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Reinhart Mid Cap PMV Institutional (RPMNX)

16.33
+0.03
+(0.18%)
At close: April 17 at 8:02:11 PM EDT

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").

Reinhart Mid Cap PMV Institutional

MILWAUKEE WI 53202
615 EAST MICHIGAN STREET
414-287-3700

Fund Overview

Category Mid-Cap Value
Fund Family Reinhartfunds
Net Assets 117.95M
YTD Return -0.11%
Yield 0.77%
Morningstar Rating
Inception Date Jun 01, 2012

Fund Operations

Last Dividend 0.14
Last Cap Gain 19.00
Holdings Turnover 18.00%
Average for Category --

Fees & Expenses

Expense RPMNX Category Average
Annual Report Expense Ratio (net) 0.90% 1.01%
Prospectus Net Expense Ratio 0.90% --
Prospectus Gross Expense Ratio 1.21% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Joshua D. Wheeler, Lead Manager since January 01, 2021
Josh Wheeler joined Reinhart Partners in 2015 as an Analyst and was promoted to Portfolio Manager of the Mid Cap Private Market Value strategy in January 2021. Prior to joining Reinhart Partners, Mr. Wheeler was a Senior Equity Research Analyst at Greenleaf Trust and a sell-side Senior Research Associate at Morgan Stanley in New York City. He began his career as a Commercial Credit Analyst for Vectra Bank in Denver, Colorado. Mr. Wheeler has a BA in Economics from Hope College and an MBA from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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