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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
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Last Trade: $ on , Change: (0%)
Fund Manager - Thomas Perkins
Fund Manager Information
Fund Manager Tenure: 20.5 yearsSimilar 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 20.5 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)
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 |
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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 |
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% |
Top 10 Holdings in Perkins Mid Cap Value T (JMCVX) Fund
Discover what Perkins Mid Cap Value T Fund (JMCVX) manager is buying
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
See what is happening with Perkins Mid Cap Value T Fund (JMCVX)
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See more information on Perkins Mid Cap Value T (JMCVX) Fund
Popular pages on Perkins Mid Cap Value T (JMCVX) Fund
- Perkins Mid Cap Value T (JMCVX) Fund Research and Recommendation
- Perkins Mid Cap Value T (JMCVX) Fund Performance Data
- Perkins Mid Cap Value T (JMCVX) Fund Manager Information
- Historic Perkins Mid Cap Value T (JMCVX) Fund Asset Allocation Report
- Historic Perkins Mid Cap Value T (JMCVX) Fund Top 10 Holding Tracking
- Historic Perkins Mid Cap Value T (JMCVX) Fund Asset Under Management Tracking