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Perkins Mid Cap Value T Fund (JMCVX)

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

    Last Trade: $ on , Change: (0%)

Perkins Mid Cap Value T Fund (JMCVX) HighlightPerkins Mid Cap Value T Fund (JMCVX) Fund Summary

Perkins Mid Cap Value T Fund (JMCVX) statistics as of May 30, 2016

Category: Mid-Cap Value
Fund Family: Janus
Net Asset: $4.03B
Yield: 1.28%
Year-to-Date Return: 6.24%
Morningstar rating: 4

 

Perkins Mid Cap Value T Fund (JMCVX) CostPerkins Mid Cap Value T Fund (JMCVX) Cost

Perkins Mid Cap Value T Fund (JMCVX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Mid-Cap Value average): 0.69% (1.18%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 49.00%

 

Perkins Mid Cap Value T Fund (JMCVX) PerformancePerkins Mid Cap Value T Fund (JMCVX) Performance

Most current Perkins Mid Cap Value T Fund (JMCVX) Performance

1-month Performance (Mid-Cap Value category median performance): 2.19% (1.79%)
3-month Performance (Mid-Cap Value category median performance): 11.31% (12.26%)
1 Year Performance (Mid-Cap Value category median performance): 1.59% (-3.20%)
3 Year Performance (Mid-Cap Value category median performance): 7.31% (8.20%)
5 Year Performance (Mid-Cap Value category median performance): 7.03% (8.87%)
Number of Years of positive return: 13 years
Number of Years of negative return: 4 years
3 year Alpha (Mid-Cap Value category average): -2.08 (-2.7)
3 year Beta (Mid-Cap Value category average): 0.87 (1)
3 year Sharpe Ratio: 0.72
3 year Treynor: 8.34

Perkins Mid Cap Value T Fund (JMCVX) topholdingTop Stock Holdings in Perkins Mid Cap Value T Fund (JMCVX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Torchmark Corporation Common St2.62%0.00%
Alliant Energy Corporation Comm2.52%0.00%
Citizens Financial Group, Inc. 2.49%0.00%
Check Point Software Technologi2.48%0.00%
Pinnacle West Capital Corporati2.37%0.00%
Equity Lifestyle Properties, In2.31%0.00%
Compass Minerals Intl Inc Commo2.21%0.00%
Southwest Gas Corporation Commo2.09%0.00%
Synopsys, Inc.2.08%0.00%
Caseys General Stores, Inc.2.05%0.00%
*Note: The price change will reset to 0 after the midnight

 

Perkins Mid Cap Value T Fund (JMCVX) Portfolio AllocationPerkins Mid Cap Value T Fund (JMCVX) Fund Portfolio Allocation

Perkins Mid Cap Value T Fund (JMCVX) Fund Portfolio Allocation data as of 03/2016

Stock95.38%
Bond0%
Cash4.62%
Other0%

 

Perkins Mid Cap Value T Fund (JMCVX) CompareCompare with other Mid-Cap Value category mutual funds

Below are some additional Mid-Cap Value mutual funds generated out of our database

Fund1 Year3 year5 year
Perkins Mid Cap Value T1.597.317.03
American Century Mid Cap Value C (ACCLX)4.3411.1311.06 Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)3.3910.7310.75 Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)0.4912.5512.11 Compare

See top fund managers for Mid-Cap Value Category Funds

 

Perkins Mid Cap Value T Fund (JMCVX) PerformanceOther Financial Data Web Sites on Perkins Mid Cap Value T Fund (JMCVX)

Addition research sites for Perkins Mid Cap Value T Fund (JMCVX)

 

Perkins Mid Cap Value T Fund (JMCVX) Related ResourcesSee more information on Perkins Mid Cap Value T (JMCVX) Fund

Popular pages on Perkins Mid Cap Value T (JMCVX) Fund

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