Mid-Cap Value: Total Returns

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Data through 7/18/2019. 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 1.73 16.03 -0.37 -1.56 7.51 5.66
American Beacon Mid-Cap Value Instl AACIX 1.33 17.45 -0.98 -4.58 7.46 4.92
AB Discovery Value A ABASX 0.46 12.83 -2.30 -8.56 7.14 5.04
AB Discovery Value B ABBSX 0.50 12.78 -2.26 -8.61 7.04 4.94
AB Discovery Value C ABCSX 0.42 12.36 -2.44 -9.23 6.35 4.27
AMG Managers Fairpointe Mid Cap Z ABIZX 1.46 14.90 -3.49 -4.90 --- ---
American Beacon Mid-Cap Value A ABMAX 1.29 17.18 -1.00 -4.92 7.06 4.52
AMG Managers Fairpointe Mid Cap I ABMIX 1.46 14.82 -3.51 -4.97 6.49 3.30
AB Discovery Value I ABSIX 0.52 13.07 -2.17 -8.29 7.42 5.34
AB Discovery Value K ABSKX 0.47 12.80 -2.29 -8.63 7.04 4.97
AB Discovery Value R ABSRX 0.43 12.60 -2.38 -8.91 6.71 4.64
AB Discovery Value Z ABSZX 0.52 13.09 -2.17 -8.23 7.52 5.42
AB Discovery Value Advisor ABYSX 0.50 12.97 -2.24 -8.32 7.41 5.31
American Century Mid Cap Value C ACCLX 0.98 16.69 0.33 0.05 6.16 6.82
American Century Mid Cap Value A ACLAX 1.03 17.21 0.51 0.80 6.95 7.63
American Century NT Mid Cap Value G ACLMX 1.18 18.13 0.81 2.11 8.00 8.50
American Century Mid Cap Value Inv ACMVX 1.10 17.38 0.57 1.10 7.23 7.90
American Beacon Mid-Cap Value Y ACMYX 1.34 17.45 -0.98 -4.65 7.39 4.85
AMG Managers Fairpointe ESG Equity I AFFEX 0.70 13.78 -2.94 -4.63 7.69 ---
AMG Managers Fairpointe ESG Equity N AFPTX 0.78 13.67 -2.92 -4.79 7.51 ---
American Beacon Mid-Cap Value C AMCCX 1.27 16.76 -1.17 -5.56 6.31 3.76
American Beacon Mid-Cap Value Adv AMCSX 1.29 17.15 -1.06 -5.03 6.91 4.37
American Beacon Mid-Cap Value R6 AMDRX 1.40 17.53 -0.91 -4.46 --- ---
American Century Mid Cap Value R6 AMDVX 1.16 17.56 0.66 1.45 7.62 8.28
American Beacon Mid-Cap Value Inv AMPAX 1.32 17.33 -0.97 -4.80 7.21 4.68
American Century Mid Cap Value R5 AMVGX 1.10 17.48 0.62 1.24 --- ---
American Century Mid Cap Value R AMVRX 1.04 17.05 0.45 0.55 6.69 7.36
American Century Mid Cap Value Y AMVYX 1.16 17.55 0.66 1.45 --- ---
AllianzGI NFJ Mid-Cap Value R6 ANPRX 2.32 19.81 2.07 2.14 --- ---
AllianzGI NFJ Mid-Cap Value P ANRPX 2.30 19.73 2.05 1.99 11.65 7.85
Artisan Mid Cap Value Advisor APDQX 1.12 17.23 -0.60 -1.59 7.14 ---
Artisan Mid Cap Value Institutional APHQX 1.17 17.34 -0.55 -1.49 7.24 4.32
Ariel Fund Institutional ARAIX 0.75 16.98 -4.71 -4.45 9.66 6.93
Ariel Fund Investor ARGFX 0.72 16.78 -4.78 -4.74 9.34 6.62
Artisan Mid Cap Value Investor ARTQX 1.12 17.18 -0.65 -1.71 7.00 4.09
Athena Behavioral Tactical A ATVAX 2.48 18.63 3.15 1.52 5.31 ---
Athena Behavioral Tactical I ATVIX 2.59 18.85 3.25 1.92 5.64 ---
American Century Mid Cap Value I AVUAX 1.10 17.48 0.62 1.30 7.43 8.12
BMO Mid-Cap Value A BAMCX 1.06 12.96 -1.41 -3.78 6.60 4.44
Chartwell Mid Cap Value BERCX 1.13 17.47 2.21 3.55 10.33 4.91
BMO Mid-Cap Value R6 BMVGX 1.07 13.06 -1.33 -3.41 6.98 4.83
Ariel Appreciation Institutional CAAIX 1.10 16.55 -3.00 -2.18 7.40 5.26
Ariel Appreciation Investor CAAPX 1.06 16.32 -3.11 -2.50 7.07 4.92
Wells Fargo C&B Mid Cap Value A CBMAX 2.68 23.48 2.68 3.58 10.68 8.18
Wells Fargo C&B Mid Cap Value C CBMCX 2.65 22.97 2.50 2.82 9.86 7.37
Wells Fargo C&B Mid Cap Value Admin CBMIX 2.71 23.54 2.71 3.69 10.80 8.28
Wells Fargo C&B Mid Cap Value Inst CBMSX 2.71 23.68 2.77 3.95 11.06 8.54
Wells Fargo C&B Mid Cap Value R6 CBMYX 2.74 23.78 2.79 --- --- ---
Columbia Select Mid Cap Value Adv CFDRX 2.10 21.90 1.51 4.70 8.46 5.78
AMG Managers Fairpointe Mid Cap N CHTTX 1.44 14.69 -3.56 -5.19 6.23 3.04
Clifford Capital Partners Investor CLFFX -0.14 14.11 -5.70 -2.04 10.64 8.85
Clifford Capital Partners Institutional CLIFX -0.14 14.25 -5.69 -1.84 10.87 9.06
Columbia Select Mid Cap Value A CMUAX 2.09 21.72 1.41 4.45 8.20 5.52
Columbia Select Mid Cap Value C CMUCX 2.00 21.11 1.26 3.64 7.38 4.72
Columbia Select Mid Cap Value R CMVRX 2.00 21.58 1.36 4.20 7.93 5.24
Columbia Select Mid Cap Value Instl 3 CMVYX 2.09 21.99 1.52 4.88 8.65 5.96
Columbia Select Mid Cap Value Instl 2 CVERX 2.10 21.97 1.54 4.82 8.58 5.90
Dean Mid Cap Value DALCX 1.77 17.71 2.22 5.96 8.69 7.87
DFA US Vector Equity I DFVEX 1.97 16.12 -0.55 -4.31 9.12 6.15
Diamond Hill Small-Mid Cap A DHMAX 0.42 16.57 -1.14 -1.20 6.24 5.86
Diamond Hill Small-Mid Cap C DHMCX 0.31 16.05 -1.36 -1.97 5.42 5.06
Diamond Hill Small-Mid Cap I DHMIX 0.41 16.74 -1.08 -0.93 6.55 6.15
Diamond Hill Small-Mid Cap Y DHMYX 0.46 16.81 -1.04 -0.78 6.69 6.29
Diamond Hill Mid Cap A DHPAX 0.87 17.24 -0.64 1.58 8.01 6.97
Diamond Hill Mid Cap I DHPIX 0.86 17.45 -0.57 1.85 8.35 7.27
Diamond Hill Mid Cap Y DHPYX 0.86 17.49 -0.57 1.98 8.47 7.40
Delaware Mid Cap Value A DLMAX 1.32 18.76 -1.13 -1.87 8.76 6.48
Delaware Mid Cap Value C DLMCX 1.43 18.37 -1.22 -2.55 8.00 5.67
Delaware Mid Cap Value I DLMIX 1.32 18.76 -1.13 -1.75 9.03 6.68
Delaware Mid Cap Value R DLMRX 1.32 18.60 -1.13 -2.16 8.51 6.19
Power Dividend Mid-Cap Index A DMCAX 1.01 1.66 2.22 -4.14 --- ---
Power Dividend Mid-Cap Index C DMCCX 0.86 1.24 2.08 -4.81 --- ---
Power Dividend Mid-Cap Index I DMCIX 0.96 1.84 2.28 -3.87 --- ---
MFS Mid Cap Value 529A EACVX 1.51 19.91 1.24 3.25 8.40 6.63
MFS Mid Cap Value 529B EBCVX 1.49 19.54 1.15 2.55 7.60 5.84
MFS Mid Cap Value 529C ECCVX 1.44 19.38 1.00 2.41 7.57 5.84
AIG ESG Dividend A EDFAX 3.44 12.99 -1.48 2.13 --- ---
AIG ESG Dividend C EDFCX 3.43 12.68 -1.63 1.52 --- ---
AIG ESG Dividend W EDFWX 3.49 13.20 -1.43 2.40 --- ---
Nuveen Mid Cap Value C FACSX 2.13 17.54 2.41 -2.43 8.62 6.47
Nuveen Mid Cap Value A FASEX 2.18 18.00 2.57 -1.69 9.43 7.28
Fidelity Advisor® Value A FAVFX 2.16 20.25 -0.72 -2.04 6.61 4.67
Franklin Mutual U.S. Value Adv FBSAX 2.79 15.37 0.23 -1.84 9.40 4.12
Franklin Mutual U.S. Value R6 FBSIX 2.80 15.41 0.26 -1.72 9.52 4.26
Franklin Mutual U.S. Value R FBSRX 2.74 15.04 0.12 -2.34 8.86 3.60
Franklin Mutual U.S. Value C FCBSX 2.69 14.70 -0.03 -2.84 8.30 3.08
Fidelity® Mid Cap Value K6 FCMVX 1.61 14.24 -1.84 -4.48 --- ---
Fidelity Advisor® Value C FCVFX 2.14 19.74 -0.85 -2.82 5.76 3.86
Fidelity® Series Intrinsic Opps FDMLX 1.23 6.13 -0.60 -4.30 9.24 7.24
Fidelity® Value FDVLX 2.25 20.34 -0.66 -1.71 7.14 5.11
FormulaFolios US Equity Institutional FFILX 2.38 13.89 2.68 -0.86 5.55 ---
FormulaFolios US Equity Investor FFIOX 2.24 13.35 2.45 -1.79 4.41 ---
Fidelity® Flex Mid Cap Value FFMVX 1.16 23.55 1.06 0.66 --- ---
Fidelity® Flex Intrinsic Opps FFNPX 1.35 5.64 -0.71 -4.82 --- ---
Fidelity Advisor® Mid Cap Value Z FIDFX 1.60 14.19 -1.87 -4.55 --- ---
Meeder Quantex Retail FLCGX 0.46 9.12 -6.76 -8.70 5.01 4.40
Fidelity® Low-Priced Stock K6 FLKSX 2.01 12.82 0.54 -0.99 --- ---
Fidelity® Low-Priced Stock K FLPKX 1.87 12.94 0.37 -1.40 8.89 6.27
Fidelity® Low-Priced Stock FLPSX 1.87 12.88 0.35 -1.50 8.79 6.16
Fidelity® Mid Cap Enhanced Index FMEIX 2.10 20.08 1.82 3.10 10.15 8.07
Fidelity Advisor® Mid Cap Value A FMPAX 1.57 13.88 -2.01 -5.01 4.58 4.14
Fidelity Advisor® Mid Cap Value C FMPEX 1.48 13.44 -2.18 -5.72 3.80 3.37
Fidelity Advisor® Mid Cap Value I FMPOX 1.55 14.07 -1.91 -4.72 4.88 4.44
Fidelity Advisor® Mid Cap Value M FMPTX 1.53 13.73 -2.07 -5.25 4.30 3.86
RBB Free Market US Equity Instl FMUEX 1.55 13.06 -1.67 -5.68 8.34 6.03
Nuveen Mid Cap Value R6 FMVQX 2.22 18.25 2.67 -1.31 --- ---
Nuveen Mid Cap Value R3 FMVSX 2.18 17.84 2.52 -1.93 9.16 7.01
FPA Capital FPPTX 1.65 14.37 -4.66 -7.81 1.23 -3.90
Franklin Mutual U.S. Value A FRBSX 2.75 15.18 0.18 -2.10 9.12 3.86
Nuveen Mid Cap Value I FSEIX 2.20 18.17 2.62 -1.46 9.70 7.55
Fidelity® Mid Cap Value FSMVX 1.59 14.05 -1.94 -4.72 4.88 4.44
Fidelity Advisor® Value M FTVFX 2.14 20.04 -0.77 -2.33 6.32 4.41
Fuller & Thaler Behav Md-Cp Val Investor FTVNX 1.20 19.39 2.18 5.27 --- ---
Fuller & Thaler Behav Md-Cp Val Instl FTVSX 1.24 19.51 2.22 5.51 --- ---
Fuller & Thaler Behav Md-Cp Val R6 FTVZX 1.24 19.57 2.22 5.61 --- ---
Fidelity Advisor® Value I FVIFX 2.18 20.44 -0.62 -1.75 6.93 4.99
Fidelity® Value K FVLKX 2.14 20.46 -0.66 -1.68 7.23 5.22
Fidelity Advisor® Value Z FVLZX 2.19 20.53 -0.62 -1.66 --- ---
Victory Sycamore Established Value R GETGX 1.22 18.93 1.78 2.59 9.65 9.20
GoodHaven GOODX 3.25 10.58 -0.21 -3.10 2.16 -2.45
Glenmede Quant US Total Market Equity GTTMX 2.88 15.70 0.64 -1.48 10.89 7.84
Harbor Mid Cap Value Instl HAMVX 1.50 13.47 -2.92 -7.02 5.46 4.19
Hartford MidCap Value HLS IB HBMVX 1.40 17.21 0.26 -2.75 6.65 4.67
Harbor Mid Cap Value Investor HIMVX 1.45 13.23 -3.01 -7.40 5.07 3.81
Hartford MidCap Value A HMVAX 1.47 16.96 0.22 -2.76 6.53 4.49
Hartford MidCap Value C HMVCX 1.29 16.38 0.00 -3.58 5.72 3.71
Hartford MidCap Value F HMVFX 1.46 17.26 0.36 -2.36 --- ---
Hartford MidCap Value HLS IA HMVIX 1.48 17.42 0.34 -2.40 6.96 4.94
Hartford MidCap Value I HMVJX 1.46 17.16 0.29 -2.49 6.77 4.77
Hartford MidCap Value R3 HMVRX 1.39 16.85 0.14 -3.08 6.20 4.20
Hartford MidCap Value R4 HMVSX 1.43 16.98 0.20 -2.80 6.52 4.51
Hartford MidCap Value R5 HMVTX 1.48 17.15 0.33 -2.47 6.84 4.83
Hartford MidCap Value Y HMVYX 1.41 17.18 0.26 -2.47 6.92 4.90
Heartland Mid Cap Value Institutional HNMDX 1.66 16.50 -0.94 2.99 10.02 ---
Harbor Mid Cap Value Retirement HNMVX 1.50 13.53 -2.92 -6.97 5.52 ---
Heartland Mid Cap Value Investor HRMDX 1.57 16.32 -1.11 2.66 9.71 ---
Harbor Mid Cap Value Admin HRMVX 1.44 13.28 -3.03 -7.28 5.18 3.92
Hotchkis & Wiley Mid-Cap Value A HWMAX -1.60 7.85 -12.05 -18.70 3.63 0.19
Hotchkis & Wiley Mid-Cap Value C HWMCX -1.67 7.42 -12.22 -19.34 2.86 -0.56
Hotchkis & Wiley Mid-Cap Value I HWMIX -1.57 7.99 -12.01 -18.52 3.89 0.44
Hotchkis & Wiley Mid-Cap Value R HWMRX -1.60 7.69 -12.11 -18.91 3.38 -0.06
VY® American Century Sm-Mid Cp Val I IACIX 0.91 18.93 0.57 -0.56 8.21 8.02
VY® American Century Sm-Mid Cp Val A IASAX 0.97 18.57 0.44 -0.96 7.68 7.49
VY® American Century Sm-Mid Cp Val S IASSX 1.01 18.84 0.50 -0.75 7.94 7.76
Intrepid Disciplined Value Investor ICMCX 2.21 7.29 1.36 -7.74 0.01 1.82
Transamerica Small/Mid Cap Value A IIVAX 2.00 16.85 0.48 -0.78 10.11 6.93
Transamerica Small/Mid Cap Value C IIVLX 1.96 16.45 0.33 -1.44 9.37 6.21
Voya Multi-Manager Mid Cap Value I IMCVX 1.53 17.33 -0.80 -3.00 7.42 5.32
VY® American Century Sm-Mid Cp Val S2 ISMSX 0.97 18.71 0.53 -0.84 7.81 7.61
Ivy Mid Cap Income Opportunities A IVOAX 1.51 17.74 2.42 6.85 9.76 ---
Ivy Mid Cap Income Opportunities C IVOCX 1.45 17.25 2.18 6.05 8.95 ---
Ivy Mid Cap Income Opportunities E IVOEX 1.51 17.84 2.47 7.03 9.93 ---
Ivy Mid Cap Income Opportunities I IVOIX 1.58 17.99 2.52 7.26 10.11 ---
Ivy Mid Cap Income Opportunities R IVORX 1.52 17.53 2.29 6.47 9.36 ---
Ivy Mid Cap Income Opportunities N IVOSX 1.58 17.94 2.46 7.29 10.21 ---
Ivy Mid Cap Income Opportunities Y IVOYX 1.51 17.77 2.37 6.87 9.74 ---
Janus Henderson VIT Mid Cap Value Instl JAMVX 2.37 20.23 2.72 3.35 8.76 6.78
Janus Henderson Mid Cap Value A JDPAX 2.38 20.22 2.72 3.59 8.61 6.59
Janus Henderson Mid Cap Value N JDPNX 2.44 20.56 2.86 4.00 9.11 7.07
Janus Henderson Mid Cap Value R JDPRX 2.36 20.00 2.64 3.23 8.29 6.27
Janus Henderson Mid Cap Value T JMCVX 2.41 20.33 2.83 3.76 8.86 6.81
Janus Henderson Mid Cap Value L JMIVX 2.42 20.45 2.82 3.86 9.12 6.99
Janus Henderson Mid Cap Value I JMVAX 2.36 20.44 2.84 3.92 8.97 6.93
Janus Henderson Mid Cap Value C JMVCX 2.31 19.86 2.59 2.92 7.98 5.99
Janus Henderson Mid Cap Value S JMVIX 2.38 20.22 2.72 3.53 8.56 6.54
JHFunds2 Mid Value NAV JMVNX 1.57 11.79 -0.53 -4.24 6.27 6.39
Janus Henderson Mid Cap Value D JNMCX 2.43 20.40 2.85 3.86 8.94 6.90
Jensen Quality Value I JNVIX 2.49 20.91 1.07 8.51 9.83 7.07
Jensen Quality Value J JNVSX 2.48 20.74 1.01 8.30 9.62 6.88
JHancock Disciplined Value Mid Cap A JVMAX 2.17 20.52 2.84 1.16 8.51 7.86
JHancock Disciplined Value Mid Cap C JVMCX 2.12 20.08 2.63 0.41 7.70 7.05
JHancock Disciplined Value Mid Cap I JVMIX 2.17 20.71 2.87 1.39 8.77 8.13
JHancock Disciplined Value Mid Cap R6 JVMRX 2.22 20.78 2.92 1.54 8.90 8.25
JHancock Disciplined Value Mid Cap R2 JVMSX 2.18 20.47 2.78 1.02 8.35 7.70
JHancock Disciplined Value Mid Cap R4 JVMTX 2.22 20.66 2.87 1.28 8.62 7.97
JHancock Disciplined Value Mid Cap Adv JVMVX 2.17 20.58 2.85 1.17 8.51 7.84
Keeley Mid Cap Dividend Value I KMDIX 1.50 16.66 -0.20 -0.91 8.61 7.85
Keeley Mid Cap Dividend Value A KMDVX 1.48 16.51 -0.26 -1.13 8.34 7.59
Lord Abbett Mid Cap Stock A LAVLX 1.58 14.95 -1.60 -2.96 4.24 4.26
Linde Hansen Contrarian Value A LHVAX -0.33 5.76 -7.59 -9.19 -0.96 -0.28
Linde Hansen Contrarian Value I LHVIX -0.33 5.87 -7.57 -9.03 -0.74 -0.04
Lord Abbett Mid Cap Stock C LMCCX 1.55 14.54 -1.77 -3.67 3.48 3.49
Lord Abbett Mid Cap Stock F LMCFX 1.63 15.08 -1.55 -2.74 4.43 4.43
Lord Abbett Mid Cap Stock R6 LMCHX 1.63 15.16 -1.54 -2.65 4.61 ---
Lord Abbett Mid Cap Stock P LMCPX 1.60 14.84 -1.66 -3.16 4.05 4.08
Lord Abbett Mid Cap Stock R2 LMCQX 1.58 14.74 -1.67 -3.31 3.89 3.90
Lord Abbett Mid Cap Stock R3 LMCRX 1.60 14.84 -1.66 -3.11 4.03 4.04
Lord Abbett Mid Cap Stock R4 LMCSX 1.59 14.96 -1.61 -2.96 4.24 ---
Lord Abbett Mid Cap Stock R5 LMCTX 1.63 15.13 -1.55 -2.71 4.51 ---
Lord Abbett Mid Cap Stock I LMCYX 1.63 15.17 -1.51 -2.68 4.52 4.53
Lord Abbett Mid Cap Stock F3 LOVLX 1.63 15.20 -1.54 -2.59 --- ---
Victory Integrity Mid-Cap Value A MAIMX 2.16 18.49 0.67 -1.40 8.15 5.81
Victory Integrity Small/Mid-Cap Value A MAISX 1.40 16.92 -0.24 -4.12 8.76 4.73
BlackRock Mid Cap Dividend Institutional MARFX 3.07 18.86 2.72 2.78 8.84 5.78
MFS Mid Cap Value B MCBVX 1.44 19.47 1.06 2.54 7.62 5.87
Monongahela All Cap Value MCMVX 1.15 15.83 1.01 4.45 12.07 8.91
BlackRock Mid Cap Dividend Investor C MCRFX 2.97 18.23 2.50 1.74 7.73 4.68
Transamerica Mid Cap Value Opps A MCVAX 2.03 18.00 1.23 5.05 7.60 7.86
Transamerica Mid Cap Value Opps C MCVCX 1.97 17.75 1.06 4.38 6.83 7.10
Invesco Oppenheimer Mid Cap Value R5 MCVDX 1.41 --- --- --- --- ---
MFS Mid Cap Value I MCVIX 1.53 20.10 1.32 3.53 8.70 6.94
MFS Mid Cap Value R2 MCVRX 1.52 19.82 1.21 3.04 8.16 6.41
BlackRock Mid Cap Dividend Investor A MDRFX 3.04 18.73 2.68 2.53 8.56 5.49
DWS Mid Cap Value Institutional MIDIX 2.00 14.86 0.34 -2.91 4.56 4.55
DWS Mid Cap Value R MIDQX 1.94 14.53 0.20 -3.42 4.03 4.01
DWS Mid Cap Value S MIDTX 2.01 14.79 0.34 -2.92 4.54 4.54
DWS Mid Cap Value R6 MIDUX 2.01 14.81 0.41 -2.88 4.64 ---
DWS Mid Cap Value A MIDVX 2.00 14.67 0.34 -3.13 4.29 4.28
DWS Mid Cap Value C MIDZX 1.85 14.14 0.14 -3.90 3.50 3.49
Victory Integrity Small/Mid-Cap Value R6 MIRSX 1.44 17.15 -0.12 -3.82 9.10 ---
BlackRock Mid Cap Dividend K MJRFX 3.08 18.89 2.73 2.85 --- ---
ProFunds Mid Cap Value Inv MLPIX 1.12 14.97 -2.78 -3.43 6.69 5.13
ProFunds Mid Cap Value Svc MLPSX 1.02 14.34 -3.03 -4.39 5.63 4.06
MassMutual Select Mid-Cap Value A MLUAX 1.00 17.10 0.41 0.68 7.53 5.32
MassMutual Select Mid Cap Value R4 MLUFX 1.10 17.24 0.50 0.81 7.67 5.43
MassMutual Select Mid-Cap Value Adm MLULX 1.06 17.40 0.49 0.98 7.83 5.59
MassMutual Select Mid-Cap Value R3 MLUNX 1.02 17.06 0.34 0.52 7.37 5.17
MassMutual Select Mid-Cap Value R5 MLUSX 1.08 17.44 0.49 1.05 8.02 5.78
MassMutual Select Mid-Cap Value Svc MLUYX 1.09 17.46 0.50 0.99 7.91 5.68
MassMutual Select Mid-Cap Value I MLUZX 1.09 17.53 0.58 1.32 8.16 5.91
Victory Integrity Mid-Cap Value R6 MRIMX 2.20 18.75 0.78 -1.03 8.53 ---
BlackRock Mid Cap Dividend R MRRFX 3.01 18.54 2.59 2.21 8.25 5.19
BMO Mid-Cap Value I MRVIX 1.07 13.07 -1.42 -3.59 6.81 4.68
Invesco American Value R6 MSAFX 2.07 16.32 -1.93 -5.22 6.70 4.02
Invesco American Value Y MSAIX 2.04 16.18 -1.96 -5.38 6.52 3.83
Invesco American Value R5 MSAJX 2.07 16.28 -1.93 -5.29 6.62 3.94
Invesco American Value R MSARX 2.04 15.90 -2.08 -5.83 6.00 3.31
Invesco American Value A MSAVX 2.06 16.05 -2.01 -5.59 6.26 3.57
Invesco American Value C MSVCX 1.97 15.60 -2.18 -6.27 5.49 2.82
MFS Mid Cap Value A MVCAX 1.53 19.99 1.26 3.29 8.43 6.68
MFS Mid Cap Value C MVCCX 1.49 19.51 1.07 2.54 7.63 5.88
MFS Mid Cap Value R1 MVCGX 1.47 19.47 1.09 2.51 7.62 5.88
MFS Mid Cap Value R3 MVCHX 1.54 19.95 1.27 3.31 8.44 6.67
MFS Mid Cap Value R4 MVCJX 1.52 20.11 1.30 3.54 8.70 6.94
MFS Mid Cap Value R6 MVCKX 1.57 20.24 1.36 3.72 8.87 7.09
Monteagle Select Value I MVEIX 3.07 21.73 -3.05 -0.02 7.45 4.89
Transamerica Mid Cap Value Opps I MVTIX 2.02 18.43 1.31 5.42 7.92 8.17
Transamerica Mid Cap Value Opps R6 MVTRX 2.00 18.38 1.38 5.35 --- ---
Great-West Ariel Mid Cap Value L MXAMX 1.03 16.35 -2.88 -2.80 6.79 4.76
Great-West Mid Cap Value L MXGFX 1.80 14.17 -1.06 --- --- ---
Great-West Mid Cap Value Instl MXKJX 1.80 14.50 -0.80 -1.48 9.05 ---
Great-West Ariel Mid Cap Value Inv MXMCX 0.94 16.73 -3.05 -2.44 7.15 4.94
Great-West Mid Cap Value Inv MXMVX 1.72 14.26 -0.98 -1.90 8.63 7.38
Great-West Ariel Mid Cap Value Instl MXOAX 1.12 16.78 -2.75 -2.25 7.47 ---
Victory Integrity Mid-Cap Value Y MYIMX 2.20 18.61 0.72 -1.22 8.43 6.11
Victory Integrity Small/Mid-Cap Value Y MYISX 1.39 17.06 -0.18 -3.89 9.02 4.97
Columbia Select Mid Cap Value Instl NAMAX 2.18 21.90 1.57 4.79 8.51 5.78
Neuberger Berman M/C Intrinsic Val R6 NBMRX 1.10 --- -4.12 --- --- ---
Neuberger Berman M/C Intrinsic Val A NBRAX 1.10 13.12 -4.21 -7.28 6.24 4.96
Neuberger Berman M/C Intrinsic Val C NBRCX 1.05 12.63 -4.39 -7.99 5.46 4.18
Neuberger Berman M/C Intrinsic Val Tr NBREX 1.10 13.06 -4.21 -7.29 6.21 4.92
Neuberger Berman M/C Intrinsic Val R3 NBRRX 1.05 12.92 -4.30 -7.51 5.97 4.70
Neuberger Berman M/C Intrinsic Val Inst NBRTX 1.15 13.33 -4.12 -6.91 6.64 5.35
Neuberger Berman M/C Intrinsic Val Inv NBRVX 1.10 13.12 -4.21 -7.24 6.35 5.07
PGIM QMA Mid-Cap Value C NCBVX 0.74 11.48 -3.96 -10.02 3.50 2.57
Nuance Mid Cap Value Investor NMAVX 1.56 18.74 3.25 12.39 11.89 9.39
Nuveen NWQ Multi-Cap Value R3 NMCTX 2.72 22.67 0.78 -0.62 10.04 4.50
Nuance Mid Cap Value Institutional NMVLX 1.63 18.89 3.32 12.66 12.18 9.68
Nuance Mid Cap Value Z NMVZX 1.64 18.98 3.33 12.81 --- ---
Nuveen NWQ Multi-Cap Value A NQVAX 2.71 22.80 0.80 -0.40 10.33 4.77
Nuveen NWQ Multi-Cap Value C NQVCX 2.67 22.32 0.66 -1.17 9.48 3.98
Nuveen NWQ Multi-Cap Value I NQVRX 2.75 23.02 0.89 -0.12 10.60 5.03
Sterling Capital Mid Value A OVEAX 1.64 18.28 -0.95 -6.13 6.47 4.96
Sterling Capital Mid Value C OVECX 1.61 17.92 -1.09 -6.79 5.69 4.18
Sterling Capital Mid Value I OVEIX 1.73 18.58 -0.81 -5.87 6.75 5.24
Sterling Capital Mid Value R OVERX 1.65 18.20 -0.93 -6.35 6.21 4.69
Principal MidCap Value I R2 PABUX 1.35 17.93 1.57 1.52 8.18 5.40
Principal MidCap Value I R5 PABVX 1.38 18.24 1.68 1.99 8.72 5.92
Principal MidCap Value I R4 PABWX 1.32 18.16 1.61 1.88 8.58 5.79
Pioneer Mid Cap Value C PCCGX 2.17 20.25 2.81 -0.71 5.10 3.42
Pioneer Mid Cap Value A PCGRX 2.27 20.87 3.08 0.23 5.99 4.30
Pioneer Mid Cap Value R PCMRX 2.23 20.51 2.91 -0.25 5.52 3.86
Principal MidCap Value I R-6 PCMSX 1.37 --- 1.74 --- --- ---
Principal MidCap Value I A PCMVX 1.30 --- 1.52 --- --- ---
Principal MidCap Value I R1 PLASX 1.29 17.77 1.52 1.35 8.03 5.26
Pioneer Mid Cap Value K PMCKX 2.31 21.10 3.17 0.56 6.38 ---
Putnam Sustainable Future M PMCVX 3.00 25.32 6.25 8.29 10.29 7.19
Principal Small-MidCap Dividend Inc A PMDAX 1.42 14.72 -0.41 -3.17 7.99 6.71
Principal Small-MidCap Dividend Inc C PMDDX 1.38 14.27 -0.61 -3.87 7.20 5.92
Principal Small-MidCap Dividend Inc R-6 PMDHX 1.50 14.92 -0.38 -2.91 --- ---
Principal Small-MidCap Dividend Inc Inst PMDIX 1.48 14.95 -0.34 -2.89 8.30 7.07
Putnam Sustainable Future C PMPCX 3.03 25.12 6.18 8.03 10.01 6.91
Principal MidCap Value I R3 PMPRX 1.39 18.10 1.62 1.71 8.39 5.59
Putnam Sustainable Future A PMVAX 3.08 25.61 6.36 8.81 10.82 7.73
Putnam Sustainable Future B PMVBX 3.02 25.21 6.23 8.06 10.00 6.92
PGIM QMA Mid-Cap Value R2 PMVEX 0.84 11.90 -3.78 -9.36 --- ---
PGIM QMA Mid-Cap Value R4 PMVFX 0.89 12.09 -3.68 -9.10 --- ---
PGIM QMA Mid-Cap Value R6 PMVQX 0.89 12.22 -3.62 -8.91 4.73 3.77
Putnam Sustainable Future R PMVRX 3.01 25.47 6.34 8.55 10.55 7.46
Putnam Sustainable Future Y PMVYX 3.07 25.87 6.45 9.09 11.11 7.99
Putnam Sustainable Future R6 PNOTX 3.12 25.95 6.50 9.28 --- ---
AllianzGI NFJ Mid-Cap Value A PQNAX 2.29 19.57 1.98 1.73 11.37 7.58
AllianzGI NFJ Mid-Cap Value C PQNCX 2.22 19.07 1.77 0.96 10.54 6.78
AllianzGI NFJ Mid-Cap Value Admin PRAAX 2.28 19.58 1.95 1.82 11.47 7.68
AllianzGI NFJ Mid-Cap Value Instl PRNIX 2.32 19.80 2.04 2.08 11.76 7.96
AllianzGI NFJ Mid-Cap Value R PRNRX 2.25 19.38 1.89 1.44 11.08 7.31
Principal MidCap Value I J PVEJX 1.39 18.14 1.69 1.88 8.65 5.83
Principal MidCap Value I Inst PVMIX 1.37 18.21 1.67 2.07 8.92 6.14
Pioneer Mid Cap Value Y PYCGX 2.30 21.01 3.13 0.47 6.25 4.57
Pzena Mid Cap Value Instl PZIMX 0.98 14.95 -3.64 -8.94 7.45 4.81
PPM Mid Cap Value Institutional PZMIX 2.04 12.22 -4.36 -10.22 --- ---
Pzena Mid Cap Value Investor PZVMX 0.88 14.66 -3.77 -9.33 7.10 4.48
Meeder Quantex Adviser QNTAX 0.45 9.20 -6.75 -8.58 --- ---
Meeder Quantex Institutional QNTIX 0.45 9.32 -6.69 -8.38 --- ---
Invesco Oppenheimer Mid Cap Value C QSCCX 1.33 18.63 0.68 -3.12 6.19 4.30
Invesco Oppenheimer Mid Cap Value R6 QSCIX 1.43 19.38 0.96 -2.00 7.45 5.54
Invesco Oppenheimer Mid Cap Value R QSCNX 1.35 18.93 0.78 -2.66 6.71 4.82
Invesco Oppenheimer Mid Cap Value Y QSCYX 1.40 19.27 0.91 -2.16 7.26 5.36
Invesco Oppenheimer Mid Cap Value A QVSCX 1.38 19.12 0.86 -2.40 6.99 5.09
Reinhart Mid Cap PMV Inv RPMMX 1.25 16.33 -1.29 -3.86 6.53 5.34
Reinhart Mid Cap PMV Institutional RPMNX 1.25 16.49 -1.22 -3.53 --- ---
Reinhart Mid Cap PMV Adv RPMVX 1.25 16.43 -1.22 -3.64 6.78 5.59
T. Rowe Price Mid-Cap Value R RRMVX 1.56 11.63 -0.60 -4.52 5.98 6.03
Redwood AlphaFactor Tactical Core I RWTIX 2.76 3.39 -1.36 -3.63 --- ---
Redwood AlphaFactor Tactical Core N RWTNX 2.76 3.18 -1.49 -3.89 --- ---
Virtus Ceredex Mid-Cap Value Equity A SAMVX 2.86 20.87 3.21 5.94 11.13 7.29
PGIM QMA Mid-Cap Value R SDVRX 0.84 11.75 -3.83 -9.59 4.05 ---
Guggenheim Mid Cap Value A SEVAX 1.54 14.74 -0.40 -5.10 8.65 4.74
Guggenheim Mid Cap Value P SEVPX 1.48 14.62 -0.44 -5.21 8.61 ---
Guggenheim Mid Cap Value C SEVSX 1.42 14.20 -0.60 -5.90 7.78 3.93
American Beacon Shapiro SMID Cap EqInstl SHDIX 2.11 16.81 -3.59 -9.32 --- ---
American Beacon Shapiro SMID Cap Eq Inv SHDPX 2.02 16.40 -3.72 -9.80 --- ---
American Beacon Shapiro SMID Cap Eq Y SHDYX 2.12 16.71 -3.70 -9.49 --- ---
Virtus Ceredex Mid-Cap Value Equity C SMVFX 2.77 20.63 3.04 5.41 10.63 6.86
Virtus Ceredex Mid-Cap Value Equity I SMVTX 2.90 21.17 3.33 6.31 11.52 7.64
Virtus Ceredex Mid-Cap Value Equity R6 SMVZX 2.89 21.23 3.32 6.50 11.76 ---
PGIM QMA Mid-Cap Value A SPRAX 0.84 12.00 -3.76 -9.27 4.30 3.35
PGIM QMA Mid-Cap Value Z SPVZX 0.89 12.12 -3.67 -9.08 4.57 3.61
Sterling Capital Mid Value R6 STRMX 1.73 18.57 -0.81 -5.79 --- ---
PGIM QMA Mid-Cap Value B SVUBX 0.80 11.50 -3.94 -10.02 3.51 2.56
Guggenheim Mid Cap Value Instl SVUIX 2.45 15.94 0.52 -4.12 9.12 5.33
T. Rowe Price Mid-Cap Value Adv TAMVX 1.61 11.80 -0.51 -4.26 6.25 6.30
Transamerica Small/Mid Cap Value R6 TASMX 2.03 17.15 0.62 -0.34 10.58 ---
TIAA-CREF Mid-Cap Value Retail TCMVX 1.28 18.30 0.10 -1.39 6.39 5.08
Touchstone Mid Cap Value A TCVAX 1.83 18.13 0.56 -1.44 5.47 6.15
Touchstone Mid Cap Value Inst TCVIX 1.91 18.45 0.65 -1.04 5.88 6.56
Touchstone Mid Cap Value Y TCVYX 1.89 18.33 0.62 -1.18 5.73 6.41
TCW Relative Value Mid Cap N TGVNX 1.64 18.43 -1.77 -11.03 8.63 3.45
TCW Relative Value Mid Cap I TGVOX 1.69 18.53 -1.72 -10.91 8.79 3.64
TIAA-CREF Mid-Cap Value Instl TIMVX 1.30 18.47 0.15 -1.07 6.70 5.38
Touchstone Mid Cap Value C TMFCX 1.78 17.71 0.41 -2.12 4.70 5.35
Transamerica Mid Cap Value Opps R4 TOTFX 2.01 18.32 1.30 5.20 --- ---
Transamerica Mid Cap Value Opps R TOTRX 2.01 18.10 1.21 4.92 --- ---
Transamerica Mid Cap Value Opps I3 TOTTX 2.10 18.44 1.39 5.37 7.94 8.01
T. Rowe Price Mid-Cap Value TRMCX 1.64 11.93 -0.44 -4.05 6.53 6.57
T. Rowe Price Mid-Cap Value I TRMIX 1.64 12.01 -0.40 -3.90 6.67 ---
TIAA-CREF Mid-Cap Value Advisor TRVHX 1.30 18.43 0.10 -1.21 6.60 ---
TIAA-CREF Mid-Cap Value Premier TRVPX 1.30 18.39 0.10 -1.24 6.55 5.23
TIAA-CREF Mid-Cap Value Retire TRVRX 1.30 18.35 0.10 -1.32 6.44 5.12
Transamerica Small/Mid Cap Value I2 TSMVX 2.04 17.18 0.62 -0.28 10.61 7.42
Transamerica Small/Mid Cap Value I TSVIX 2.04 17.12 0.62 -0.39 10.49 7.32
Guggenheim RBP® Dividend A TVEAX 1.96 17.18 1.60 4.66 9.43 7.80
Guggenheim RBP® Dividend C TVECX 1.87 16.68 1.40 3.77 8.58 7.03
Guggenheim RBP® Dividend P TVEFX 1.94 17.10 1.62 4.60 9.40 7.85
Guggenheim RBP® Dividend I TVEIX 2.01 17.27 1.70 4.91 9.71 8.14
Vanguard Selected Value Inv VASVX 2.61 18.77 0.56 -2.42 8.00 4.83
Victory Sycamore Established Value A VETAX 1.26 19.10 1.84 2.82 9.88 9.41
Victory Sycamore Established Value C VEVCX 1.20 18.61 1.66 2.02 9.03 ---
Victory Sycamore Established Value I VEVIX 1.29 19.30 1.92 3.14 10.20 9.76
Victory Sycamore Established Value R6 VEVRX 1.27 19.31 1.92 3.13 10.26 9.81
Victory Sycamore Established Value Y VEVYX 1.28 19.29 1.91 3.11 10.19 9.69
Vanguard S&P Mid-Cap 400 Value Idx I VMFVX 1.23 16.08 -2.38 -1.78 8.41 6.89
Voya Multi-Manager Mid Cap Value P VMMCX 1.53 --- -0.60 --- --- ---
Voya Multi-Manager Mid Cap Value P3 VMMPX 1.62 17.96 -0.59 -2.19 --- ---
Vanguard Mid-Cap Value Index Admiral VMVAX 2.44 19.19 1.57 1.90 9.27 7.71
Vanguard Mid-Cap Value Index Investor VMVIX 2.42 19.10 1.53 1.79 9.13 7.58
Invesco Value Opportunities A VVOAX 1.34 18.55 -6.04 -4.68 9.34 3.46
Invesco Value Opportunities C VVOCX 1.25 18.11 -6.20 -5.34 8.55 2.73
Invesco Value Opportunities Y VVOIX 1.33 18.73 -6.02 -4.46 9.59 3.71
Invesco Value Opportunities R5 VVONX 1.32 18.82 -5.99 -4.36 9.72 3.86
Invesco Value Opportunities R VVORX 1.27 18.48 -6.11 -4.87 9.06 3.20
Invesco Value Opportunities R6 VVOSX 1.32 18.78 -5.98 -4.29 --- ---
Seven Canyons Strategic Income Investor WASIX 3.32 15.10 2.24 3.03 7.81 3.50
Wells Fargo Special Mid Cap Value R WFHHX 2.05 22.36 3.37 5.98 8.80 ---
Wells Fargo Special Mid Cap Value Admin WFMDX 2.09 22.58 3.46 6.33 9.16 7.27
Wells Fargo Special Mid Cap Value Inst WFMIX 2.10 22.77 3.53 6.60 9.43 7.54
Wells Fargo Special Mid Cap Value A WFPAX 2.10 22.58 3.46 6.25 9.08 7.17
Wells Fargo Special Mid Cap Value C WFPCX 2.01 22.06 3.25 5.46 8.26 6.37
Wells Fargo Special Mid Cap Value R6 WFPRX 2.12 22.85 3.56 6.71 9.55 7.63
Segall Bryant & Hamill MidCp ValDivInstl WIMCX 1.50 18.27 2.60 1.27 5.95 ---
Segall Bryant & Hamill SmdCpValDiv Instl WISDX 1.02 17.74 0.92 -1.26 --- ---
Segall Bryant & Hamill MidCp ValDiv Ret WTMCX 1.49 18.14 2.57 1.12 5.74 6.62
Segall Bryant & Hamill SmdCpValDiv Ret WTSDX 1.02 17.51 0.91 -1.48 --- ---
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