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Penn Series Funds, Inc. Small Cap Growth Fund (0P00003C5H)

US Funds

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71.590 -1.200 -1.65%

14/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 108.31M

Type: Fund

Market: United States

Issuer: Penn

Asset Class: Equity

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0P00003C5H Overview

On this page you'll find an in-depth profile of Penn Series Funds, Inc. Small Cap Growth Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00003C5H among other information.

Investment Strategy

The investment seeks capital appreciation. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, in equity securities of small capitalization companies with public stock market capitalizations (based upon shares available for trading on an unrestricted basis) within the range of the market capitalization of companies constituting the Russell 2000® Growth Index at the time of investment. The small capitalization companies in which the fund invests are selected for their growth potential. Its investments in small capitalization companies may include micro-capitalization companies.

Contact Information

Address 660 Dresher Road
Horsham,PA 19044
United States

Phone -

Web www.pennmutual.com

Top Executives

Name	Title	Since	Until
Aaron Schaechterle	Portfolio Manager and Research Analyst	2023	Now
Biography	Aaron Schaechterle Portfolio Manager \| Research Analyst Aaron Schaechterle is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and Technology sectors. Aaron previously worked with the team from 2014 until 2021. He re-joined the firm in 2022 from Glaukos Corporation, an ophthalmic medical technology and pharmaceutical company, where he was a vice president of corporate strategy & development from 2021. Prior to joining Janus in 2014, he worked at GTCR, a Chicago-based private equity firm. Before that, he served as an investment banking analyst for Barclays Capital and Lincoln International. Aaron earned a bachelor of business administration degree in finance from the University of Iowa. He received an MBA from Harvard Business School, graduating with high distinction as a Baker Scholar.
Scott Stutzman	Portfolio Manager	2016	Now
Biography	Scott Stutzman is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the US SMID Cap Growth and US Small Cap Growth strategies. He is also a Research Analyst covering the industrials & materials sector. Prior to joining Janus in 2007, Scott worked as an analyst for The Boston Company, where he researched investments for the Dreyfus Founders Mid-Cap Growth Fund, covering industrials, health care, and consumer sectors. Before that, he served as an analyst for Gulfco Ltd., analysing leveraged buyout transactions and providing strategic analysis for portfolio companies. Earlier in his career, Scott worked as a principal at GEN 3 Partners and as an associate at Booz, Allen & Hamilton. Scott received his bachelor of science degree in industrial engineering and management sciences from Northwestern University and his MBA with a concentration in finance from Columbia University, where he graduated Beta Gamma Sigma. Scott holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.
Jonathan D. Coleman	Portfolio Manager	2013	Now
Biography	Jonathan Coleman is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the US SMID Cap Growth and US Small Cap Growth strategies, a position he has held since 2013. From 2006 to 2013, Jonathan served as chief investment officer, equities. He joined Janus in 1994. Prior to that, he was a Fulbright Fellow in Costa Rica researching economic integration in Central America. Jonathan received his bachelor of arts degree in political economy and Spanish from Williams College, where he graduated Phi Beta Kappa. He holds the Chartered Financial Analyst designation and has 29 years of financial industry experience.
Chad Meade	Portfolio Manager	2013	2013
Biography	Chad is a Partner and Portfolio Manager at Arrowpoint Partners and has 14 years of experience in the financial industry. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). While an equity research analyst at Janus Capital (2001-2011), he focused on small and mid capitalization stocks in the healthcare and industrials sectors. Prior to joining Janus Capital, he was a financial analyst for Goldman Sachs’ global investment research team. Chad graduated summa cum laude from Virginia Tech with a
Brian Schaub	Portfolio Manager	2013	2013
Biography	Brian is a Partner and Portfolio Manager at Arrowpoint Partners and has 13 years of experience in the financial industry. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). During his time as an equity research analyst at Janus Capital (2000-2011), he focused on small and mid capitalization stocks in the communications sector. Brian graduated cum laude from Williams College with a bachelor’s degree in Economics and won the Arthur B. Graves, Class of 1858, Essay Prize in Economics for his wor
Michael Corelli	Managing Director, Portfolio Manager	2009	2013
Biography	Mike worked with Mary and Kitty at Bankers Trust, and then went on to a successful career as an analyst and ultimately Portfolio Manager and Head of the Small/Mid Cap Growth Team at PIMCO Equity and its successor, Allianz. Mike then went on to start and manage his own hedge fund for six years, before joining Lisanti Capital. Mike focuses on growth stocks in the healthcare and technology sectors.
Roberto P. Wu	-	2005	2009
Biography	Roberto Wu graduated from University of Southern California with a BS in Business Administration with an emphasis in Finance in 1997. He has over 11 years of experience in the industry and has been with the firm as a Research Analyst since 1997. He received his CFA designation in 2001 and assumed his current responsibilities as Portfolio Manager in 2004.
Patrick T. Bradford	-	2005	2009
Biography	Patrick Bradford graduated from University of Southern California with a BS in Business Administration in 1992. He has over 15 years of experience in the industry and has been with the firm as an Equity and Fixed Income Trader since 1992. He assumed his current responsibilities as Head Trader and Portfolio Manager in 1997 and 2001, respectively.
G. Andrew Bjurman	President, CEO, Senior Portfolio Manager, Board, Investment Policy Committe	2005	2009
Biography	Andrew Bjurman graduated from Whitman College with a BA in Political Science and a minor in Economics and Finance. He has over 38 years of experience in the industry and has been with the firm as a portfolio manager since its inception. He received his CFA & CIC designation in 1977 and assumed his current responsibilities as President and CEO in 1978.
Stephen W. Shipman	Senior Portfolio Manager	2005	2009
Biography	Mr. Shipman, Senior Portfolio Manager of Van Den Berg Management I, Inc. is a CFA and has been employed by the Van Den Berg Management I, Inc. since 2009. Mr. Shipman has investment management and financial industry experience. Prior to joining the firm, he served as Executive Vice President and Director of Research of Bjurman, Barry & Associates from 1997-2009. Mr. Shipman has served as a member of the investment committee . Steve Shipman graduated from Georgetown University with a BA in English Literature in 1977.

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Recent Quotes

Name	Price	Chg.	Chg. %
Penn Series Fund .	71.590	-1.200	-1.65%
LIZ FUNDO DE INVE.	1.213	0.000	0%
CNP Partners Gest.	25.713	-0.040	-0.15%
The Short De-SPAC	25.00	+0.00	+0.00%