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 All Ordinaries Up 0.45%
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Perimeter Small Cap Growth I (PSIGX)

9.82 Up 0.12(1.24%) 19 Jun

Prev Close:9.70
YTD Return*:13.23%
Net Assets*:104.81M
Yield*:N/A

* As of 31-Mar-13

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

Headlines

  • No Headlines available for PSIGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ICLR.IR1.1813.44
CVA1.1410.07
OSIS1.08-4.23
RDWR1.0612.85
TMH1.0425.69

Fund Basics

Morningstar Overall Rating:
Total Assets:104.81M
Category:Small Growth
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:13.23%
5y Avg Return:6.13%
Rank in Category (ytd):30
% Rank in Category (ytd):4.03%
Beta (3y):1.30
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in small-cap equity securities. It currently defines small-cap equity securities as those of companies with market capitalizations between $50 million and $3 billion at the time of purchase. The fund's investments will generally consist of U.S. traded securities, which may include common stocks, preferred stocks, warrants to acquire common stock, securities convertible into common stock, and American Depositary Receipts ("ADRs"). It purchases equity securities and ADRs traded in the U.S. on registered exchanges or the over-the-counter market. View More
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