• Fund Type: Open-End Fund
  • Objective: Growth Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Professionally Managed Portfolios - Perkins Discovery Fund

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PDFDX:US

34.89 USD 0.09 0.26%

As of 09:29:30 ET on 12/19/2014.

Snapshot for Professionally Managed Portfolios - Perkins Discovery Fund (PDFDX)

Year To Date: -7.67% 3-Month: -4.93% 3-Year: +14.65% 52-Week Range: 33.04 - 40.55
1-Month: +1.51% 1-Year: -5.22% 5-Year: +11.64% Beta vs SPX: 1.01

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  • PDFDX:US 34.89
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Fund Profile & Information for PDFDX

Professionally Managed Portfolios - Perkins Discovery Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in common stocks of domestic companies with a market capitalization at the time of purchase of under $100 million.

Inception Date: 04-09-1998 Telephone: 1-626-914-7373
Managers: DANIEL S PERKINS "DAN" / RICHARD C PERKINS
Web Site: www.perkinsfunds.com

Fundamentals for PDFDX

NAV (on 2014-12-19) 34.89
Assets (M) (on 2014-12-18) 9.40
Fund Leveraged N
Minimum Investment 2,500.00
Minimum Subsequent Investment 100.00

Dividends for PDFDX

Dividend Type Income
Dividend Frequency Irreg
Last Dividend Net (on 2012-12-27) 0.40
Dividend Yield (ttm) -

Fees & Expenses for PDFDX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 1.00
12b1 Fee 0.25
Expense Ratio 2.00

Top Fund Holdings for PDFDX

Filing Date: 03/31/2014
Name Position Value % of Total
Cardiovascular Systems Inc 30,000 953,700 8.428%
Inventure Foods Inc 65,000 908,700 8.030%
Computer Task Group Inc 50,000 849,500 7.507%
ePlus Inc 15,000 836,400 7.391%
NetScout Systems Inc 21,000 789,180 6.974%
Rockwell Medical Inc 60,000 759,600 6.712%
AtriCure Inc 25,000 470,250 4.155%
Depomed Inc 30,000 435,000 3.844%
US Physical Therapy Inc 12,500 432,125 3.819%
Datalink Corp 30,000 417,900 3.693%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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