Perkins Select Value Fund Quote
| JSVDX Fund | USD 18.50 0.02 0.11% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Perkins Select is trading at 18.50 as of the 1st of December 2024; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 18.48. Perkins Select has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Perkins Select Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. 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, Mid-Cap Value Funds, Mid-Cap Value, Janus Henderson, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Perkins Select Value [JSVDX] is traded in USA and was established 1st of December 2024. Perkins Select 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 62.27 M in assets under management (AUM) with no minimum investment requirementsPerkins Select Value is currently producing year-to-date (YTD) return of 25.81% with the current yeild of 0.01%, while the total return for the last 3 years was 10.22%.
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
| ELS | Equity Lifestyle Properties | Stock | Real Estate | |
| WLKP | Westlake Chemical Partners | Stock | Materials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| ARGO | Argo Group International | Stock | Financials | |
| OXY | Occidental Petroleum | Stock | Energy | |
| PFE | Pfizer Inc | Stock | Health Care | |
| WAFD | Washington Federal | Stock | Financials | |
| CHKP | Check Point Software | Stock | Information Technology |
Perkins Select Value Risk Profiles
| Mean Deviation | 0.7704 | |||
| Semi Deviation | 0.697 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 |
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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