Mid Cap Value
Mid cap value funds follow the group of companies generally valued between $2 billion and $10 billion that may be temporarily undervalued by investors.
Note that “value” is somewhat subjective and can be determined by a variety of measures, so be sure to understand how your particular fund selects companies for the index.
Mid cap value is rarely discussed in many asset allocation circles likely due to a relative lack of data from major providers. But looking at the results, it compares quite favorably even to popular assets like small cap value.
- 1970-1985: Stock Index Calculator, S
- 1986-1992: Russell Mid Cap Value TR USD, P
- 1993-2006: MCSI Mid Cap Value GR USD, P
- 2007+: Vanguard Mid Cap Value Index Fund (VMVIX), P
Portfolios with Mid Cap Value assets