Mid-Cap Value: Total Returns

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Data through 8/21/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Mid-Cap Value -3.82 2.13 -0.27 9.05 4.90 11.93
American Beacon Mid-Cap Value Instl AACIX -4.45 3.96 -0.41 13.96 5.95 13.36
AB Discovery Value A ABASX -5.26 -3.02 -2.34 7.71 4.80 12.47
AB Discovery Value B ABBSX -5.25 -3.10 -2.38 7.64 4.72 12.38
AB Discovery Value C ABCSX -5.29 -3.47 -2.51 6.91 4.05 11.67
American Beacon Mid-Cap Value A ABMAX -4.49 3.71 -0.50 13.54 5.56 12.87
AMG Managers Fairpointe Mid Cap I ABMIX -7.64 -1.46 -3.73 10.91 2.87 12.69
AB Discovery Value I ABSIX -5.20 -2.85 -2.26 8.01 5.12 12.83
AB Discovery Value K ABSKX -5.24 -3.06 -2.32 7.66 4.76 12.43
AB Discovery Value R ABSRX -5.26 -3.23 -2.40 7.35 4.43 12.10
AB Discovery Value Z ABSZX -5.20 -2.81 -2.26 8.09 5.20 ---
AB Discovery Value Advisor ABYSX -5.19 -2.82 -2.24 8.02 5.11 12.80
American Century Mid Cap Value C ACCLX -3.70 0.71 -1.59 7.83 7.41 13.06
American Century Mid Cap Value A ACLAX -3.61 1.18 -1.45 8.69 8.21 13.91
American Century NT Mid Cap Value G ACLMX -3.57 1.42 -1.31 9.13 8.77 14.48
American Century Mid Cap Value Inv ACMVX -3.61 1.30 -1.38 8.88 8.47 14.19
American Beacon Mid-Cap Value Y ACMYX -4.48 3.88 -0.45 13.85 5.87 13.28
AMG River Road Focused Absolute Value I AFAVX -1.75 6.52 3.43 15.39 --- ---
AMG Managers Fairpointe Focused Equity I AFFEX -4.52 4.77 -1.70 12.76 --- ---
AMG Managers Fairpointe Focused Equity N AFPTX -4.50 4.65 -1.69 12.60 --- ---
Alambic Mid Cap Value Plus ALMVX -4.35 3.40 -0.48 --- --- ---
American Beacon Mid-Cap Value C AMCCX -4.57 3.18 -0.71 12.66 4.74 12.01
American Beacon Mid-Cap Value Adv AMCSX -4.49 3.60 -0.55 13.38 5.40 12.77
American Century Mid Cap Value R6 AMDVX -3.55 1.58 -1.30 9.32 8.87 ---
American Beacon Mid-Cap Value Inv AMPAX -4.47 3.81 -0.47 13.71 5.72 13.09
American Century Mid Cap Value R5 AMVGX -3.60 --- -1.34 --- --- ---
American Century Mid Cap Value R AMVRX -3.68 1.01 -1.51 8.38 7.95 13.62
American Century Mid Cap Value Y AMVYX -3.60 --- -1.32 --- --- ---
AllianzGI NFJ Mid-Cap Value P ANRPX -2.76 14.76 2.59 24.20 9.27 14.29
Artisan Mid Cap Value Advisor APDQX -3.70 1.48 -0.88 8.37 --- ---
Artisan Mid Cap Value Institutional APHQX -3.70 1.57 -0.87 8.47 3.09 10.17
Ariel Fund Institutional ARAIX -5.47 1.85 -2.72 8.59 5.72 14.82
Ariel Fund Investor ARGFX -5.51 1.65 -2.78 8.28 5.41 14.47
AMG River Road Focused Absolute Value N ARRFX -1.68 6.34 3.35 15.18 --- ---
Artisan Mid Cap Value Investor ARTQX -3.70 1.43 -0.92 8.24 2.87 9.94
Athena Value A ATVAX -7.80 -5.56 -1.79 -0.80 --- ---
Athena Value I ATVIX -7.78 -5.36 -1.78 -0.58 --- ---
American Century Mid Cap Value I AVUAX -3.61 1.40 -1.33 9.10 8.69 14.41
BMO Mid-Cap Value A BAMCX -3.32 2.01 1.22 11.05 4.93 ---
Chartwell Mid Cap Value BERCX -1.65 4.16 2.92 12.13 2.68 10.01
BMO Mid-Cap Value R3 BMVDX -3.34 1.85 1.13 10.69 4.66 ---
BMO Mid-Cap Value R6 BMVGX -3.24 2.28 1.30 11.49 5.36 ---
Ariel Appreciation Institutional CAAIX -5.54 3.48 -1.77 6.51 4.39 13.28
Ariel Appreciation Investor CAAPX -5.58 3.27 -1.86 6.18 4.05 12.91
Wells Fargo C&B Mid Cap Value A CBMAX -4.69 3.75 1.22 13.17 8.18 13.55
Wells Fargo C&B Mid Cap Value C CBMCX -4.74 3.26 1.03 12.29 7.37 12.71
Wells Fargo C&B Mid Cap Value Admin CBMIX -4.68 3.83 1.27 13.28 8.26 13.63
Wells Fargo C&B Mid Cap Value Inst CBMSX -4.64 3.98 1.33 13.55 8.53 13.92
Columbia Mid Cap Value R4 CFDRX -3.58 2.52 -1.02 8.41 3.77 ---
ClearBridge Tactical Dividend Income A CFLGX -3.58 1.74 -1.49 1.84 -1.44 6.37
AMG Managers Fairpointe Mid Cap N CHTTX -7.66 -1.62 -3.79 10.64 2.61 12.40
Clarkston Select Institutional CIDDX -0.49 --- 0.97 --- --- ---
Clifford Capital Partners Investor CLFFX -4.09 -3.00 -2.72 6.77 7.97 ---
Clifford Capital Partners Institutional CLIFX -4.01 -2.85 -2.64 7.02 8.20 ---
CM Advisors CMAFX -6.53 -18.04 -6.78 -8.82 -7.90 0.01
Columbia Mid Cap Value A CMUAX -3.67 2.32 -1.10 8.07 3.49 11.98
Columbia Mid Cap Value C CMUCX -3.70 1.88 -1.27 7.27 2.73 11.15
Columbia Mid Cap Value K CMUFX -3.59 2.46 -1.06 8.27 3.66 12.18
Columbia Mid Cap Value T CMUWX -3.67 2.32 -1.10 8.07 3.51 11.97
Columbia Mid Cap Value R CMVRX -3.61 2.21 -1.10 7.90 3.26 11.72
Columbia Mid Cap Value Y CMVYX -3.60 2.68 -0.93 8.60 3.96 12.47
Copeland SMID Cap Dividend Growth I CSMDX -3.10 --- 1.42 --- --- ---
Columbia Mid Cap Value R5 CVERX -3.58 2.59 -0.99 8.55 3.91 ---
Dean Mid Cap Value DALCX -3.71 2.36 -0.21 7.69 7.26 12.61
Delafield Fund DEFIX -6.53 -2.43 -3.37 4.52 -2.90 5.62
DFA US Vector Equity I DFVEX -4.25 0.61 -0.25 11.53 5.27 12.91
Diamond Hill Small-Mid Cap A DHMAX -3.23 1.75 0.51 9.51 7.09 14.29
Diamond Hill Small-Mid Cap C DHMCX -3.27 1.22 0.30 8.72 6.31 13.45
Diamond Hill Small-Mid Cap I DHMIX -3.20 1.92 0.60 9.90 7.39 14.60
Diamond Hill Small-Mid Cap Y DHMYX -3.19 2.01 0.60 10.01 7.54 14.76
Diamond Hill Mid Cap A DHPAX -3.09 2.14 0.47 10.42 7.29 ---
Diamond Hill Mid Cap I DHPIX -3.08 2.38 0.62 10.76 7.61 ---
Diamond Hill Mid Cap Y DHPYX -2.99 2.45 0.62 10.94 7.76 ---
Delaware Mid Cap Value A DLMAX -3.57 2.71 -0.18 11.46 6.38 11.55
Delaware Mid Cap Value C DLMCX -3.64 2.12 -0.38 10.61 5.53 10.71
Delaware Mid Cap Value I DLMIX -3.56 2.89 -0.18 11.70 6.64 11.84
Delaware Mid Cap Value R DLMRX -3.57 2.53 -0.35 11.24 6.07 11.26
MFS Mid Cap Value 529A EACVX -3.58 3.21 0.19 7.87 5.83 12.97
MFS Mid Cap Value 529B EBCVX -3.65 2.66 -0.05 6.99 5.01 12.10
MFS Mid Cap Value 529C ECCVX -3.68 2.70 -0.05 6.97 5.04 12.13
Nuveen Mid Cap Value C FACSX -2.89 5.42 1.61 10.78 5.69 12.19
Nuveen Mid Cap Value A FASEX -2.84 5.93 1.79 11.62 6.49 13.04
Fidelity Advisor® Value A FAVFX -3.27 5.58 0.54 10.98 4.95 12.90
Franklin Balance Sheet Investment Adv FBSAX -4.29 -0.18 -0.26 13.14 2.09 10.32
Franklin Balance Sheet Investment R6 FBSIX -4.27 -0.10 -0.23 13.25 2.24 ---
Franklin Balance Sheet Investment R FBSRX -4.34 -0.53 -0.40 12.57 1.58 9.78
Franklin Balance Sheet Investment C FCBSX -4.38 -0.85 -0.55 11.99 1.07 9.23
Fidelity® Mid Cap Value K6 FCMVX -3.10 --- --- --- --- ---
Fidelity Advisor® Value C FCVFX -3.33 5.03 0.35 10.12 4.13 12.03
Fidelity® Series Intrinsic Opps FDMLX -0.64 12.25 3.69 16.50 9.07 ---
Fidelity® Value FDVLX -3.20 6.08 0.76 11.77 5.40 13.43
Fidelity® Flex Mid Cap Value FFMVX -2.97 --- 1.10 --- --- ---
Fidelity® Flex Intrinsic Opps FFNPX -0.74 --- 3.17 --- --- ---
Fidelity® Series Intrinsic Oppos F FGLLX -0.64 12.31 3.69 16.65 9.24 ---
Fidelity Advisor® Mid Cap Value Z FIDFX -2.99 --- 0.43 --- --- ---
Meeder Quantex Retail FLCGX -4.93 0.06 0.42 4.60 4.03 13.44
Fidelity® Leveraged Company Stock K FLCKX -3.24 8.31 0.22 12.46 1.69 11.31
Fidelity® Low-Priced Stock K6 FLKSX -0.59 --- --- --- --- ---
Fidelity® Low-Priced Stock K FLPKX -0.61 8.82 2.57 13.17 6.35 12.29
Fidelity® Low-Priced Stock FLPSX -0.63 8.75 2.55 13.07 6.24 12.18
Fidelity Advisor® Leveraged Co Stk A FLSAX -4.42 4.74 -2.04 10.35 1.17 11.06
Fidelity Advisor® Leveraged Co Stk C FLSCX -4.47 4.26 -2.22 9.54 0.42 10.23
Fidelity Advisor® Leveraged Co Stk M FLSTX -4.44 4.56 -2.11 10.07 0.92 10.80
Fidelity® Leveraged Company Stock FLVCX -3.28 8.23 0.19 12.33 1.57 11.18
Fidelity Advisor® Leveraged Co StkI FLVIX -4.38 4.93 -1.96 10.64 1.44 11.35
Virtus Contrarian Value C FMICX -2.31 0.32 -1.60 -0.55 -3.33 6.17
Virtus Contrarian Value A FMIVX -2.28 0.77 -1.43 0.17 -2.61 6.96
Fidelity Advisor® Mid Cap Value A FMPAX -3.05 3.80 0.28 10.10 5.39 13.36
Fidelity Advisor® Mid Cap Value C FMPEX -3.07 3.32 0.12 9.32 4.61 12.53
Fidelity Advisor® Mid Cap Value I FMPOX -3.03 3.98 0.35 10.42 5.69 13.69
Fidelity Advisor® Mid Cap Value M FMPTX -3.07 3.61 0.20 9.79 5.09 13.05
RBB Free Market US Equity Instl FMUEX -4.08 0.00 -0.35 11.25 5.68 12.71
Franklin Mid Cap Value A FMVAX -3.42 3.54 1.15 8.25 3.93 10.50
Franklin Mid Cap Value C FMVCX -3.49 3.06 0.98 7.49 3.18 9.70
Nuveen Mid Cap Value R3 FMVSX -2.84 5.78 1.75 11.37 6.23 12.76
Franklin Mid Cap Value Adv FMVZX -3.40 3.85 1.21 8.70 4.24 10.83
FPA Capital FPPTX -10.58 -14.07 -10.59 -3.71 -7.03 1.51
Franklin Balance Sheet Investment A FRBSX -4.32 -0.37 -0.34 12.84 1.83 10.05
Nuveen Mid Cap Value I FSEIX -2.81 6.11 1.89 11.93 6.76 13.32
Fidelity® Mid Cap Value FSMVX -3.05 4.00 0.35 10.41 5.69 13.71
Fidelity Advisor® Value M FTVFX -3.27 5.41 0.50 10.72 4.68 12.60
Fidelity Advisor® Value I FVIFX -3.24 5.79 0.62 11.31 5.25 13.21
Fidelity® Value K FVLKX -3.19 6.14 0.78 11.89 5.52 13.56
Fidelity Advisor® Value Z FVLZX -3.24 --- 0.66 --- --- ---
Fidelity Advisor® Leveraged Co Stk Z FZAKX -4.38 5.01 -1.92 10.80 1.57 ---
Goldman Sachs Mid Cap Value A GCMAX -3.78 1.85 -0.29 6.88 2.27 10.31
Goldman Sachs Mid Cap Value C GCMCX -3.82 1.37 -0.47 6.10 1.51 9.49
Goldman Sachs Mid Cap Value R GCMRX -3.79 1.70 -0.35 6.61 2.02 10.04
Goldman Sachs Mid Cap Value IR GCMTX -3.74 2.02 -0.22 7.16 2.53 10.59
Goldman Sachs Mid Cap Value R6 GCMUX -3.74 2.13 -0.16 7.34 --- ---
Victory Sycamore Established Value R GETGX -3.42 3.73 0.52 9.68 9.35 14.26
GoodHaven GOODX -1.41 -3.74 -2.27 -3.20 -6.50 1.53
Goldman Sachs Mid Cap Value Instl GSMCX -3.74 2.13 -0.18 7.31 2.68 10.75
Goldman Sachs Mid Cap Value Svc GSMSX -3.79 1.80 -0.30 6.77 2.18 10.20
Glenmede Total Market GTTMX -2.19 7.51 3.82 16.94 8.01 14.40
Harbor Mid Cap Value Instl HAMVX -5.24 -0.69 -1.32 9.70 4.96 14.18
Harbor Mid Cap Value Investor HIMVX -5.22 -0.87 -1.37 9.34 4.59 13.75
Heartland Mid Cap Value Institutional HNMDX -5.71 -3.64 -2.65 8.73 --- ---
Harbor Mid Cap Value Retirement HNMVX -5.20 -0.60 -1.27 9.80 --- ---
Heartland Select Value Institutional HNSVX -1.30 1.48 1.91 12.25 5.06 11.84
Heartland Mid Cap Value Investor HRMDX -5.72 -3.81 -2.65 8.41 --- ---
Harbor Mid Cap Value Admin HRMVX -5.25 -0.82 -1.36 9.46 4.71 13.88
Heartland Select Value Investor HRSVX -1.37 1.30 1.84 11.96 4.78 11.54
Huber Capital Mid Cap Value Investor HUMDX -5.36 -0.36 -0.36 6.20 --- ---
Huber Capital Mid Cap Value Instl HUMEX -5.42 -0.18 -0.27 6.41 --- ---
Hotchkis & Wiley Mid-Cap Value A HWMAX -5.82 -5.33 -5.25 9.01 0.67 11.07
Hotchkis & Wiley Mid-Cap Value C HWMCX -5.89 -5.77 -5.45 8.18 -0.09 10.25
Hotchkis & Wiley Mid-Cap Value I HWMIX -5.81 -5.17 -5.20 9.29 0.92 11.36
Hotchkis & Wiley Mid-Cap Value R HWMRX -5.84 -5.48 -5.33 8.74 0.42 10.80
VY® American Century Sm-Mid Cp Val I IACIX -4.09 0.58 -1.28 10.48 8.70 14.00
VY® American Century Sm-Mid Cp Val A IASAX -4.16 0.30 -1.34 9.89 8.14 13.43
VY® American Century Sm-Mid Cp Val S IASSX -4.19 0.38 -1.35 10.11 8.40 13.71
Intrepid Disciplined Value Investor ICMCX -1.38 3.08 0.09 4.93 3.92 7.72
Transamerica Small/Mid Cap Value A IIVAX -4.95 3.65 -0.86 14.53 6.67 12.30
Transamerica Small/Mid Cap Value B IIVBX -5.01 3.18 -1.03 13.71 5.89 11.49
Transamerica Small/Mid Cap Value C IIVLX -5.01 3.18 -1.00 13.75 5.95 11.55
Voya Multi-Manager Mid Cap Value I IMCVX -3.56 2.52 0.71 9.21 5.01 12.53
Innovator McKinley Income Investor IMIFX -3.11 3.25 -1.21 3.29 -1.26 ---
VY® American Century Sm-Mid Cp Val S2 ISMSX -4.14 0.25 -1.39 9.95 8.24 13.54
Ivy Mid Cap Income Opportunities A IVOAX -4.15 -0.96 -2.00 2.26 --- ---
Ivy Mid Cap Income Opportunities C IVOCX -4.17 -1.46 -2.17 1.45 --- ---
Ivy Mid Cap Income Opportunities E IVOEX -4.14 -0.88 -1.97 2.38 --- ---
Ivy Mid Cap Income Opportunities I IVOIX -4.06 -0.77 -1.88 2.61 --- ---
Ivy Mid Cap Income Opportunities R IVORX -4.16 -1.20 -2.08 1.89 --- ---
Ivy Mid Cap Income Opportunities N IVOSX -4.14 -0.73 -1.94 2.66 --- ---
Ivy Mid Cap Income Opportunities Y IVOYX -4.15 -0.95 -1.99 2.19 --- ---
James Mid Cap JAMDX -3.96 2.83 1.55 6.21 2.41 10.09
Janus Henderson Mid Cap Value Instl JAMVX -2.79 3.48 0.21 9.71 6.43 10.99
Janus Henderson Mid Cap Value A JDPAX -2.64 3.65 0.35 9.61 6.23 10.59
Janus Henderson Mid Cap Value N JDPNX -2.62 3.95 0.47 10.11 6.70 11.08
Janus Henderson Mid Cap Value R JDPRX -2.67 3.45 0.23 9.26 5.91 10.25
Janus Henderson Mid Cap Value T JMCVX -2.66 3.74 0.35 9.84 6.44 10.81
Janus Henderson Mid Cap Value L JMIVX -2.61 3.91 0.46 10.42 6.67 11.01
Janus Henderson Mid Cap Value I JMVAX -2.61 3.82 0.41 9.91 6.55 10.93
Janus Henderson Mid Cap Value C JMVCX -2.69 3.22 0.18 8.95 5.65 9.90
Janus Henderson Mid Cap Value S JMVIX -2.64 3.65 0.35 9.54 6.19 10.53
JHFunds2 Mid Value NAV JMVNX -3.37 1.68 1.03 8.48 6.97 13.08
Janus Henderson Mid Cap Value D JNMCX -2.62 3.88 0.41 9.93 6.55 10.91
Jensen Quality Value I JNVIX -3.83 2.81 -0.79 2.57 4.16 11.82
Jensen Quality Value J JNVSX -3.81 2.74 -0.80 2.46 4.03 11.65
Keeley Mid Cap Dividend Value I KMDIX -2.84 2.10 1.31 9.97 7.67 13.75
Keeley Mid Cap Dividend Value A KMDVX -2.84 1.97 1.30 9.76 7.41 13.48
ClearBridge Tactical Dividend Income I LADIX -3.56 1.95 -1.41 2.13 -1.19 6.65
ClearBridge Tactical Dividend Income A2 LBDAX -3.59 1.73 -1.51 1.69 -1.58 ---
ClearBridge Tactical Dividend Income IS LCBDX -3.56 1.96 -1.41 2.07 -1.19 ---
Lord Abbett Calibrated Mid Cap Value A LVMAX -4.14 1.89 -0.42 8.22 5.30 12.35
Lord Abbett Calibrated Mid Cap Value C LVMCX -4.18 1.39 -0.61 7.40 4.51 11.52
Lord Abbett Calibrated Mid Cap Value F LVMFX -4.09 2.03 -0.32 8.46 5.48 12.53
Lord Abbett Calibrated Mid Cap Value R6 LVMHX -4.12 2.03 -0.37 8.51 --- ---
Lord Abbett Calibrated Mid Cap Value I LVMIX -4.12 2.03 -0.32 8.49 5.57 12.63
Lord Abbett Calibrated Mid Cap Value F3 LVMOX -4.12 --- -0.37 --- --- ---
Lord Abbett Calibrated Mid Cap Value R2 LVMQX -4.14 1.65 -0.51 7.84 4.94 12.12
Lord Abbett Calibrated Mid Cap Value R3 LVMRX -4.13 1.70 -0.46 7.99 5.05 12.20
Lord Abbett Calibrated Mid Cap Value R4 LVMSX -4.10 1.85 -0.42 8.25 --- ---
Lord Abbett Calibrated Mid Cap Value R5 LVMTX -4.12 1.98 -0.37 8.44 --- ---
Victory Integrity Mid-Cap Value A MAIMX -3.51 2.21 -0.23 9.31 4.89 12.97
Victory Integrity Small/Mid-Cap Value A MAISX -3.90 1.35 0.64 12.97 3.98 11.21
BlackRock Mid Cap Dividend Institutional MARFX -4.23 -1.61 -0.80 6.03 3.40 11.26
MFS Mid Cap Value B MCBVX -3.63 2.73 0.00 7.08 5.08 12.18
Monongahela All Cap Value MCMVX -3.51 6.51 1.63 14.25 7.76 ---
BlackRock Mid Cap Dividend Investor C MCRFX -4.36 -2.24 -1.06 4.90 2.29 10.04
Transamerica Mid Cap Value Opps A MCVAX -4.99 3.15 -0.51 7.04 8.18 ---
Transamerica Mid Cap Value Opps C MCVCX -4.97 2.64 -0.68 6.22 7.41 ---
MFS Mid Cap Value I MCVIX -3.57 3.37 0.22 8.14 6.12 13.29
MFS Mid Cap Value R2 MCVRX -3.61 3.04 0.09 7.56 5.59 12.72
BlackRock Mid Cap Dividend Investor A MDRFX -4.31 -1.80 -0.91 5.68 3.09 10.93
Invesco American Value B MGAVX -5.15 -3.18 -3.43 3.19 1.02 9.52
Deutsche Mid Cap Value Institutional MIDIX -3.09 2.45 1.15 6.86 5.58 13.08
Deutsche Mid Cap Value R MIDQX -3.10 2.10 1.04 6.34 5.02 12.52
Deutsche Mid Cap Value S MIDTX -3.04 2.45 1.21 6.90 5.55 13.05
Deutsche Mid Cap Value R6 MIDUX -3.09 2.45 1.15 6.97 --- ---
Deutsche Mid Cap Value A MIDVX -3.09 2.27 1.09 6.59 5.29 12.77
Deutsche Mid Cap Value C MIDZX -3.17 1.73 0.88 5.79 4.50 11.92
Victory Integrity Small/Mid-Cap Value R6 MIRSX -3.92 1.53 0.70 13.31 --- ---
ProFunds Mid Cap Value Inv MLPIX -5.17 -1.41 -1.58 7.45 4.39 11.36
ProFunds Mid Cap Value Svc MLPSX -5.25 -2.06 -1.86 6.37 3.31 10.23
MassMutual Select Mid-Cap Value A MLUAX -3.62 -0.14 -0.96 8.73 4.61 10.78
MassMutual Select Mid Cap Value R4 MLUFX -3.58 -0.07 -0.90 8.91 4.73 ---
MassMutual Select Mid-Cap Value Adm MLULX -3.57 0.07 -0.88 9.04 4.89 11.07
MassMutual Select Mid-Cap Value R3 MLUNX -3.66 -0.21 -1.04 8.54 4.46 10.56
MassMutual Select Mid-Cap Value R5 MLUSX -3.61 0.14 -0.89 9.23 5.07 11.29
MassMutual Select Mid-Cap Value Svc MLUYX -3.62 0.14 -0.83 9.18 4.99 11.19
MassMutual Select Mid-Cap Value I MLUZX -3.56 0.21 -0.83 9.38 5.20 11.41
Managed Account Mid Cap Dividend MMCVX -4.21 -1.26 -0.76 6.66 4.34 12.26
Victory Integrity Mid-Cap Value R6 MRIMX -3.49 2.37 -0.17 9.62 --- ---
BlackRock Mid Cap Dividend R MRRFX -4.34 -1.99 -0.94 5.39 2.79 10.59
BMO Mid-Cap Value I MRVIX -3.24 2.19 1.30 11.36 5.21 13.33
Invesco American Value R6 MSAFX -5.12 -2.90 -3.32 3.63 1.49 ---
Invesco American Value Y MSAIX -5.14 -3.00 -3.36 3.44 1.27 9.79
Invesco American Value R5 MSAJX -5.13 -2.97 -3.35 3.53 1.39 9.92
Invesco American Value R MSARX -5.19 -3.33 -3.49 2.91 0.76 9.24
Invesco American Value A MSAVX -5.15 -3.18 -3.43 3.16 1.02 9.52
Invesco American Value C MSVCX -5.21 -3.61 -3.61 2.43 0.29 8.73
MFS Mid Cap Value A MVCAX -3.57 3.26 0.18 7.87 5.86 13.01
MFS Mid Cap Value C MVCCX -3.60 2.74 0.00 7.08 5.07 12.18
MFS Mid Cap Value R1 MVCGX -3.65 2.73 -0.05 7.08 5.08 12.17
MFS Mid Cap Value R3 MVCHX -3.58 3.22 0.14 7.86 5.86 13.01
MFS Mid Cap Value R4 MVCJX -3.55 3.39 0.23 8.13 6.12 13.31
MFS Mid Cap Value R6 MVCKX -3.52 3.50 0.27 8.29 6.28 ---
Transamerica Mid Cap Value Opps I MVTIX -4.97 3.31 -0.50 7.22 8.44 ---
Transamerica Mid Cap Value Opps R6 MVTRX -4.93 3.37 -0.50 7.28 --- ---
Transamerica Mid Cap Value Opps T1 MVTTX -4.99 --- -0.59 --- --- ---
Great-West Ariel Mid Cap Value L MXAMX -5.60 2.92 -1.94 5.73 3.89 ---
Great-West Goldman Sachs Md Cp Val Instl MXKJX -2.82 4.46 1.39 13.27 --- ---
Great-West Ariel Mid Cap Value Inv MXMCX -5.59 2.67 -2.05 5.86 3.97 13.11
Great-West Goldman Sachs Md Cp Val Inv MXMVX -2.84 4.24 1.32 12.93 7.96 14.01
Great-West Ariel Mid Cap Value Instl MXOAX -5.57 3.24 -1.78 6.38 --- ---
Victory Integrity Mid-Cap Value Y MYIMX -3.53 2.31 -0.17 9.58 5.18 13.29
Victory Integrity Small/Mid-Cap Value Y MYISX -3.87 1.53 0.76 13.20 4.25 11.49
Columbia Mid Cap Value Z NAMAX -3.59 2.51 -1.04 8.38 3.76 12.27
Neuberger Berman M/C Intrinsic Val A NBRAX -4.52 7.04 1.27 14.44 6.37 13.19
Neuberger Berman M/C Intrinsic Val C NBRCX -4.52 6.53 1.13 13.59 5.59 12.36
Neuberger Berman M/C Intrinsic Val Tr NBREX -4.46 7.03 1.32 14.40 6.34 13.16
Neuberger Berman M/C Intrinsic Val R3 NBRRX -4.48 6.88 1.27 14.17 6.13 12.93
Neuberger Berman M/C Intrinsic Val Inst NBRTX -4.43 7.31 1.40 14.88 6.77 13.62
Neuberger Berman M/C Intrinsic Val Inv NBRVX -4.47 7.17 1.31 14.68 6.51 13.36
Nuance Concentrated Value Investor NCAVX -1.29 3.40 1.54 8.13 5.12 12.29
Prudential QMA Mid-Cap Value C NCBVX -3.62 -0.27 0.22 11.55 4.50 12.44
Nuance Concentrated Value Institutional NCVLX -1.28 3.66 1.60 8.52 5.43 12.60
Nuance Mid Cap Value Investor NMAVX -1.93 5.16 1.68 14.23 8.18 ---
Nuance Mid Cap Value Institutional NMVLX -1.93 5.31 1.77 14.49 8.44 ---
Nuance Mid Cap Value Z NMVZX -1.85 --- 1.66 --- --- ---
Nicholas Equity Income I NSEIX -2.98 2.39 -1.09 4.57 4.47 10.80
Principal MidCap Value I R2 PABUX -3.50 2.78 0.29 8.32 3.62 11.12
Principal MidCap Value I R5 PABVX -3.49 3.08 0.42 8.82 4.14 11.65
Principal MidCap Value I R4 PABWX -3.50 2.95 0.35 8.66 4.01 11.51
Pioneer Mid Cap Value C PCCGX -4.87 -0.68 -1.19 6.12 2.99 10.18
Pioneer Mid Cap Value A PCGRX -4.79 -0.12 -0.98 7.00 3.84 11.12
Principal MidCap Value III R6 PCMIX -2.83 5.61 0.97 12.18 --- ---
Pioneer Mid Cap Value R PCMRX -4.81 -0.38 -1.04 6.62 3.44 10.71
Virtus Contrarian Value I PIMVX -2.25 0.95 -1.36 0.44 -2.35 7.23
Principal MidCap Value III R3 PJPPX -2.86 4.79 0.82 11.10 4.66 11.77
Principal MidCap Value III R2 PKPPX -2.89 4.65 0.76 10.90 4.46 11.57
Principal MidCap Value I R1 PLASX -3.53 2.65 0.22 8.12 3.50 10.96
Principal MidCap Value III R5 PLPPX -2.86 4.96 0.87 11.44 4.98 12.12
Principal MidCap Value III J PMCJX -2.88 4.93 0.88 11.40 4.92 12.02
Pioneer Mid Cap Value K PMCKX -4.78 0.08 -0.90 7.41 --- ---
Putnam Multi-Cap Value M PMCVX -4.33 2.00 0.44 6.12 4.35 12.30
Principal Small-MidCap Dividend Inc A PMDAX -4.36 1.69 -0.74 10.93 8.09 12.86
Principal Small-MidCap Dividend Inc C PMDDX -4.34 1.26 -0.92 10.19 7.26 11.97
Principal Small-MidCap Dividend Inc R-6 PMDHX -4.29 --- -0.66 --- --- ---
Principal Small-MidCap Dividend Inc Inst PMDIX -4.29 1.95 -0.66 11.32 8.45 13.28
Putnam Multi-Cap Value C PMPCX -4.39 1.79 0.34 5.81 4.07 12.01
Principal MidCap Value III R4 PMPPX -2.89 4.90 0.88 11.28 4.85 11.98
Principal MidCap Value I R3 PMPRX -3.51 2.81 0.28 8.51 3.82 11.31
Principal MidCap Value III R1 PMSVX -2.91 4.57 0.77 10.80 4.33 11.44
Putnam Multi-Cap Value A PMVAX -4.28 2.28 0.57 6.65 4.86 12.86
Putnam Multi-Cap Value B PMVBX -4.36 1.83 0.40 5.83 4.07 12.02
Prudential QMA Mid-Cap Value Q PMVQX -3.47 0.47 0.56 12.84 5.73 13.74
Putnam Multi-Cap Value R PMVRX -4.33 2.12 0.48 6.33 4.59 12.58
Putnam Multi-Cap Value Y PMVYX -4.27 2.44 0.63 6.89 5.12 13.14
Prospector Opportunity POPFX -3.50 -0.10 -1.23 9.73 8.35 12.01
AllianzGI NFJ Mid-Cap Value A PQNAX -2.75 14.61 2.54 23.93 9.00 14.01
AllianzGI NFJ Mid-Cap Value C PQNCX -2.81 14.04 2.33 22.99 8.19 13.16
AllianzGI NFJ Mid-Cap Value Admin PRAAX -2.73 14.69 2.60 24.04 9.12 14.13
AllianzGI NFJ Mid-Cap Value Instl PRNIX -2.71 14.87 2.64 24.38 9.39 14.42
AllianzGI NFJ Mid-Cap Value R PRNRX -2.76 14.44 2.50 23.65 8.74 13.73
Principal MidCap Value III A PVCAX -2.88 4.73 0.83 10.98 4.56 ---
Principal MidCap Value I J PVEJX -3.50 3.02 0.35 8.73 4.03 11.49
Principal MidCap Value I Inst PVMIX -3.40 3.20 0.48 9.09 4.40 11.93
Principal MidCap Value III Instl PVUIX -2.85 5.10 0.97 11.70 5.22 12.40
Pioneer Mid Cap Value Y PYCGX -4.80 0.00 -0.92 7.27 4.12 11.46
Pzena Mid Cap Value Instl PZIMX -4.95 -0.26 -2.01 14.62 6.76 ---
Pzena Mid Cap Value Investor PZVMX -4.96 -0.34 -2.01 14.35 6.50 ---
Quaker Mid-Cap Value C QMCCX -3.83 2.19 0.00 10.52 2.82 10.32
Quaker Mid-Cap Value A QMCVX -3.80 2.68 0.22 11.37 3.60 11.16
Quaker Mid-Cap Value I QMVIX -3.76 2.82 0.28 11.60 3.85 11.43
Meeder Quantex Adviser QNTAX -4.92 0.24 0.48 --- --- ---
Meeder Quantex Institutional QNTIX -4.89 0.30 0.54 --- --- ---
Oppenheimer Mid Cap Value B QSCBX -3.42 1.48 -0.65 8.87 4.86 12.17
Oppenheimer Mid Cap Value C QSCCX -3.43 1.48 -0.65 8.88 4.86 12.19
Oppenheimer Mid Cap Value I QSCIX -3.32 2.25 -0.36 10.18 6.11 13.30
Oppenheimer Mid Cap Value R QSCNX -3.39 1.80 -0.53 9.42 5.40 12.76
Oppenheimer Mid Cap Value Y QSCYX -3.35 2.13 -0.40 9.97 5.92 13.36
Oppenheimer Mid Cap Value A QVSCX -3.38 1.96 -0.46 9.70 5.66 13.05
Reinhart Mid Cap PMV Inv RPMMX -5.29 -0.26 -1.93 5.91 4.37 10.59
Reinhart Mid Cap PMV Adv RPMVX -5.27 -0.13 -1.93 6.19 4.60 10.84
T. Rowe Price Mid-Cap Value R RRMVX -3.43 1.58 1.05 8.20 6.58 12.69
Virtus Ceredex Mid-Cap Value Equity A SAMVX -4.83 2.57 -1.82 10.22 5.36 12.66
Prudential QMA Mid-Cap Value R SDVRX -3.56 0.05 0.38 12.12 --- ---
ClearBridge Tactical Dividend Income C SMDLX -3.70 1.26 -1.70 1.05 -2.18 5.59
Virtus Ceredex Mid-Cap Value Equity C SMVFX -4.87 2.32 -1.94 9.73 4.93 12.22
Virtus Ceredex Mid-Cap Value Equity I SMVTX -4.84 2.76 -1.74 10.51 5.65 12.99
Virtus Ceredex Mid-Cap Value Equity IS SMVZX -4.77 2.98 -1.66 10.84 6.01 ---
Snow Capital Opportunity A SNOAX -3.90 1.14 -0.04 7.68 -3.48 8.86
Snow Capital Opportunity C SNOCX -3.91 0.72 -0.21 6.91 -4.19 8.07
Snow Capital Opportunity I SNOIX -3.85 1.33 0.04 7.97 -3.23 9.14
Prudential QMA Mid-Cap Value A SPRAX -3.50 0.19 0.43 12.39 5.31 13.29
Prudential QMA Mid-Cap Value Z SPVZX -3.51 0.37 0.52 12.67 5.57 13.58
Prudential QMA Mid-Cap Value B SVUBX -3.55 -0.27 0.22 11.56 4.52 12.45
AMG Systematic Mid Cap Value N SYAMX -3.40 -0.80 0.15 9.88 3.16 9.99
AMG Systematic Mid Cap Value I SYIMX -3.40 -0.58 0.22 10.19 3.46 10.27
Transamerica Mid Cap Value Opps Advisor TAMOX -5.00 3.10 -0.58 --- --- ---
T. Rowe Price Mid-Cap Value Adv TAMVX -3.41 1.73 1.13 8.44 6.84 12.98
Transamerica Small/Mid Cap Value Advisor TASDX -4.92 3.80 -0.79 --- --- ---
Transamerica Small/Mid Cap Value R6 TASMX -4.91 3.93 -0.72 15.07 --- ---
Transamerica Small/Mid Cap Value T1 TASWX -4.92 --- -0.78 --- --- ---
TIAA-CREF Mid-Cap Value Retail TCMVX -3.69 2.09 -0.35 8.07 5.18 11.84
Touchstone Mid Cap Value A TCVAX -2.85 3.71 0.26 8.64 7.55 13.25
Touchstone Mid Cap Value Inst TCVIX -2.82 4.01 0.41 9.14 7.98 13.71
Touchstone Mid Cap Value Y TCVYX -2.83 3.84 0.32 8.93 7.81 13.53
TCW | Gargoyle Systematic Value N TFSNX -5.45 2.09 -0.58 7.11 --- ---
TCW | Gargoyle Systematic Value I TFVSX -5.44 2.29 -0.48 7.34 --- ---
TCW Relative Value Mid Cap N TGVNX -3.81 3.61 1.01 16.63 3.82 11.13
TCW Relative Value Mid Cap I TGVOX -3.83 3.74 1.03 16.86 4.04 11.39
TIAA-CREF Mid-Cap Value Instl TIMVX -3.65 2.35 -0.21 8.45 5.50 12.18
Touchstone Mid Cap Value C TMFCX -2.91 3.26 0.11 7.87 6.75 12.42
Transamerica Mid Cap Value Opps R4 TOTFX -4.96 --- -0.54 --- --- ---
Transamerica Mid Cap Value Opps R TOTRX -4.97 --- -0.57 --- --- ---
Transamerica Mid Cap Value Opps I3 TOTTX -4.96 3.25 -0.49 7.15 8.12 ---
T. Rowe Price Mid-Cap Value TRMCX -3.36 1.93 1.20 8.75 7.12 13.26
T. Rowe Price Mid-Cap Value I TRMIX -3.36 2.00 1.23 8.90 --- ---
TIAA-CREF Mid-Cap Value Advisor TRVHX -3.69 2.26 -0.25 8.34 --- ---
TIAA-CREF Mid-Cap Value Premier TRVPX -3.70 2.22 -0.30 8.22 5.33 12.01
TIAA-CREF Mid-Cap Value Retire TRVRX -3.67 2.14 -0.30 8.15 5.23 11.89
Transamerica Small/Mid Cap Value I2 TSMVX -4.90 3.94 -0.73 15.08 7.16 12.83
Transamerica Small/Mid Cap Value I TSVIX -4.91 3.87 -0.76 14.96 7.05 12.71
Guggenheim RBP® Dividend A TVEAX -2.14 6.20 2.75 8.57 6.13 11.32
Guggenheim RBP® Dividend C TVECX -2.24 5.59 2.49 7.72 5.41 10.61
Guggenheim RBP® Dividend P TVEFX -2.21 6.15 2.73 8.49 6.22 11.45
Guggenheim RBP® Dividend I TVEIX -2.18 6.34 2.71 8.77 6.50 11.72
Vanguard Selected Value Inv VASVX -3.29 6.12 0.59 15.29 5.61 13.50
Victory Sycamore Established Value A VETAX -3.38 3.87 0.60 9.90 9.55 14.46
Victory Sycamore Established Value C VEVCX -3.47 3.35 0.38 9.08 --- ---
Victory Sycamore Established Value I VEVIX -3.38 4.06 0.67 10.19 9.90 14.85
Victory Sycamore Established Value R6 VEVRX -3.35 4.09 0.68 10.31 9.94 ---
Victory Sycamore Established Value Y VEVYX -3.35 4.07 0.68 10.20 9.79 ---
VALIC Company II Mid Cap Value VMCVX -3.62 2.83 0.29 8.99 5.03 12.15
Vanguard S&P Mid-Cap 400 Value Idx I VMFVX -5.05 -0.40 -1.21 9.27 6.21 13.37
Vanguard Mid-Cap Value Index Admiral VMVAX -2.93 5.76 1.30 10.59 7.62 14.46
Vanguard Mid-Cap Value Index Investor VMVIX -2.93 5.67 1.26 10.47 7.49 14.31
Virtus Contrarian Value R6 VMVRX -2.25 1.05 -1.32 0.59 --- ---
Wasatch Strategic Income WASIX -1.47 6.49 1.14 7.88 0.95 9.34
Wells Fargo Special Mid Cap Value R WFHHX -2.73 1.40 -0.06 9.28 --- ---
Wells Fargo Special Mid Cap Value Admin WFMDX -2.71 1.59 0.03 9.62 6.85 14.70
Wells Fargo Special Mid Cap Value Inst WFMIX -2.68 1.75 0.08 9.89 7.13 15.02
Wells Fargo Special Mid Cap Value A WFPAX -2.72 1.56 0.00 9.54 6.75 14.57
Wells Fargo Special Mid Cap Value C WFPCX -2.77 1.09 -0.17 8.74 5.96 13.72
Wells Fargo Special Mid Cap Value R6 WFPRX -2.68 1.83 0.14 10.04 7.22 ---
Westcore Mid-Cap Value Dividend Instl WIMCX -4.95 -2.73 -1.10 5.66 --- ---
Westcore Mid-Cap Value Dividend II Instl WIMGX -4.86 -2.17 -0.66 -5.23 -4.49 6.20
Westcore Mid-Cap Value Dividend Retail WTMCX -4.99 -2.88 -1.15 5.43 7.08 12.39
Westcore Mid-Cap Value Dividend II Rtl WTMGX -4.99 -2.23 -0.68 -5.57 -4.66 5.97
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