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Perkins Small Cap Value R (JDSRX)

On Feb 10: 20.47 USD  Up 0.20 (0.99%)  
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 PERKINS SMALL CAP VALUE FUND CL Delayed quote dataEdit
Net Asset Value:20.47
Trade Time:Feb 10
Change:Up 0.20 (0.99%)
Prev Close:20.47
YTD Return*:29.29%
Net Assets*:3.97M
Yield*:N/A
* As of 30-Nov-09
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 HEADLINES 
No headlines available for JDSRX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:5 stars
Total Assets:3.97M
Category:Small Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:29.29%
5y Avg Return:4.99%
Rank in Category (ytd):0
% Rank in Category (ytd):0%
Beta (3y):0.98
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of undervalued small companies whose market capitalization is within the 12-month average of the capitalization range of the Russell 2000 value index. It may also lend portfolio securities on a short-term or long-term basis, up to one-third of total assets and may, within the parameters of its specific investment policies, invest the assets in derivatives.
Fund Profile


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