Morningstar

Reinhart Mid Cap PMV Fund Advisor Class RPMVX

Morningstar Medalist Rating
Medalist Rating as of | See Reinhartfunds Investment Hub
  • NAV / 1-Day Return 17.52  /  +0.46 %
  • Total Assets 88.1M
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.76%
  • Turnover 32%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:38 AM GMT+0

Morningstar’s Analysis RPMVX

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

  • People Pillar

    The People Pillar is our evaluation of the RPMVX 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 RPMVX’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 Adv 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
Rated on Published on

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Portfolio Holdings RPMVX

More RPMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coca-Cola Consolidated Inc

3.65 3M
Consumer Defensive

Paycom Software Inc

3.27 3M
Technology

First American Treasury Obligs X

3.26 3M
Cash and Equivalents

Affiliated Managers Group Inc

3.22 3M
Financial Services

A.O. Smith Corp

3.10 3M
Industrials

TransUnion

3.06 3M
Financial Services

White Mountains Insurance Group Ltd

3.05 3M
Financial Services

Keysight Technologies Inc

3.02 3M
Technology

Live Nation Entertainment Inc

2.89 3M
Communication Services

Tapestry Inc

2.89 2M
Consumer Cyclical

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