| 31.68 Net Asset Value | +1.38% 1 Day | +18.56% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 2.37% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +9.35% | 3 years | +10.13% | |
| 3 months | +7.98% | 5 years | +7.50% | |
| 1 year | +29.49% | Since inception | +11.28% |
| PDFDX | Category | |
|---|---|---|
| Performance 5-yr return | +7.50% | +8.20% |
| Expense ratio | 2.37% | 1.47% |
| Risk 5 year sharpe ratio | 0.41 | 0.39 |
| Net assets | $10.5M | $715.5M |
| Average market cap | $276.3M | $2.1B |
| Average P/E | 18.8 | 22.9 |
| Portfolio turnover | 14% | 14% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Perkins |
| Fund manager & tenure | Richard Perkins / 15 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 27.99% |
| Media | 15.46% |
| Consumer service | 10.21% |
| Energy | 5.80% |
| Hardware | 4.68% |
| CTGX Computer Task Group, Inc. | 14.66% |
| PLUS Eplus, Inc. | 9.05% |
| NTCT NetScout Systems, Inc. | 7.22% |
| CSII Cardiovascular Systems, Inc. | 7.02% |
| CCIX Coleman Cable, Inc. | 5.88% |
| SYRG Synergy Resources Corporation | 5.71% |
| SNAK Inventure Foods, Inc. | 5.71% |
| INWK InnerWorkings, Inc. | 5.19% |
| DTLK Datalink Corporation | 4.14% |
| USPH U.S. Physical Therapy | 3.94% |
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