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 FPA Capital Fund (FPPTX)
| Performance (1-yr.): 24.08% | Expenses: 0.84% |
| Performance (1-mo.): 3.07% | Total Assets: $1.21B |
#42 Invesco American Value Fund (MSAVX)
| Performance (1-yr.): 27.59% | Expenses: 1.32% |
| Performance (1-mo.): 3.91% | Total Assets: $1.46B |
#44 Virtus Mid Cap Value Fund (FMIVX)
| Performance (1-yr.): 23.25% | Expenses: 1.47% |
| Performance (1-mo.): 1.13% | Total Assets: $396.45M |
#45 DWS Mid Cap Value Fund (MIDVX)
| Performance (1-yr.): 34.83% | Expenses: 1.26% |
| Performance (1-mo.): 3.43% | Total Assets: $220.61M |
#45 Fidelity Advisor Value Fund (FAVFX)
| Performance (1-yr.): 36.71% | Expenses: 1.25% |
| Performance (1-mo.): 3.37% | Total Assets: $70.64M |
#47 Managers AMG Systematic Mid Cap Value Fund (SYIMX)
| Performance (1-yr.): 27.41% | Expenses: 0.88% |
| Performance (1-mo.): 1.82% | Total Assets: $416.02M |
#48 BlackRock Mid Cap Value Opportunities Fund (MDRFX)
| Performance (1-yr.): 30.95% | Expenses: 1.25% |
| Performance (1-mo.): 3.16% | Total Assets: $537.47M |
#49 Hartford MidCap Value Fund (HMVAX)
| Performance (1-yr.): 31.89% | Expenses: 1.35% |
| Performance (1-mo.): 2.90% | Total Assets: $383.26M |
#49 Neuberger Berman Mid Cap Intrinsic Value Fund (NBRVX)
| Performance (1-yr.): 33.00% | Expenses: 1.39% |
| Performance (1-mo.): 3.19% | Total Assets: $68.78M |
#51 Franklin All Cap Value Fund (FRAVX)
| Performance (1-yr.): 31.84% | Expenses: 1.26% |
| Performance (1-mo.): 4.09% | Total Assets: $29.8M |
