JMCVX Rating, Research - Perkins Mid Cap Value T

Perkins Mid Cap Value T (jmcvx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

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

BUY

SWOT Statistics

Strengths + Opportunities = 69

Threats + Weaknesses = 36

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

Fund Management Team

Fund Description Update

Perkins Mid Cap Value T (JMCVX) Description: JMCVX is a mutual fund, which is an investment that owns a basket of assets. The JMCVX 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 long management tenure and is in the large fund size classification. JMCVXs minimum initial investment amount is $2500 while the IRA minimum is $500. JMCVXs expense ratio is roughly 1%. The latest JMCVXs front end load was 0% and the back end load was 0%. The Perkins Mid Cap Value T (JMCVX) mutual fund falls under the mid-cap value category. JMCVX focuses its investments in USA and JMCVX is not affiliated with a particular industry or fund sector. The Perkins Mid Cap Value T (JMCVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JMCVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JMCVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in common stocks (see stock research) whose current market prices, in Heartland Advisors' judgment, are undervalued relative to their intrinsic value. It holds a limited number (generally 40 to 60) of common stocks (see stock research). Using a multi-cap approach, the Fund invests in companies of all sizes, although companies normally have market capitalizations in excess of $500 million at the time of purchase.


Management Analysis Update

Perkins Mid Cap Value T's executives / managers make better investing decisions, because their assets are invested along side their client's.


Performance Analysis Update