Perritt Emerging Opportunities
300 South Wacker Drive Suite 2880 Chicago IL 60606
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Phone: 800-332-3133
| Category: | Small Blend | | Fund Family: | Perritt | | Net Assets: | 63.41M | | Year-to-Date Return: | 49.63% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Aug-04 |
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Gerald W. Perritt
Lead Manager since
31-Aug-04 | | | Perritt is president and chairman of IIS and President of the Adviser. He founded it in 1987. Previously, he was the first executive director of the American Association of Individual Investors from 1980 to 1983 and an associate professor at DePaul University from 1980 to 1982. He has taught courses in investment and finance at several other colleges as well, including Babson College and the University of Miami. He is the editor of two newsletters and author of eight books on various investment topics. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in the common stocks of United States companies with market capitalizations that are below $350 million at the time of initial purchase. It invests in early stage companies. The portfolio of the fund contains the shares of unseasoned companies, companies that are undergoing corporate restructuring, initial public offerings, and companies believed to possess undervalued assets. |
| Last Dividend
(15-Nov-07):
| 0.72 | | Last Cap Gain
(15-Nov-07):
| 0.87 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 92.45% |
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| Expense | PREOX | Category
Avg | | Total Expense Ratio: | 1.87%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 588 | $618 | | 5 Yr Expense Projection*: |
$ 1,011 | $996 | | 10 Yr Expense Projection*: |
$ 2,190 | $2,008 |
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