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

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

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

Fund Manager - Thomas Perkins

Fund Manager Information

Fund Manager Tenure: 21.9 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?)

Perkins 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.

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 21.9 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

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 with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Perkins Mid Cap Value T	6.24	1.59	7.31	7.03
American Century Mid Cap Value C (ACCLX)	9.33	4.34	11.13	11.06	Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)	8.16	3.39	10.73	10.75	Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)	4.44	0.49	12.55	12.11	Compare

See top fund managers for Mid-Cap Value Category Funds

Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETF	Year to Date	One Year	Three 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)	0	0	0
SPDR S&P 400 Mid Cap Value ETF (MDYV)	0	0	0

Perkins Mid Cap Value T (JMCVX) Fund Net Asset

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

Date	Net 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)

Perkins Mid Cap Value T (JMCVX) Fund Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
03/2016	4.62%	95.38%	0%	0%
12/2015	3.84%	96.16%	0%	0%
09/2015	5.93%	94.07%	0%	0%

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

Top 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)

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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.