Palisade Small Cap Core Equity (S:0P0000P0IQ)
133.15
+0.73
(+0.55%)
USD |
May 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of September 09, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Applied Industrial Technologies, Inc. | 2.75% | 326.76 | 0.37% |
| IDACORP, Inc. | 2.56% | 137.96 | 1.66% |
| Littelfuse, Inc. | 2.22% | 423.06 | 0.95% |
| Mueller Industries, Inc. | 2.05% | 63.54 | -0.31% |
| WSFS Financial Corp. | 2.03% | 79.24 | -0.16% |
| Onto Innovation, Inc. | 1.92% | 281.22 | 4.93% |
| Semtech Corp. | 1.86% | 162.38 | 9.80% |
| Raymond James Financial, Inc. | 1.83% | 176.52 | -0.99% |
| John Wiley & Sons, Inc. | 1.72% | 48.73 | 1.12% |
| Healthcare Services Group, Inc. | 1.70% | 21.76 | -0.25% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |