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Fund Intelligence | Best Managers | JDSRX Insights | JDSRX Score | JDSRX Performance | JDSRX Manager | JDSRX News | JDSRX Allocation | JDSRX Holdings Change
Fund Intelligence | Best Managers | JDSRX Insights | JDSRX Score | JDSRX Performance | JDSRX Manager | JDSRX News | JDSRX Allocation | JDSRX Holdings Change
Mutual Fund Insights: Perkins Small Cap Value R Fund (JDSRX)
In-depth Analysis of Perkins Small Cap Value R Fund (JDSRX)
6 months 1 year 3 year 5 year |
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Last Trade: $22.23 on 3/19/2010, Change: -0.10 (-0.45%)
Experiment our closing price forecasting tool for Perkins Small Cap Value R Fund (JDSRX) (alpha release)
Fund Manager - Justin Hunter Tugman
Fund Manager Tenure: 1.0 years [Similar Funds: JDSAX ]Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)
What we like about Perkins Small Cap Value R Fund (JDSRX)
Data for Perkins Small Cap Value R Fund (JDSRX) as of February 28, 2010
- Perkins Small Cap Value R Fund (JDSRX) has good mid-term performance (3-year return 2.87% vs -5.98 % Small Value category average)
- Perkins Small Cap Value R Fund (JDSRX) has good Long-term performance (5-year return 5.98% vs 1.04 % Small Value category average)
- Perkins Small Cap Value R Fund (JDSRX) has a Morningstar rating of 4 and above
- Perkins Small Cap Value R Fund (JDSRX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.44, lower than category average of 25.56
What we are cautious about Perkins Small Cap Value R Fund (JDSRX)
Data for Perkins Small Cap Value R Fund (JDSRX) as of February 28, 2010
- Perkins Small Cap Value R Fund (JDSRX) management has been with Perkins Small Cap Value R Fund for only 1.0 years, it is hard to judge manager's ability based on this fund's operation record
- Perkins Small Cap Value R Fund (JDSRX) has a less-than-ideal short-term performance (1-year return 69.30% vs 72.24 % Small Value category average)
- Perkins Small Cap Value R Fund (JDSRX) has an annual stock turnover rate of 85.00% that is higher than the Small Value average of 84.10%. This could mean Perkins Small Cap Value R is more nimble, but also signal potential high tax impact and high trading fees
- Perkins Small Cap Value R Fund (JDSRX) has a higher management fee of 1.54% than its Small Value average of 1.50%
- Even though Perkins Small Cap Value R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
Interested in other top mutual funds in similar Small Value category?
Below are some additional Small Value mutual funds generated out of our database
- Artisan Small Cap Value Investor (ARTVX) [ Compare with Perkins Small Cap Value R Fund (JDSRX) ]
- Rydex/SGI Mid Cap Value A (SEVAX) [ Compare with Perkins Small Cap Value R Fund (JDSRX) ]
- Pinnacle Value (PVFIX) [ Compare with Perkins Small Cap Value R Fund (JDSRX) ]
- See top fund managers for Small Value Category Funds
- Browse other funds in Small Value Category
Perkins Small Cap Value R Fund (JDSRX) Net Asset
Track net asset change of Perkins Small Cap Value R fund (JDSRX)
| Date | Net Asset |
| 02/2010 | $1.99B |
| 01/2010 | $4.74M |
| 11/2009 | $3.97M |
Perkins Small Cap Value R Fund (JDSRX) Portfolio Allocation
Track portfolio allocation change of Perkins Small Cap Value R fund (JDSRX)
| Date | Cash | Stock | Bond | Other |
| 06/2009 | 0% | 100% | 0% | 0% |
| 03/2009 | 7.44% | 92.56% | 0% | 0% |
| 12/2008 | 10.05% | 89.95% | 0% | 0% |
Most Recent Top 10 Holdings in Perkins Small Cap Value R Fund (JDSRX)
Discover what Perkins Small Cap Value R Fund (JDSRX) manager is buying
LUBRIZOL CP [2.27%] Washington Federal, Inc. [2.04%] Navigators Group, Inc. (The) [1.99%] HILL-ROM HOLDINGS IN [1.68%] NEWALLIANCE BANCSHAR [1.65%] WESTERN GAS PARTNERS [1.65%] Omnicell, Inc. [1.55%] BROWN & BROWN INC [1.54%] | Lubrizol Corp [2.26%] NewAlliance Bancshares Inc [2.05%] Washington Federal, Inc. [2.04%] Brown & Brown, Inc. [1.7%] Tech Data Corporation [1.67%] WESTERN GAS PARTNERS [1.5%] Rayonier Inc. [1.46%] PerkinElmer, Inc. [1.44%] IPC Holdings, Limited [1.44%] | LUBRIZOL CP [2.02%] PROTECTIVE LIFE CORP [1.95%] DIEBOLD INC [1.92%] CEDAR FAIR LP [1.8%] KAYDON CP [1.7%] NEWALLIANCE BANCSHAR [1.66%] Washington Federal, Inc. [1.66%] BROWN & BROWN INC [1.59%] Inergy, L.P. [1.51%] |
Related books and products to Perkins Small Cap Value R Fund (JDSRX)
Latest News on Perkins Small Cap Value R (JDSRX)
See what is happening with Perkins Small Cap Value R Fund (JDSRX)
Books and Resources
See more information on Perkins Small Cap Value R Fund (JDSRX)
- Perkins Small Cap Value R Fund Insights
- Perkins Small Cap Value R Fund Performance Data
- Perkins Small Cap Value R Fund News
- Perkins Small Cap Value R Fund Score Explaination
- Perkins Small Cap Value R Fund Manager Information
- Historic Perkins Small Cap Value R Fund Asset Allocation Report
- Historic Perkins Small Cap Value R Fund Top 10 Holding Tracking
- Historic Perkins Small Cap Value R Fund Asset Under Management Tracking
| 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. |
