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Press Release: Perkins Replaces Allianz

SMALL CAP FUND REPLACEMENT
 
September 18, 2009
 
Due to the closing of Allianz NFJ Small Cap Value fund, Champion Capital Research will be directing new purchases within the small cap value asset class to Perkins Small Cap Value (JSCVX) going forward.   Allianz will continue to be held in those accounts that already own it in their portfolio.  
 
Perkins believes in buying companies at a discount and looking for long-term value.  The fund focuses on companies with little debt and high free cash flow.   With about 110 companies within the portfolio, the fund is well diversified across sectors.   Currently, the highest sector weightings are within Financials, Business Services and Industrial Materials.  
 
The fund’s process, used since its inception in 1987, has given them consistent top decile peer group rankings in the Morningstar Small Cap Value category over the last 1, 3, and 5-year trailing periods (data through 8/31/09).  In addition, the fund has a very attractive 3-year Sharpe Ratio of 0.10 versus the Russell 2000 Value of -0.30. 
 
Please feel free to contact us with any questions you may have, research@championcr.com.
 
Champion Capital Research
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| Updated:2009.09.18    Source:Corporate News