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®
Janus Aspen Series Perkins Mid Cap Value Portfolio (None)
| Performance (1-yr.): 13.59% | Expenses: 1.10% |
| Performance (1-mo.): 0.35% | Total Assets: $143.8M |
John Hancock Funds II Mid Cap Value Index Fd (JVIOX)
| Performance (1-yr.): 21.32% | Expenses: 0.74% |
| Performance (1-mo.): 1.47% | Total Assets: $43.02M |
John Hancock Funds II Mid Value Fund (JMVNX)
| Performance (1-yr.): 21.40% | Expenses: 1.07% |
| Performance (1-mo.): 0.34% | Total Assets: $655.99M |
John Hancock II Mid Cap Value Equity Fund (JHAWX)
| Performance (1-yr.): 20.30% | Expenses: 0.94% |
| Performance (1-mo.): 0.89% | Total Assets: $80.65M |
John Hancock II Value Fund (JVFNX)
| Performance (1-yr.): 17.35% | Expenses: 0.80% |
| Performance (1-mo.): 0.10% | Total Assets: $160.29M |
John Hancock Variable Insurance Trust Mid Cap Value Equity Trust (JCVAX)
| Performance (1-yr.): 19.96% | Expenses: 0.94% |
| Performance (1-mo.): 0.95% | Total Assets: $144.12M |
John Hancock Variable Insurance Trust Mid Value Trust (None)
| Performance (1-yr.): 21.46% | Expenses: 1.01% |
| Performance (1-mo.): 0.39% | Total Assets: $817.3M |
John Hancock Variable Insurance Trust Value Trust (JEVLX)
| Performance (1-yr.): 17.04% | Expenses: 0.83% |
| Performance (1-mo.): 0.09% | Total Assets: $517.56M |
Keeley Mid Cap Dividend Value Fund (KMDVX)
| Performance (1-yr.): 23.32% | Expenses: 1.39% |
| Performance (1-mo.): 1.64% | Total Assets: $21.04M |
Linde Hansen Contrarian Value Fund (LHVAX)
| Performance (1-yr.): 18.36% | Expenses: 1.40% |
| Performance (1-mo.): 2.81% | Total Assets: $27.35M |
