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The Best Mid Cap Value Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Mid Cap Value Equities mutual funds.


Category is Mid Cap Value Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Great-West Mid Cap Value FundMid Cap Value EquitiesMay 15, 20081.15%
3.84%
7.11%
5.76%
31
Victory Integrity Mid-Cap Value FundMid Cap Value EquitiesJul 1, 20110.75%
4.11%
10.40%
4.14%
38
Victory Integrity Small/Mid-Cap Value FundMid Cap Value EquitiesJul 1, 20110.09%
2.49%
10.23%
4.24%
38
Columbia Select Mid Cap Value FundMid Cap Value EquitiesNov 20, 20010.88%
7.73%
10.34%
6.20%
66
Neuberger Berman Mid Cap Intrinsic Value FundMid Cap Value EquitiesJun 1, 19991.49%
0.84%
6.73%
11.14%
39
PGIM Quant Solutions Mid-Cap Value FundMid Cap Value EquitiesAug 19, 19981.95%
4.64%
6.91%
0.65%
52
Nuance Mid Cap Value FundMid Cap Value EquitiesDec 31, 20131.22%
2.25%
7.70%
0.97%
24
Nuveen Multi Cap Value FundMid Cap Value EquitiesNov 4, 19971.00%
3.67%
12.33%
1.80%
60
Pioneer Mid Cap Value FundMid Cap Value EquitiesJul 25, 19901.05%
3.80%
8.87%
6.93%
30
Principal Small-MidCap Dividend Income FundMid Cap Value EquitiesJun 6, 20110.85%
4.57%
9.73%
3.06%
34
Virtus NFJ Mid-Cap Value FundMid Cap Value EquitiesApr 18, 19881.75%
2.89%
7.71%
7.84%
11
Principal MidCap Value Fund IMid Cap Value EquitiesDec 29, 20030.69%
5.34%
12.26%
6.86%
30
Pzena Mid Cap Value FundMid Cap Value EquitiesMar 31, 20141.32%
-0.86%
8.25%
4.31%
5
Reinhart Mid Cap PMV FundMid Cap Value EquitiesJun 1, 20121.30%
-3.29%
5.72%
6.81%
2
Victory RS Value FundMid Cap Value EquitiesJun 30, 19931.30%
2.17%
8.98%
8.64%
15
Guggenheim SMid Cap Value FundMid Cap Value EquitiesMay 1, 19971.19%
0.55%
8.09%
14.10%
19
Virtus Ceredex Mid-Cap Value Equity FundMid Cap Value EquitiesNov 30, 20010.99%
10.19%
11.46%
14.92%
85
Touchstone Mid Cap Value FundMid Cap Value EquitiesSep 30, 20090.85%
8.73%
9.30%
3.91%
54
TCW Relative Value Mid Cap FundMid Cap Value EquitiesOct 31, 19970.85%
6.57%
11.55%
20.36%
62
TIAA-CREF Mid-Cap Value FundMid Cap Value EquitiesOct 1, 20020.45%
6.22%
8.71%
7.75%
53

Rows per page

81–100 of 117

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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