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Morningstar

Perritt MicroCap Opportunities Investor PRCGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 24.67  /  1.36 %
  • Total Assets 57.4 Mil
  • Adj. Expense Ratio
    1.560%
  • Expense Ratio 1.560%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 23%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 10:52 PM GMT+00:00

Morningstar’s Analysis PRCGX

Will PRCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRCGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PRCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PRCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Perritt MicroCap Opportunities Investor's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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