Top 25 Mid-Cap Value Funds

Back to Top 25 Lists Back to Mutual Fund Center

Top 25 funds are ranked by 3 year performance as of 2009-11-20

Fund Name	Ticker Symbol	Category	Star Rating	Load	Minimum Investment	1yr Rtn	3yr Rtn	5yr Rtn	*10yr Rtn
ING Value Choice I	PAVIX	MV		---	250000	111.76	4.39	---	---
ING Value Choice A	PAVAX	MV		5.75	1000	111.28	4.12	---	---
ING Value Choice A Load Waived	PAVAX.LW	MV		---	1000	111.28	4.12	---	---
ING Value Choice B	PAVBX	MV		---	1000	109.79	3.34	---	---
ING Value Choice C	PAVCX	MV		---	1000	109.81	3.31	---	---
Nicholas Equity Income I	NSEIX	MV		---	500	57.67	1.46	5.46	4.71
Janus Aspen Perkins Mid Cap Value Instl	JAMVX	MV		---	0	61.19	0.42	6.04	---
Janus Aspen Perkins Mid Cap Value Svc	FOUSA02VYQ	MV		---	0	60.49	0.07	5.67	---
Perkins Mid Cap Value L	JMIVX	MV		---	0	57.77	0.01	5.80	11.80
Perkins Mid Cap Value J	JMCVX	MV		---	2500	57.34	-0.16	5.62	11.64
Robeco Mid Cap Value I	BPMIX	MV		---	100000	76.51	-0.20	5.79	7.45
Victory Established Value A	VETAX	MV		5.75	2500	58.23	-0.30	5.91	---
Victory Established Value A Load Waived	VETAX.LW	MV		---	2500	58.23	-0.30	5.91	---
Rydex/SGI Mid Cap Value A	SEVAX	MV		5.75	100	68.65	-0.34	6.42	12.43
Rydex/SGI Mid Cap Value A Load Waived	SEVAX.LW	MV		---	100	68.65	-0.34	6.42	12.43
Bread & Butter	BABFX	MV		---	3000	58.20	-0.38	---	---
Victory Established Value R	GETGX	MV		---	2500	58.11	-0.43	5.77	6.15
Robeco Mid Cap Value Inv	BPMCX	MV		---	2500	75.95	-0.47	5.53	7.20
Artisan Mid Cap Value	ARTQX	MV		---	1000	78.97	-0.64	6.03	---
RidgeWorth Mid-Cap Value Equity I	SMVTX	MV		---	0	82.75	-0.71	6.27	---
The Delafield Fund	DEFIX	MV		---	5000	90.08	-0.99	5.26	11.41
RidgeWorth Mid-Cap Value Equity A	SAMVX	MV		5.75	2000	82.37	-0.99	5.94	---
RidgeWorth Mid-Cap Value Equity A LW	SAMVX.LW	MV		---	2000	82.37	-0.99	5.94	---
Rydex/SGI Mid Cap Value B	SVSBX	MV		---	100	67.42	-1.07	5.64	11.52
Rydex/SGI Mid Cap Value C	SEVSX	MV		---	100	67.38	-1.08	5.64	11.51

*10 year return calculated as of 2009-10-31