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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

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").

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.71%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
RPMVXCategory AverageRPMVXCategory AverageRPMVXCategory Average
Alpha -5.58 -0.09 -1.61 -0.07 -5.48 -0.06
BETA 0.92 0.01 0.91 0.01 1.02 0.01
Mean Annual Return 0.35 0.01 1.3 0.01 0.65 0.01
R-squared 64.09 0.85 67.03 0.82 72.96 0.84
Standard Deviation 19.82 0.25 18.75 0.2 18.37 0.17
Sharpe Ratio -0.02 0.01 0.68 0.01 0.32 0.01
Treynor Ratio -2.54 0.08 13.15 0.09 4.18 0.09

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