Penn Series Small Cap Value Fund

Penn Series Small Cap Value Fund is a registered fund series of Penn Series Funds Inc (series S000006736). Net assets $144.6M as of 2026-03-31.

Profile

Advisers

Top holdings (175 reported)

Showing 15 of 175 holdings by value.

HoldingTickerValue% of fund
UMB Financial Corp.$2.0M141.69%
Terex Corporation$1.9M134.58%
Glacier Bancorp Inc.$1.9M130.33%
TERRENO REALTY CORP$1.9M128.19%
Renasant Corp.$1.9M128.13%
MAGNOLIA OIL & GAS CORP$1.8M124.23%
Valley National Bancorp.$1.7M119.43%
COPT Defense PropertiesCDP$1.7M115.63%
Atlantic Union Bankshares Corp$1.6M113.43%
NOBLE CORP PLC$1.6M113.07%
Taylor Morrison Home Corp$1.6M111.57%
Commercial Metals Company$1.6M110.85%
Chord Energy Corp.$1.6M108.76%
Idacorp Inc$1.5M107.09%
Wesbanco Inc$1.5M105.27%

Net asset history

Report dateNet assets
2026-03-31$144.6M
2025-12-31$143.7M
2025-09-30$145.9M
2025-06-30$138.0M
2025-03-31$134.6M
2024-12-31$148.1M
2024-09-30$155.6M
2024-06-28$147.6M

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