Perkins Discovery FundPDFDX
Type
Mutual fund
Peer group
US equity: Healthcare
Net assets
$5.8M
Expense ratio
2.50%
1-year return
+13.9%
3 years, a year
+3.5%
5 years, a year
-8.7%
Holdings
27
What it aims to do.
The Perkins Discovery Fund seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AXGN Axogen Inc | 11.43% |
| NTRA Default | 11.21% |
| VCYT Default | 7.78% |
| ANIP Default | 7.63% |
| Default | 6.85% |
| PLUS Eplus Inc | 6.49% |
| DGII Digi Intl Inc | 4.99% |
| BFLY Default | 4.21% |
| BLFS Default | 4.11% |
| MGNI Default | 4.10% |
More on PDFDX.
- PDFDX overview
- PDFDX holdings
- PDFDX risk
- PDFDX costs
- PDFDX money in and out
- PDFDX share classes
- Compare PDFDX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.