Perkins Small Cap Value Portfolio

Portfolio Facts
Composite Inception7/1/1988
Total Composite Assets
(As of 7/31/18)
$3.19B
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 7/31/18)
78
Weighted Average Market Capitalization ($ billion) (As of 7/31/18)$3.28B
Median Market
Capitalization ($ billion) (As of 7/31/18)
$3.21B
COMPOSITE PERFORMANCE (As of 6/30/18)GROSSNETRussell 2000® Value Index
Year 19.94%8.97%13.10%
Year 311.71%10.73%11.22%
Year 512.52%11.53%11.18%
Year 1011.77%10.78%9.88%

Uncommon Value

Defensive Small-Cap Value Equities

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

Disciplined valuation process measures downside risk before upside potential

PORTFOLIO MANAGERS

Justin Tugman

Justin Tugman, CFA

Portfolio Manager since 2009
Industry since 2000

Craig Kempler

Craig Kempler, CFA

Portfolio Manager since 2017
Industry since 1999