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Mid-Cap Value Funds

Mid-value funds invest in stocks of medium-sized companies that are less expensive or growing more slowly than other mid-cap stocks. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $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).

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
1.150
0.446
54
59
39
1.000
0.724
80
45
90
1.040
0.229
18
7
1
0.990
1.949
68
71
56
0.950
0.162
13
0.850
0.371
27
39
0.850
0.753
79
76
58
0.660
0.589
54
61
0.570
0.789
6
13
10
1.110
0.365
26
93
100
0.980
1.066
59
58
51
1.070
0.657
25
37
26
1.540
0.000
99
98
79
0.940
0.917
26
22
0.900
0.504
38
33
1.050
0.830
90
87
0.900
0.492
1.300
0.000
70
56
71

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