Perkins Mid Cap Fund Manager Performance Evaluation
| JMVIX Fund | USD 16.30 0.04 0.25% |
The fund holds a Beta of 0.67, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Perkins Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Perkins Mid is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Perkins Mid Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Perkins Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...morePerkins |
Perkins Mid Relative Risk vs. Return Landscape
If you would invest 1,366 in Perkins Mid Cap on October 29, 2025 and sell it today you would earn a total of 264.00 from holding Perkins Mid Cap or generate 19.33% return on investment over 90 days. Perkins Mid Cap is currently producing 0.2993% returns and takes up 1.3997% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Perkins, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Perkins Mid Current Valuation
Undervalued
Today
Please note that Perkins Mid's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Perkins Mid Cap holds a recent Real Value of $17.36 per share. The prevailing price of the fund is $16.3. We determine the value of Perkins Mid Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Perkins Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Perkins Mutual Fund. However, Perkins Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.3 | Real 17.36 | Hype 16.3 | Naive 16.77 |
The intrinsic value of Perkins Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Perkins Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Perkins Mid Cap helps investors to forecast how Perkins mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Perkins Mid more accurately as focusing exclusively on Perkins Mid's fundamentals will not take into account other important factors: Perkins Mid Target Price Odds to finish over Current Price
The tendency of Perkins Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.30 | 90 days | 16.30 | about 8.36 |
Based on a normal probability distribution, the odds of Perkins Mid to move above the current price in 90 days from now is about 8.36 (This Perkins Mid Cap probability density function shows the probability of Perkins Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Perkins Mid has a beta of 0.67. This indicates as returns on the market go up, Perkins Mid average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Perkins Mid Cap will be expected to be much smaller as well. Additionally Perkins Mid Cap has an alpha of 0.1986, implying that it can generate a 0.2 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Perkins Mid Price Density |
| Price |
Predictive Modules for Perkins Mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Perkins Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Perkins Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Perkins Mid is not an exception. The market had few large corrections towards the Perkins Mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Perkins Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Perkins Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 0.67 | |
σ | Overall volatility | 1.05 | |
Ir | Information ratio | 0.13 |
Perkins Mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Perkins Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Perkins Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 96.48% of its assets under management (AUM) in equities |
Perkins Mid Fundamentals Growth
Perkins Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Perkins Mid, and Perkins Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Perkins Mutual Fund performance.
| Price To Earning | 5.33 X | ||||
| Price To Book | 2.14 X | ||||
| Price To Sales | 1.28 X | ||||
| Total Asset | 2.86 B | ||||
About Perkins Mid Performance
Evaluating Perkins Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Perkins Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Perkins Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Perkins Mid Cap performance evaluation
Checking the ongoing alerts about Perkins Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Perkins Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 96.48% of its assets under management (AUM) in equities |
- Analyzing Perkins Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Perkins Mid's stock is overvalued or undervalued compared to its peers.
- Examining Perkins Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Perkins Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Perkins Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Perkins Mid's mutual fund. These opinions can provide insight into Perkins Mid's potential for growth and whether the stock is currently undervalued or overvalued.
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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| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |