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U.S. Mid-Cap Value Equity

U.S. mid-cap value mutual funds and ETFs invest in mid-cap stocks deemed... U.S. mid-cap value mutual funds and ETFs invest in mid-cap stocks deemed to be undervalued on a fundamental basis. Value investing is the opposite of growth investing, which seeks to own companies that may exhibit faster growth than the market average. Value investing can also be beneficial if a company pays out healthy dividend yields, which can increase an investor’s total return. Depending on the mandate, the fund or ETF can invest in companies deemed to be undervalued based on current factors such as book value, earnings per share, revenue, or free cash flow. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. A defining feature of mid-cap stocks is that they usually have a market capitalization between US$1-$8 billion. Some U.S. mid-cap value mutual funds and ETFs invest solely in mid-sized companies, although some portfolios invest in stocks of all sizes, thus leading to a mid-cap profile for the overall fund. On one hand, value companies can be good investments if they continue to exhibit solid financial performance, or turn around struggling parts of their business. On the other hand, a value stock that loses market share or bleeds cash may significantly decline in price. Funds focused on U.S. mid-cap value companies typically have a large concentration in the industrial, financial services, and healthcare sectors. U.S. mid-cap value mutual funds and ETFs are usually appropriate for more moderately conservative investors who aren’t comfortable with heightened levels of volatility. Last Updated: 02/21/2024 View more View less

U.S. mid-cap value mutual funds and ETFs invest in mid-cap stocks deemed to be undervalued on a fundamental basis. Value investing is the opposite of growth investing, which seeks to own companies that... U.S. mid-cap value mutual funds and ETFs invest in mid-cap stocks deemed to be undervalued on a fundamental basis. Value investing is the opposite of growth investing, which seeks to own companies that may exhibit faster growth than the market average. Value investing can also be beneficial if a company pays out healthy dividend yields, which can increase an investor’s total return. Depending on the mandate, the fund or ETF can invest in companies deemed to be undervalued based on current factors such as book value, earnings per share, revenue, or free cash flow. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. A defining feature of mid-cap stocks is that they usually have a market capitalization between US$1-$8 billion. Some U.S. mid-cap value mutual funds and ETFs invest solely in mid-sized companies, although some portfolios invest in stocks of all sizes, thus leading to a mid-cap profile for the overall fund. On one hand, value companies can be good investments if they continue to exhibit solid financial performance, or turn around struggling parts of their business. On the other hand, a value stock that loses market share or bleeds cash may significantly decline in price. Funds focused on U.S. mid-cap value companies typically have a large concentration in the industrial, financial services, and healthcare sectors. U.S. mid-cap value mutual funds and ETFs are usually appropriate for more moderately conservative investors who aren’t comfortable with heightened levels of volatility. Last Updated: 02/21/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/20/24

$145.58

-0.52%

$26.06 B

3.06%

$4.46

3.56%

6.45%

8.57%

8.49%

0.07%

$52.81

-0.71%

$15.09 B

2.25%

$1.19

11.22%

14.82%

14.65%

-

0.49%

$85.70

-0.08%

$13.28 B

1.91%

$1.64

15.56%

11.68%

11.75%

10.13%

0.04%

$116.72

-0.32%

$12.04 B

2.00%

$2.35

5.31%

5.50%

8.13%

7.90%

0.23%

$111.21

-0.58%

$6.61 B

1.94%

$2.17

1.43%

7.32%

8.71%

8.63%

0.18%

$13.86

-0.65%

$6.60 B

1.40%

$0.19

6.96%

7.20%

9.44%

-

0.67%

$101.59

-0.49%

$6.29 B

2.58%

$2.62

7.47%

4.36%

7.39%

8.27%

0.15%

Vanguard Selected Value Fund

VASVX | Fund | Investor

$29.02

-0.65%

$6.02 B

1.70%

$0.49

13.61%

11.10%

11.75%

8.90%

0.38%

$45.52

-0.15%

$3.15 B

0.53%

$0.24

5.65%

8.97%

7.55%

8.96%

0.38%

$71.99

-0.73%

$2.18 B

1.68%

$1.21

1.47%

7.34%

8.79%

8.71%

0.15%

$32.54

-0.82%

$1.47 B

2.27%

$0.74

14.27%

8.83%

11.64%

-

0.60%

$11.11

0.00%

$1.46 B

1.05%

$0.12

5.75%

7.25%

-

-

0.74%

$19.75

-0.85%

$1.26 B

4.90%

$0.97

-2.72%

6.20%

6.58%

9.66%

0.52%

$85.55

-0.71%

$856.59 M

1.55%

$1.33

1.49%

7.38%

8.76%

8.68%

0.15%

$22.69

-0.44%

$844.36 M

2.50%

$0.57

5.77%

8.07%

10.56%

8.49%

0.87%

$21.24

-0.47%

$844.36 M

2.35%

$0.50

5.46%

7.83%

10.30%

8.20%

1.18%

$22.69

-0.44%

$844.36 M

2.56%

$0.58

5.78%

8.11%

10.85%

-

0.77%

$15.10

-0.46%

$844.36 M

2.60%

$0.39

4.70%

7.03%

9.44%

6.28%

2.00%

$17.24

-0.46%

$844.36 M

2.67%

$0.46

5.21%

7.57%

9.99%

7.90%

1.43%

$68.08

-1.09%

$829.13 M

0.74%

$0.51

7.09%

9.35%

15.67%

11.93%

0.59%

Fidelity Mid Cap Value Index Fund

FIMVX | Fund | Other

$25.31

-0.59%

$814.43 M

1.02%

$0.26

5.49%

5.69%

-

-

0.05%

$100.04

-0.30%

$732.43 M

3.28%

$3.28

3.03%

9.16%

11.00%

-

0.20%

$16.61

-0.36%

$595.64 M

6.69%

$1.12

-5.68%

2.81%

-0.41%

1.95%

0.45%

$111.96

-0.80%

$588.95 M

2.67%

$2.98

6.95%

10.85%

10.78%

-

0.13%

Mid Value Trust

JEMUX | Fund | Other

$10.16

-0.39%

$570.53 M

2.39%

$0.24

-7.64%

3.67%

7.50%

6.51%

1.00%

$116.32

-0.45%

$535.80 M

2.24%

$2.60

8.25%

9.14%

11.06%

-

0.20%

$105.56

-0.99%

$523.27 M

1.10%

$1.16

10.47%

11.42%

13.05%

10.28%

0.39%

$52.69

-0.79%

$510.28 M

2.34%

$1.24

18.59%

12.30%

12.31%

9.43%

0.50%

$31.49

+0.06%

$314.04 M

2.20%

$0.69

1.52%

3.33%

6.52%

-

0.31%

$41.04

-1.14%

$286.03 M

1.85%

$0.76

18.24%

12.00%

8.87%

-

0.29%

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