Private Capital Management Fund Quote
| VFPIX Fund | USD 18.18 0.08 0.44% |
PerformanceGood
| Odds Of DistressLow
|
Private Capital is trading at 18.18 as of the 15th of July 2025; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 18.1. Private Capital has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 16th of April 2025 and ending today, the 15th of July 2025. Click here to learn more.
The fund, under normal circumstances, primarily invests in common stocks of companies listed on stock exchanges in North America. There are no set limits on the market capitalizations of the companies in which it may invest. The Adviser applies a fundamental value, research driven investment approach.. More on Private Capital Management
Moving together with Private Mutual Fund
Private Mutual Fund Highlights
| Fund Concentration | Private Capital Management Funds, Large Funds, Small Blend Funds, Small Blend, Private Capital Management, Large, Small Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Private Capital Management [VFPIX] is traded in USA and was established 15th of July 2025. Private Capital is listed under Private Capital Management category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Private Capital Management family. This fund at this time has accumulated 54.86 M in net assets with minimum initial investment of 5 K. Private Capital Mana is currently producing year-to-date (YTD) return of 2.22%, while the total return for the last 3 years was 14.69%.
Check Private Capital Probability Of Bankruptcy
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 Private 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 Private 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 Private Capital Management 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.
Top Private Capital Management Mutual Fund Constituents
| SPTN | SpartanNash Co | Stock | Consumer Staples | |
| RJF | Raymond James Financial | Stock | Financials | |
| MPAA | Motorcar Parts of | Stock | Consumer Discretionary | |
| TROX | Tronox Holdings PLC | Stock | Materials | |
| SNEX | Stonex Group | Stock | Financials | |
| QNST | QuinStreet | Stock | Communication Services | |
| PERI | Perion Network | Stock | Communication Services | |
| KKR | KKR Co LP | Stock | Financials |
Private Capital Mana Risk Profiles
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.02 | |||
| Standard Deviation | 1.5 | |||
| Variance | 2.25 |
Private Capital Against Markets
Other Information on Investing in Private Mutual Fund
Private Capital financial ratios help investors to determine whether Private 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 Private with respect to the benefits of owning Private Capital security.
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