Palm Valley is trading at 12.24 as of the 20th of March 2025; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 12.25. Palm Valley has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
To achieve its investment objective the fund invests primarily in a portfolio of small capitalization common stocks. It will invest primarily in U.S. common stocks of small-cap companies. The fund primarily owns common stocks, but may also invest in equity securities of real estate investment trusts , securities of companies involved in mining or related precious metals industries, convertible securities, and U.S. More on Palm Valley Capital
Palm Valley Capital [PVCMX] is traded in USA and was established 20th of March 2025. Palm Valley is listed under Palm Valley category by Fama And French industry classification. The fund is listed under Small Value category and is part of Palm Valley family. The entity is thematically classified as Small Value Funds. This fund at this time has accumulated 5.93 M in assets with minimum initial investment of 2.5 K. Palm Valley Capital is currently producing year-to-date (YTD) return of 0.25% with the current yeild of 0.04%, while the total return for the last 3 years was 5.29%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Palm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Palm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Palm Valley Capital Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Palm Mutual Fund
Palm Valley financial ratios help investors to determine whether Palm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Palm with respect to the benefits of owning Palm Valley security.