Perritt Microcap Opportunities Fund Quote
| PRCGX Fund | USD 25.72 0.02 0.08% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Perritt Microcap is trading at 25.72 as of the 29th of November 2024; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 25.7. Perritt Microcap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Perritt Microcap Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the common stocks of United States companies with market capitalizations that are below 500 million at the time of initial purchase, which the funds investment adviser refers to as micro-cap companies. More on Perritt Microcap Opportunities
Perritt Mutual Fund Highlights
| Fund Concentration | Perritt Funds, Large Funds, Small Blend Funds, Small Blend, Perritt (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Perritt Microcap Opportunities [PRCGX] is traded in USA and was established 29th of November 2024. Perritt Microcap is listed under Perritt category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Perritt family. This fund at this time has accumulated 57.27 M in assets with minimum initial investment of 1 K. Perritt Microcap Opp is currently producing year-to-date (YTD) return of 15.54%, while the total return for the last 3 years was 2.45%.
Check Perritt Microcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Perritt Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Perritt Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Perritt Microcap Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Perritt Microcap Opportunities Mutual Fund Constituents
| IESC | IES Holdings | Stock | Industrials | |
| SHYF | Shyft Group | Stock | Industrials | |
| BHLB | Berkshire Hills Bancorp | Stock | Financials | |
| RLGT | Radiant Logistics | Stock | Industrials | |
| AMSWA | American Software | Stock | Information Technology | |
| MPAA | Motorcar Parts of | Stock | Consumer Discretionary | |
| INTZ | Intrusion | Stock | Information Technology | |
| HDSN | Hudson Technologies | Stock | Industrials |
Perritt Microcap Opp Risk Profiles
| Mean Deviation | 0.9136 | |||
| Semi Deviation | 1.71 | |||
| Standard Deviation | 1.56 | |||
| Variance | 2.44 |
Perritt Microcap Against Markets
Other Information on Investing in Perritt Mutual Fund
Perritt Microcap financial ratios help investors to determine whether Perritt Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Perritt with respect to the benefits of owning Perritt Microcap security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |