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®

#22 Hartford MidCap Value Fund (HMVAX)

Performance (1-yr.): 24.79% Expenses: 1.31%
Performance (1-mo.): 0.49% Total Assets: $465.4M
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#23 Fairholme Allocation Fund (FAAFX)

Performance (1-yr.): 30.35% Expenses: 1.02%
Performance (1-mo.): 0.63% Total Assets: $371.63M
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#23 Wells Fargo Advantage C&B Mid Cap Value Fund (CBMAX)

Performance (1-yr.): 22.70% Expenses: 1.21%
Performance (1-mo.): 0.12% Total Assets: $208.98M
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#25 Virtus Mid Cap Value Fund (FMIVX)

Performance (1-yr.): 24.20% Expenses: 1.42%
Performance (1-mo.): 1.14% Total Assets: $463.05M
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#26 Prudential Mid Cap Value Fund (SPRAX)

Performance (1-yr.): 23.59% Expenses: 1.23%
Performance (1-mo.): 2.48% Total Assets: $275.07M
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#27 Artisan Mid Cap Value Fund (ARTQX)

Performance (1-yr.): 18.83% Expenses: 1.20%
Performance (1-mo.): 1.89% Total Assets: $11.86B
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#28 Fidelity Advisor® Value Fund (FAVFX)

Performance (1-yr.): 24.81% Expenses: 1.31%
Performance (1-mo.): 0.74% Total Assets: $86.36M
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#28 TCW Value Opportunities Fund (TGVOX)

Performance (1-yr.): 25.27% Expenses: 0.94%
Performance (1-mo.): 1.91% Total Assets: $147.03M
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#30 Victory Established Value Fund (VETAX)

Performance (1-yr.): 22.23% Expenses: 1.05%
Performance (1-mo.): 1.38% Total Assets: $2.1B
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#31 American Century Investments NT Mid Cap Value Fund (ACLMX)

Performance (1-yr.): 21.19% Expenses: 0.81%
Performance (1-mo.): 2.23% Total Assets: $589.52M
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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