Perkins Mid Cap Fund Quote
| JDPRX Fund | USD 16.29 0.03 0.18% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Perkins Mid is trading at 16.29 as of the 11th of December 2024; that is 0.18% increase since the beginning of the trading day. The fund's open price was 16.26. Perkins Mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of September 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the capitalization range of the Russell Midcap Value Index. The fund may invest, under normal circumstances, up to 20 percent of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.. More on Perkins Mid Cap
Moving together with Perkins Mutual Fund
| 0.84 | JRACX | Janus Research | PairCorr |
| 0.8 | JRAIX | Janus Research | PairCorr |
| 0.84 | JRANX | Janus Research | PairCorr |
| 0.73 | JRARX | Janus Henderson Research | PairCorr |
| 0.8 | JRASX | Janus Research | PairCorr |
| 0.85 | JAAGX | Enterprise Portfolio | PairCorr |
Moving against Perkins Mutual Fund
Perkins Mutual Fund Highlights
| Fund Concentration | Janus Henderson Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Janus Henderson (View all Sectors) |
| Update Date | 31st of December 2024 |
Perkins Mid Cap [JDPRX] is traded in USA and was established 11th of December 2024. Perkins Mid is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Janus Henderson family. This fund currently has accumulated 3.72 B in assets under management (AUM) with no minimum investment requirementsPerkins Mid Cap is currently producing year-to-date (YTD) return of 28.81% with the current yeild of 0.0%, while the total return for the last 3 years was 11.55%.
Check Perkins Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Perkins Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Perkins Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Perkins Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Perkins Mid Cap Mutual Fund Constituents
| LNT | Alliant Energy Corp | Stock | Utilities | |
| AXS | AXIS Capital Holdings | Stock | Financials | |
| EVRG | Evergy, | Stock | Utilities | |
| LH | Laboratory of | Stock | Health Care | |
| LW | Lamb Weston Holdings | Stock | Consumer Staples | |
| IVZ | Invesco Plc | Stock | Financials | |
| SNPS | Synopsys | Stock | Information Technology | |
| HIG | Hartford Financial Services | Stock | Financials |
Perkins Mid Cap Risk Profiles
| Mean Deviation | 0.6938 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.86 | |||
| Risk Adjusted Performance | (0.01) |
Perkins Mid Against Markets
Other Information on Investing in Perkins Mutual Fund
Perkins Mid financial ratios help investors to determine whether Perkins Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Perkins with respect to the benefits of owning Perkins Mid security.
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