Perkins Small Mutual Fund Money Managers
JSCOX Fund | USD 27.63 0.04 0.14% |
Break down of Perkins Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Perkins Small's future under-performance.
Perkins |
Symbol | JSCOX |
Name | Perkins Small Cap |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Perkins Small Cap Leadership is currently not available.
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Perkins Small Net Asset Comparison
Perkins Small Cap is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 64.18 Billion. Perkins Small holds roughly 2.33 Billion in net asset claiming about 4% of funds listed under Small Value category.
Perkins Small Cap Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Perkins Small Cap Price Series Summation is a cross summation of Perkins Small price series and its benchmark/peer.
About Perkins Small Management Performance
The success or failure of an entity such as Perkins Small Cap often depends on how effective the management is. Perkins Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Perkins management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Perkins management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 funds portfolio managers. It invests, under normal circumstances, at least 80 percent 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 percent of its net assets in cash or similar investments.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Perkins Mutual Fund
Perkins Small 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 Small security.
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