Dow Down 0.68% Nasdaq Down 0.42%

Perimeter Small Cap Opportunities I (PSCVX)

25.60 Down 0.24(0.93%) Sep 23
Prev Close:25.84
YTD Return*:2.04%
Net Assets*:2.72M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for PSCVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UHAL2.6818.23
PRIM2.66-4.21
TPC2.5717.87
STKL.TO2.5130.37
BERY2.481.89

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:2.72M
Category:Small Blend
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:2.04%
5y Avg Return:N/A
Rank in Category (ytd):53
% Rank in Category (ytd):7.17%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of small-cap companies. It currently defines small-cap companies as those with market capitalizations between $50 million and $3 billion at the time of purchase. The fund's investments will generally consist of securities publicly traded in the United States, which may include common stocks, preferred stocks, warrants to acquire common stock, securities convertible into common stock, and American Depositary Receipts ("ADRs"), which evidence ownership of securities in a foreign company. View More
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