Morningstar

Reinhart Mid Cap PMV Fund Investor Class RPMMX

Morningstar Medalist Rating
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Medalist Rating as of See Reinhartfunds Investment Hub
  • NAV / 1-Day Return $18.10  /  +1.06 %
  • Fund Size $65.7M
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.54%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis RPMMX

Will RPMMX 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 RPMMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RPMMX 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 RPMMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Reinhart Mid Cap PMV Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings RPMMX

More RPMMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paycom Software Inc

5.55 4M
Technology

First American Treasury Obligs X

3.58 2M
Cash and Equivalents

Advanced Energy Industries Inc

3.44 2M
Industrials

Microchip Technology Inc

3.24 2M
Technology

Camden Property Trust

3.14 2M
Real Estate

Affiliated Managers Group Inc

3.11 2M
Financial Services

Keysight Technologies Inc

3.09 2M
Technology

Lantheus Holdings Inc

3.08 2M
Healthcare

Intercontinental Exchange Inc

3.01 2M
Financial Services

Sensata Technologies Holding PLC

2.95 2M
Technology

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