News

Please click here for a current prospectus.

Please click here for the most recent standardized performance of the Perritt MicroCap Opportunities Fund and the Perritt Ultra MicroCap Fund. Past performance does not guarantee future results.

Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Please click here for a link to the Perritt MicroCap Opportunities Fund’s top ten holdings. Please click here for a link to the Perrittt Ultra MicroCap Fund’s top ten holdings.

The Debt to Capital ratio is a measurement of a company’s financial leverage, calculated as the company’s debt divided by its total capital.

While the fund is no-load, management and other expenses still apply. Please refer to the prospectus for further details.

*According to FRP, Morningstar & FactSet 2018, $1 invested in micro-cap stocks on December 31, 1925 grew to $36,007 by December 31, 2018.  $1 invested in small-cap and large-cap stocks grew to $21,327 and $7,016 over the same time period.  Small company stocks defined as the bottom quintile of securities ranked by market capitalization from 1926-2018. Microcap stocks defined as the bottom two deciles, while large company stocks (broad market) are represented by the S&P 500 index. Past performance does not guarantee future results.

Any tax or legal information provided isn’t an exhaustive interpretation of some of the current income tax regulations. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.

Diversification does not assure a profit or protect against loss in a declining market.

Invest With Us