Bulletin
Investor Alert

Perritt Ultra MicroCap Fund

NAS: PREOX

GO
/zigman2/quotes/205310108/realtime

$

19.61

Change

-0.19 -0.96%

Dec 3, 2021

YTD return

39.21%

5 yr avg return

10.09%

Total net assets

18.50M

52 week low

52 week high

$14.36

$23.11

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

2.00%

Total expense ratio

2.68%

12 b-1

n/a

Turnover

14.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2020)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.59

Beta

1.17

Standard deviation

7.58

R. squared

0.64

Min. Investment

Standard (taxable)

1000

IRA

250

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/preox

MarketWatch News on PREOX

  1. Funds must inspire your confidence, or they're out

    6:23 p.m. July 31, 2008

    - MarketWatch

  2. audio content Funds must inspire your confidence or they're out

    5:14 p.m. July 31, 2008

    - Chuck Jaffe

  3. Bad headlines can make good buying chance: money manager

    10:42 a.m. July 18, 2007

    - MarketWatch

  4. Let great fund managers do their thing, adviser says

    9:49 a.m. May 18, 2007

    - MarketWatch

  5. audio content Proven fund managers deserve some leeway

    7:28 a.m. May 18, 2007

    - Chuck Jaffe

  6. As quarter winds down, stock-fund managers try to stay ahead

    4:07 p.m. March 22, 2007

    - Murray Coleman

  7. Fund manager Kurt Stalzer is Stockpicker of the Year

    11:09 a.m. Jan. 31, 2007

    - Jonathan Burton

  8. The week's top news and analysis, Oct. 16-20

    5:29 p.m. Oct. 20, 2006

    - MarketWatch

  9. Micro-cap fund manager Corbett is Stockpicker of the Quarter

    7:33 p.m. Oct. 18, 2006

    - Jonathan Burton

  10. Perritt fund manager thinks big with little stocks

    8:46 p.m. May 14, 2006

    - Jonathan Burton

  11. Five small-cap funds that still accept new investors

    9:02 p.m. April 4, 2006

    - Jonathan Burton

Lipper Leader

Total Return: 4 Consistent Return: 3 Preservation: 2 Tax Efficiency: 4 Expense: 1

YTD Lipper Ranking: Quintile 1 (1th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 39.21% 19.18% 22.50% 1% 1
1yr 47.36% 25.71% 25.60% 1% 1
3yr 14.53% 12.25% 19.70% 20% 1
5yr 10.09% 10.22% 17.80% 53% 3
10yr 11.7% 11.83% 16.1% 58% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$40,466

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Small-Cap Core Funds

Fund family

n/a

Fund status

Open

Fund inception

August 27, 2004

Manager

Corbett/Brackmann

Investment Policy

The Fund seeks long-term capital appreciation by investing normally at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of companies with market capitalizations that are below $250 million at the time of initial purchase ("micro cap companies").

/news/nonmarketwatch/company/us/preox

Other News on PREOX

  1. Perritt Capital Management Manager Commentary Q2 2020

    9:50 a.m. July 17, 2020

    - Seeking Alpha

  2. So You Want To Buy A Microcap?

    8:00 a.m. May 28, 2018

    - Seeking Alpha

  3. Perritt Capital Management Manager Commentary, Q1 2018

    5:12 a.m. May 10, 2018

    - Seeking Alpha

  4. Perritt Capital Management Manager Commentary, Q4 2017

    4:40 a.m. Feb. 1, 2018

    - Seeking Alpha

  5. Winners' Circle: Aegis Value Still No. 1

    10:16 p.m. July 5, 2010

    - The Wall Street Journal Interactive Edition

  6. Winners' Circle: Aegis Value Still No. 1

    3:07 p.m. July 5, 2010

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.