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Get the free Penn Series Funds 2023 Statement of Additional Information

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ANNUAL REPORT JUNE 30, 2018PENN CAPITAL MANAGED ALPHA SMID CAP EQUITY FUND PENN CAPITAL SPECIAL SITUATIONS SMALL CAP EQUITY FUND PENN CAPITAL MULTICREDIT HIGH INCOME FUND PENN CAPITAL DEFENSIVE FLOATING
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The Penn Series Funds Statement is a financial reporting document used by investment funds registered with PennSeries that outlines the funds' performance, holdings, and other financial metrics.
Investment fund managers and entities that manage Penn Series funds are required to file the Penn Series Funds Statement.
To fill out the Penn Series Funds Statement, fund managers must gather relevant financial data, complete the required sections accurately, and submit the form through the designated filing platform before the deadline.
The purpose of the Penn Series Funds Statement is to provide transparency about the financial activities and performance of investment funds, allowing stakeholders to make informed decisions.
The Penn Series Funds Statement must report information such as fund performance, assets under management, investment holdings, fee structures, and any significant changes or events affecting the fund.
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