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®

#42 William Blair Mid Cap Value Fund (WMVIX)

Performance (1-yr.): 23.75% Expenses: 1.10%
Performance (1-mo.): 4.68% Total Assets: $4.5M
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#43 Hotchkis and Wiley Value Opportunities Fund (HWAAX)

Performance (1-yr.): 29.03% Expenses: 1.29%
Performance (1-mo.): 4.07% Total Assets: $404.07M
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#44 DWS Mid Cap Value Fund (MIDVX)

Performance (1-yr.): 27.76% Expenses: 1.26%
Performance (1-mo.): 5.07% Total Assets: $211.73M
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#45 BlackRock Mid Cap Value Opportunities Fund (MDRFX)

Performance (1-yr.): 25.92% Expenses: 1.25%
Performance (1-mo.): 5.29% Total Assets: $675.04M
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#46 James Mid Cap Fund (JAMDX)

Performance (1-yr.): 23.40% Expenses: 1.54%
Performance (1-mo.): 4.90% Total Assets: $17.51M
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#47 IMS Dividend Growth Fund (IMSAX)

Performance (1-yr.): 13.81% Expenses: 1.97%
Performance (1-mo.): 4.14% Total Assets: $8.62M
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#47 Vantagepoint Select Value Fund (VPSVX)

Performance (1-yr.): 24.02% Expenses: 0.99%
Performance (1-mo.): 4.17% Total Assets: $483.98M
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#49 Franklin Balance Sheet Investment Fund (FRBSX)

Performance (1-yr.): 23.18% Expenses: 0.92%
Performance (1-mo.): 2.58% Total Assets: $1.53B
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#50 Managers AMG Systematic Mid Cap Value Fund (SYIMX)

Performance (1-yr.): 24.69% Expenses: 0.85%
Performance (1-mo.): 3.73% Total Assets: $624.0M
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#51 Invesco American Value Fund (MSAVX)

Performance (1-yr.): 25.88% Expenses: 1.23%
Performance (1-mo.): 4.72% Total Assets: $1.84B
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Top Performing Mid-Cap Value Funds As of 03.05.2014

Fairholme Allocation Fund (FAAFX)

Total Return: 7.74%

Manning & Napier Focused Opportunities Series (MNFIX)

Total Return: 7.55%

Virtus Mid Cap Value Fund (FMIVX)

Total Return: 7.47%

Legg Mason Opportunity Trust (LGOAX)

Total Return: 58.81%

Lyrical U.S. Value Equity Fund (LYRIX)

Total Return: 46.43%

Putnam Equity Spectrum Fund (PYSAX)

Total Return: 45.33%

Putnam Equity Spectrum Fund (PYSAX)

Total Return: 23.25%

Hotchkis and Wiley Mid Cap Value Fund (HWMAX)

Total Return: 18.67%

Legg Mason Opportunity Trust (LGOAX)

Total Return: 18.08%

* Annualized