Perkins Mid Cap Value J Fund (JMCVX)

Fund performance review and position details on Perkins Mid Cap Value J Fund (JMCVX)

Perkins Mid Cap Value J Fund (JMCVX) Fund Statistics (January 31, 2010)

Category: Mid-Cap Value
Net Asset: $7.78B
Yield: 0.54%
Year-to-Date Return: -2.22%
Morningstar rating: 5

Perkins Mid Cap Value J Fund (JMCVX) Cost

Initial Investment: $2,500
Total Expense Ratio (Mid-Cap Value average): 1.07% (1.37%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 88.00%

Perkins Mid Cap Value J Fund (JMCVX) Performance

1-month Performance (Mid-Cap Value category average): -2.22% (-2.66%)
3-month Performance (Mid-Cap Value category average): 3.88% (6.60%)
1 Year Performance (Mid-Cap Value category average): 37.36% (43.98%)
3 Year Performance (Mid-Cap Value category average): -0.99% (-6.98%)
5 Year Performance (Mid-Cap Value category average): 5.46% (1.33%)
Best 3 year performance: 10.97%
Worst 3 year performance: -3.46%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Mid-Cap Value category average): 5.67 (2.33)
3 year Beta (Mid-Cap Value category average): 0.92 (1.15)
3 year Sharpe Ratio: -0.06
3 year Treynor: -3.24

Most Recent Top 10 Stock Holdings in Perkins Mid Cap Value J Fund (JMCVX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
U R S CP	1.36%	0.88%
EVEREST RE GRP LTD	1.35%	0.17%
NOBLE ENERGY INC	1.32%	-1.21%
KROGER CO	1.29%	-0.04%
ALLSTATE CP	1.29%	0.19%
INVESCO PLC NEW	1.29%	-0.19%
KANSAS CITY SOUTHERN	1.22%	1.43%
CENTURYTEL INC	1.22%	-0.27%
LABORATORY CORP NEW	1.19%	-0.11%
	%	0.00%

*Note: The price change will reset to 0 after the midnight

Perkins Mid Cap Value J Fund (JMCVX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector	Weighting
Hardware	5.61%
Software	2.17%
Media	1.32%
Telecommunications	3.59%
Consumer services	10.69%
Business Services	6.70%
Financial Services	21.45%
Healthcare	11.23%
Utilities	2.62%
Consumer goods	10.35%
Energy	12.82%
Industrial materials	11.45%

Perkins Mid Cap Value J Fund (JMCVX) Fund Portfolio Allocation for 09/2009

Stock	88.73%
Bond	0%
Cash	9.88%
Other	1.39%

Interested in other top mutual funds in similar Mid-Cap Value category?

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See more information on Perkins Mid Cap Value J Fund (JMCVX)

• Perkins Mid Cap Value J Fund Insights
• Perkins Mid Cap Value J Fund Performance Data
• Perkins Mid Cap Value J Fund News
• Perkins Mid Cap Value J Fund Score Explaination
• Perkins Mid Cap Value J Fund Manager Information
• Historic Perkins Mid Cap Value J Fund Asset Allocation Report
• Historic Perkins Mid Cap Value J Fund Top 10 Holding Tracking
• Historic Perkins Mid Cap Value J Fund Asset Under Management Tracking