Skip to Content

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 %
0.880
1.242
88
79
70
0.930
2.605
14
1.140
1.054
64
77
42
1.020
0.987
65
69
25
0.990
1.910
89
87
71
0.850
1.218
35
22
63
0.650
0.906
78
61
0.830
1.300
86
97
100
0.580
1.419
73
75
49
1.100
1.484
27
93
0.980
1.842
24
24
38
1.070
1.089
14
30
8
1.530
1.160
93
88
76
0.900
1.603
0.900
1.044
93
80
1.060
1.012
70
58

Sponsor Center