Perkins Small Cap Value T (JSCVX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.83%|
Performance & Risk
|5y Avg Return:||11.54%|
|Rank in Category (ytd):||9|
|% Rank in Category (ytd):||2.27%|
|Morningstar Risk Rating:||1|
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