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Benchmark SP 500  1,652   12.77  Index Moved Up 0.78% United States ...


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Perkins quote and profile

 
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24.2
  
FUND
0.16  Macroaxis: 0.67 Up   0.67%  
Last 1 Month(s)
23.8124.77
 

Diversification Suggestion

Use Perkins to enhance returns of your portfolios. The fund experiences moderate upward volatility
Analyze Perkins Mid Cap Value A Trend or Check current 30 days Perkins correlation with market (S&P 500)
1 Month Beta 0.71  
Highest Price:  
Lowest Price:  
24.77  
23.81  
May 21 2013 
June 05 2013 
As returns on market increase, Perkins returns are expected to increase less than the market. However during bear market, the loss on holding Perkins will be expected to be smaller as well.
Perkins Mid Cap Value A Small BetaPerkins Mid Cap Value A Beta Legend
JDPAX United States NASDAQ
Perkins Mid Cap Value A
Janus
Mid-Cap Value
Benchmark S&P 500
Contact Number: 800. 525. 0020
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset12.33 B
Last Dividend Paid0.13
 United States Russel   1.23 % Macroaxis: change 1.23 Moved Up  
 
 United States SP 500   0.78 % Macroaxis: 0.78 Moved Up  
 
 thisGreen JDPAX JDPAX agains markets  0.67 % Macroaxis: 0.67 Moved Up  
 
 United States NYSE   0.66 % Macroaxis: 0.66 Moved Up  
 
Compare to Competition Alpha & Beta   Get Advice

Perkins Leadership

Thomas Perkins Fund Manager since August 11, 1998
Jeffrey Kautz Fund Manager since August 11, 1998, CFA

Perkins Price and Market Media

The median price of Perkins for the period between Sun, May 19, 2013 and Tue, Jun 18, 2013 is 24.25 with a coefficient of variation of 1.09. The daily time series for the period is distributed with a sample standard deviation of 0.26, arithmetic mean of 24.26, and mean deviation of 0.21. The Fund did not receive any noticable media coverage during the period.
Perkins         SP 500
Price Growth (%)
 
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Perkins Summary

Perkins Mid Cap Value A [JDPAX] is traded in USA and was established in July 5, 2009. The fund is listed under Mid-Cap Value category and is part of Janus family. This fund currently has accumulated 12.33 B in assets under management (AUM) with minimum initial investment of 2.5 K. Perkins Mid Cap Value A is currently producing year-to-date (YTD) return of 6.57% with the current yeild of 0.55%, while the total return for the last 3 years was 15.83%.

Fund Instrument Allocation for Perkins

The fund consists of 89.7% investments in stocks, with the rest of investments allocated between different money market instruments.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Perkins Research Report

Perkins vs. JMVIX

Correlation analysis and fundamentals comparison between Perkins Mid Cap Value A and Perkins Mid Cap Value S

Perkins Asset Under Management

Perkins Mid Cap Value A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Value category is currently estimated at about 134.8 Billion. Perkins holds roughly 12.33 Billion in net asset claiming about 9% of funds under Mid-Cap Value category.

Perkins Fundamentals

Annual Yield vs One Year Return
Ten Year Return vs Price to Book
Annual Yield vs Price to Earning
Holdings Turnover vs Price to Book

Perkins vs Competition

Perkins vs. Perkins Mid Cap Value S
Perkins vs. Perkins Mid Cap Value T

Perkins June 18 2013 Opportunity Range

Downside Deviation0.8298
Information Ratio(0.04)
Maximum Drawdown1.95
Value At Risk(1.16)
Potential Upside0.9163

 
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