Sentences with phrase «mid-cap value fund»

(in my opinion) Third Ave Value has been the biggest offender I have seen to date establishing itself as a premier mid-cap value fund and over a 5 or 6 year period moving to a «world fund» go any place buy anything type of fund.

For the last 15 years it has compounded at 12 % vs. 9.3 % for the average mid-cap value fund.

With all the challenges the TRP fund has, it is still a reasonable mid-cap value fund, just not built to be a great small - cap value fund.

In the case of the TRP Mid-Cap Value Fund they ended in the top 9 % for 15 years.

Negative skill contributed to the poor performance of the bottom 2 % of mid-cap growth, bottom 10 % of mid-cap blend and bottom 5 % of mid-cap value fund managers.

This $ 1.1 billion mid-cap value fund has a 5.50 % maximum sales charge, 0.99 % expense ratio and 45 % turnover.

In sum, under current management the AllianzGI NFJ Mid-Cap Value Fund underperformed its benchmark ETF and added little value over its reference ETF portfolio.

A recent piece in Barron's covers the AllianzGI NFJ Mid-Cap Value Fund (PQNAX; Class A shares).

Lead manager Scott Moore led the American Century Mid-Cap Value Fund (AVUAX) and another fund from 2004 - 08.

I prefer to maintain exposure to small value stocks, so I won't wait around for the impending transition to the team's mid-cap value fund.

REGL was rated against 361 U.S. - domiciled Mid-Cap Value funds for the last three years ending March 31, 2018.

With respect to these Mid-Cap Value funds, REGL received a Morningstar Rating of 5 stars for the three - year period.

As of 4/30/2018 Morningstar Ratings ™: The Heartland Mid Cap Value Fund institutional class was rated against -, -, and 364 U.S. - domiciled Mid-Cap Value funds over the 10 -, 5 -, and 3 - year periods and received -, -, and 4 stars, respectively.

As of 4/30/2018 Morningstar Ratings ™: The Heartland Mid Cap Value Fund investor class was rated against -, -, and 364 U.S. - domiciled Mid-Cap Value funds over the 10 -, 5 -, and 3 - year periods and received -, -, and 4 stars, respectively.

There are exceptions - lower - fee actively managed large cap and mid-cap value funds outperformed the indexes 66.3 % and 68.2 % of the time over a 10 year period.

Within stocks and bonds, we aim to invest in leading areas, and our stock portfolios are currently focused on domestic mid-cap value funds.

Not exact matches

Imagine investing in a small - cap value fund only to find out a few months later that it has transformed into a mid-cap blend fund in order to improve its ranking versus peers.

This fund attempts to build an index at mid-cap value stocks.

Just like the small - cap value fund, the mid-cap value index fund looks to achieve the same balance, expect with larger companies.

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...

The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assFUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assFund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.

Tata Balanced Fund ICICI Pru Value Discovery Fund - Reg (G) Franklin India High growth co HDFC Mid-Cap Opportunities Fund (G)

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.

The fund's top equivalent positions were in the iShares Russell 1000 Growth ETF (IWF; average weight of 28.3 %), Vanguard Consumer Staples ETF (VDC; 15.6 %), iShares S&P Mid-Cap 400 Value ETF (IJJ; 12.6 %), Vanguard Industrials ETF (VIS; 10.1 %), Vanguard Energy ETF (VDE; 8.5 %), and Vanguard Financials ETF (VFH; 7.4 %).

If your investment horizon is 10 + years, you may consider ICICI Pru value discovery & Franklin Smaller companies funds / HDFC Mid-cap opportunities fund.

If your investment objective is long term accumulation only then you may consider funds like Franklin Prima Plus / ICICI Pru value discovery + HDFC Mid-cap opportunity fund + Franklin Smaller companies fund.

1) Axix LT Equty Fund Growth — 1000 (Present Hold Value 4ooo) 2) HDFC Mid-Cap Opportunities Fund Growth — 1000 (Present Hold Value 4000) 3) ICICI Prudential Value Discovery Fund Growth — 1000 (Present Hold Value 6000) 4) Birla Sun Life MIP II — Wealth 25 Plan — Growth — 1000 (Present Hold Value 1000)

Take an in - depth look at the Vanguard Mid-Cap Value ETF, one of the largest and most popular mid-cap funds in the U.S. equityMid-Cap Value ETF, one of the largest and most popular mid-cap funds in the U.S. equitymid-cap funds in the U.S. equity space.

This tells us that the fund is very evenly split between value and growth stocks and that it's primarily a large - cap fund, with modest mid-cap and small - cap holdings.

Listed in order of assets under management and including Lipper categorization, the Funds are: Parnassus Equity Income Fund (Equity Income), Parnassus Fund (Multi-Cap Core), Parnassus Small - Cap (Small - Cap Value), Parnassus Workplace Fund (Multi-Cap Core), Parnassus Mid-Cap Fund (Multi-Cap Core).

Mututal Fund Amount IDFC Sterling Equity Fund Growth Direct Plan 2000 DSPBRMF Micro Cap Fund — Dir — G 4000 HDFC Top 200 Fund — Direct Plan — Growth Option 2000 HDFC Mid-Cap Opportunities Fund — Direct Plan — Growth Option 2000 HDFC Equity Fund — Direct Plan — Growth Option 2000 ICICI Prudential Value Discovery Fund — Direct Plan — Growth 4000 ICICI Prudential Focused Bluechip Equity Fund — Direct Plan — Growth 3000

So, you may consider investing in Small & Mid-cap oriented equity funds like — UTI mid-cap, Franklin India Smaller Companies Fund, HDFC Mid-cap or ICICI Prudential Value DiscoverMid-cap oriented equity funds like — UTI mid-cap, Franklin India Smaller Companies Fund, HDFC Mid-cap or ICICI Prudential Value Discovermid-cap, Franklin India Smaller Companies Fund, HDFC Mid-cap or ICICI Prudential Value DiscoverMid-cap or ICICI Prudential Value Discovery Fund.

Large Cap: Franklin India Opportunities Fund 1,000 Small and Mid-Cap: ICICI Prudential Value Discovery Fund 1,500 Small and Mid-Cap: DSP BlackRock Micro Cap Fund 1,000 Small and Mid-Cap: JP Morgan India Mid and Small Cap Fund 1,000 Diversified: Franklin India High Growth Companies Fund 1,500 Diversified: Franklin India Prima Plus Fund 1,000

Using DFA's proven fundamental and quantitative models, the fund invests in small - and mid-cap stocks that are true value stocks and holds them until they no longer fit the fund's model.

Equities includes single country, regional and global funds, small and mid-cap funds, growth, value and quantitative strategies, and defensive strategies to reduce market risk.

You may keep the below funds; HDFC Mid-cap UTI Equity / ICICI Focused UTI Opportunities ICICI Value.

As you have a long - term view, you may reduce the allocation towards the balanced fund and can consider investing more in icici value & hdfc mid-cap fund for next few years (say 3 to 5 years).

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.

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.

The FAM Value Fund primarily holds mid-cap companies but does have some large - and small - cap names.

Portfolio 2 - 1) HDFC / TATA balanced fund - Please choose one and % please 2) ICICI Prudential value discovered fund - % please 3) Franklin Smaller companies fund - % please 4) HDFC Mid-cap - % please

Portfolio 2 - 1) HDFC balanced fun - 20 % 2) ICICI Value Discovery - 25 % 3) Franklin Smaller companies fund - 30 % 4) HDFC Mid-cap - 25 % You may make lump sum (additional investments) in the same proportion.

Long term Large Cap MF for 10 yrs Birla sl frontline equity (G)-- 3000 Long term Mid Cap MF for 10 yrs Franklin Smaller Companies fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — 1000

Dear Hima Bindu, You may consider as below; 10 years: ICICI Value discovery & Franklin Smaller cos fund 8 years: Birla Frontline & UTI mid-cap.

Portfolio 2 — You may opt for ICICI Pru value instead of Franklin Prima plus and HDFC mid-cap opp fund.

Your portfolio: HDFC Mid-cap + ICICI Value + HDFC balance fund looks fine.

Long term goal: You may consider ICICI Pru Value Discovery Fund + HDFC Mid-cap opportunities fund + Franklin Smaller companies fFund + HDFC Mid-cap opportunities fund + Franklin Smaller companies ffund + Franklin Smaller companies fundfund.

for long term goal — Consider one Diversified fund & one mid-cap fund (Ex: ICICI Pru value discovery & Franklin Smaller cos fund).

Dear Aakash, You may consider HDFC mid-cap or Mirae Emerging blue chip And Franklin High Growth companies / ICICI Value discovery fund.

Today there are almost 500 to choose from, including value funds, small - and mid-caps, both foreign and global SRI funds.