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
1.193
90
85
73
0.930
2.426
9
1.140
1.002
38
59
52
1.020
0.946
48
41
47
0.990
1.804
86
86
69
0.850
1.171
35
28
55
0.650
0.852
64
71
0.920
1.284
79
98
100
0.580
1.324
56
62
42
1.100
1.366
18
72
0.980
1.764
26
16
33
1.070
1.035
14
24
13
1.530
1.069
92
88
76
0.900
1.674
0.900
1.000
94
83
1.060
0.989
65
72

Sponsor Center