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®
#10 Harbor Mid Cap Value Fund (HAMVX)
| Performance (1-yr.): 39.37% | Expenses: 0.95% |
| Performance (1-mo.): 3.92% | Total Assets: $81.66M |
#12 Prudential Mid Cap Value Fund (SPRAX)
| Performance (1-yr.): 35.27% | Expenses: 1.23% |
| Performance (1-mo.): 1.58% | Total Assets: $151.28M |
#13 Wells Fargo Advantage C&B Mid Cap Value Fund (CBMAX)
| Performance (1-yr.): 33.87% | Expenses: 1.21% |
| Performance (1-mo.): 3.90% | Total Assets: $170.34M |
#14 Principal MidCap Value Fund I (PVMIX)
| Performance (1-yr.): 31.68% | Expenses: 0.99% |
| Performance (1-mo.): 2.29% | Total Assets: $1.44B |
#15 Fidelity Mid Cap Value Fund (FMPAX)
| Performance (1-yr.): 34.89% | Expenses: 1.15% |
| Performance (1-mo.): 0.96% | Total Assets: $1.26B |
#17 Principal MidCap Value Fund III (PKPPX)
| Performance (1-yr.): 30.58% | Expenses: 1.43% |
| Performance (1-mo.): 1.76% | Total Assets: $679.56M |
#18 Wells Fargo Advantage Special Mid Cap Value Fund (WFPAX)
| Performance (1-yr.): 37.50% | Expenses: 1.26% |
| Performance (1-mo.): 2.82% | Total Assets: $689.05M |
#19 American Century Mid Cap Value Fund (ACLAX)
| Performance (1-yr.): 30.17% | Expenses: 1.26% |
| Performance (1-mo.): 2.38% | Total Assets: $3.82B |
#20 GMO U.S. Small/Mid Cap Fund (GMSUX)
| Performance (1-yr.): 35.69% | Expenses: 0.60% |
| Performance (1-mo.): 3.95% | Total Assets: $9.51M |
#21 Hotchkis and Wiley Value Opportunities Fund (HWAAX)
| Performance (1-yr.): 40.15% | Expenses: 1.37% |
| Performance (1-mo.): 4.32% | Total Assets: $213.86M |
