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Perkins Mid Cap Value T (JMCVX) Fund Ranking and Research

Ranking, Research and Recommendation of Perkins Mid Cap Value T (JMCVX) Fund

    Last Trade: $17.48 on 2/24/2017, Change: +0.03 (0.17%)

 

Graph of Perkins Mid Cap Value T Fund (JMCVX) ManagerFund Manager - Thomas Perkins

Fund Manager Information

Fund Manager Tenure: 18.6 years
Similar Funds: JMIVX 
Fund Family: Janus
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

 

Graph of Perkins Mid Cap Value T Fund (JMCVX) ProfilePerkins Mid Cap Value T Fund (JMCVX) Profile

Fund Profile and Description

Perkins Mid Cap Value T Fund seeks capital appreciation. Perkins Mid Cap Value T Fund primarily invests in the common stocks of mid-sized companies whose stock prices the portfolio managers believe are undervalued. It normally invests at least 80% of assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the 12-month average of the capitalization range of the Russell Midcap Value Index. Perkins Mid Cap Value T Fund may invest in foreign equity and debt securities, which may include investments in emerging markets. It can also invest assets in derivatives.

 

Perkins Mid Cap Value T (JMCVX) Fund Strength What we like about Perkins Mid Cap Value T (JMCVX) Fund

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

  • Perkins Mid Cap Value T Fund (JMCVX) management has been with Perkins Mid Cap Value T Fund for 18.6 years
  • Perkins Mid Cap Value T Fund (JMCVX) has good short-term performance (1-year return 1.59% vs -3.20% Mid-Cap Value category median performance)
  • Perkins Mid Cap Value T Fund (JMCVX) ratio of up-years vs down years is greater than 2
  • Perkins Mid Cap Value T Fund (JMCVX) has a Morningstar rating of 4 and above
  • Perkins Mid Cap Value T Fund (JMCVX) has an annual stock turnover rate of 49.00% vs Mid-Cap Value average of 53.78%. It is good that Perkins Mid Cap Value T management does not trade extensively for its return.
  • Perkins Mid Cap Value T Fund (JMCVX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.41, lower than category average of 12.6
  • Perkins Mid Cap Value T Fund (JMCVX) has a lower expense ratio than its Mid-Cap Value average: 0.69% vs 1.18%
  • Perkins Mid Cap Value T Fund (JMCVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Perkins Mid Cap Value T Fund (JMCVX) Weakness What we are cautious about Perkins Mid Cap Value T (JMCVX) Fund

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

  • Perkins Mid Cap Value T Fund (JMCVX) has a less-than-ideal mid-term performance (3-year return 7.31% vs 8.20% Mid-Cap Value category median performance)
  • Perkins Mid Cap Value T Fund (JMCVX) has a less-than-ideal Long-term performance (5-year return 7.03% vs 8.87% Mid-Cap Value category median performance)
See Perkins Mid Cap Value T Fund (JMCVX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Perkins Mid Cap Value T6.241.597.317.03
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Perkins Mid Cap Value T Fund (JMCVX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Perkins Mid Cap Value T Fund (JMCVX) Net Asset TrackingPerkins Mid Cap Value T (JMCVX) Fund Net Asset

Track net asset change of Perkins Mid Cap Value T fund (JMCVX)

DateNet Asset
05/2016$4.03B
03/2016$3.82B
02/2016$3.87B
More historic net asset information on Perkins Mid Cap Value T Fund (JMCVX)

  

Graph of Perkins Mid Cap Value T Fund (JMCVX) Portfolio TrackingPerkins Mid Cap Value T (JMCVX) Fund Portfolio Allocation

Track portfolio allocation change of Perkins Mid Cap Value T fund (JMCVX)

DateCashStockBondOther
03/20164.62%95.38%0%0%
12/20153.84%96.16%0%0%
09/20155.93%94.07%0%0%
Click here to see more historic asset allocation information on Perkins Mid Cap Value T Fund (JMCVX)

 

graph of Perkins Mid Cap Value T Fund (JMCVX) Top 10 Position TrackingTop 10 Holdings in Perkins Mid Cap Value T (JMCVX) Fund

Discover what Perkins Mid Cap Value T Fund (JMCVX) manager is buying

Mar 30, 2016
Torchmark Corporation Common St [2.62%]
Alliant Energy Corporation Comm [2.52%]
Citizens Financial Group, Inc. [2.49%]
Check Point Software Technologi [2.48%]
Pinnacle West Capital Corporati [2.37%]
Equity Lifestyle Properties, In [2.31%]
Compass Minerals Intl Inc Commo [2.21%]
Southwest Gas Corporation Commo [2.09%]
Synopsys, Inc. [2.08%]
Caseys General Stores, Inc. [2.05%]

Dec 30, 2015
Caseys General Stores, Inc. [3%]
Citizens Financial Group, Inc. [2.88%]
Alliant Energy Corporation Comm [2.73%]
Torchmark Corporation Common St [2.67%]
Waste Connections, Inc. Common [2.53%]
PP&L Corporation Common Stock [2.45%]
Check Point Software Technologi [2.23%]
Dr Pepper Snapple Group, Inc Dr [2.09%]
Equity Lifestyle Properties, In [1.96%]
Southwest Gas Corporation Commo [1.94%]

Sep 29, 2015
Caseys General Stores, Inc. [3.19%]
Torchmark Corporation Common St [2.51%]
PP&L Corporation Common Stock [2.5%]
Alliant Energy Corporation Comm [2.34%]
Fifth Third Bancorp [2.32%]
Waste Connections, Inc. Common [2.22%]
Citizens Financial Group, Inc. [2.14%]
Laboratory Corporation of Ameri [2.02%]
Dr Pepper Snapple Group, Inc Dr [1.88%]
Marsh & McLennan Companies, Inc [1.8%]
Click here for Stock Holding Change Map in Perkins Mid Cap Value T Fund (JMCVX)

  

Latest News on Perkins Mid Cap Value T (JMCVX) Fund

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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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