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Collecting data for JMVCX

Perkins quote and profile

 
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24.17
  
FUND
(0.30)  Macroaxis: -1.23 Down   1.23%  
May 23 2013 

Diversification Suggestion

Use Perkins to protect against small markets fluctuations. The fund experiences somewhat bearish sentiment, but market may correct it shortly
Analyze Perkins Mid Cap Value C Trend or Check current 30 days Perkins correlation with market (S&P 500)
1 Month Beta 0.99  
Highest Price:  
Lowest Price:  
24.47  
23.05  
May 21 2013 
April 23 2013 
Perkins returns are very sensitive to returns on the market. As market goes up or down, Perkins is expected to follow.
Perkins Mid Cap Value C llmost one BetaPerkins Mid Cap Value C Beta Legend
JMVCX United States NASDAQ
Perkins Mid Cap Value C
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 Paid0.04
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.83 % Macroaxis: 0.83 Moved Down  
 
 United States NYSE   0.94 % Macroaxis: 0.94 Moved Down  
 
 thisRed JMVCX JMVCX agains markets  1.23 % Macroaxis: change 1.23 Moved Down  
 
 United States Russel   1.65 % Macroaxis: change 1.65 Moved Down  
 
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Thomas Perkins  Money Manager
Fund Manager since August 11, 1998
Tom Perkins Tom Perkins is CoPortfolio Manager of the Perkins Mid Cap Value, Perkins All Cap Value and Perkins Large Cap Value strategies. He has managed the Mid Cap Value strategy since August 1998, the All Cap Value st...
    

Perkins Price and Market Media

The median price of Perkins for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 23.87 with a coefficient of variation of 1.94. The daily time series for the period is distributed with a sample standard deviation of 0.46, arithmetic mean of 23.75, and mean deviation of 0.41. The Fund did not receive any noticable media coverage during the period.
Perkins         SP 500
Price Growth (%)
 

Perkins Summary

Perkins Mid Cap Value C [JMVCX] 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 C is currently producing year-to-date (YTD) return of 6.39% with the current yeild of 0.18%, while the total return for the last 3 years was 17.28%.

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
17
Out Of
100
 
Chance of
Less
Than
%
 
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Perkins Research Report

Perkins vs. JDPNX

Correlation analysis and fundamentals comparison between Perkins Mid Cap Value C and Perkins Mid Cap Value N

Perkins Asset Under Management

Perkins Mid Cap Value C 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

Price to Sales vs Year to Date Return
One Year Return vs Price to Book
Price to Sales vs Net Asset
Ten Year Return vs Price to Book

Perkins vs Competition

Perkins vs. Perkins Mid Cap Value N
Perkins vs. Perkins Mid Cap Value I
Perkins vs. Perkins Mid Cap Value L
Perkins vs. Perkins Mid Cap Value R
Perkins vs. Perkins Mid Cap Value S
Perkins vs. Perkins Mid Cap Value D
Perkins vs. Perkins Mid Cap Value T
Perkins vs. Perkins Mid Cap Value A
Perkins vs. JPMorgan Mid Cap Value B

Perkins May 23 2013 Opportunity Range

Downside Deviation0.7769
Information Ratio0.0015
Maximum Drawdown1.9
Value At Risk(1.02)
Potential Upside1.0

 
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