Palm Mutual Funds
Palm Funds List
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Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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Palm Valley Capital Institutional | PVCIX | Small Value | 4.48% | 80 | 1.010% | Above Average | Institutional | $500,000 | ||
Palm Valley Capital Investor | PVCMX | Small Value | 4.24% | 82 | 1.260% | Above Average | No Load | $2,500 |
Palm Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank