- What are the top holdings of PVCMX?
- Palm Valley Capital Fund Investor Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does PVCMX have?
- PVCMX holds — positions as reported by the fund's most recent disclosure.
- What sectors does PVCMX invest in?
- Palm Valley Capital Fund Investor Class (PVCMX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PVCMX most exposed to?
- PVCMX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PVCMX a US-only fund?
- The country allocation card on this page shows PVCMX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PVCMX invest in?
- The fund's central goal is to generate substantial overall returns over an extended period. Its primary method for reaching this aim is by allocating capital mainly to a diversified array of common shares from small-capitalization (small-cap) businesses. A significant portion of these equity investments will be in U.S.-based small-cap companies. Although common stocks form the backbone of its holdings, the fund retains the option to diversify into equity instruments of Real Estate Investment Trusts (REITs), convertible debt, and obligations issued by the U.S. government. To mitigate potential downside, the Adviser employs a dynamic and strategic approach when determining the fund's cash allocation.
