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®
| Performance (1-yr.): 8.23% |
Expenses: 0.84% |
| Performance (1-mo.): 2.89% |
Total Assets: $1.27B |
| Performance (1-yr.): 14.01% |
Expenses: 1.47% |
| Performance (1-mo.): 0.10% |
Total Assets: $400.35M |
| Performance (1-yr.): 21.04% |
Expenses: 1.28% |
| Performance (1-mo.): 0.10% |
Total Assets: $1.98B |
| Performance (1-yr.): 22.47% |
Expenses: 1.81% |
| Performance (1-mo.): 0.83% |
Total Assets: $33.89M |
| Performance (1-yr.): 19.71% |
Expenses: 1.30% |
| Performance (1-mo.): 0.67% |
Total Assets: $138.26M |
| Performance (1-yr.): 15.24% |
Expenses: 1.22% |
| Performance (1-mo.): 0.12% |
Total Assets: $672.55M |
| Performance (1-yr.): 19.59% |
Expenses: 1.49% |
| Performance (1-mo.): 1.37% |
Total Assets: $85.21M |
| Performance (1-yr.): 11.94% |
Expenses: 1.25% |
| Performance (1-mo.): 0.09% |
Total Assets: $22.27M |
| Performance (1-yr.): 17.62% |
Expenses: 1.95% |
| Performance (1-mo.): 4.00% |
Total Assets: $8.08M |
| Performance (1-yr.): 10.00% |
Expenses: 1.23% |
| Performance (1-mo.): 1.73% |
Total Assets: $1.53B |
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- Top Performing Mid-Cap Value Funds as of 05.03.2013
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