Mid-Cap Value Funds
Mid-value funds invest in stocks of medium-sized companies that are less expensive or growing more slowly than other mid-cap stocks. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $8 billion and represents 20% of the total capitalization of the U.S. equity market. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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| Vanguard Mid-Cap Value Index Investor | VMVIX | Mid-Cap Value | 29.18 Bil | 2.03% | 54 | 53 | 37 | 0.190% | $3,000 | No Load | Limited |
| Fidelity Low-Priced Stock | FLPSX | Mid-Cap Value | 28.57 Bil | 1.62% | 27 | 13 | 13 | 0.910% | — | No Load | Open |
| T. Rowe Price Mid-Cap Value Adv | TAMVX | Mid-Cap Value | 14.49 Bil | 0.74% | 11 | 12 | 9 | 1.070% | $2,500 | No Load | Open |
| T. Rowe Price Mid-Cap Value | TRMCX | Mid-Cap Value | 14.49 Bil | 0.97% | 8 | 7 | 6 | 0.830% | $2,500 | No Load | Open |
| Fidelity Value | FDVLX | Mid-Cap Value | 9.75 Bil | 0.93% | 17 | 6 | 9 | 0.840% | — | No Load | Open |
| American Century Mid Cap Value Inv | ACMVX | Mid-Cap Value | 8.64 Bil | 1.65% | 61 | 67 | 34 | 0.980% | $2,500 | No Load | Open |
| American Century Mid Cap Value G | ACIPX | Mid-Cap Value | 8.59 Bil | 2.55% | — | — | — | 0.010% | — | No Load | Open |
| Vanguard Selected Value Inv | VASVX | Mid-Cap Value | 7.29 Bil | 1.49% | 17 | 11 | 23 | 0.430% | $3,000 | No Load | Open |
| Fidelity Series Intrinsic Opps | FDMLX | Mid-Cap Value | 3.09 Bil | 1.82% | 7 | 5 | 2 | — | — | No Load | Limited |
| Ariel Fund Investor | ARGFX | Mid-Cap Value | 2.56 Bil | 0.38% | 100 | 86 | 54 | 0.990% | $1,000 | No Load | Open |
| Columbia Select Mid Cap Value Adv | CFDRX | Mid-Cap Value | 2.48 Bil | 0.95% | 34 | 26 | 34 | 0.880% | $2,000 | No Load | Open |
| Fidelity Value Strategies | FSLSX | Mid-Cap Value | 2.40 Bil | 0.57% | 12 | 6 | 7 | 0.900% | — | No Load | Open |
| Janus Henderson Mid Cap Value S | JMVIX | Mid-Cap Value | 2.15 Bil | 0.67% | 60 | 75 | 70 | 0.990% | $2,500 | No Load | Open |
| Janus Henderson Mid Cap Value D | JNMCX | Mid-Cap Value | 2.15 Bil | 1.05% | 50 | 69 | 60 | 0.630% | $2,500 | No Load | Limited |
| Janus Henderson Mid Cap Value T | JMCVX | Mid-Cap Value | 2.15 Bil | 0.95% | 55 | 72 | 64 | 0.740% | $2,500 | No Load | Open |
| Fidelity Mid Cap Value | FSMVX | Mid-Cap Value | 1.90 Bil | 0.71% | 9 | 18 | 39 | 0.870% | — | No Load | Open |
| TIAA-CREF Mid-Cap Value Retail | TCMVX | Mid-Cap Value | 1.71 Bil | 1.31% | 54 | 81 | 84 | 0.770% | $2,500 | No Load | Open |
| TIAA-CREF Mid-Cap Value Premier | TRVPX | Mid-Cap Value | 1.71 Bil | 1.33% | 51 | 77 | 81 | 0.610% | — | No Load | Open |
| TIAA-CREF Mid-Cap Value Advisor | TRVHX | Mid-Cap Value | 1.71 Bil | 1.41% | 46 | 77 | — | 0.560% | — | No Load | Open |
| Diamond Hill Small-Mid Cap Inv | DHMAX | Mid-Cap Value | 1.61 Bil | 0.24% | 87 | 81 | 75 | 1.210% | $2,500 | No Load | Open |
| JHFunds2 Mid Value NAV | JMVNX | Mid-Cap Value | 1.44 Bil | 1.08% | 9 | 8 | 8 | 0.950% | — | No Load | Open |
| Longleaf Partners | LLPFX | Mid-Cap Value | 1.30 Bil | 0.63% | 97 | 92 | 99 | 0.790% | $10,000 | No Load | Open |
| Artisan Mid Cap Value Investor | ARTQX | Mid-Cap Value | 1.20 Bil | 0.60% | 83 | 74 | 89 | 1.220% | $1,000 | No Load | Open |
| Lord Abbett Mid Cap Stock F | LMCFX | Mid-Cap Value | 1.15 Bil | 0.56% | 40 | 47 | 68 | 0.860% | — | No Load | Open |
| Lord Abbett Mid Cap Stock F3 | LOVLX | Mid-Cap Value | 1.15 Bil | 0.70% | 41 | 46 | — | 0.670% | — | No Load | Open |
| Ariel Appreciation Investor | CAAPX | Mid-Cap Value | 998.57 Mil | 0.74% | 96 | 91 | 86 | 1.130% | $1,000 | No Load | Open |
| Fidelity Mid Cap Value Index | FIMVX | Mid-Cap Value | 911.34 Mil | 1.75% | 70 | — | — | 0.050% | — | No Load | Open |
| Touchstone Mid Cap Value Y | TCVYX | Mid-Cap Value | 784.78 Mil | 0.89% | 78 | 55 | 52 | 0.990% | $2,500 | No Load | Open |
| Lyrical US Value Equity Investor | LYRBX | Mid-Cap Value | 693.94 Mil | 0.20% | 31 | 30 | 41 | 1.240% | $2,500 | No Load | Open |
| VALIC Company I Mid Cap Value | VVMCX | Mid-Cap Value | 673.78 Mil | 1.18% | 43 | 33 | 47 | 0.820% | — | No Load | Open |
| Heartland Mid Cap Value Investor | HRMDX | Mid-Cap Value | 624.40 Mil | 0.64% | 43 | 30 | — | 1.100% | $1,000 | No Load | Open |
| Empower Mid Cap Value Inv | MXMVX | Mid-Cap Value | 623.09 Mil | 0.41% | 55 | 77 | 45 | 1.150% | — | No Load | Open |
| Diamond Hill Select Inv | DHTAX | Mid-Cap Value | 523.63 Mil | 0.19% | 8 | 3 | 3 | 1.160% | $2,500 | No Load | Open |
| FullerThaler Behav Md-Cp Val Investor | FTVNX | Mid-Cap Value | 432.90 Mil | 1.22% | 47 | 28 | — | 1.150% | $1,000 | No Load | Open |
| Guggenheim SMid Cap Value P | SEVPX | Mid-Cap Value | 369.60 Mil | 0.13% | 68 | 49 | — | 1.240% | — | No Load | Open |
| AMG River Road Mid Cap Value N | CHTTX | Mid-Cap Value | 352.74 Mil | 0.13% | 4 | 42 | 76 | 1.110% | $2,000 | No Load | Open |
| Victory Integrity Small/Mid-Cap Value Mb | MMMSX | Mid-Cap Value | 305.47 Mil | 0.94% | 51 | — | — | 0.950% | $3,000 | No Load | Open |
| Victory Integrity Mid-Cap Value Member | MMIJX | Mid-Cap Value | 301.40 Mil | 0.45% | 35 | — | — | 0.850% | $3,000 | No Load | Open |
| VY® JPMorgan Mid Cap Value S | IJMSX | Mid-Cap Value | 298.53 Mil | 0.85% | 63 | 66 | 48 | 1.100% | — | No Load | Open |
| VY® American Century Sm-Mid Cp Val S | IASSX | Mid-Cap Value | 296.73 Mil | 1.83% | 78 | 57 | 27 | 1.100% | — | No Load | Open |
| Harbor Mid Cap Value Admin | HRMVX | Mid-Cap Value | 281.68 Mil | 1.16% | 24 | 53 | 74 | 1.100% | $50,000 | No Load | Open |
| Harbor Mid Cap Value Investor | HIMVX | Mid-Cap Value | 281.68 Mil | 1.06% | 26 | 56 | 77 | 1.210% | $2,500 | No Load | Open |
| GoodHaven | GOODX | Mid-Cap Value | 261.88 Mil | 0.78% | 1 | 1 | 87 | 1.100% | $10,000 | No Load | Open |
| Diamond Hill Mid Cap Inv | DHPAX | Mid-Cap Value | 172.83 Mil | 0.20% | 81 | 89 | 72 | 1.060% | $2,500 | No Load | Open |
| MoA Mid Cap Value Fund | MAMVX | Mid-Cap Value | 167.06 Mil | 1.14% | 82 | 63 | 55 | 0.700% | $3,000 | No Load | Open |
| Voya VACS Series MCV Fund | VVJEX | Mid-Cap Value | 147.81 Mil | 1.18% | — | — | — | — | — | No Load | Open |
| Pzena Mid Cap Value Investor | PZVMX | Mid-Cap Value | 145.27 Mil | 0.90% | 25 | 15 | 22 | 1.250% | $5,000 | No Load | Open |
| Dean Mid Cap Value | DALCX | Mid-Cap Value | 123.80 Mil | 0.96% | 19 | 41 | 24 | 0.850% | $1,000 | No Load | Open |
| Reinhart Mid Cap PMV Inv | RPMMX | Mid-Cap Value | 120.28 Mil | 0.69% | 88 | 97 | 92 | 1.310% | $5,000 | No Load | Open |
| Reinhart Mid Cap PMV Adv | RPMVX | Mid-Cap Value | 120.28 Mil | 0.87% | 87 | 96 | 89 | 1.060% | $5,000 | No Load | Open |
Mid-Cap Value Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.