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Perritt Equity Positions Weight vs. Equity Positions Weight

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Relationship of Equity Positions Weight to Ten Year Return for Perritt MicroCap Opportunities

Perritt MicroCap Opportunities is rated below average in equity positions weight among similar funds. It is regarded second largest fund in ten year return among similar funds reporting about 0.09 of Ten Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Ten Year Return for Perritt MicroCap Opportunities is roughly 10.73

Equity Positions Weight ( % )

Ten Year Return ( % )

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Perritt

Stock Percentage

% of Equities

in the fund

98.20 %

Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of market or market segment it invests in.

Perritt

Ten Year Return

(Mean of Monthly Returns - 1)

X

100%

9.15 %

Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10 year interval.