PPM Small Cap Value Institutional (PZSIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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PPM Small Cap Value Institutional
PPM Funds
225 W. Wacker Drive, Suite 1200
Chicago, IL 60606
844-446-4776
Management information
Naveen P. Bobba,Lead manager since 30 April 2018
Naveen Bobba is a senior managing director and portfolio manager on the public equity team at PPM America, Inc. (PPM). He is responsible for investment and allocation decisions for several of the firm’s public equity strategies, including large cap value, mid cap value, and small cap value which are managed on behalf of institutional and retail investors globally. Naveen is responsible for covering the information technology and consumer staples sectors. Prior to joining PPM in 2014, Naveen was a vice president and senior equity analyst for ING Investment Management. Previously, he was a sell-side analyst at Bear Stearns after beginning his career as a chartered accountant at Sagar & Associates in Hyderabad, India. Naveen earned an MBA in finance from the University of Rochester and an undergraduate degree with concentrations in mathematics, physics and chemistry from Nagarjuna University in Guntur, India.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Value
Fund familyPpm America
Net assets9.92M
YTD return28.77%
Yield0.42%
Morningstar ratingN/A1
Inception date30 Apr 2018
Fund operations
Last dividend0.05
Last cap gain0.00
Holdings turnover70.00%
Average for categoryN/A
Fees and expenses
ExpensePZSIXCategory average
Annual report expense ratio (net)1.00%1.16%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.14%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.15%
3-yr expense projection348N/A
5-yr expense projection614N/A
10-yr expense projection1,374N/A
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