCNX charges 1.71% annually. There are 156 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | PSCNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | PSCNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | PSCNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PSCNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PSCNX vs VISGX |
Best Risk-Adjusted Alternatives to PSCNX
PSCNX has a PortfoliosLab risk / return rank of 57. There are 55 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | PSCNX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | PSCNX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | PSCNX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | PSCNX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | PSCNX vs OBMCX |
Top Performing PSCNX Alternatives (YTD)
PSCNX is at 24.83% YTD. There are 41 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | PSCNX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | PSCNX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | PSCNX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | PSCNX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | PSCNX vs OBMCX |
Lowest Volatility Alternatives to PSCNX
PSCNX has 21.24% 1-year volatility. There are 86 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | PSCNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | PSCNX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | PSCNX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | PSCNX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | PSCNX vs NBGIX |
Lowest Drawdown Alternatives to PSCNX
PSCNX has a 1-year max drawdown of -12.47%. There are 56 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | PSCNX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PSCNX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PSCNX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | PSCNX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | PSCNX vs RFIMX |
Other Mutual Funds from Penn Capital Management
The 1 most viewed Penn Capital Management mutual funds shown here include PSHNX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Penn Capital Short Duration High Income Fund | High Yield Bonds | 96 | 1.84% | — | Jul 2017 | PSCNX vs PSHNX |
Often Compared With PSCNX
Investors most often compare PSCNX with VOO, DMCRX, CTSIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PSCNX with Any Fund or Stock
Compare PSCNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSCNX with funds that move differently
Penn Capital Special Situations Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSCNX.
Explore PSCNX Diversifiers