Sentences with phrase «mid-cap value category»
Long - term results are better: Over the past ten years, it has gained 10.6 % annualized, topping the S&P 500 by an average 3.1 points a year and putting it in the top 7 % of funds in its mid-cap value category.
https://www.kiplinger.com/
The fund, which opened in 2001, is sub-advised by Systematic Financial Management, LP, and ranked best out of 30 contenders in the Lipper Mid-Cap Value category.
Not exact matches
Based on these categories, mutual funds receive rankings based on highest - rated value, highest - rated growth, daily gainers and losers, category of highest and lowest returns, highest - rated large - cap funds, highest - rated mid-cap funds, small - cap funds, high - yield bond funds, high and low risk foreign funds, top year to date performers, analysis of prior year's top performers and...
Even though each fund has a investment style, such as large - cap value or mid-cap growth, the fund's style itself can't be used directly to determine the allocation of a portfolio because each fund contains many, possibly hundreds (for example an index fund that tracks the S&P 500) or even thousands (such as a total market fund), individual stocks that belong to different categories.
Equity fund sample includes the Morningstar historical categories: Diversified Emerging Markets, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small / Mid Blend, Foreign Small / Mid Growth, Foreign Small / Mid Value, Japan Stock, Large Blend, Large Growth, Large Value, Mid - Cap Blend, Mid-Cap Value, Miscellaneous Region, Pacific ex-Japan Stock, Small Blend, Small Growth, Small Value, and World Stock.
Equity fund sample includes the Morningstar historical categories: Diversified Emerging Markets, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small / Mid Blend, Foreign Small / Mid Growth, Foreign Small / Mid Value, Japan Stock, Large Blend, Large Growth, Large Value, Mid-Cap Blend, Mid-Cap Growth, Mid-Cap Value, Miscellaneous Region, Pacific / Asia ex-Japan Stock, Small Blend, Small Growth, Small Value, and World Stock.
«What we have seen coming up the ranks are funds that have a little more of a value tilt and are more in the mid-cap category as opposed to the largest companies,» Jason said.