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Nasdaq - Delayed Quote USD

Reinhart Mid Cap PMV Adv (RPMVX)

16.23
+0.04
+(0.25%)
At close: April 17 at 8:02:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.94%
5y Average Return 11.21%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 17, 2025) 30.71%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 30.71%
Worst 3Y Total Return 2.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RPMVX
Category
YTD
-0.11%
21.28%
1-Month
-2.60%
-1.96%
3-Month
-0.11%
4.90%
1-Year
1.71%
55.83%
3-Year
2.27%
11.08%
5-Year
14.77%
11.93%
10-Year
6.24%
10.64%
Last Bull Market
17.06%
25.54%
Last Bear Market
-11.34%
-22.08%

Annual Total Return (%) History

Year
RPMVX
Category
2025
--
--
2024
8.95%
--
2023
5.83%
--
2022
-7.17%
--
2021
26.29%
--
2020
-0.66%
2.63%
2019
24.71%
25.18%
2018
-11.42%
-12.86%

2017
10.72%
13.22%
2016
20.87%
18.06%
2015
-3.28%
-5.41%
2014
6.53%
9.31%
2013
30.71%
35.14%
2012
--
16.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.11% -- -- --
2024 7.00% -5.81% 11.39% -2.95%
2023 -2.33% 3.73% -5.01% 9.97%
2022 -0.05% -11.34% -6.37% 11.88%
2021 13.50% 3.77% -1.34% 8.69%
2020 -32.64% 17.69% 2.37% 22.41%
2019 13.70% 3.24% 0.00% 6.24%
2018 0.90% 4.79% 1.83% -17.73%
2017 2.94% 1.65% 0.62% 5.15%
2016 6.45% 3.61% 3.27% 6.11%

2015 4.73% -1.03% -7.61% 1.00%
2014 2.48% 6.20% -3.89% 1.84%
2013 13.05% 2.42% 5.99% 6.51%
2012 3.94% 1.76% -- --

Rank in Category (By Total Return)

YTD 26
1-Month 31
3-Month 26
1-Year 40
3-Year 86
5-Year 84

Load Adjusted Returns

1-Year 1.71%
3-Year 2.27%
5-Year 14.77%
10-Year 6.24%

Performance & Risk

YTD Return -7.94%
5y Average Return 11.21%
Rank in Category (ytd) 26
% 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 -0.11%
Yield 0.73%
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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