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Perritt MicroCap Opportunities Investor PRCGX

Medalist Rating as of | See Perritt Investment Hub
  • NAV / 1-Day Return 23.63  /  0.76 %
  • Total Assets 52.7 Mil
  • Adj. Expense Ratio
    1.560%
  • Expense Ratio 1.560%
  • 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%

Morningstar’s Analysis PRCGX

Will PRCGX outperform in future?

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

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 highest quintile among peers.

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Portfolio Holdings PRCGX

  • Current Portfolio Date
  • Equity Holdings 97
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.08
2,771,000
Financial Services
4.60
2,509,140
Basic Materials
4.30
2,346,750
Industrials
3.89
2,124,800
Industrials
3.64
1,986,025
Consumer Cyclical
3.10
1,691,600
Consumer Cyclical
3.06
1,669,250
Technology
2.39
1,302,536
Industrials
2.10
1,146,612
Financial Services
1.72
941,100
Technology