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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Clifford Capital Partners Investor | CLFFX | Mid-Cap Value | 119.58 Mil | 1.09% | 99 | 93 | 42 | 1.150% | $2,500 | No Load | Open |
| Janus Henderson Small-Mid Cap Value S | JSVSX | Mid-Cap Value | 115.30 Mil | 0.65% | 75 | 86 | 59 | 1.180% | $2,500 | No Load | Open |
| Janus Henderson Small-Mid Cap Value T | JSVTX | Mid-Cap Value | 115.30 Mil | 0.70% | 72 | 84 | 55 | 0.930% | $2,500 | No Load | Open |
| Janus Henderson Small-Mid Cap Value D | JSVDX | Mid-Cap Value | 115.30 Mil | 0.79% | 68 | 83 | 51 | 0.830% | $2,500 | No Load | Open |
| Empower Ariel Mid Cap Value Inv | MXMCX | Mid-Cap Value | 113.56 Mil | 2.24% | 99 | 89 | 85 | 1.050% | — | No Load | Open |
| TCW Relative Value Mid Cap N | TGVNX | Mid-Cap Value | 87.89 Mil | 0.61% | 53 | 34 | 68 | 0.950% | $2,000 | No Load | Open |
| MassMutual Mid Cap Value Svc | MLUYX | Mid-Cap Value | 67.38 Mil | 1.33% | 62 | 67 | 70 | 0.890% | $1,000 | No Load | Open |
| MassMutual Mid Cap Value Adm | MLULX | Mid-Cap Value | 67.38 Mil | 1.20% | 65 | 73 | 73 | 0.990% | $1,000 | No Load | Open |
| Ariel Focus Investor | ARFFX | Mid-Cap Value | 65.56 Mil | 1.40% | 96 | 85 | 91 | 1.000% | $1,000 | No Load | Open |
| HW Opportunities MP | HOMPX | Mid-Cap Value | 63.96 Mil | 1.68% | 4 | — | — | — | — | No Load | Open |
| Neuberger Berman M/C Intrinsic Val Inv | NBRVX | Mid-Cap Value | 54.33 Mil | 0.56% | 78 | 97 | 91 | 1.500% | $1,000 | No Load | Limited |
| Neuberger Berman M/C Intrinsic Val Tr | NBREX | Mid-Cap Value | 54.33 Mil | 0.34% | 77 | 97 | 92 | 1.250% | — | No Load | Limited |
| Thrivent Mid Cap Value S | TMCVX | Mid-Cap Value | 39.57 Mil | 0.91% | 43 | — | — | 0.900% | $2,000 | No Load | Open |
| Commerce MidCap Value | CFMVX | Mid-Cap Value | 36.91 Mil | — | — | — | — | 0.700% | $1,000 | No Load | Open |
| Glenmede Quant US Total Market Equity | GTTMX | Mid-Cap Value | 36.40 Mil | 0.44% | 55 | 39 | 18 | 1.250% | — | No Load | Open |
| Meeder Sector Rotation Adviser | QNTAX | Mid-Cap Value | 35.22 Mil | 1.51% | 91 | 99 | — | 1.530% | $2,500 | No Load | Open |
| Meeder Sector Rotation Retail | FLCGX | Mid-Cap Value | 35.22 Mil | 1.25% | 92 | 99 | 96 | 1.770% | $2,500 | No Load | Open |
| Monongahela All Cap Value | MCMVX | Mid-Cap Value | 30.31 Mil | 1.48% | 56 | 17 | 5 | 0.850% | $5,000 | No Load | Open |
| Carillon Chartwell Mid Cap Value Fund | BERCX | Mid-Cap Value | 22.63 Mil | 0.70% | 86 | 98 | 98 | 0.900% | $1,000 | No Load | Open |
| Frank Value Inv | FRNKX | Mid-Cap Value | 19.86 Mil | 3.37% | 13 | 46 | 98 | 1.390% | $1,500 | No Load | Open |
| ProFunds Mid Cap Value Inv | MLPIX | Mid-Cap Value | 2.71 Mil | — | 87 | 83 | 79 | 1.780% | $15,000 | 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.