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 2009-11-23
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 96.37 4.28 --- ---
ING Value Choice A PAVAX MV 5.75 1000 96.06 4.01 --- ---
ING Value Choice A Load Waived PAVAX.LW MV --- 1000 96.06 4.01 --- ---
ING Value Choice B PAVBX MV --- 1000 94.54 3.23 --- ---
ING Value Choice C PAVCX MV --- 1000 94.54 3.20 --- ---
Nicholas Equity Income I NSEIX MV --- 500 52.52 1.84 5.46 4.71
Janus Aspen Perkins Mid Cap Value Instl JAMVX MV --- 0 53.34 0.39 5.97 ---
Janus Aspen Perkins Mid Cap Value Svc FOUSA02VYQ MV --- 0 52.79 0.06 5.60 ---
Rydex/SGI Mid Cap Value A SEVAX MV 5.75 100 61.48 0.02 6.41 12.43
Rydex/SGI Mid Cap Value A Load Waived SEVAX.LW MV --- 100 61.48 0.02 6.41 12.43
Perkins Mid Cap Value L JMIVX MV --- 0 50.44 --- 5.75 11.80
Robeco Mid Cap Value I BPMIX MV --- 100000 66.37 -0.16 5.72 7.45
Perkins Mid Cap Value J JMCVX MV --- 2500 50.09 -0.18 5.57 11.64
Victory Established Value A VETAX MV 5.75 2500 51.40 -0.23 5.85 ---
Victory Established Value A Load Waived VETAX.LW MV --- 2500 51.40 -0.23 5.85 ---
Bread & Butter BABFX MV --- 3000 49.44 -0.34 --- ---
Victory Established Value R GETGX MV --- 2500 51.24 -0.36 5.72 6.15
Robeco Mid Cap Value Inv BPMCX MV --- 2500 66.06 -0.38 5.49 7.20
Artisan Mid Cap Value ARTQX MV --- 1000 72.14 -0.49 6.09 ---
RidgeWorth Mid-Cap Value Equity I SMVTX MV --- 0 72.41 -0.50 6.40 ---
Rydex/SGI Mid Cap Value B SVSBX MV --- 100 60.33 -0.72 5.63 11.52
Rydex/SGI Mid Cap Value C SEVSX MV --- 100 60.17 -0.74 5.62 11.51
The Delafield Fund DEFIX MV --- 5000 84.84 -0.79 5.28 11.41
RidgeWorth Mid-Cap Value Equity A SAMVX MV 5.75 2000 71.99 -0.80 6.08 ---
RidgeWorth Mid-Cap Value Equity A LW SAMVX.LW MV --- 2000 71.99 -0.80 6.08 ---
*10 year return calculated as of 2009-10-31