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Mutual Fund Insights: Perkins Mid Cap Value J Fund (JMCVX)
In-depth Analysis of Perkins Mid Cap Value J (JMCVX)
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Last Trade: $19.24 on 11/20/2009, Change: -0.06 (-0.31%)
Fund Manager - Thomas M. Perkins
Fund Manager Tenure: 11.3 years [Similar Funds: JMIVX ]Fundmojo Fund Grade: Mojo Master (Score: 0.86) (What does this score mean?)
Category Average: 17.86% , -6.76% , 1.68% | Category Average: 1.36% | Category Average: 91.15% |
What we like about Perkins Mid Cap Value J Fund (JMCVX)
Data for Perkins Mid Cap Value J Fund (JMCVX) as of October 31, 2009
- Perkins Mid Cap Value J Fund (JMCVX) management has been with Perkins Mid Cap Value J Fund for 11.3 years
- Perkins Mid Cap Value J Fund (JMCVX) has good short-term performance (1-year return 20.34% vs 17.86% Mid-Cap Value category average)
- Perkins Mid Cap Value J Fund (JMCVX) has good mid-term performance (3-year return -0.31% vs -6.76% Mid-Cap Value category average)
- Perkins Mid Cap Value J Fund (JMCVX) has good Long-term performance (5-year return 5.76% vs 1.68% Mid-Cap Value category average)
- Perkins Mid Cap Value J Fund (JMCVX) ratio of up-years vs down years is greater than 2
- Perkins Mid Cap Value J Fund (JMCVX) has a Morningstar rating of 4 and above
- Perkins Mid Cap Value J Fund (JMCVX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.82, lower than category average of 23.68
- Perkins Mid Cap Value J Fund (JMCVX) has a lower management fee than its Mid-Cap Value average: 1.07% vs 1.36%
- Perkins Mid Cap Value J 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 J Fund (JMCVX)
Data for Perkins Mid Cap Value J Fund (JMCVX) as of October 31, 2009
Interested in other top mutual funds in similar Mid-Cap Value category?
Below are some additional Mid-Cap Value mutual funds generated out of our database
- RidgeWorth Mid-Cap Value Equity I (SMVTX) [ Compare SMVTX with JMCVX ]
- Rydex/SGI Mid Cap Value A (SEVAX) [ Compare SEVAX with JMCVX ]
- American Century Mid Cap Value Inv (ACMVX) [ Compare ACMVX with JMCVX ]
- Browse other funds in Mid-Cap Value Category
Perkins Mid Cap Value J Fund (JMCVX) Net Asset
Track net asset change of Perkins Mid Cap Value J fund (JMCVX)
| Date | Net Asset |
| 10/2009 | $7.43B |
| 09/2009 | $7.07B |
| 08/2009 | $6.79B |
Perkins Mid Cap Value J Fund (JMCVX) Portfolio Allocation
Track portfolio allocation change of Perkins Mid Cap Value J fund (JMCVX)
| Date | Cash | Stock | Bond | Other |
| 06/2009 | 0% | 100% | 0% | 0% |
| 03/2009 | 11.9% | 86.95% | 0% | 1.15% |
| 09/2008 | 0% | 100% | 0% | 0% |
Most Recent Top 10 Holdings in Perkins Mid Cap Value J Fund (JMCVX)
Discover what Perkins Mid Cap Value J Fund (JMCVX) manager is buying
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%] | Berkshire Hathaway Inc. B [1.64%] Invesco Ltd [1.64%] Goldcorp Inc (New) [1.4%] Tyco International Ltd. (Switze [1.33%] Plains All American Pipeline, L [1.3%] Old Republic International Corp [1.24%] Laboratory Corp. of America Hol [1.17%] URS Corp [1.12%] | U R S CP [1.58%] PROTECTIVE LIFE CORP [1.51%] INVESCO PLC NEW [1.5%] THOMAS BETTS CP [1.46%] ALLIANCEBERNSTEIN [1.44%] CARDINAL HEALTH INC [1.43%] PLAINS ALL AMER LP [1.38%] LUBRIZOL CP [1.36%] |
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Latest News on Perkins Mid Cap Value J (JMCVX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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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. |
