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Nasdaq - Delayed Quote USD

Reinhart Mid Cap PMV Inv (RPMMX)

16.24
+0.04
+(0.25%)
At close: April 17 at 8:02:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.04%
5y Average Return 10.93%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 17, 2025) 30.38%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 30.38%
Worst 3Y Total Return 2.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RPMMX
Category
YTD
-0.23%
21.28%
1-Month
-2.65%
-1.96%
3-Month
-0.23%
4.90%
1-Year
1.40%
55.83%
3-Year
2.00%
11.08%
5-Year
14.48%
11.93%
10-Year
5.98%
10.64%
Last Bull Market
16.94%
25.54%
Last Bear Market
-11.42%
-22.08%

Annual Total Return (%) History

Year
RPMMX
Category
2025
--
--
2024
8.67%
--
2023
5.62%
--
2022
-7.42%
--
2021
25.92%
--
2020
-0.82%
2.63%
2019
24.40%
25.18%
2018
-11.71%
-12.86%

2017
10.47%
13.22%
2016
20.66%
18.06%
2015
-3.51%
-5.41%
2014
6.23%
9.31%
2013
30.38%
35.14%
2012
--
16.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.23% -- -- --
2024 6.93% -5.92% 11.34% -2.98%
2023 -2.39% 3.67% -5.07% 9.95%
2022 -0.11% -11.42% -6.36% 11.73%
2021 13.34% 3.77% -1.40% 8.59%
2020 -32.66% 17.68% 2.29% 22.37%
2019 13.69% 3.17% -0.07% 6.13%
2018 0.84% 4.73% 1.71% -17.81%
2017 2.88% 1.59% 0.56% 5.10%
2016 6.39% 3.62% 3.21% 6.04%

2015 4.67% -1.03% -7.70% 0.92%
2014 2.41% 6.14% -3.97% 1.76%
2013 12.97% 2.34% 5.92% 6.46%
2012 3.84% 1.71% -- --

Rank in Category (By Total Return)

YTD 27
1-Month 33
3-Month 27
1-Year 43
3-Year 89
5-Year 85

Load Adjusted Returns

1-Year 1.40%
3-Year 2.00%
5-Year 14.48%
10-Year 5.98%

Performance & Risk

YTD Return -8.04%
5y Average Return 10.93%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Reinhartfunds
Net Assets 117.95M
YTD Return -0.23%
Yield 0.42%
Morningstar Rating
Inception Date Jun 01, 2012

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks issued by mid-capitalization companies. The advisor considers a company to be a mid-cap company if it has a market capitalization, at the time of purchase, within the capitalization range of the Russell Midcap® Value Index as of the date it was last reconstituted. It may also invest in real estate investment trusts ("REITs").

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