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PRCGX Perritt MicroCap Opportunities Investor

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Fund PRCGX Perritt MicroCap Opportunities Investor DGRS WisdomTree US SmallCap Qual Div Gr ETF MSCFX Mairs & Power Small Cap  
100% 91% 93%
Annual Fees
(1.22% Exp. Ratio)
(0.38% Exp. Ratio)
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,656.99 $47,258.75 $38,480.73
Est. savings over 30 yrs +$10,601.76 +$1,823.74
As of 9/30/16
1 YR RETURN 18.68%
3 YR 5.80%
5 YR 15.66%
10 YR 6.10%
1 YR RETURN 21.01%
3 YR 8.03%
5 YR --
10 YR --
1 YR RETURN 22.01%
3 YR 9.25%
5 YR 20.90%
10 YR --
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in the common stocks of United States companies with market capitalizations that are below $500 million at the time of initial purchase, which the fund's investment adviser refers to as "micro-cap" companies. It invests in both value-priced and aggressive growth stocks. It may invest in "special situations" such as companies that possess valuable patents, companies undergoing restructuring, and companies involved in large share repurchase programs.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. SmallCap Quality Dividend Growth Index. The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. It is non-diversified.
The investment seeks above-average, long-term appreciation. The fund normally will invest at least 80% of its net assets (including borrowings for investment purposes) in U.S. common stocks issued by small cap companies. For this purpose, small cap companies are defined as companies whose market capitalization at the time of purchase come within the non-float adjusted range represented by companies in the S&P SmallCap 600 Total Return Index as of December 31 of the preceding year. The S&P SmallCap 600 Total Return Index is a widely used benchmark for small cap performance and is rebalanced continuously.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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