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The Perkins Discovery Fund is professionally managed by Perkins Capital Management Inc. a registered investment advisor. The Perkins Discovery Fund is an actively managed micro-cap portfolio that can be an excellent choice for individuals, retirement accounts, college accounts, and any other investment account or portion of an account with an aggressive investment objective. The fund will close to new investors at 50 million dollars in net assets. The Perkins Capital Management team consists of Richard W. Perkins, Daniel S. Perkins, Richard C. Perkins, and Harry A. L.

While the funds are no-load though management and distribution fees and other expenses still apply. Please refer to the prospectus for details. The fund imposes a 1 percent redemption fee on shares held for less than three months.  Investment performance for the fund reflects fee waivers in effect. In the absence of such waivers, total return would be reduced. The Dow Jones Industrial Average is an unmanaged index commonly used to measure the performance of U.S. stocks. The Russell 2000 Index is composed of the 2,000 of the smallest companies. The Russell 3000 Index, and is widely regarded in the industry as the premier measure of small-cap stocks. The Russell 3000 Index is an index composed of the 3,000 largest U.S. companies. The NASDAQ Composite Index is a broad-based capitalization-weighted index of all NASDAQ national market and small-cap stocks. One cannot invest directly in an index. Each Morningstar average represents a universe of Funds with similar invest objectives.

Stocks are purchased when it is believed that change will result in higher earnings and/or a higher price/earnings ratio, and thus a higher share price when the change is recognized by others. Companies undergoing change may have new products, processes, strategies, management, or may be subjected to change by external forces. Perkins Capital Management uses a combination of both fundamental and technical analysis in its quest to uncover investment opportunities. Perkins wants to have a good understanding of what companies do and to know who's running them. This investment style can best be described as bottom-up investing, as opposed to the top-down style of following general market trends. The Perkins Discovery Fund uses this approach to focus on micro-cap companies. While investing in smaller companies may involve greater risks, companies fitting these criteria present an opportunity to achieve superior returns because they are not well known to the investing public.

Perkins is as professionally run fund and the managers are dedicated to making a profit that is truly mutual to both the fund as well as the client.

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