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®

Hartford Mid Cap Value HLS Fund (HMVIX)

Performance (1-yr.): 27.93% Expenses: 0.84%
Performance (1-mo.): 3.18% Total Assets: $505.39M
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Investment Partners Opportunities Fund (IPOFX)

Performance (1-yr.): 21.33% Expenses: 3.28%
Performance (1-mo.): 2.91% Total Assets: $9.35M
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Janus Aspen Series Perkins Mid Cap Value Portfolio (None)

Performance (1-yr.): 19.67% Expenses: 0.83%
Performance (1-mo.): 3.24% Total Assets: $146.23M
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John Hancock Funds II Mid Value Fund (JMVNX)

Performance (1-yr.): 26.83% Expenses: 1.06%
Performance (1-mo.): 3.16% Total Assets: $1.09B
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John Hancock II Value Fund (None)

Performance (1-yr.): 24.82% Expenses: 0.78%
Performance (1-mo.): 4.78% Total Assets: $425.03M
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Keeley Mid Cap Dividend Value Fund (KMDVX)

Performance (1-yr.): 24.27% Expenses: 1.39%
Performance (1-mo.): 3.17% Total Assets: $31.16M
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Lord Abbett Calibrated Mid Cap Value Fund (LVMAX)

Performance (1-yr.): 23.79% Expenses: 0.85%
Performance (1-mo.): 2.88% Total Assets: $620.88M
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Lyrical U.S. Value Equity Fund (LYRIX)

Performance (1-yr.): 39.76% Expenses: 1.45%
Performance (1-mo.): 3.15% Total Assets: $391.16M
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Manning & Napier Focused Opportunities Series (MNFIX)

Performance (1-yr.): Expenses: 0.77%
Performance (1-mo.): 2.71% Total Assets: $309.41M
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MassMutual Select Mid Cap Value Fund (MLUAX)

Performance (1-yr.): 25.15% Expenses: 1.35%
Performance (1-mo.): 3.23% Total Assets: $159.23M
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Top Performing Mid-Cap Value Funds As of 07.03.2014

FPA Capital Fund (FPPTX)

Total Return: 5.15%

Goldman Sachs Small/Mid Cap Value Fund (GMVAX)

Total Return: 5.05%

PNC Mid Cap Fund (PMCAX)

Total Return: 4.93%

Lyrical U.S. Value Equity Fund (LYRIX)

Total Return: 39.76%

Legg Mason Opportunity Trust (LGOAX)

Total Return: 38.20%

Snow Capital Mid Cap Value Fund (SNMAX)

Total Return: 35.62%

Legg Mason Opportunity Trust (LGOAX)

Total Return: 22.41%

Hotchkis and Wiley Mid Cap Value Fund (HWMAX)

Total Return: 21.89%

Rydex Series S&P 500 Pure Value Fund (RYLVX)

Total Return: 19.97%

* Annualized