Mid-cap value funds focus on medium-sized companies trading at attractive valuations. These businesses are often more established than small-caps but still offer meaningful upside with lower volatility.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) | 11.01% | 23.72% | 15.45% | 9.26% | 10.62% | NA | NA | … | … |
| TRMVX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 8.96% | 24.36% | 15.91% | 7.64% | 9.59% | 9.63% | 7.29% | … | … |
| AMDVX (MID CAP VALUE FUND R6 CLASS) | 9.68% | 18.95% | 11.01% | 8.04% | 9.54% | NA | NA | … | … |
| FAMVX (FAM VALUE FUND INVESTOR CLASS) | 5.66% | 8.79% | 12.74% | 5.59% | 9.20% | 9.50% | 7.81% | … | … |
| JVMRX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS R6) | 8.59% | 17.49% | 14.25% | 9.19% | 10.96% | NA | NA | … | … |
| AVUAX (MID CAP VALUE FUND I CLASS) | 9.63% | 18.76% | 10.86% | 2.34% | 6.41% | 8.69% | 8.14% | … | … |
Data as of 06/17/2026, Common starting date is 07/26/2013
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