2 / 5 Stars
3 4 2 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#80 in Small Blend
U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 34.91 percent over the past year, 13.11 percent over the past three years, 27.95 percent over the past five years, and 8.63 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.2%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||27.9%|
|10 Years (Annualized)||8.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in the common stocks of United States companies with market capitalizations that are below $500 million at the time of initial purchase, which the fund's investment adviser refers to as "micro-cap" companies. It invests in both value-priced and aggressive growth stocks. Generally, the fund's portfolio contains 150 to 200 stocks. It may invest in "special situations" such as companies that possess valuable patents, companies undergoing restructuring, and companies involved in large share repurchase programs.
Fees are Above Average compared to funds in the same category.
Perritt MicroCap Opportunities Fund has an expense ratio of 1.22 percent.
Risk is High compared to funds in the same category according to Morningstar.