Mid-Cap Value: Total Returns

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Data through 11/16/2018. 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 -0.73 -3.09 -4.74 2.31 9.03 6.64
American Beacon Mid-Cap Value Instl AACIX -2.11 -9.37 -6.96 -4.56 7.39 5.99
AMG Managers Fairpointe Mid Cap Z ABIZX 1.75 -7.18 -3.08 0.70 --- ---
American Beacon Mid-Cap Value A ABMAX -2.16 -9.74 -7.07 -4.95 6.96 5.56
AMG Managers Fairpointe Mid Cap I ABMIX 1.75 -7.26 -3.10 0.62 8.93 5.86
American Century Mid Cap Value C ACCLX -0.66 -4.29 -5.90 0.30 8.48 7.96
American Century Mid Cap Value A ACLAX -0.59 -3.69 -5.71 1.09 9.32 8.77
American Century NT Mid Cap Value G ACLMX -0.46 -2.61 -5.39 2.32 10.23 9.51
American Century Mid Cap Value Inv ACMVX -0.53 -3.45 -5.64 1.34 9.60 9.04
American Beacon Mid-Cap Value Y ACMYX -2.13 -9.44 -6.96 -4.67 7.29 5.91
AMG Managers Fairpointe ESG Equity I AFFEX -1.04 -6.54 -4.99 -1.72 9.62 ---
AMG Managers Fairpointe ESG Equity N AFPTX -1.12 -6.74 -5.05 -2.01 9.38 ---
Alambic Mid Cap Value Plus ALMVX 0.00 -5.80 -4.31 -0.43 --- ---
American Beacon Mid-Cap Value C AMCCX -2.18 -10.23 -7.20 -5.53 6.20 4.79
American Beacon Mid-Cap Value Adv AMCSX -2.22 -9.84 -7.12 -5.13 6.80 5.43
American Beacon Mid-Cap Value R6 AMDRX -2.17 --- -6.97 --- --- ---
American Century Mid Cap Value R6 AMDVX -0.53 -3.15 -5.55 1.69 9.96 9.43
American Beacon Mid-Cap Value Inv AMPAX -2.16 -9.61 -7.02 -4.83 7.12 5.74
American Century Mid Cap Value R5 AMVGX -0.53 -3.31 -5.64 1.48 --- ---
American Century Mid Cap Value R AMVRX -0.59 -3.87 -5.78 0.84 9.03 8.49
American Century Mid Cap Value Y AMVYX -0.53 -3.15 -5.55 1.69 --- ---
AllianzGI NFJ Mid-Cap Value R6 ANPRX -1.08 -6.56 -5.37 --- --- ---
AllianzGI NFJ Mid-Cap Value P ANRPX -1.09 -6.71 -5.40 -2.69 11.38 8.59
Artisan Mid Cap Value Advisor APDQX 0.82 -2.25 -4.97 2.87 9.39 ---
Artisan Mid Cap Value Institutional APHQX 0.82 -2.20 -4.97 2.90 9.48 4.76
Ariel Fund Institutional ARAIX -0.75 -1.16 -4.96 4.60 10.23 8.47
Ariel Fund Investor ARGFX -0.78 -1.42 -5.03 4.30 9.91 8.15
Artisan Mid Cap Value Investor ARTQX 0.82 -2.38 -5.01 2.71 9.28 4.53
Athena Value A ATVAX 2.06 -0.40 1.22 7.46 7.49 ---
Athena Value I ATVIX 2.16 -0.10 1.22 7.73 7.77 ---
American Century Mid Cap Value I AVUAX -0.53 -3.31 -5.59 1.54 9.79 9.25
BMO Mid-Cap Value A BAMCX -0.43 -6.63 -5.42 -1.97 7.70 ---
Chartwell Mid Cap Value BERCX -0.52 -2.98 -4.32 1.34 13.20 4.46
BMO Mid-Cap Value R6 BMVGX -0.34 -6.27 -5.28 -1.56 8.13 ---
Ariel Appreciation Institutional CAAIX -0.15 -2.62 -3.39 3.01 7.76 6.45
Ariel Appreciation Investor CAAPX -0.17 -2.88 -3.44 2.72 7.43 6.11
Wells Fargo C&B Mid Cap Value A CBMAX 0.76 -3.02 -2.28 3.08 11.19 7.72
Wells Fargo C&B Mid Cap Value C CBMCX 0.69 -3.67 -2.46 2.30 10.36 6.92
Wells Fargo C&B Mid Cap Value Admin CBMIX 0.78 -2.93 -2.25 3.18 11.30 7.81
Wells Fargo C&B Mid Cap Value Inst CBMSX 0.81 -2.70 -2.17 3.47 11.59 8.07
Wells Fargo C&B Mid Cap Value R6 CBMYX 0.81 --- -2.17 --- --- ---
Columbia Select Mid Cap Value Adv CFDRX -1.94 -4.36 -5.18 0.38 7.64 6.65
ClearBridge Tactical Dividend Income A CFLGX -0.55 0.50 -2.69 3.83 6.17 2.65
AMG Managers Fairpointe Mid Cap N CHTTX 1.75 -7.45 -3.16 0.35 8.66 5.59
Clifford Capital Partners Investor CLFFX -0.40 2.45 -4.08 11.55 15.34 ---
Clifford Capital Partners Institutional CLIFX -0.33 2.58 -4.01 11.70 15.61 ---
Columbia Select Mid Cap Value A CMUAX -1.92 -4.59 -5.17 0.14 7.37 6.39
Columbia Select Mid Cap Value C CMUCX -2.00 -5.23 -5.36 -0.62 6.57 5.59
Columbia Select Mid Cap Value T CMUWX -2.00 -4.66 -5.25 0.06 7.34 6.37
Columbia Select Mid Cap Value R CMVRX -1.93 -4.78 -5.25 -0.11 7.12 6.13
Columbia Select Mid Cap Value Instl 3 CMVYX -2.00 -4.31 -5.16 0.47 7.80 6.82
Columbia Select Mid Cap Value Instl 2 CVERX -1.94 -4.28 -5.15 0.49 7.77 6.78
Dean Mid Cap Value DALCX 0.10 -2.54 -3.44 2.38 10.94 7.80
DFA US Vector Equity I DFVEX -1.59 -2.30 -6.65 3.68 10.19 7.39
Diamond Hill Small-Mid Cap A DHMAX -0.42 -3.42 -5.83 0.84 6.79 6.44
Diamond Hill Small-Mid Cap C DHMCX -0.51 -4.07 -6.05 0.05 5.98 5.64
Diamond Hill Small-Mid Cap I DHMIX -0.37 -3.16 -5.77 1.18 7.11 6.75
Diamond Hill Small-Mid Cap Y DHMYX -0.41 -3.07 -5.75 1.22 7.22 6.89
Diamond Hill Mid Cap A DHPAX 0.37 -1.54 -4.61 3.43 8.54 ---
Diamond Hill Mid Cap I DHPIX 0.45 -1.24 -4.52 3.76 8.89 ---
Diamond Hill Mid Cap Y DHPYX 0.44 -1.09 -4.43 3.89 8.99 ---
Delaware Mid Cap Value A DLMAX -2.60 -5.96 -7.83 -2.00 8.76 7.21
Delaware Mid Cap Value C DLMCX -2.45 -6.39 -7.93 -2.54 7.91 6.41
Delaware Mid Cap Value I DLMIX -2.43 -5.64 -7.67 -1.60 9.00 7.49
Delaware Mid Cap Value R DLMRX -2.44 -6.11 -7.85 -2.06 8.48 6.93
Power Dividend Mid-Cap Index A DMCAX 0.73 -1.72 -4.06 --- --- ---
Power Dividend Mid-Cap Index C DMCCX 0.63 -2.37 -4.28 --- --- ---
Power Dividend Mid-Cap Index I DMCIX 0.73 -1.51 -4.10 --- --- ---
MFS® Mid Cap Value 529A EACVX -0.40 -2.67 -4.99 2.56 8.21 6.85
MFS® Mid Cap Value 529B EBCVX -0.48 -3.33 -5.20 1.75 7.39 6.04
MFS® Mid Cap Value 529C ECCVX -0.48 -3.32 -5.14 1.79 7.42 6.06
AIG ESG Dividend A EDFAX 2.70 1.59 0.88 9.14 --- ---
AIG ESG Dividend C EDFCX 2.71 1.07 0.72 8.45 --- ---
AIG ESG Dividend W EDFWX 2.77 1.81 0.93 9.37 --- ---
Morningstar US Trgt Value TR USD F00000QESB 0.70 -6.09 -4.55 2.00 3.99 5.94
Morningstar US Trgt Value PR USD F00000QEXG 0.45 -7.96 -5.16 -0.24 2.11 4.08
Russell Mid Cap Value NR USD F00000T5IL -0.71 -3.47 -4.65 1.05 9.02 7.32
Russell Mid-Cap Value-Defensive TR USD F00000T6KY 2.45 1.45 -1.32 2.67 12.18 11.66
Russell Mid-Cap Value-Defensive PR USD F00000T6KZ 2.31 -0.49 -1.90 0.27 9.46 8.95
Russell Mid-Cap Value-Dynamic TR USD F00000T6L0 -2.24 -5.29 -6.10 0.54 8.52 6.51
Russell Mid-Cap Value-Dynamic PR USD F00000T6L1 -2.42 -7.01 -6.63 -1.65 6.16 4.28
Russell 3000 Value-Dynamic TR USD F00000T6L8 -2.28 -3.74 -5.40 2.41 9.10 7.23
Russell 3000 Value-Dynamic PR USD F00000T6L9 -2.48 -5.61 -5.99 0.12 6.63 4.90
Russell 1000 Dividend Growth TR USD F00000UQUK 1.66 3.90 -1.06 8.82 13.80 11.12
Russell 1000 Dividend Growth PR USD F00000UQUL 1.42 1.68 -1.70 6.11 10.96 8.41
Russell 1000 Dividend Growth NR USD F00000UQUM 1.59 3.25 -1.25 8.02 12.96 10.32
Russell 3000 Dividend Growth TR USD F00000UQUP 2.24 4.92 -0.65 9.01 14.35 11.42
Russell 3000 Dividend Growth PR USD F00000UQUQ 2.01 2.71 -1.29 6.29 11.52 8.68
Russell 3000 Dividend Growth NR USD F00000UQUR 2.17 4.27 -0.84 8.20 13.51 10.61
Russell 1000 Pure Value PR USD F00000VQ34 0.51 -4.22 -3.89 -1.49 5.91 2.84
Russell Midcap Pure Value PR USD F00000VQ36 0.75 -3.81 -3.83 -1.19 5.92 3.29
Russell 1000 Pure Value TR USD F00000VQ38 0.73 -1.75 -3.14 1.58 9.02 5.83
Russell Midcap Pure Value TR USD F00000VQ3A 0.95 -1.34 -3.10 1.91 9.10 6.38
Russell 1000 LV Fcsd Fctr PR USD F00000WKEK 1.46 1.28 -2.63 6.11 10.48 9.67
Russell 1000 LV Fcsd Fctr TR USD F00000WKEL 1.60 3.06 -2.12 8.34 12.85 12.00
Russell 1000 LV Fcsd Fctr USRIC NR USD F00000WKEN 1.60 0.25 -2.12 8.34 12.85 12.00
Russell 1000 Yld Fcsd Fctr PR USD F00000WKEQ 0.35 -1.57 -4.02 3.80 9.04 5.59
Russell 1000 Yld Fcsd Fctr TR USD F00000WKER 0.62 1.32 -3.21 7.43 12.81 9.17
Russell 1000 Yld Fcsd Fctr USRIC NR USD F00000WKES 0.62 1.31 -3.21 7.42 12.80 9.16
Nuveen Mid Cap Value C FACSX -2.40 -3.66 -6.92 0.67 9.45 7.10
Nuveen Mid Cap Value A FASEX -2.32 -3.01 -6.73 1.43 10.29 7.91
Fidelity Advisor® Value A FAVFX -3.20 -7.60 -7.27 -2.65 6.79 5.63
Franklin Balance Sheet Investment Adv FBSAX -1.64 -2.29 -4.42 1.77 9.70 4.81
Franklin Balance Sheet Investment R6 FBSIX -1.64 -2.20 -4.40 1.90 9.83 4.96
Franklin Balance Sheet Investment R FBSRX -1.69 -2.74 -4.56 1.26 9.15 4.29
Franklin Balance Sheet Investment C FCBSX -1.75 -3.16 -4.68 0.75 8.60 3.77
Fidelity® Mid Cap Value K6 FCMVX -0.88 -9.10 -5.42 -4.11 --- ---
Fidelity Advisor® Value C FCVFX -3.29 -8.25 -7.49 -3.50 5.93 4.81
Fidelity® Series Intrinsic Opps FDMLX -1.71 -0.35 -2.71 5.58 11.37 9.44
Fidelity® Value FDVLX -3.19 -7.21 -7.18 -2.14 7.32 6.10
FormulaFolios US Equity Institutional FFILX -2.30 -4.19 -4.81 -0.98 --- ---
FormulaFolios US Equity Investor FFIOX -2.46 -5.13 -5.13 -2.05 --- ---
Fidelity® Flex Mid Cap Value FFMVX -3.95 -7.84 -8.37 -3.00 --- ---
Fidelity® Flex Intrinsic Opps FFNPX -1.36 0.36 -2.95 6.27 --- ---
Fidelity Advisor® Mid Cap Value Z FIDFX -0.82 -9.18 -5.42 -4.17 --- ---
Meeder Quantex Retail FLCGX -1.06 -0.65 -4.82 5.65 10.69 7.31
Fidelity® Low-Priced Stock K6 FLKSX -1.08 -1.64 -2.59 4.39 --- ---
Fidelity® Low-Priced Stock K FLPKX -1.20 -2.79 -3.11 3.03 8.74 7.06
Fidelity® Low-Priced Stock FLPSX -1.24 -2.88 -3.14 2.91 8.62 6.95
Fidelity® Mid Cap Enhanced Index FMEIX 0.20 -3.26 -4.90 2.11 9.44 8.19
Fidelity Advisor® Mid Cap Value A FMPAX -0.83 -9.50 -5.50 -4.55 5.79 6.34
Fidelity Advisor® Mid Cap Value C FMPEX -0.95 -10.09 -5.67 -5.28 5.00 5.54
Fidelity Advisor® Mid Cap Value I FMPOX -0.82 -9.27 -5.42 -4.27 6.09 6.64
Fidelity Advisor® Mid Cap Value M FMPTX -0.88 -9.72 -5.57 -4.81 5.49 6.03
RBB Free Market US Equity Instl FMUEX -1.33 -1.01 -5.83 4.56 10.60 7.64
Nuveen Mid Cap Value R6 FMVQX -2.30 --- -6.63 --- --- ---
Nuveen Mid Cap Value R3 FMVSX -2.36 -3.23 -6.76 1.20 10.01 7.64
FPA Capital FPPTX -2.37 -5.05 -3.21 0.14 2.63 -1.99
Franklin Balance Sheet Investment A FRBSX -1.70 -2.55 -4.49 1.50 9.42 4.55
Nuveen Mid Cap Value I FSEIX -2.33 -2.81 -6.68 1.68 10.56 8.18
Fidelity® Mid Cap Value FSMVX -0.82 -9.26 -5.41 -4.27 6.10 6.66
Fidelity Advisor® Value M FTVFX -3.23 -7.82 -7.38 -2.95 6.50 5.36
Fuller & Thaler Behav Md-Cp Val Investor FTVNX 0.51 -1.60 -2.43 --- --- ---
Fuller & Thaler Behav Md-Cp Val Instl FTVSX 0.56 -1.30 -2.38 --- --- ---
Fuller & Thaler Behav Md-Cp Val R6 FTVZX 0.56 -1.30 -2.38 --- --- ---
Fidelity Advisor® Value I FVIFX -3.16 -7.34 -7.23 -2.38 7.11 5.94
Fidelity® Value K FVLKX -3.18 -7.11 -7.17 -2.03 7.44 6.22
Fidelity Advisor® Value Z FVLZX -3.20 -7.26 -7.23 -2.30 --- ---
Victory Sycamore Established Value R GETGX 0.15 -0.32 -3.89 4.66 10.63 9.95
GoodHaven GOODX -1.76 -3.14 -2.66 2.81 5.56 -1.85
Glenmede Quant US Total Market Equity GTTMX -0.63 -1.20 -4.94 5.44 11.42 9.94
Harbor Mid Cap Value Instl HAMVX -0.92 -8.07 -7.95 -2.95 6.62 6.42
Harbor Mid Cap Value Investor HIMVX -0.96 -8.37 -8.06 -3.33 6.23 6.02
Heartland Mid Cap Value Institutional HNMDX 0.41 1.42 -3.11 8.62 12.10 ---
Harbor Mid Cap Value Retirement HNMVX -0.92 -7.99 -7.95 -2.88 --- ---
Heartland Select Value Institutional HNSVX 1.17 4.75 -0.85 10.74 11.90 7.64
Heartland Mid Cap Value Investor HRMDX 0.41 1.17 -3.12 8.27 11.79 ---
Harbor Mid Cap Value Admin HRMVX -0.95 -8.26 -8.02 -3.21 6.35 6.15
Heartland Select Value Investor HRSVX 1.10 4.52 -0.91 10.47 11.62 7.36
Hotchkis & Wiley Mid-Cap Value A HWMAX -4.13 -2.89 -7.11 5.48 6.85 4.82
Hotchkis & Wiley Mid-Cap Value C HWMCX -4.18 -3.53 -7.29 4.70 6.04 4.03
Hotchkis & Wiley Mid-Cap Value I HWMIX -4.12 -2.66 -7.06 5.76 7.11 5.08
Hotchkis & Wiley Mid-Cap Value R HWMRX -4.14 -3.08 -7.16 5.22 6.59 4.56
VY® American Century Sm-Mid Cp Val I IACIX -1.54 -4.14 -7.11 0.96 9.58 8.68
VY® American Century Sm-Mid Cp Val A IASAX -1.55 -4.47 -7.16 0.54 9.06 8.15
VY® American Century Sm-Mid Cp Val S IASSX -1.56 -4.29 -7.13 0.81 9.32 8.41
Intrepid Disciplined Value Investor ICMCX -1.56 -5.98 -5.53 -3.55 4.18 3.12
Transamerica Small/Mid Cap Value A IIVAX -1.18 -2.12 -6.44 2.50 10.70 7.25
Transamerica Small/Mid Cap Value B IIVBX -1.22 -2.90 -6.64 1.59 9.81 6.43
Transamerica Small/Mid Cap Value C IIVLX -1.24 -2.69 -6.62 1.79 9.95 6.52
Voya Multi-Manager Mid Cap Value I IMCVX -0.88 -5.12 -6.92 -0.33 7.76 6.95
VY® American Century Sm-Mid Cp Val S2 ISMSX -1.56 -4.44 -7.17 0.66 9.16 8.25
Ivy Mid Cap Income Opportunities A IVOAX 2.22 5.17 -2.00 9.87 12.83 ---
Ivy Mid Cap Income Opportunities C IVOCX 2.16 4.57 -2.18 9.12 12.03 ---
Ivy Mid Cap Income Opportunities E IVOEX 2.22 5.37 -1.96 10.03 12.96 ---
Ivy Mid Cap Income Opportunities I IVOIX 2.29 5.46 -1.93 10.17 13.17 ---
Ivy Mid Cap Income Opportunities R IVORX 2.15 4.84 -2.08 9.45 12.39 ---
Ivy Mid Cap Income Opportunities N IVOSX 2.28 5.61 -1.83 10.34 13.27 ---
Ivy Mid Cap Income Opportunities Y IVOYX 2.22 5.17 -2.00 9.87 12.83 ---
James Mid Cap JAMDX -3.62 -13.36 -10.20 -8.22 1.46 3.11
Janus Henderson VIT Mid Cap Value Instl JAMVX -1.32 -4.35 -4.51 -1.02 9.13 6.73
Janus Henderson Mid Cap Value A JDPAX -1.27 -4.21 -4.38 -1.11 8.97 6.51
Janus Henderson Mid Cap Value N JDPNX -1.22 -3.82 -4.22 -0.62 9.47 6.99
Janus Henderson Mid Cap Value R JDPRX -1.29 -4.45 -4.39 -1.36 8.67 6.19
Janus Henderson Mid Cap Value T JMCVX -1.22 -4.02 -4.30 -0.87 9.21 6.73
Janus Henderson Mid Cap Value L JMIVX -1.19 -3.87 -4.21 -0.71 9.52 6.90
Janus Henderson Mid Cap Value I JMVAX -1.22 -3.86 -4.26 -0.69 9.36 6.85
Janus Henderson Mid Cap Value C JMVCX -1.30 -4.73 -4.50 -1.68 8.35 5.89
Janus Henderson Mid Cap Value S JMVIX -1.21 -4.22 -4.34 -1.10 8.94 6.46
JHFunds2 Mid Value NAV JMVNX -2.68 -1.84 -4.31 2.18 10.62 8.44
Janus Henderson Mid Cap Value D JNMCX -1.16 -3.92 -4.27 -0.77 9.34 6.83
Jensen Quality Value I JNVIX 2.76 0.44 -1.84 7.94 10.50 6.40
Jensen Quality Value J JNVSX 2.66 0.18 -1.95 7.64 10.26 6.20
Keeley Mid Cap Dividend Value I KMDIX -1.80 -2.78 -5.42 2.20 11.39 8.85
Keeley Mid Cap Dividend Value A KMDVX -1.84 -2.99 -5.48 1.96 11.11 8.57
ClearBridge Tactical Dividend Income I LADIX -0.55 0.71 -2.65 4.08 6.43 2.91
Lord Abbett Mid Cap Stock A LAVLX -2.72 -5.41 -6.94 -2.36 5.96 5.48
ClearBridge Tactical Dividend Income A2 LBDAX -0.61 0.38 -2.72 3.75 6.03 2.51
ClearBridge Tactical Dividend Income IS LCBDX -0.55 0.67 -2.62 4.06 6.42 2.92
Lord Abbett Mid Cap Stock C LMCCX -2.79 -6.03 -7.15 -3.10 5.15 4.71
Lord Abbett Mid Cap Stock F LMCFX -2.67 -5.25 -6.89 -2.18 6.12 5.66
Lord Abbett Mid Cap Stock R6 LMCHX -2.69 -5.14 -6.90 -2.03 6.33 ---
Lord Abbett Mid Cap Stock P LMCPX -2.74 -5.58 -7.00 -2.55 5.74 5.34
Lord Abbett Mid Cap Stock R2 LMCQX -2.74 -5.71 -7.04 -2.71 5.58 5.13
Lord Abbett Mid Cap Stock R3 LMCRX -2.68 -5.50 -6.96 -2.51 5.73 5.27
Lord Abbett Mid Cap Stock R4 LMCSX -2.73 -5.40 -6.94 -2.35 5.96 ---
Lord Abbett Mid Cap Stock R5 LMCTX -2.70 -5.22 -6.92 -2.11 6.21 ---
Lord Abbett Mid Cap Stock I LMCYX -2.73 -5.22 -6.92 -2.12 6.20 5.75
Lord Abbett Mid Cap Stock F3 LOVLX -2.66 -5.10 -6.83 -1.99 --- ---
Lord Abbett Calibrated Mid Cap Value A LVMAX -1.24 -4.11 -5.42 -0.34 7.74 6.48
Lord Abbett Calibrated Mid Cap Value C LVMCX -1.32 -4.70 -5.55 -1.06 6.94 5.68
Lord Abbett Calibrated Mid Cap Value F LVMFX -1.23 -3.87 -5.31 -0.05 7.97 6.68
Lord Abbett Calibrated Mid Cap Value R6 LVMHX -1.23 -3.82 -5.31 0.00 8.05 ---
Lord Abbett Calibrated Mid Cap Value I LVMIX -1.23 -3.87 -5.35 -0.05 8.00 6.73
Lord Abbett Calibrated Mid Cap Value F3 LVMOX -1.23 -3.82 -5.31 0.00 --- ---
Lord Abbett Calibrated Mid Cap Value R2 LVMQX -1.24 -4.38 -5.46 -0.66 7.37 6.11
Lord Abbett Calibrated Mid Cap Value R3 LVMRX -1.24 -4.29 -5.42 -0.54 7.47 6.22
Lord Abbett Calibrated Mid Cap Value R4 LVMSX -1.24 -4.08 -5.39 -0.28 7.75 ---
Lord Abbett Calibrated Mid Cap Value R5 LVMTX -1.23 -3.87 -5.35 -0.05 8.02 ---
Victory Integrity Mid-Cap Value A MAIMX -1.39 -4.11 -5.24 1.96 9.83 7.59
Victory Integrity Small/Mid-Cap Value A MAISX -1.30 -7.84 -6.91 -1.54 9.09 5.89
BlackRock Mid Cap Dividend Institutional MARFX -0.88 0.67 -4.04 4.84 9.92 6.27
MFS® Mid Cap Value B MCBVX -0.47 -3.27 -5.13 1.84 7.44 6.09
Monongahela All Cap Value MCMVX 1.07 0.99 -2.06 7.17 14.67 8.65
BlackRock Mid Cap Dividend Investor C MCRFX -1.02 -0.25 -4.33 3.77 8.77 5.14
Transamerica Mid Cap Value Opps A MCVAX -0.26 0.52 -2.92 5.22 8.63 ---
Transamerica Mid Cap Value Opps C MCVCX -0.35 -0.09 -3.13 4.48 7.82 ---
MFS® Mid Cap Value I MCVIX -0.39 -2.44 -4.91 2.85 8.53 7.15
MFS® Mid Cap Value R2 MCVRX -0.45 -2.86 -5.04 2.35 7.98 6.61
BlackRock Mid Cap Dividend Investor A MDRFX -0.93 0.45 -4.08 4.57 9.63 5.98
DWS Mid Cap Value Institutional MIDIX 0.75 -6.41 -3.63 -1.93 5.69 6.64
DWS Mid Cap Value R MIDQX 0.75 -6.83 -3.75 -2.42 5.16 6.10
DWS Mid Cap Value S MIDTX 0.75 -6.41 -3.63 -1.97 5.68 6.63
DWS Mid Cap Value R6 MIDUX 0.81 -6.31 -3.58 -1.83 5.79 ---
DWS Mid Cap Value A MIDVX 0.75 -6.61 -3.69 -2.17 5.41 6.36
DWS Mid Cap Value C MIDZX 0.71 -7.21 -3.85 -2.92 4.62 5.57
Victory Integrity Small/Mid-Cap Value R6 MIRSX -1.23 -7.54 -6.78 -1.18 9.43 ---
BlackRock Mid Cap Dividend K MJRFX -0.88 --- -4.02 --- --- ---
ProFunds Mid Cap Value Inv MLPIX -0.75 -1.79 -4.85 3.30 9.89 6.70
ProFunds Mid Cap Value Svc MLPSX -0.82 -2.65 -5.08 2.29 8.77 5.62
MassMutual Select Mid-Cap Value A MLUAX -0.60 -3.77 -5.75 1.41 8.68 5.94
MassMutual Select Mid Cap Value R4 MLUFX -0.53 -3.58 -5.72 1.59 8.82 ---
MassMutual Select Mid-Cap Value Adm MLULX -0.59 -3.57 -5.73 1.69 8.97 6.20
MassMutual Select Mid-Cap Value R3 MLUNX -0.61 -3.89 -5.82 1.26 8.54 5.78
MassMutual Select Mid-Cap Value R5 MLUSX -0.52 -3.40 -5.65 1.87 9.17 6.42
MassMutual Select Mid-Cap Value Svc MLUYX -0.60 -3.56 -5.74 1.70 9.04 6.31
MassMutual Select Mid-Cap Value I MLUZX -0.53 -3.28 -5.62 2.01 9.29 6.53
Managed Account Mid Cap Dividend MMCVX -0.90 1.31 -3.90 5.56 10.88 7.19
Morningstar US Mid Val PR USD MMVL 1.21 -2.58 -3.18 2.92 9.61 6.77
Morningstar US Mid Val TR USD MMVLT 1.43 -0.43 -2.50 5.62 12.46 9.46
Victory Integrity Mid-Cap Value R6 MRIMX -1.38 -3.83 -5.15 2.30 --- ---
BlackRock Mid Cap Dividend R MRRFX -1.00 0.23 -4.19 4.32 9.30 5.66
BMO Mid-Cap Value I MRVIX -0.34 -6.43 -5.37 -1.75 7.99 6.33
Invesco American Value R6 MSAFX -1.46 -0.40 -6.06 5.35 7.71 5.58
Invesco American Value Y MSAIX -1.46 -0.51 -6.07 5.22 7.51 5.38
Invesco American Value R5 MSAJX -1.46 -0.46 -6.06 5.28 7.62 5.49
Invesco American Value R MSARX -1.51 -0.95 -6.19 4.68 6.98 4.86
Invesco American Value A MSAVX -1.47 -0.73 -6.14 4.93 7.25 5.12
Morningstar US Small-Mid Val TR USD MSEGSMVA 0.62 -1.74 -3.83 4.36 11.18 8.46
Morningstar US Small-Mid Val PR USD MSEGSMVB 0.39 -3.82 -4.50 1.72 8.39 5.81
Invesco American Value C MSVCX -1.53 -1.37 -6.30 4.17 6.47 4.36
MFS® Mid Cap Value A MVCAX -0.40 -2.62 -5.00 2.57 8.25 6.89
MFS® Mid Cap Value C MVCCX -0.47 -3.29 -5.15 1.85 7.44 6.09
MFS® Mid Cap Value R1 MVCGX -0.43 -3.25 -5.14 1.88 7.45 6.10
MFS® Mid Cap Value R3 MVCHX -0.40 -2.63 -4.97 2.58 8.26 6.89
MFS® Mid Cap Value R4 MVCJX -0.35 -2.40 -4.89 2.85 8.52 7.16
MFS® Mid Cap Value R6 MVCKX -0.34 -2.27 -4.87 3.04 8.69 7.31
Monteagle Select Value I MVEIX -2.84 -5.07 -5.02 3.57 8.61 5.59
Transamerica Mid Cap Value Opps I MVTIX -0.26 0.77 -2.90 5.54 8.91 ---
Transamerica Mid Cap Value Opps R6 MVTRX -0.34 0.77 -2.95 5.51 --- ---
Transamerica Mid Cap Value Opps T1 MVTTX -0.34 0.60 -2.99 5.33 --- ---
Great-West Ariel Mid Cap Value L MXAMX -0.48 -2.95 -3.63 2.80 7.24 ---
Great-West Mid Cap Value L MXGFX -0.42 --- --- --- --- ---
Great-West Mid Cap Value Instl MXKJX -0.43 -3.11 -4.60 2.36 11.25 ---
Great-West Ariel Mid Cap Value Inv MXMCX 0.00 -2.76 -3.41 3.42 7.50 6.25
Great-West Mid Cap Value Inv MXMVX -0.49 -3.37 -4.74 1.95 10.85 9.23
Great-West Ariel Mid Cap Value Instl MXOAX -0.44 -2.41 -3.57 3.37 7.89 ---
Victory Integrity Mid-Cap Value Y MYIMX -1.38 -3.92 -5.24 2.17 10.14 7.87
Victory Integrity Small/Mid-Cap Value Y MYISX -1.23 -7.56 -6.79 -1.22 9.39 6.15
Columbia Select Mid Cap Value Instl NAMAX -1.99 -4.40 -5.17 0.32 7.62 6.65
Neuberger Berman M/C Intrinsic Val A NBRAX -1.49 -3.19 -6.09 2.31 9.46 7.04
Neuberger Berman M/C Intrinsic Val C NBRCX -1.53 -3.78 -6.23 1.62 8.65 6.25
Neuberger Berman M/C Intrinsic Val Tr NBREX -1.49 -3.19 -6.04 2.32 9.42 7.00
Neuberger Berman M/C Intrinsic Val R3 NBRRX -1.49 -3.37 -6.12 2.09 9.20 6.77
Neuberger Berman M/C Intrinsic Val Inst NBRTX -1.42 -2.85 -5.98 2.74 9.88 7.43
Neuberger Berman M/C Intrinsic Val Inv NBRVX -1.47 -3.15 -6.07 2.36 9.56 7.18
Nuance Concentrated Value Investor NCAVX 2.57 -1.49 0.59 1.22 8.63 6.68
PGIM QMA Mid-Cap Value C NCBVX -1.53 -9.61 -7.10 -2.83 5.99 5.39
Nuance Concentrated Value Institutional NCVLX 2.56 -1.21 0.69 1.45 8.95 6.98
Nuance Mid Cap Value Investor NMAVX 2.25 -1.40 -1.42 1.63 10.71 ---
Nuveen NWQ Multi-Cap Value R3 NMCTX -2.60 -2.73 -6.21 1.79 8.79 4.60
Nuance Mid Cap Value Institutional NMVLX 2.25 -1.19 -1.39 1.83 11.00 ---
Nuance Mid Cap Value Z NMVZX 2.25 -1.04 -1.36 1.99 --- ---
Nuveen NWQ Multi-Cap Value A NQVAX -2.57 -2.48 -6.14 2.05 9.08 4.87
Nuveen NWQ Multi-Cap Value C NQVCX -2.64 -3.13 -6.33 1.30 8.25 4.09
Nuveen NWQ Multi-Cap Value I NQVRX -2.56 -2.27 -6.10 2.28 9.35 5.13
Principal MidCap Value I R2 PABUX -0.14 -1.91 -4.40 2.67 8.06 6.41
Principal MidCap Value I R5 PABVX -0.07 -1.47 -4.28 3.21 8.59 6.94
Principal MidCap Value I R4 PABWX -0.07 -1.54 -4.24 3.13 8.48 6.81
Pioneer Mid Cap Value C PCCGX -1.19 -9.92 -6.62 -4.85 4.97 4.63
Pioneer Mid Cap Value A PCGRX -1.12 -9.30 -6.45 -4.12 5.82 5.50
Principal MidCap Value III R6 PCMIX -0.74 -9.41 -6.04 -5.26 5.98 ---
Pioneer Mid Cap Value R PCMRX -1.15 -9.67 -6.57 -4.56 5.38 5.07
Principal MidCap Value III R3 PJPPX -0.79 -9.87 -6.15 -5.78 5.28 4.61
Principal MidCap Value III R2 PKPPX -0.79 -10.02 -6.20 -5.97 5.09 4.41
Principal MidCap Value I R1 PLASX -0.14 -2.00 -4.44 2.55 7.91 6.27
Principal MidCap Value III R5 PLPPX -0.79 -9.63 -6.14 -5.54 5.59 4.92
Principal MidCap Value III J PMCJX -0.79 -9.67 -6.12 -5.53 5.57 4.86
Pioneer Mid Cap Value K PMCKX -1.12 -9.03 -6.40 -3.77 6.21 ---
Putnam Sustainable Future M PMCVX 0.00 0.05 -5.69 3.78 7.35 5.84
Principal Small-MidCap Dividend Inc A PMDAX -1.41 -5.20 -7.93 -1.23 11.76 7.99
Principal Small-MidCap Dividend Inc C PMDDX -1.48 -5.82 -8.11 -1.93 10.92 7.16
Principal Small-MidCap Dividend Inc R-6 PMDHX -1.40 -4.80 -7.83 -0.79 --- ---
Principal Small-MidCap Dividend Inc Inst PMDIX -1.34 -4.93 -7.83 -0.90 12.11 8.35
Putnam Sustainable Future C PMPCX -0.06 -0.22 -5.78 3.48 7.07 5.58
Principal MidCap Value III R4 PMPPX -0.74 -9.72 -6.10 -5.60 5.47 4.80
Principal MidCap Value I R3 PMPRX -0.07 -1.68 -4.32 2.94 8.28 6.61
Principal MidCap Value III R1 PMSVX -0.79 -10.10 -6.25 -6.07 4.95 4.28
Putnam Sustainable Future A PMVAX 0.00 0.45 -5.57 4.27 7.87 6.37
Putnam Sustainable Future B PMVBX -0.05 -0.22 -5.74 3.51 7.07 5.57
PGIM QMA Mid-Cap Value R2 PMVEX -1.54 -9.14 -6.95 --- --- ---
PGIM QMA Mid-Cap Value R4 PMVFX -1.49 -8.92 -6.89 --- --- ---
PGIM QMA Mid-Cap Value R6 PMVQX -1.44 -8.70 -6.84 -1.73 7.23 6.59
Putnam Sustainable Future R PMVRX 0.00 0.26 -5.63 4.06 7.62 6.11
Putnam Sustainable Future Y PMVYX 0.00 0.65 -5.54 4.51 8.15 6.64
Putnam Sustainable Future R6 PNOTX 0.05 --- -5.45 --- --- ---
AllianzGI NFJ Mid-Cap Value A PQNAX -1.09 -6.90 -5.45 -2.90 11.10 8.33
AllianzGI NFJ Mid-Cap Value C PQNCX -1.12 -7.50 -5.63 -3.62 10.27 7.52
AllianzGI NFJ Mid-Cap Value Admin PRAAX -1.08 -6.81 -5.41 -2.79 11.21 8.43
AllianzGI NFJ Mid-Cap Value Instl PRNIX -1.05 -6.61 -5.36 -2.57 11.49 8.71
AllianzGI NFJ Mid-Cap Value R PRNRX -1.11 -7.10 -5.52 -3.16 10.81 8.06
Principal MidCap Value III A PVCAX -0.75 -9.82 -6.15 -5.77 5.24 ---
Principal MidCap Value I J PVEJX -0.07 -1.47 -4.23 3.15 8.54 6.83
Principal MidCap Value I Inst PVMIX -0.07 -1.26 -4.19 3.46 8.86 7.19
Principal MidCap Value III Instl PVUIX -0.74 -9.46 -6.03 -5.31 5.81 5.16
Pioneer Mid Cap Value Y PYCGX -1.12 -9.12 -6.40 -3.89 6.09 5.79
Pzena Mid Cap Value Instl PZIMX -2.06 -9.01 -7.24 -3.79 8.53 ---
PPM Mid Cap Value Institutional PZMIX -3.33 --- -6.07 --- --- ---
Pzena Mid Cap Value Investor PZVMX -1.98 -9.32 -7.34 -4.14 8.20 ---
Meeder Quantex Adviser QNTAX -1.03 -0.52 -4.79 5.83 --- ---
Meeder Quantex Institutional QNTIX -1.00 -0.31 -4.71 6.08 --- ---
Oppenheimer Mid Cap Value C QSCCX -2.26 -7.42 -6.79 -2.97 7.14 5.28
Oppenheimer Mid Cap Value I QSCIX -2.16 -6.48 -6.53 -1.84 8.42 6.53
Oppenheimer Mid Cap Value R QSCNX -2.22 -7.03 -6.70 -2.50 7.68 5.80
Oppenheimer Mid Cap Value Y QSCYX -2.18 -6.61 -6.56 -2.01 8.22 6.36
Oppenheimer Mid Cap Value A QVSCX -2.18 -6.80 -6.62 -2.24 7.95 6.07
Reinhart Mid Cap PMV Inv RPMMX -2.72 -0.97 -8.08 5.93 8.90 6.70
Reinhart Mid Cap PMV Institutional RPMNX -2.65 -0.58 -8.00 6.37 --- ---
Reinhart Mid Cap PMV Adv RPMVX -2.72 -0.71 -8.00 6.19 9.14 6.96
T. Rowe Price Mid-Cap Value R RRMVX -2.70 -2.11 -4.42 1.84 10.34 8.07
Redwood AlphaFactor Tactical Core I RWTIX -0.42 -3.12 -3.69 1.80 --- ---
Redwood AlphaFactor Tactical Core N RWTNX -0.42 -3.30 -3.75 1.63 --- ---
Virtus Ceredex Mid-Cap Value Equity A SAMVX -0.08 1.38 -3.49 6.19 10.58 7.46
PGIM QMA Mid-Cap Value R SDVRX -1.54 -9.26 -6.99 -2.38 6.54 ---
American Beacon Shapiro SMID Cap EqInstl SHDIX -5.52 -5.35 -8.15 2.50 --- ---
American Beacon Shapiro SMID Cap Eq Inv SHDPX -5.55 -5.64 -8.27 2.00 --- ---
American Beacon Shapiro SMID Cap Eq Y SHDYX -5.53 -5.36 -8.15 2.40 --- ---
American Beacon Shapiro Equity Opps Inst SHXIX -1.76 3.82 -3.21 10.46 --- ---
American Beacon Shapiro Equity Opps Inv SHXPX -1.77 3.45 -3.31 10.07 --- ---
American Beacon Shapiro Equity Opps Y SHXYX -1.76 3.82 -3.30 10.46 --- ---
ClearBridge Tactical Dividend Income C SMDLX -0.64 -0.14 -2.89 3.02 5.36 1.89
Virtus Ceredex Mid-Cap Value Equity C SMVFX -0.17 1.00 -3.59 5.71 10.15 7.04
Virtus Ceredex Mid-Cap Value Equity I SMVTX -0.16 1.60 -3.44 6.54 10.94 7.79
Virtus Ceredex Mid-Cap Value Equity R6 SMVZX -0.08 1.83 -3.35 6.79 11.24 ---
Snow Capital Long/Short Opportunity A SNOAX -0.41 -2.64 -2.24 2.05 7.91 2.27
Snow Capital Long/Short Opportunity C SNOCX -0.44 -3.26 -2.42 1.33 7.11 1.52
Snow Capital Long/Short Opportunity I SNOIX -0.37 -2.39 -2.14 2.34 8.20 2.53
PGIM QMA Mid-Cap Value A SPRAX -1.50 -9.07 -6.95 -2.14 6.78 6.18
PGIM QMA Mid-Cap Value Z SPVZX -1.48 -8.85 -6.87 -1.87 7.05 6.45
PGIM QMA Mid-Cap Value B SVUBX -1.58 -9.67 -7.12 -2.88 5.99 5.38
AMG Systematic Mid Cap Value N SYAMX -2.34 -6.82 -8.00 -0.72 8.04 5.12
AMG Systematic Mid Cap Value I SYIMX -2.34 -6.58 -7.93 -0.44 8.36 5.41
Transamerica Mid Cap Value Opps Advisor TAMOX -0.34 0.59 -3.03 5.29 --- ---
T. Rowe Price Mid-Cap Value Adv TAMVX -2.69 -1.92 -4.38 2.08 10.59 8.34
Transamerica Small/Mid Cap Value Advisor TASDX -1.17 -1.93 -6.39 2.71 --- ---
Transamerica Small/Mid Cap Value R6 TASMX -1.14 -1.73 -6.36 2.95 11.20 ---
Transamerica Small/Mid Cap Value T1 TASWX -1.18 -1.94 -6.40 2.69 --- ---
TIAA-CREF Mid-Cap Value Retail TCMVX -2.49 -4.28 -6.37 -0.51 7.54 6.22
Touchstone Mid Cap Value A TCVAX -0.45 -7.41 -5.44 -3.01 8.24 6.64
Touchstone Mid Cap Value Inst TCVIX -0.45 -7.11 -5.34 -2.66 8.65 7.05
Touchstone Mid Cap Value Y TCVYX -0.39 -7.19 -5.35 -2.79 8.51 6.90
TCW Relative Value Mid Cap N TGVNX -4.89 -10.29 -11.16 -4.91 9.84 5.40
TCW Relative Value Mid Cap I TGVOX -4.88 -10.17 -11.13 -4.75 10.03 5.60
TIAA-CREF Mid-Cap Value Instl TIMVX -2.43 -4.01 -6.29 -0.19 7.86 6.55
Touchstone Mid Cap Value C TMFCX -0.52 -7.97 -5.58 -3.73 7.44 5.86
Transamerica Mid Cap Value Opps R4 TOTFX -0.42 0.60 -3.05 5.27 --- ---
Transamerica Mid Cap Value Opps R TOTRX -0.34 0.34 -3.13 4.98 --- ---
Transamerica Mid Cap Value Opps I3 TOTTX -0.34 0.77 -2.96 5.57 8.84 ---
T. Rowe Price Mid-Cap Value TRMCX -2.67 -1.68 -4.29 2.37 10.89 8.62
T. Rowe Price Mid-Cap Value I TRMIX -2.67 -1.58 -4.29 2.50 11.04 ---
TIAA-CREF Mid-Cap Value Advisor TRVHX -2.43 -4.05 -6.33 -0.28 --- ---
TIAA-CREF Mid-Cap Value Premier TRVPX -2.48 -4.14 -6.34 -0.37 7.69 6.38
TIAA-CREF Mid-Cap Value Retire TRVRX -2.49 -4.20 -6.37 -0.48 7.59 6.27
Transamerica Small/Mid Cap Value I2 TSMVX -1.14 -1.74 -6.32 2.96 11.20 7.73
Transamerica Small/Mid Cap Value I TSVIX -1.14 -1.81 -6.36 2.88 11.10 7.63
Guggenheim RBP® Dividend A TVEAX 0.33 1.14 -2.84 8.08 11.64 7.99
Guggenheim RBP® Dividend C TVECX 0.25 0.43 -3.08 7.21 10.82 7.26
Guggenheim RBP® Dividend P TVEFX 0.33 1.10 -2.87 8.09 11.67 8.08
Guggenheim RBP® Dividend I TVEIX 0.34 1.39 -2.78 8.36 11.97 8.37
Vanguard Selected Value Inv VASVX -0.64 -10.17 -4.78 -6.09 7.46 5.72
Victory Sycamore Established Value A VETAX 0.15 -0.15 -3.83 4.86 10.83 10.15
Victory Sycamore Established Value C VEVCX 0.10 -0.83 -4.04 4.06 --- ---
Victory Sycamore Established Value I VEVIX 0.17 0.11 -3.77 5.19 11.15 10.51
Victory Sycamore Established Value R6 VEVRX 0.17 0.13 -3.78 5.22 11.23 ---
Victory Sycamore Established Value Y VEVYX 0.17 0.09 -3.77 5.15 11.14 10.42
Vanguard S&P Mid-Cap 400 Value Idx I VMFVX -0.70 -0.82 -4.62 4.57 11.60 8.49
Voya Multi-Manager Mid Cap Value P3 VMMPX -0.79 --- -6.67 --- --- ---
Vanguard Mid-Cap Value Index Admiral VMVAX 0.02 -2.18 -3.69 3.48 9.93 8.73
Vanguard Mid-Cap Value Index Investor VMVIX 0.00 -2.30 -3.72 3.35 9.80 8.59
Invesco Value Opportunities A VVOAX -0.22 -6.62 -4.67 -1.51 8.02 4.83
Invesco Value Opportunities C VVOCX -0.23 -7.23 -4.78 -2.26 7.24 4.07
Invesco Value Opportunities Y VVOIX -0.15 -6.43 -4.60 -1.30 8.28 5.08
Invesco Value Opportunities R5 VVONX -0.15 -6.33 -4.58 -1.15 8.44 5.24
Invesco Value Opportunities R VVORX -0.15 -6.80 -4.64 -1.74 7.77 4.57
Invesco Value Opportunities R6 VVOSX -0.14 -6.26 -4.50 -1.08 --- ---
Seven Canyons Strategic Income Investor WASIX 1.75 2.86 -0.73 8.40 7.51 5.96
Wells Fargo Special Mid Cap Value R WFHHX 0.56 -4.66 -4.03 0.30 7.95 ---
Wells Fargo Special Mid Cap Value Admin WFMDX 0.58 -4.37 -3.94 0.62 8.31 7.55
Wells Fargo Special Mid Cap Value Inst WFMIX 0.60 -4.18 -3.90 0.86 8.58 7.81
Wells Fargo Special Mid Cap Value A WFPAX 0.56 -4.46 -3.98 0.54 8.22 7.44
Wells Fargo Special Mid Cap Value C WFPCX 0.50 -5.08 -4.15 -0.22 7.42 6.63
Wells Fargo Special Mid Cap Value R6 WFPRX 0.60 -4.09 -3.87 0.97 8.69 7.91
Segall Bryant & Hamill MidCp ValDivInstl WIMCX 0.08 -3.74 -3.35 0.49 --- ---
Segall Bryant & Hamill MdCpValDivIIInstl WIMGX -0.43 -4.31 -3.92 0.04 -1.49 -0.32
Segall Bryant & Hamill MidCp ValDiv Ret WTMCX 0.08 -3.91 -3.40 0.30 7.59 7.31
Segall Bryant & Hamill MdCpValDivII Ret WTMGX -0.66 -4.64 -4.03 -0.14 -1.73 -0.52
Russell Mid Cap Value TR USD XIUSA000KY -0.66 -2.94 -4.49 1.71 9.74 8.01
Russell Mid Cap Value PR USD XIUSA04FN2 -0.83 -4.73 -5.04 -0.55 7.28 5.65
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