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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 %
1.290
9.976
29
1.120
0.494
76
80
70
1.000
0.959
65
66
83
1.000
0.055
68
67
40
1.090
1.102
100
100
100
0.950
0.028
23
11
0.850
0.404
20
9
0.850
0.918
59
31
30
0.660
0.886
87
73
0.790
1.545
5
21
15
1.100
0.162
8
26
99
0.910
0.884
21
39
34
1.020
1.069
41
25
21
1.620
2.250
94
98
82
0.930
1.201
89
36
0.900
2.075
13
59
0.900
0.251
1.300
0.439
74
42
31

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