Perritt Micro Cap Opportunities
300 South Wacker Drive Suite 2880 Chicago IL 60606
Map
Phone: 800-332-3133
| Category: | Small Blend | | Fund Family: | Perritt | | Net Assets: | 396.59M | | Year-to-Date Return: | -9.39% | | Yield: | 1.04% | | Morningstar Rating: |  | | Fund Inception Date: | 02-May-88 |
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Gerald W. Perritt
Lead Manager since
02-May-88 | | | Perritt is president and chairman of IIS and President ofthe Adviser. He founded it in 1987. Previously, he was the first executive director of the American Association of Individual Investors from 1980 to 1983 and an associate professor at DePaul University from 1980 to 1982. He has taught courses in investment and finance at several other colleges as well, including Babson College and the University of Miami. He is the editor of two newsletters and author of eight books on various investment topics. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of in the common stocks of United States companies with market capitalizations that are below $750 million at the time of initial purchase. It invests in both value-priced and aggressive growth stocks. It invests in both value-priced and aggressive growth stocks. |
| Last Dividend
(15-Nov-07):
| 0.30 | | Last Cap Gain
(15-Nov-07):
| 4.47 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 93.00% |
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| Expense | PRCGX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$403 | $591 | | 5 Yr Expense Projection*: |
$697 | $967 | | 10 Yr Expense Projection*: |
$1,534 | $1,931 |
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1.49% Nasdaq 
0.27%
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