Perkins Small Cap Fund Quote
| JSIVX Fund | USD 25.83 0.09 0.35% |
PerformanceGood
| Odds Of DistressLow
|
Perkins Small is trading at 25.83 as of the 27th of January 2026; that is 0.35 percent up since the beginning of the trading day. The fund's open price was 25.74. Perkins Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 27th of January 2026. Click here to learn more.
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 purchase, is less than the 12-month maximum market capitalization for companies included in the Russell 2000 Value Index. More on Perkins Small Cap
Moving together with Perkins Mutual Fund
Perkins Mutual Fund Highlights
| Fund Concentration | Janus Henderson Funds, Large Funds, Small Value Funds, Small Value, Janus Henderson (View all Sectors) |
| Update Date | 31st of December 2025 |
Perkins Small Cap [JSIVX] is traded in USA and was established 27th of January 2026. Perkins Small is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Small Value category and is part of Janus Henderson family. This fund currently has accumulated 3.05 B in assets under management (AUM) with no minimum investment requirementsPerkins Small Cap is currently producing year-to-date (YTD) return of 7.63% with the current yeild of 0.01%, while the total return for the last 3 years was 10.37%.
Check Perkins Small 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 Small 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 Small Cap Risk Profiles
| Mean Deviation | 0.7455 | |||
| Semi Deviation | 0.5408 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.05 |
Perkins Small Against Markets
Perkins Mutual Fund Analysis Notes
The fund retains 97.56% of assets under management (AUM) in equities. Perkins Small Cap last dividend was 0.25 per share. Large To learn more about Perkins Small Cap call the company at 877-335-2687.Perkins Small Cap Investment Alerts
| Latest headline from news.google.com: JSIVX Stock Fund Price and Chart NASDAQJSIVX - TradingView Track All Markets | |
| The fund retains 97.56% of its assets under management (AUM) in equities |
Top Perkins Small Cap Mutual Fund Constituents
| BOH | Bank of Hawaii | Stock | |
| EAF | GrafTech International | Stock | |
| IOSP | Innospec | Stock | |
| CADE | Cadence Bancorp | Stock | |
| NVST | Envista Holdings Corp | Stock | |
| TRN | Trinity Industries | Stock | |
| BKH | Black Hills | Stock | |
| TUSK | Mammoth Energy Services | Stock | |
| RNR | Renaissancere Holdings | Stock | |
| SHO | Sunstone Hotel Investors | Stock | |
| VVV | Valvoline | Stock | |
| SWX | Southwest Gas Holdings | Stock | |
| THG | The Hanover Insurance | Stock | |
| EXP | Eagle Materials | Stock | |
| BWXT | BWX Technologies | Stock | |
| BANR | Banner | Stock | |
| ABCB | Ameris Bancorp | Stock | |
| SBH | Sally Beauty Holdings | Stock | |
| LECO | Lincoln Electric Holdings | Stock | |
| FHB | First Hawaiian | Stock | |
| STAG | STAG Industrial | Stock | |
| EQC | Equity Commonwealth | Stock | |
| WNS | WNS Holdings | Stock | |
| FUN | Six Flags Entertainment | Stock | |
| NEU | NewMarket | Stock |
Perkins Small Predictive Daily Indicators
Perkins Small 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 Small 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 | 25.83 | |||
| Day Typical Price | 25.83 | |||
| Price Action Indicator | 0.045 | |||
| Period Momentum Indicator | 0.09 | |||
| Relative Strength Index | 62.7 |
Perkins Small Forecast Models
Perkins Small's time-series forecasting models are one of many Perkins Small'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 Small'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 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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