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Perimeter Small Cap Opportunities I (PSCVX)

24.33 Up 0.03(0.12%) Oct 17
Prev Close:24.30
YTD Return*:-4.54%
Net Assets*:2.65M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for PSCVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UHAL2.689.65
PRIM2.66-15.00
TPC2.57-3.88
STKL.TO2.5123.58
BERY2.484.83

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:2.65M
Category:Small Blend
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:-4.54%
5y Avg Return:N/A
Rank in Category (ytd):70
% Rank in Category (ytd):9.49%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in securities of small-cap companies. The fund's adviser currently defines small-cap companies as those with market capitalizations between $50 million and $3 billion at the time of purchase. The fund's adviser focuses on companies that it believes to be undervalued but that have, in the Adviser's opinion, the ability to increase shareholder value. View More
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