Morningstar

Reinhart Mid Cap PMV Inv RPMMX

Morningstar Medalist Rating
Medalist Rating as of | See Reinhartfunds Investment Hub
  • NAV / 1-Day Return 18.49  /  −0.80 %
  • Total Assets 126.8 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 18%

USD | NAV as of Oct 07, 2024 | 1-Day Return as of Oct 07, 2024, 10:52 PM GMT+0

Morningstar’s Analysis RPMMX

Will RPMMX outperform in 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Reinhart Mid Cap PMV Inv to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RPMMX

More RPMMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lantheus Holdings Inc

4.08 4.9 Mil
Healthcare

First American Treasury Obligs X

3.93 4.7 Mil
Cash and Equivalents

SS&C Technologies Holdings Inc

3.70 4.4 Mil
Technology

Live Nation Entertainment Inc

3.29 3.9 Mil
Communication Services

Fidelity National Information Services Inc

3.22 3.8 Mil
Technology

Fidelity National Financial Inc

2.90 3.4 Mil
Financial Services

Affiliated Managers Group Inc

2.88 3.4 Mil
Financial Services

Charles River Laboratories International Inc

2.81 3.3 Mil
Healthcare

White Mountains Insurance Group Ltd

2.78 3.3 Mil
Financial Services

BJ's Wholesale Club Holdings Inc

2.76 3.3 Mil
Consumer Defensive

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