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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).

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
0.900
0.673
82
64
67
0.930
2.095
49
1.150
0.476
38
63
49
1.040
0.250
27
31
30
0.990
2.219
87
87
71
0.850
0.828
64
48
57
0.650
0.659
59
72
0.570
0.895
26
27
31
1.100
0.421
46
80
0.980
1.140
32
22
37
1.070
0.755
20
35
19
1.530
0.478
92
90
80
0.900
0.543
74
42
1.060
0.896
68
68
0.900
0.537

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