PS

Penn Series Moderately Aggressive Allocation Fund

Mutual Fund
Penn Series Moderately Aggressive Allocation Fund
Last update 2025-06-20 16 Stocks (1 new)
Value $131.00 Mil Turnover 22 %
Countries:
Penn Series Moderately Aggress... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
1,713,502
28,649.8
New Holding
21.870
+21.87%
10.880
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
159,990
17,063.0
0%
13.020
0%
1.020
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
301,176
13,080.1
0%
9.980
0%
1.910
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
223,111
11,575.0
0%
8.830
0%
1.420
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
280,532
9,625.1
0%
7.350
0%
1.780
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
246,996
9,605.7
0%
7.330
0%
1.570
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
224,691
7,677.7
0%
5.860
0%
1.430
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
162,930
5,655.3
0%
4.320
0%
1.030
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
177,542
5,615.7
0%
4.290
0%
1.130
+8.07%
+16.49%
704.9
 
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
517,005
5,542.3
0%
4.230
0%
3.280
+8.07%
+16.49%
704.9
 

Penn Series Moderately Aggressive Allocation Fund's Historical Top Holdings Breakdowns

Penn Series Moderately Aggressive Allocation Fund's Top Stock Picks View Full List
Ticker
DDWM
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DDWM
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
2025-03-31
New Buy
New Buy
+21.87%
â—Ź
34.25 ($36.14) 37.6
$40.05
10.82%
New holding
1,713,502
1,713,502

Penn Series Moderately Aggressive Allocation Fund Total Holding History ($B)

To

Penn Series Moderately Aggressive Allocation Fund's Asset Allocation

To

Penn Series Moderately Aggressive Allocation Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Penn Series Moderately Aggressive Allocation Fund's Hypothetical Growth since 2025-03-31

Penn Series Moderately Aggressive Allocation Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Penn Series Moderately Aggressive Allocation Fund's Holdings Heat Map

Size field:

Penn Series Moderately Aggressive Allocation Fund's Holdings Bubble Chart

Penn Series Moderately Aggressive Allocation Fund News

  • 1

Discussions on Penn Series Moderately Aggressive Allocation Fund

No discussions yet.