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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
0.390
52
45
42
1.000
0.782
70
62
85
1.040
0.040
17
16
5
0.990
0.429
64
73
51
1.070
1.158
100
99
100
0.950
0.025
75
0.850
0.368
83
50
0.850
0.797
80
58
59
0.660
0.695
68
64
1.110
0.133
36
66
99
0.980
0.754
70
65
39
1.070
0.878
20
17
16
1.540
0.043
98
96
81
0.940
0.831
91
46
0.900
1.720
14
60
1.050
1.094
85
83
0.900
0.216
1.300
0.382
67
31
65

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