Perkins Select Value Fund Quote
| JSVDX Fund | USD 14.48 0.12 0.82% |
PerformanceVery Weak
| Odds Of DistressLow
|
Perkins Select is trading at 14.48 as of the 21st of March 2025; that is 0.82 percent decrease since the beginning of the trading day. The fund's open price was 14.6. Perkins Select has about a 23 % 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund pursues its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small- and mid-sized companies whose market capitalization is less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 tm Value Index. More on Perkins Select Value
Moving together with Perkins Mutual Fund
Perkins Mutual Fund Highlights
| Fund Concentration | Janus Henderson Funds, Large Funds, Small Value Funds, Small Value, Janus Henderson, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of March 2025 |
Perkins Select Value [JSVDX] is traded in USA and was established 21st of March 2025. Perkins Select is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Small Value category and is part of Janus Henderson family. This fund currently has accumulated 62.27 M in assets under management (AUM) with no minimum investment requirementsPerkins Select Value is currently producing year-to-date (YTD) return of 0.45% with the current yeild of 0.01%, while the total return for the last 3 years was 6.32%.
Check Perkins Select 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 Select Value 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 Select Value Mutual Fund Constituents
| HSIC | Henry Schein | Stock | Health Care | |
| FUN | Six Flags Entertainment | Stock | Consumer Discretionary | |
| EQC | Equity Commonwealth | Stock | Real Estate | |
| CASY | Caseys General Stores | Stock | Consumer Staples | |
| CHKP | Check Point Software | Stock | Information Technology | |
| WAFD | Washington Federal | Stock | Financials | |
| AVT | Avnet Inc | Stock | Information Technology | |
| WLKP | Westlake Chemical Partners | Stock | Materials |
Perkins Select Value Risk Profiles
| Mean Deviation | 0.8588 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.18 | |||
| Risk Adjusted Performance | (0.17) |
Perkins Select Against Markets
Other Information on Investing in Perkins Mutual Fund
Perkins Select 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 Select security.
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