Perkins Mid Cap Value Portfolio

Portfolio Facts
Composite Inception10/1/1998
Total Composite Assets
(As of 7/31/18)
Total Number of Equity Issues
(As of 7/31/18)
Weighted Average Market Capitalization ($ billion) (As of 7/31/18)$9.89B
Median Market
Capitalization ($ billion) (As of 7/31/18)
COMPOSITE PERFORMANCE (As of 6/30/18)GROSSNETRussell Midcap® Value Index
Year 18.05%7.25%7.60%
Year 310.15%9.34%8.80%
Year 510.30%9.48%11.27%
Year 108.35%7.56%10.06%

Uncommon Value

Defensive Mid-Cap Value Equities

Diversified portfolios of what we believe are high-quality, undervalued stocks

Disciplined valuation process measures downside risk before upside potential


Kevin Preloger

Kevin Preloger

Portfolio Manager since 2013
Industry since 1997

Justin Tugman

Justin Tugman, CFA

Portfolio Manager since 2015
Industry since 2000