PSCNX Alternatives & Similar Mutual Funds

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 155 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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	PSCNX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	PSCNX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011	PSCNX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	PSCNX vs VRTGX
VISGX	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 55. There are 32 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
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	PSCNX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	PSCNX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	94	—	Dec 2016	PSCNX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	94	—	Sep 2001	PSCNX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	90	—	Dec 1995	PSCNX vs OBMCX

Top Performing PSCNX Alternatives (YTD)

PSCNX is at 21.84% YTD. There are 26 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	82.25%	—	Dec 2016	PSCNX vs NESIX
NESGX	Needham Small Cap Growth Fund	81.77%	—	May 2002	PSCNX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	59.81%	—	Dec 2016	PSCNX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	59.55%	—	Sep 2001	PSCNX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.67%	—	Dec 1995	PSCNX vs OBMCX

Lowest Volatility Alternatives to PSCNX

PSCNX has 20.68% 1-year volatility. There are 87 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.15%	—	Nov 1995	PSCNX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.15%	—	Jul 2011	PSCNX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.04%	—	Sep 1988	PSCNX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.04%	—	Jul 1999	PSCNX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	PSCNX vs ETEGX

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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	PSCNX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	PSCNX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	PSCNX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	PSCNX vs EMCAX
RFIMX	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
PSHNX	Penn Capital Short Duration High Income Fund	High Yield Bonds	96	1.63%	—	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	PSCNX vs VOO
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	80	25.51%	—	Nov 2013	PSCNX vs DMCRX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	75	35.59%	—	Mar 2011	PSCNX vs CTSIX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.34%	—	Jan 2003	PSCNX vs HRSMX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	4	17.73%	—	Mar 2000	PSCNX vs KSCOX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	47	21.31%	—	Sep 1994	PSCNX vs SSCPX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	4	17.61%	—	Dec 2001	PSCNX vs KSOAX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	2	1.48%	—	Jun 2006	PSCNX vs PXQSX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	30	19.33%	—	Dec 1997	PSCNX vs PNSAX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	16	6.39%	—	Jun 1993	PSCNX vs VLEOX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	37	11.37%	—	Feb 2005	PSCNX vs JATTX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-6.20%	—	May 1987	PSCNX vs NCLEX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	55	18.69%	—	Mar 1998	PSCNX vs ALFAX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	37	11.47%	—	May 2012	PSCNX vs JGMNX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	37	11.41%	—	Feb 2005	PSCNX vs JANIX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	82	26.02%	—	Oct 1992	PSCNX vs HSPGX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	83	26.22%	—	Oct 2008	PSCNX vs FGROX

Compare PSCNX with Any Fund or Stock

Compare PSCNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Penn Capital Special Situations Small Cap Equity Fund (PSCNX) Alternatives