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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 %
1.120
0.422
79
84
65
1.000
0.775
40
54
78
1.000
0.045
62
49
15
1.090
0.820
100
100
100
0.950
0.025
36
25
0.850
0.361
50
28
0.850
0.826
81
68
62
0.660
0.750
76
70
0.790
1.286
4
10
7
1.100
0.144
15
63
99
0.910
0.755
23
35
18
1.020
0.921
35
24
22
1.620
0.046
98
95
81
0.940
0.917
84
41
0.900
1.682
5
45
1.050
1.133
83
82
0.900
0.217
1.300
0.384
73
32
49

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