Penn Capital Short Duration High Income FundPSHNX

MUTUAL FUNDPenn
Type
Mutual fund
Peer group
Taxable bond
Net assets
$18.5M
Expense ratio
0.54%
1-year return
+6.8%
3 years, a year
+7.6%
5 years, a year
+4.9%
Holdings
89

What it aims to do.

The Penn Capital Short Duration High Income Fund (the ?Fund?) seeks to provide a high level of current income.

Top 10 holdings.

Holding% of fund
US Bank Mmda - Usbfs 23.75%
ACHC Acadia Healthcare Co Inc2.75%
Cco Hldgs Llc/Cap Corp2.73%
American Airlines Inc2.43%
Onemain Finance Corp2.07%
Owens-Brockway2.06%
Nexstar Media Inc2.06%
Harvest Midstream I Lp2.00%
PRAA Pra Group Inc1.94%
Adapthealth Llc1.92%

More on PSHNX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.