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    Perkins Small Cap Value T (JSCVX)

    21.00 Down 0.25(1.18%) Jan 28
    Prev Close:21.25
    YTD Return*:7.30%
    Net Assets*:1.79B
    Yield*:0.69%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    » More Headlines for JSCVX

    Top Holdings

    Symbol% AssetsYTD Return %
    CASY3.44-1.46
    OMI3.19-0.57
    PAA3.031.93
    PCH2.860.69
    CLC2.63-0.75

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.79B
    Category:Small Value
    Annual Report Expense Ratio (net):0.83%

    Performance & Risk

    YTD Return:7.30%
    5y Avg Return:11.54%
    Rank in Category (ytd):9
    % Rank in Category (ytd):2.27%
    Beta (3y):0.96
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation. The fund pursues its investment objective by investing primarily in the common stocks of small companies whose stock prices are believed to be undervalued by the fund's portfolio managers. It invests, under normal circumstances, at least 80% of its net assets in equity securities of small companies whose market capitalization, at the time of initial purchase, is less than the 12-month average of the maximum market capitalization for companies included in the Russell 2000® Value Index. The fund may invest up to 20% of its net assets in cash or similar investments. View More
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