Perritt MicroCap Opportunities Fund Investor Class (PRCGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) 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. It may invest in "special situations" such as companies that possess valuable patents- companies undergoing restructuring- and companies involved in large share repurchase programs.


1 month+6.29% 3 years+9.22%
3 months+1.99% 5 years+10.91%
1 year+16.92% Since inception+9.45%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+10.91%+12.99%
Expense ratio1.24%1.19%
Risk 5 year sharpe ratio0.760.83
Net assets$174.8M$1.0B
Average market cap$312.9M$3.0B
Average P/E20.021.5
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyPerritt
Fund manager & tenureMichael Corbett / 21 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock97.66%
International stock2.34%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 18.63%
Business service 13.23%
Healthcare 10.85%
Energy 9.98%
Telecommunication 8.42%
Top 10 Holdings
Portfolio weighting
NTIC Northern Technologies International Corp2.68%
AFH Atlas Financial Holdings Inc2.67%
INBK First Internet Bancorp2.50%
OOMA Ooma Inc2.50%
ADUS Addus Homecare Corp2.36%
HIL Hill International Inc2.30%
SAMG Silvercrest Asset Management Group Inc2.30%
BWFG Bankwell Financial Group Inc2.28%
MLR Miller Industries Inc2.21%
BXC BlueLinx Holdings Inc2.19%