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Perkins Mid Cap Value L (JMIVX)

On Feb 10: 19.45 USD  Up 0.19 (0.99%)  
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 PERKINS MID CAP VALUE FUND L SH Delayed quote dataEdit
Net Asset Value:19.45
Trade Time:Feb 10
Change:Up 0.19 (0.99%)
Prev Close:19.45
YTD Return*:26.52%
Net Assets*:360.90M
Yield*:1.62%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for JMIVX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:5 stars
Total Assets:360.90M
Category:Mid-Cap Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:26.52%
5y Avg Return:5.42%
Rank in Category (ytd):273
% Rank in Category (ytd):65%
Beta (3y):0.91
Morningstar Risk Rating:Low
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation. The fund primarily invests in the common stocks of mid-sized companies whose stock prices the portfolio managers believe to be undervalued. It normally invests at least 80% of assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the 12-month average of the capitalization range of the Russell Midcap Value index. The fund may also lend portfolio securities on a short-term or long-term basis, up to one-third of total assets and may invest its assets in derivatives.
Fund Profile


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