The best and worst performers among equity funds ranked by style: Mid-Cap Value
The best and worst performers among equity funds ranked by style: Mid-Cap Value Click column headers…
The best and worst performers among equity funds ranked by style: Mid-Cap Value
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| 3 months | 1 year | 3 years | 3-year std dev | Assets ($M) | |
|---|---|---|---|---|---|
| TOP 10 | |||||
| Kinetics Paradigm NL | 11.08 | 23.01 | 23.09 | 12.07 | 2779.7 |
| Fidelity Advisor Leveraged Co. Stock A | 1.93 | 17.71 | 17.22 | 11.82 | 1792.7 |
| Aston Optimum Mid Cap N | 4.33 | 15.96 | 12.64 | 11.83 | 823.3 |
| Fidelity Leveraged Company Stock | 1.45 | 15.93 | 17.28 | 12.47 | 8341 |
| Victory Special Value A | 0.78 | 12.81 | 16.99 | 11.72 | 808.1 |
| SunAmerica Focused Mid-Cap Value A | 2.97 | 12.8 | N/A | N/A | 93.9 |
| Lord Abbett Value Opportunities A | 0.13 | 11.85 | N/A | N/A | 145.6 |
| Morgan Stanley Small-Mid Special Value A | -0.59 | 11.48 | 13.61 | 10.24 | 57.3 |
| Sentinel Mid Cap Value I | 1.33 | 11.41 | 14.28 | 10.14 | 104.6 |
| Madison Mosaic Mid-Cap | 3.03 | 10.68 | 10.25 | 8.5 | 155.3 |
| BOTTOM 5 | |||||
| Matthew 25 | -15.51 | -15.9 | -2.08 | 15.32 | N/A |
| Hotchkis and Wiley Mid Cap Value I | -8.92 | -13.73 | 4.35 | 12.11 | 2743.3 |
| John Hancock III Value Opportunities I | -7.42 | -9.78 | N/A | N/A | 0.3 |
| GMO U.S. Small/Mid Cap Value III | -7.25 | -9.41 | 3.81 | 11.79 | 48.7 |
| MassMutual Select Mid-Cap Value A | -7.98 | -4.85 | N/A | N/A | 10.1 |
| Lipper category average | -2.34 | 3.43 | 10.66 | 10.3 | |
| Russell Midcap Value Index |
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