Perimeter Small Cap Growth I
P.O. Box 219009
Map
Phone: 888-968-4964
| Category: | Small Growth | | Fund Family: | Perimeter Capital | | Net Assets: | 160.71M | | Year-to-Date Return: | -4.10% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-07 |
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James N. Behre
Lead Manager since
29-Sep-06 | | | Behre is a managing partner and director of investment research of Perimeter. He has more than 21 years of investment experience. Prior to joining Perimeter, Behre was the lead analyst at Trusco. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in small-cap equity securities with market capitalization between 50 million and 3 billion dollars. It invests generally U.S. traded securities including ADRs. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 126.00% | | Average for Category:
| 131.92% |
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| Expense | PSIGX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.60% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$ 434 | $690 | | 5 Yr Expense Projection*: |
$ 750 | $1,094 | | 10 Yr Expense Projection*: |
$ 1,646 | $2,198 |
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0.35% Nasdaq 
0.05 (0.50%) 
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