Perimeter Small Cap Opportunities Fund

Class Inst (PSCVX)

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.95 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 27.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of small-cap companies. It currently defines small-cap companies as those with market capitalizations between $50 million and $3 billion at the time of purchase. The fund's investments will generally consist of securities publicly traded in the United States, which may include common stocks, preferred stocks, warrants to acquire common stock, securities convertible into common stock, and American Depositary Receipts ("ADRs"), which evidence ownership of securities in a foreign company.

Fees

Fees are Above Average compared to funds in the same category.
Perimeter Small Cap Opportunities Fund has an expense ratio of 1.20 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Perimeter Capital Funds