Reinhart Mid Cap PMV Fund Institutional Class (RPMNX)

Overview

The fund is designed to cater to investors looking for exposure to mid-capitalization companies, aligning its investments primarily with those that fit within the market capitalization range of the Russell Midcap® Value Index upon its last reconstitution. This strategic focus means that the fund primarily seeks out companies that, at the time of purchase, exhibit the growth potential and financial profiles typical of mid-cap entities. While the fund commits at least 80% of its net assets—plus any amounts borrowed for investment purposes—towards acquiring common stocks of these mid-cap companies, it retains the flexibility to invest in REITs as well, diversifying its investment portfolio and potentially enhancing its returns through real estate holdings.

Products and Services

• Mid-Capitalization Company Investments

  The cornerstone of the fund's investment strategy is its focus on mid-cap companies. Specifically, the fund targets companies that fall within the market capitalization range of the Russell Midcap® Value Index at the time of the index's last reconstitution. This approach aims to balance the growth potential inherent in mid-cap investments with the stability often found in larger corporations, potentially offering investors an attractive risk/reward profile.

• REIT Investments

  In addition to common stocks, the fund also considers investments in Real Estate Investment Trusts (REITs). This not only broadens the fund's investment universe but also allows for potential income generation and diversification benefits. REITs, by design, offer investors exposure to real estate markets without requiring direct ownership of physical properties, thus offering liquidity and income through dividends.