Perkins Select is trading at 15.42 as of the 30th of December 2025; that is 0.45 percent decrease since the beginning of the trading day. The fund's open price was 15.49. Perkins Select has less than a 19 % 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 1st of October 2025 and ending today, the 30th of December 2025. Click here to learn more.
The fund pursues its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small- and mid-sized companies whose market capitalization is less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 tm Value Index. More on Perkins Select Value
Perkins Select Value [JVSIX] is traded in USA and was established 30th of December 2025. Perkins Select 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 70.7 M in assets under management (AUM) with minimum initial investment of 1000 K. Perkins Select Value is currently producing year-to-date (YTD) return of 0.44% with the current yeild of 0.01%, while the total return for the last 3 years was 12.84%.
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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 Select Value 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.
Other Information on Investing in Perkins Mutual Fund
Perkins Select 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 Select security.