Top 25 Mid-Cap Value Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2010-03-12
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Appleseed APPLX MV --- 2500 75.87 8.94 --- ---
ING Value Choice I PAVIX MV --- 250000 77.40 4.88 --- ---
ING Value Choice A PAVAX MV 5.75 1000 76.99 4.60 10.98 ---
ING Value Choice A Load Waived PAVAX.LW MV --- 1000 76.99 4.60 10.98 ---
ING Value Choice B PAVBX MV --- 1000 75.76 3.83 10.18 ---
ING Value Choice C PAVCX MV --- 1000 75.60 3.82 10.19 ---
Nicholas Equity Income I NSEIX MV --- 500 73.45 2.70 6.36 7.28
Neuberger Berman Equity Income Inst NBHIX MV --- 1000000 51.07 2.68 --- ---
RidgeWorth Mid-Cap Value Equity I SMVTX MV --- 0 88.59 2.66 8.05 ---
RidgeWorth Mid-Cap Value Equity A SAMVX MV 5.75 2000 88.09 2.36 7.74 ---
RidgeWorth Mid-Cap Value Equity A LW SAMVX.LW MV --- 2000 88.09 2.36 7.74 ---
Symons Value Institutional SAVIX MV --- 5000 36.86 2.21 --- ---
Janus Aspen Perkins Mid Cap Value Instl JAMVX MV --- 0 60.42 1.97 6.58 ---
Diamond Hill Small-Mid Cap I DHMIX MV --- 50000 93.94 1.93 --- ---
The Delafield Fund DEFIX MV --- 5000 109.09 1.68 6.61 13.41
Janus Aspen Perkins Mid Cap Value Svc FOUSA02VYQ MV --- 0 59.61 1.63 6.21 ---
RidgeWorth Mid-Cap Value Equity C SMVFX MV --- 5000 86.87 1.62 6.99 ---
Victory Established Value A VETAX MV 5.75 2500 69.73 1.60 6.53 ---
Victory Established Value A Load Waived VETAX.LW MV --- 2500 69.73 1.60 6.53 ---
Diamond Hill Small-Mid Cap A LW DHMAX.LW MV --- 2500 93.24 1.54 --- ---
Diamond Hill Small-Mid Cap A DHMAX MV 5.00 2500 93.24 1.54 --- ---
Perkins Mid Cap Value L JMIVX MV --- 0 56.42 1.52 6.29 11.47
Victory Established Value R GETGX MV --- 2500 69.61 1.47 6.40 8.14
Robeco Mid Cap Value I BPMIX MV --- 100000 76.63 1.38 6.82 9.88
Perkins Mid Cap Value T JMCVX MV --- 2500 55.98 1.29 6.09 11.30
*10 year return calculated as of 2010-02-28