Perkins Mid Cap Value Fund Class T (JMCVX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.59% | 3.82% | 0.77% |
Year-to-Date | 2.65% | 0.88% | 1.77% |
1 Year | 3.27% | 0.00% | 3.27% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
35%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 35% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.73%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$930
Real cost (fees + lost compounding)
$1,151
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-6.57%