JSCVX Rating, Research - Perkins Small Cap Value T

Perkins Small Cap Value T (jscvx)

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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 = 10

Threats + Weaknesses = 4

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks high total return, of which capital appreciation and income are components. The fund normally invests at least 80% of net assets in investments of micro-cap companies which are those with market capitalizations under $400 million at the time of purchase. It generally invests in equity securities (see equity research) of companies that the manager believes are currently undervalued and have the potential for capital appreciation. The fund may invest up to 25% of total assets in foreign securities.

Management Analysis Update

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

Performance Analysis Update