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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 %
0.880
0.769
82
64
67
0.930
2.176
49
1.140
0.517
38
63
49
1.020
0.285
27
31
30
0.990
2.418
87
87
71
0.850
0.877
64
48
57
0.650
0.718
59
72
0.570
0.985
26
27
31
1.100
0.446
46
80
0.980
1.233
32
22
37
1.070
0.802
20
35
19
1.530
0.533
92
90
80
0.900
0.613
74
42
1.060
0.965
68
68

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