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Mutual Fund Insights: Perkins Mid Cap Value A Fund (JDPAX)

In-depth Analysis of Perkins Mid Cap Value A Fund (JDPAX)

Mutual fund chart: Perkins Mid Cap Value A Fund (JDPAX)

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See Perkins Mid Cap Value A Fund (JDPAX) performance details as of February 28, 2010

Last Trade: $20.80 on 3/19/2010, Change: -0.16 (-0.76%)

Experiment our closing price forecasting tool for Perkins Mid Cap Value A Fund (JDPAX) (alpha release)

Fund Manager - Thomas M. R. Perkins

Fund Manager Tenure: 11.6 years [Similar Funds: JDPRX ]
Fundmojo Fund Grade: C (Score: 0.59) (What does this score mean?)

What we like about Perkins Mid Cap Value A Fund (JDPAX)

Data for Perkins Mid Cap Value A Fund (JDPAX) as of February 28, 2010

Perkins Mid Cap Value A Fund (JDPAX) management has been with Perkins Mid Cap Value A Fund for 11.6 years
Perkins Mid Cap Value A Fund (JDPAX) has good Long-term performance (5-year return 5.25% vs 1.84 % Mid-Cap Value category average)
Perkins Mid Cap Value A Fund (JDPAX) has a Morningstar rating of 4 and above
Perkins Mid Cap Value A Fund (JDPAX) has an annual stock turnover rate of 88.00% vs Mid-Cap Value average of 102.04%. It is good that Perkins Mid Cap Value A management does not trade extensively for its return.
Perkins Mid Cap Value A Fund (JDPAX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.97, lower than category average of 24.37
Perkins Mid Cap Value A Fund (JDPAX) has a lower management fee than its Mid-Cap Value average: 1.22% vs 1.37%

What we are cautious about Perkins Mid Cap Value A Fund (JDPAX)

Data for Perkins Mid Cap Value A Fund (JDPAX) as of February 28, 2010

Perkins Mid Cap Value A Fund (JDPAX) has a less-than-ideal short-term performance (1-year return 53.42% vs 68.94 % Mid-Cap Value category average)
Perkins Mid Cap Value A Fund (JDPAX) has a less-than-ideal mid-term performance (3-year return -0.17% vs -5.73 % Mid-Cap Value category average)
Perkins Mid Cap Value A Fund (JDPAX) carries a 5.75% load

See Perkins Mid Cap Value A Fund (JDPAX) performance details as of February 28, 2010

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Perkins Mid Cap Value A Fund (JDPAX) Net Asset

Track net asset change of Perkins Mid Cap Value A fund (JDPAX)

Date	Net Asset
02/2010	$11.22B
01/2010	$891.16M
11/2009	$826.15M

More historic net asset information on Perkins Mid Cap Value A Fund (JDPAX)

Perkins Mid Cap Value A Fund (JDPAX) Portfolio Allocation

Track portfolio allocation change of Perkins Mid Cap Value A fund (JDPAX)

Date	Cash	Stock	Bond	Other
09/2009	9.88%	88.73%	0%	1.39%
06/2009	0%	100%	0%	0%
03/2009	11.9%	86.95%	0%	1.15%

Click here to see more historic asset allocation information on Perkins Mid Cap Value A Fund (JDPAX)

Most Recent Top 10 Holdings in Perkins Mid Cap Value A Fund (JDPAX)

Discover what Perkins Mid Cap Value A Fund (JDPAX) manager is buying

30-Sep-09

Deutsche Bk Ag [2.43%]
LUBRIZOL CP [1.77%]
ALLSTATE CP [1.44%]
INVESCO PLC NEW [1.33%]
EVEREST RE GRP LTD [1.3%]
HSBC HLDGS PLC ADS [1.23%]
KROGER CO [1.22%]
NOBLE ENERGY INC [1.22%]
GOLDCORP INC [1.18%]
CENTURYTEL INC [1.18%]

30-Jun-09

LUBRIZOL CP [1.95%]
TYCO INTL LTD SWZ [1.56%]
THERMO FISHER SCIENT [1.54%]
INVESCO PLC NEW [1.53%]
PLAINS ALL AMER LP [1.46%]
ALLSTATE CP [1.44%]
HESS CP [1.38%]
Berkshire Hathaway Inc. B [1.37%]
EVEREST RE GRP LTD [1.35%]
LABORATORY CORP NEW [1.34%]

31-Mar-09

LUBRIZOL CP [1.75%]
Berkshire Hathaway Inc. B [1.64%]
INVESCO PLC NEW [1.64%]
GOLDCORP INC [1.4%]
TYCO INTL LTD SWZ [1.33%]
PLAINS ALL AMER LP [1.3%]
OLD REPUBLIC INTL CP [1.24%]
LABORATORY CORP NEW [1.17%]
U R S CP [1.12%]

Click here for Stock Holding Change Map in Perkins Mid Cap Value A Fund (JDPAX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.