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Morningstar

Perritt MicroCap Opportunities Investor PRCGX

Morningstar Medalist Rating
Medalist Rating as of | See Perritt Investment Hub
  • NAV / 1-Day Return 24.27  /  +1.42 %
  • Total Assets 51.3 Mil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 21%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PRCGX

Will PRCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PRCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PRCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Perritt MicroCap Opportunities Investor to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PRCGX

More PRCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Silvercrest Asset Management Group Inc Class A

5.08 2.8 Mil
Financial Services

Northern Technologies International Corp

4.60 2.5 Mil
Basic Materials

DLH Holdings Corp

4.30 2.3 Mil
Industrials

Radiant Logistics Inc

3.89 2.1 Mil
Industrials

Legacy Housing Corp

3.64 2.0 Mil
Consumer Cyclical

Miller Industries Inc

3.10 1.7 Mil
Consumer Cyclical

Bel Fuse Inc Class B

3.06 1.7 Mil
Technology

Perma-Fix Environmental Services Inc

2.39 1.3 Mil
Industrials

US Global Investors Inc Class A

2.10 1.1 Mil
Financial Services

Photronics Inc

1.72 941,100
Technology