Perkins Mid Cap Value T (JMCVX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.76%|
Performance & Risk
|5y Avg Return:||15.01%|
|Rank in Category (ytd):||68|
|% Rank in Category (ytd):||15.6%|
|Morningstar Risk Rating:||1|
The investment seeks capital appreciation.
The fund primarily invests in the common stocks of mid-sized companies whose stock prices the portfolio managers believe to be undervalued. It invests at least 80% of its net assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the 12-month average of the capitalization range of the Russell MidcapÂ® Value Index. This average is updated monthly. The fund may invest, under normal circumstances, up to 20% of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges. View More