Perkins Mid Cap Fund Quote
| JMVCX Fund | USD 16.18 0.01 0.06% |
PerformanceSolid
| Odds Of DistressLow
|
Perkins Mid is trading at 16.18 as of the 10th of February 2026; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 16.17. Perkins Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 12th of November 2025 and ending today, the 10th of February 2026. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the capitalization range of the Russell Midcap Value Index. The fund may invest, under normal circumstances, up to 20 percent of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.. More on Perkins Mid Cap
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 (View all Sectors) |
| Update Date | 31st of December 2025 |
Perkins Mid Cap [JMVCX] is traded in USA and was established 10th of February 2026. Perkins Mid 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 3.72 B in assets under management (AUM) with no minimum investment requirementsPerkins Mid Cap is currently producing year-to-date (YTD) return of 9.55%, while the total return for the last 3 years was 10.0%.
Check Perkins Mid 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 Mid Cap 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.
Perkins Mid Cap Risk Profiles
| Mean Deviation | 0.7802 | |||
| Standard Deviation | 1.42 | |||
| Variance | 2.02 | |||
| Downside Variance | 0.6937 |
Perkins Mid Against Markets
Perkins Mutual Fund Analysis Notes
The fund retains 96.48% of assets under management (AUM) in equities. Large To learn more about Perkins Mid Cap call the company at 877-335-2687.Perkins Mid Cap Investment Alerts
| The fund retains 96.48% of its assets under management (AUM) in equities |
Top Perkins Mid Cap Mutual Fund Constituents
| LH | Laboratory of | Stock | |
| ELS | Equity Lifestyle Properties | Stock | |
| NEU | NewMarket | Stock | |
| ETR | Entergy | Stock | |
| BWXT | BWX Technologies | Stock | |
| RNR | Renaissancere Holdings | Stock | |
| SNPS | Synopsys | Stock | |
| FOX | Fox Corp Class | Stock | |
| LNT | Alliant Energy Corp | Stock | |
| LW | Lamb Weston Holdings | Stock | |
| MTB | MT Bank | Stock | |
| HIG | Hartford Financial Services | Stock | |
| EVRG | Evergy | Stock | |
| GATX | GATX Corporation | Stock | |
| PSA | Public Storage | Stock | |
| CFG | Citizens Financial Group | Stock | |
| AXS | AXIS Capital Holdings | Stock | |
| GPK | Graphic Packaging Holding | Stock | |
| FUN | Six Flags Entertainment | Stock | |
| CAG | ConAgra Foods | Stock | |
| LAMR | Lamar Advertising | Stock | |
| CHKP | Check Point Software | Stock | |
| EQC | Equity Commonwealth | Stock | |
| TSN | Tyson Foods | Stock | |
| FHN | First Horizon National | Stock | |
| CCK | Crown Holdings | Stock |
Perkins Mid Outstanding Bonds
Perkins Mid issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Perkins Mid Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Perkins bonds can be classified according to their maturity, which is the date when Perkins Mid Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Perkins Mid Predictive Daily Indicators
Perkins Mid intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Perkins Mid mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 16.18 | |||
| Day Typical Price | 16.18 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 |
Perkins Mid Forecast Models
Perkins Mid's time-series forecasting models are one of many Perkins Mid's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Perkins Mid's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Perkins Mutual Fund
Perkins Mid 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 Mid security.
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