Private Capital Management Value I (VFPIX)
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Private Capital Management Value I
Naples, FL 34108
8889 Pelican Bay Boulevard,Suite 500
FundVantage Trust (Private Capital)
610-382-8667
Management Information
Gregg J. Powers,Lead Manager since May 27, 2010
Gregg J. Powers is Lead Portfolio Manager and Chief Executive Officer of Private Capital Management (PCM) Inc. Mr. Powers began his investment career as a healthcare analyst at Raymond James Financial. Mr. Powers joined PCM’s investment research team in 1988. During the early 1990s, Mr. Powers became co-portfolio manager, credited with the primary underwriting of PCM’s investments in technology, healthcare, and telecommunications. Mr. Powers became President of PCM in 1999, CEO in 2008, and assumed the role of Chairman in 2009. As portfolio manager, Mr. Powers oversees all aspects of the investment of client portfolios. Mr. Powers has a Bachelor of Science degree in Finance from the University of Florida.
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Morningstar Category
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Fund Overview
CategorySmall Blend
Fund FamilyPrivate Capital Management
Net Assets57.72M
YTD Return3.00%
Yield0.00%
Morningstar Rating★★★
Inception DateMay 27, 2010
Fund Operations
Last Dividend0.17
Last Cap Gain31.00
Holdings Turnover6.00%
Average for CategoryN/A
Fees & Expenses
ExpenseVFPIXCategory Average
Annual Report Expense Ratio (net)1.20%1.03%
Prospectus Net Expense Ratio1.20%N/A
Prospectus Gross Expense Ratio1.67%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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