Morningstar

Reinhart Genesis PMV Fund Investor Class RPMAX

Morningstar Medalist Rating
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Medalist Rating as of See Reinhartfunds Investment Hub
  • NAV / 1-Day Return $19.04  /  −0.16 %
  • Fund Size $755.6M
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.06%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis RPMAX

Will RPMAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RPMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RPMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RPMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Reinhart Genesis PMV Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings RPMAX

More RPMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Silicon Motion Technology Corp ADR

6.39 45M
Technology

Paycom Software Inc

5.37 38M
Technology

Modine Manufacturing Co

4.47 32M
Consumer Cyclical

First Citizens BancShares Inc Class A

4.07 29M
Financial Services

Grand Canyon Education Inc

4.07 29M
Consumer Defensive

YETI Holdings Inc

3.96 28M
Consumer Cyclical

Insperity Inc

3.87 27M
Industrials

Skyward Specialty Insurance Group Inc

3.82 27M
Financial Services

InterDigital Inc

3.63 26M
Technology

Axcelis Technologies Inc

3.62 26M
Technology

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