9 Top-Performing Mid-Cap Value Funds - Morningstar

Aug 7, 2023 · During the 2022 bear market, mid-cap value stock funds delivered for investors, losing only 8.5% while the overall stock market lost 19.4%, as measured by the US Morningstar Market Index. This ...

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9 Top-Performing Mid-Cap Value Funds - Morningstar

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FSMVX - Fidelity ® Mid Cap Value Fund | Fidelity Investments

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Mid-Cap Value. Close. 15.25%. 6.00%. 8.16%. 6.29%. --. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is …

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The 4 Best Mid-Cap Stock Funds - Kiplinger

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Nov 3, 2015 · Over the past 15 years, the fund returned an annualized 11.8%, putting it in the top 1% among mid-cap value funds. Over the past 12 months, the fund returned 4.6%, landing in …

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BlackRock US Mid-Cap Value Fund Class A Distributing

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09/02/2024. 1.64%. Investment Objective: BlackRock US Mid-Cap Value Fund Class A Distributing. The aim of the Fund is to provide a return on investor's investment (generated …

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5 Top-Performing Mid-Cap Blend Funds - Morningstar

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Oct 2, 2023 · On average, mid-cap blend funds are up 2.8% in 2023, while the overall stock market as measured by the Morningstar US Market Index is returning 12.2% as of Sept. 26, …

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Mid-Cap Value Medalist Funds - Morningstar

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Mid-Cap Value Medalist Funds. Here we highlight mutual funds and ETFs that typically focus on stocks in the middle 20% of the capitalization of the US equity market that are less expensive …

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Mid-Cap-Blend Medalist Funds - Morningstar

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Mid-Cap-Blend Medalist Funds. Here we highlight mutual funds and ETFs that typically focus on stocks in the middle 20% of the capitalization of the US equity market that do not have …

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FAQs about 9 Top-Performing Mid-Cap Value Funds - Morningstar Coupon?

Are mid-cap growth funds a good investment in 2023?

As with other growth stock categories, investors in mid-cap growth funds have enjoyed a bounce in 2023. So far this year, the average mid-cap growth fund is up 13.2% while the Morningstar US Market Index gained 16.4%. Mid-cap growth funds have seen wavering performance compared with the overall market in recent years. ...

What are the best mid-cap blend stock funds?

Vanguard, T. Rowe Price, and FMI are among the best-performing funds in the category. It’s been a tough time for mid-cap blend stock funds, but the top performers are staying competitive with the broader market. ...

How has the mid-cap value market performed this year?

This year, however, the overall market has gained 20.4%, while the average mid-cap value fund has returned 9.7%. The gap is smaller for the 12-month trailing period ending Aug. 1, during which time the category gained 7.9% compared to the overall market’s 12.8%. What Are the Top Mid-Cap Value Funds? ...

Should you buy mid-cap blend stock funds in 2023?

It’s been a tough time for mid-cap blend stock funds, but the top performers are staying competitive with the broader market. On average, mid-cap blend funds are up 2.8% in 2023, while the overall stock market as measured by the Morningstar US Market Index is returning 12.2% as of Sept. 26, 2023. ...

Do mid-cap growth funds match market returns?

Funds from MSCI and Vanguard attempt to match market returns. While mutual fund investors continue to see the strongest results from strategies focused on large-growth funds, some mid-cap growth funds have been putting up competitive returns. ...

How has Vanguard S&P mid-cap 400 growth index fund performed over the past year?

“Over the past year, the passively managed Vanguard S&P Mid-Cap 400 Growth Index Fund rose 23.45%, while the average mid-cap growth fund gained 16.30%. The $1.2 billion fund has climbed 3.71% over the past three years, outperforming the average fund in its category, which fell 2.24%. ...