PENNX Mutual Fund
NAV$11.03
AUM$1.4B
TER0.95%
Holdings260
PENNX Mutual Fund
NAV$11.03
Royce Small Cap Fund Investment Class
AUM$1.4B
TER0.95%
Holdings260

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Showing 10 of 260 holdings(as of Mar 31, 2026)Top 10 Weight: 12.75%
PENNX Mutual Fund Top Holdings
PENNX holdings top 10 positions. The top 10 holdings account for 12.8% of the fund, led by ACA at 2.3%, ESI at 1.8%, AGO at 1.3%.
PENNX portfolio concentration is well-diversified, with the top 10 representing 12.8% of total assets. The largest sector exposure is Unknown at 95.3%.
PENNX sector allocation provides a detailed breakdown. PENNX overlap tool shows how holdings compare to other funds in your portfolio.