Reinhart Mid Cap PMV Fund Advisor Class (RPMVX)

Overview

The fund is focused on investment opportunities within the mid-cap segment, specifically targeting companies that have a market capitalization within the range of the Russell Midcap® Value Index at the time of their last reconstitution. It prioritizes investing a minimum of 80% of its net assets, alongside any potential borrowings meant for investment purposes, in common stocks of these mid-capitalization entities. Additionally, the fund opens its portfolio to investments in real estate investment trusts (REITs) as part of its diversification strategy. The advisor’s definition of mid-cap companies is pivotal, as it directs the fund’s investment focus, relying on market capitalization as the criterion for selection and investment.

Products and Services

• Mid-Cap Common Stock Investments

  This core offering involves allocating at least 80% of the fund’s net assets into common stocks issued by mid-capitalization companies. These selections are guided by the market capitalization range defined by the Russell Midcap® Value Index. This strategy aims to leverage the growth potential and financial performance of mid-cap companies, which are considered to offer a balanced risk-reward profile.

• Real Estate Investment Trusts (REITs)

  In addition to mid-cap stocks, the fund has the capacity to invest in REITs. This diversifies the investment portfolio beyond traditional stocks into real estate, allowing investors to gain exposure to the real estate market indirectly. REITs are companies that own, operate, or finance income-generating real estate across a range of property sectors. This type of investment typically offers investors regular income streams, liquidity, and potential inflation protection.