Mid-Cap Value

Some mid-cap value portfolios focus on medium-size companies while others land here because they own a mix of small-, mid-, and large-cap stocks. All look for U.S. stocks that are less expensive or growing more slowly than the market. The U.S. mid-cap range for market capitalization typically falls between $1 billion-$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). Morningstar®

#1 Putnam Equity Spectrum Fund (PYSAX)

Performance (1-yr.): 39.62% Expenses: 1.46%
Performance (1-mo.): 1.06% Total Assets: $3.92B
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#2 John Hancock Funds Disciplined Value Mid Cap Fund (JVMAX)

Performance (1-yr.): 28.30% Expenses: 1.27%
Performance (1-mo.): 1.62% Total Assets: $8.15B
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#3 Harbor Mid Cap Value Fund (HAMVX)

Performance (1-yr.): 30.86% Expenses: 0.93%
Performance (1-mo.): 2.94% Total Assets: $156.35M
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#4 Vanguard Selected Value Fund (VASVX)

Performance (1-yr.): 28.91% Expenses: 0.44%
Performance (1-mo.): 1.23% Total Assets: $8.81B
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#5 Putnam Multi-Cap Value Fund (PMVAX)

Performance (1-yr.): 29.61% Expenses: 1.15%
Performance (1-mo.): 0.00% Total Assets: $399.03M
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#6 JPMorgan Mid Cap Value Fund (JAMCX)

Performance (1-yr.): 20.34% Expenses: 1.25%
Performance (1-mo.): 0.68% Total Assets: $15.01B
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#6 Nicholas Equity Income Fund (NSEIX)

Performance (1-yr.): 16.80% Expenses: 0.76%
Performance (1-mo.): 1.13% Total Assets: $516.85M
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#8 TIAA-CREF Mid-Cap Value Fund (TIMVX)

Performance (1-yr.): 22.61% Expenses: 0.45%
Performance (1-mo.): 1.24% Total Assets: $4.81B
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#9 Rydex Series S&P 500 Pure Value Fund (RYLVX)

Performance (1-yr.): 32.21% Expenses: 1.51%
Performance (1-mo.): 3.30% Total Assets: $122.98M
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#10 Managed Account Mid Cap Value Opp Fund (MMCVX)

Performance (1-yr.): 22.68% Expenses: 0.00%
Performance (1-mo.): 0.89% Total Assets: $167.8M
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Top Performing Mid-Cap Value Funds As of 04.22.2014

Rydex Series S&P 500 Pure Value Fund (RYLVX)

Total Return: 3.30%

Harbor Mid Cap Value Fund (HAMVX)

Total Return: 2.94%

FPA Capital Fund (FPPTX)

Total Return: 2.75%

Legg Mason Opportunity Trust (LGOAX)

Total Return: 44.61%

Lyrical U.S. Value Equity Fund (LYRIX)

Total Return: 41.07%

Putnam Equity Spectrum Fund (PYSAX)

Total Return: 39.62%

Putnam Equity Spectrum Fund (PYSAX)

Total Return: 22.47%

Hotchkis and Wiley Mid Cap Value Fund (HWMAX)

Total Return: 18.59%

Legg Mason Opportunity Trust (LGOAX)

Total Return: 18.29%

* Annualized