Palouse Capital All Cap Tilt (S:0P0001B7D6)
33.56
+0.28
(+0.84%)
USD |
Sep 30 2025
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 January 16, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| SPDR S&P 500 ETF Trust | 46.98% | 692.24 | 0.27% |
| Photronics, Inc. | 3.63% | 34.22 | 8.91% |
| Brady Corp. | 3.50% | 84.00 | 1.90% |
| Mohawk Industries, Inc. | 3.32% | 123.68 | 3.28% |
| Ultra Clean Holdings, Inc. | 3.06% | 43.36 | 5.50% |
| Performance Food Group Co. | 3.05% | 96.84 | 2.80% |
| Axos Financial, Inc. | 3.02% | 93.82 | 1.98% |
| Alexandria Real Estate Equities, Inc. | 2.66% | 57.26 | 2.00% |
| Globus Medical, Inc. | 2.64% | 93.89 | 1.55% |
| EnerSys | 2.63% | 167.14 | 2.59% |
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 | -- |
| Attributes | |
| Socially Responsible Fund | -- |