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    Perkins Discovery (PDFDX)

    38.16 Down 0.60(1.55%) Apr 17
    Prev Close:38.76
    YTD Return*:3.93%
    Net Assets*:9.64M
    Yield*:N/A

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for PDFDX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PLUS9.9616.82
    CSII9.5028.52
    SNAK8.72-12.87
    SYRG5.94-0.08
    NTCT5.7718.47

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.64M
    Category:Small Growth
    Annual Report Expense Ratio (net):2.00%

    Performance & Risk

    YTD Return:3.93%
    5y Avg Return:9.90%
    Rank in Category (ytd):83
    % Rank in Category (ytd):10.94%
    Beta (3y):0.95
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund will invest, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies with market capitalizations of under $1 billion at the time of purchase. In selecting investments, the Advisor seeks growth opportunities by investing in companies that it believes will appreciate in value. The equity securities the fund may purchase consist mostly of common stock, although the fund may purchase preferred and convertible stocks. View More
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