TAXATION
Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
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This is a list of Private Capital Management Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Private Capital Management Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Private Capital Management Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Private Capital Management Funds.
This page includes relevant dividend information on Private Capital Management Funds.
The table below illustrates valuable information regarding the primary fund manager for Private Capital Management Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Private Capital Management Funds.
This list includes asset allocation proportions of the underlying holdings for Private Capital Management Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Private Capital Management Value Fund | Inst (VFPIX) | U.S. Small-Cap Blend Equity | $35.85 | -9.81% | 90.56% | 1.48% | 9.52 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Private Capital Management is a company that sells mutual funds with $36M in assets under management. The average expense ratio from all mutual funds is 1.61%. 50.00% of all the mutual funds are no load funds. The oldest fund launched was in 2010. The average manager tenure for all managers at Private Capital Management is 9.52 years. The company offers investors 1 mutual funds, in terms of the number of individual fund symbols.
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