Perimeter Small Cap Growth I
(PSIGX)
US Markets Closed
AdChoices
5.53
+0.03
+0.55%
:

Previous Close

5.50

Net Assets

8.07M

Yield

0.00%

Front load

None

Expenses

1.10%

Category

Small Growth

Morningstar Risk

Average

Morningstar Rating ★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • PSIGX

  • Category

    • 2013

    • 43.55%

    • -

    • 2012

    • 10.75%

    • -

    • 2011

    • -6.77%

    • -

    • 2010

    • 25.49%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 13.23%

      • 12.87%

      • 6.80%

      • Q2

      • 1.47%

      • -7.54%

      • 0.08%

      • Q3

      • 14.83%

      • 6.50%

      • -23.11%

      • Q4

      • 8.79%

      • -0.36%

      • 13.43%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Methode Electronics Inc Class A

        • 1.33

        • 26,539

        • 1,720

        • Akorn Inc

        • 1.28

        • 29,322

        • 1,250

        • Constant Contact Inc

        • 1.27

        • 30,160

        • -1,530

        • NetScout Systems Inc

        • 1.21

        • 20,790

        • 2,970

        • LogMeIn Inc

        • 1.17

        • 19,120

        • -2,930

        • Icon PLC

        • 1.16

        • 18,707

        • 1,970

        • Gentherm Inc

        • 1.16

        • 19,778

        • -4,152

        • Allegiant Travel Co LLC

        • 1.15

        • 7,410

        • 7,410

        • SS&C Technologies Holdings Inc

        • 1.15

        • 19,730

        • -920

        • SunOpta Inc

        • 1.12

        • 60,660

        • -2,850

        • Name

        • Rating

        • YTD Return %

          • Hartford Small Company HLS IA

          • ★★★★★
          • 0.78

          • Voya SmallCap Opportunities I

          • ★★★★★
          • -2.76

          • JPMorgan Small Cap Equity Sel

          • ★★★★★
          • -0.12

          • Invesco Small Cap Growth R

          • ★★★★★
          • 0.89

          • T. Rowe Price Instl Small-Cap Stock

          • ★★★★★
          • -1.04

          • Franklin Small Cap Growth Adv

          • ★★★★★
          • -4.25

          • Loomis Sayles Small Cap Growth Retail

          • ★★★★★
          • -7.58

          • Lord Abbett Developing Growth C

          • ★★★★★
          • -4.17

          • Lord Abbett Developing Growth P

          • ★★★★★
          • -3.58

          • PNC Multi Factor Small Cap Core A

          • ★★★★★
          • -0.73

          • Name

          • PSIGX

          • Category

            • Expense Ratio

            • 1.10%

            • 1.43%

            • Net Assets

            • 8.07M

            • 283.20M

            • Dividend Yield

            • 0.50%

            • 0.57

            • Price/Book

            • 2.82

            • 2.91

            • Price/Sales

            • 0.93

            • 1.81

            • Price/Cash Flow

            • 9.32

            • 11.16

            Profile

            Name of Issuer

            Perimeter Capital

            Fund Style

            Open

            Fund Manager

            Patrick Kirksey

            Investment Style

            Small Growth

            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.

            Purchase Information

            Initial Purchase 1,000,000
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            12/31/2007