PMC Diversified Equity Fund
PMDEX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Trust For Professional Managers
- IPO Date
- Aug 26, 2009
- CIK
- 0001141819
- Similar Companies
- Business
- PMC Diversified Equity Fund (PMDEX) is an open-end mutual fund that seeks long-term capital appreciation through investment primarily in equity securities of U.S. and non-U.S. companies across varying market capitalizations; the fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in such equities, with up to 10% allocated to emerging market companies. It offers diversified exposure to global large-cap blend strategies, including common stocks, preferred securities, convertible securities, and other equity-related instruments; share classes include Investor Class (PMDEX) and Institutional Class (PMDQX). The fund operates within the Trust for Professional Managers, targeting institutional and retail investors seeking broad equity diversification. Established in 2009 with inception on August 26, the fund maintains administrative offices through U.S. Bancorp Fund Services, LLC in Milwaukee, Wisconsin, and is associated with PMC Funds in Chicago, Illinois. It provides portfolio turnover of approximately 47%, with a minimum investment of $250 for certain classes, and focuses on value, momentum, and quality factors in its investment approach. In recent years, the fund has reported steady performance with a one-year return of around 8.33% as of late 2025 data points, alongside ongoing portfolio management under the Trust for Professional Managers framework, which includes no major reported acquisitions, partnerships, funding rounds, or strategic shifts specific to PMDEX in 2024-2025. SEC filings indicate stable operations with flows reflecting investor activity, such as net redemptions offset by sales in prior periods, but no significant reorganizations, name changes, or new product launches. The fund continues to emphasize its core global equity mandate without noted expansions or operational alterations.