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) | 11.06% | 23.66% | 15.47% | 9.72% | 10.53% | NA | NA | … | … |
| TRMVX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 8.50% | 23.70% | 15.75% | 7.99% | 9.46% | 9.56% | 7.27% | … | … |
| AMDVX (MID CAP VALUE FUND R6 CLASS) | 9.81% | 18.95% | 11.06% | 8.51% | 9.47% | NA | NA | … | … |
| FAMVX (FAM VALUE FUND INVESTOR CLASS) | 6.68% | 9.90% | 13.10% | 6.12% | 9.20% | 9.55% | 7.86% | … | … |
| JVMRX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS R6) | 8.92% | 17.59% | 14.36% | 9.74% | 10.88% | NA | NA | … | … |
| AVUAX (MID CAP VALUE FUND I CLASS) | 9.77% | 18.76% | 10.90% | 2.78% | 6.33% | 8.67% | 8.15% | … | … |
Data as of 06/18/2026, Common starting date is 07/26/2013
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