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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
0.434
42
46
53
1.000
0.698
44
26
75
1.040
0.227
25
4
14
0.990
1.927
79
67
65
0.950
0.153
4
0.850
0.353
13
17
0.850
0.737
65
79
62
0.660
0.600
72
70
0.570
0.781
6
11
10
1.110
0.367
50
96
100
0.980
1.056
61
54
39
1.070
0.671
29
49
34
1.540
0.206
96
91
73
0.940
0.813
29
33
0.900
0.501
36
11
1.060
0.815
91
91
0.900
0.491
1.300
0.000
57
60
76

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