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Reinhart Mid Cap PMV Adv (RPMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.86+0.04 (+0.24%)
At close: 08:00PM EDT

Reinhart Mid Cap PMV Adv

MILWAUKEE WI 53202

615 EAST MICHIGAN STREET

Managed Portfolio Series(Reinhartfunds)

414-287-3700
Management information
Brent C. Jesko,Lead manager since 31 May 2012
Brent Jesko joined Reinhart Partners as Portfolio Manager and Principal in 2000. Mr. Jesko has led Reinhart’s Mid Cap Private Market Value strategy since 2001. Prior to joining Reinhart Partners, Mr. Jesko learned the Private Market Value investment philosophy under Dick Weiss at Strong Funds from 1995-2000. He was promoted to Associate Portfolio Manager for Mid & Small Cap portfolios in 1998. He began his career in the financial industry in 1990 as a Commercial Credit Analyst for NationsBank, in Dallas, TX. Mr. Jesko graduated Magna Cum Laude from Texas A&M University in Business Administration. He went on to graduate with High Honors with an MBA from the University of Chicago.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Value
Fund familyReinhartfunds
Net assets122.39M
YTD return2.87%
Yield0.90%
Morningstar rating★★
Inception date28 Sept 2017

Fund operations

Last dividend0.16
Last cap gain7.00
Holdings turnover42.00%
Average for categoryN/A

Fees and expenses

ExpenseRPMVXCategory average
Annual report expense ratio (net)1.31%1.01%
Prospectus net expense ratio1.31%N/A
Prospectus gross expense ratio1.50%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.38%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A