JGVAX Rating, Research - Perkins Global Value T

Perkins Global Value T (jgvax)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 31

Threats + Weaknesses = 20

When strengths & opportunities substantially exceed threats & weaknesses an investment in the jgvax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Perkins Global Value T (JGVAX) Description: JGVAX is a mutual fund, which is an investment that owns a basket of assets. The JGVAX mutual fund was provided by Perkins and this investment vehicle derives the majority of its value from equity holdings (stocks). Perkinss mutual fund has a medium management tenure and is in the small fund size classification. JGVAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. JGVAXs expense ratio is roughly 1%. The latest JGVAXs front end load was 0% and the back end load was 0%. The Perkins Global Value T (JGVAX) mutual fund falls under the world stock category. JGVAX focuses its investments in EU and USA and JGVAX is not affiliated with a particular industry or fund sector. The Perkins Global Value T (JGVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JGVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JGVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to maximize total return, principally through capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of issuers located throughout the world. It ordinarily invests at least 40% of total assets in no fewer than three different countries outside the U.S. The fund may invest up to 35% of total assets in emerging-market securities. It invests in securities denominated in foreign currencies as well as U.S. dollars. The fund invests in companies of all sizes. It also invests in derivatives and forward contracts.

Management Analysis Update

Performance Analysis Update