Penn Capital Mid Cap Core Inst (PSMPX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Penn Capital Mid Cap Core Inst
Philadelphia, Pennsylvania 19112
Navy Yard Corporate Center, 3 Crescent Drive, Suite 400
PENN Capital Funds Trust
(215) 302-1500
Management Information
Eric J. Green,Lead Manager since January 30, 2023
Mr. Green began his career with Penn Capital in 1997. Prior to joining Penn Capital, Mr. Green gained experience with the Royal Bank of Scotland, and the United States Securities and Exchange Commission where he served as a financial analyst in the Division of Investment Management. As Director of Research, Mr. Green is responsible for guiding the firm’s day-to-day research process. He serves as the Portfolio Manager for Penn Capital’s Small Cap and Mid Cap equity strategies, chairs the firm’s Equity Strategy Committee and is a member of the firm’s Executive Committee which drives overall strategy and management of the firm. Mr. Green has been a contributor to many national business media outlets and financial industry print publications. He also serves on the Board of Directors and the Executive Committee of the ADL, MidAtlantic Region. Mr. Green received a BSBA, Cum Laude, from American University and received an MBA from the Yale School of Management.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Blend
Fund FamilyPenn Capital Management
Net Assets6.72M
YTD Return-1.34%
Yield0.46%
Morningstar Rating★
Inception DateNov 29, 2015
Fund Operations
Last Dividend0.06
Last Cap Gain23.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpensePSMPXCategory Average
Annual Report Expense Ratio (net)1.06%0.94%
Prospectus Net Expense Ratio1.06%N/A
Prospectus Gross Expense Ratio1.79%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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