Mid Cap Value Funds
Mid cap value funds invest mainly in medium size U.S. companies stocks that are undervalued. Some of the funds may invest in foreign companies depend on their objective. These companies typically grow at a slower pace than the broader group of mid-sized companies. One of the fund’s key risks is that mid-capitalization stocks tend to be more volatile than large-company stocks.Investing in investment funds such mutual funds or exchange traded funds can mitigate the risks and provide diversification. Investors can buy these funds from variety brokerage for retirement account (IRA) or 401k plan.
Best ETFs
These top performers are sorted based on its 1 year total return performance (up to June 13, 2014). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.Best mid cap value ETFs 2014 are:
- Guggenheim S&P 500 Pure Value
- PowerShares S&P 500 High Beta
- PowerShares Fundamental Pure Mid Value
- Direxion All Cap Insider Sentiment Shares
- iShares Morningstar Mid-Cap Value
- Vanguard Mid-Cap Value ETF
- WisdomTree MidCap Dividend ETF
- iShares Russell Mid-Cap Value ETF
- SPDR S&P 400 Mid Cap Value ETF
- iShares S&P Mid-Cap 400 Value
- RevenueShares Mid Cap
- Vanguard S&P Mid-Cap 400 Value Index ETF
- First Trust Multi Cap Value AlphaDEX
- PowerShares High-Yield Equity Dividend Achievers
- Global X SuperDividend US ETF
Guggenheim S&P 500 Pure Value ETF (RPV)
Guggenheim S&P 500 Pure Value ETF is tracking S&P 500 Pure Value Index. The underlying index is narrow in focus, containing only those S&P 500 companies with strong value characteristics as selected by S&P. Its net expense fee is 0.35% per year. This mid cap value ETF has $1.11 billion of assets. The current share price is $53.59.More: WisdomTree MidCap Dividend Fund
For the past 1 year, this best ETF has returned 32.54%. Morningstar has ranked this ETF with 5 stars rating. In 2014, the YTD return is 8.16%. The 5 year average return is 26.47%.
The top 5 stocks in its holdings are Alcoa Inc, Berkshire Hathaway Inc, Wellpoint Inc, Nabors Industries Ltd, and Valero Energy Corp.
PowerShares S&P 500 High Beta Portfolio (SPHB)
PowerShares S&P 500 High Beta fund invests mainly in stocks that comprise the Index, S&P 500 High Beta Index. This index consists of 100 stocks from the S&P 500 Index with the highest sensitivity to market movements, or beta, over the past 12 months. The current dividend yield is 0.87%. The average market cap is $25 billion.Morningstar rank this best mid cap value ETF with 1 star rating. This U.S. stock fund has 3 year annualized return of 14.96%. Top 2 sectors are consumer cyclical, financial services. Top 3 stocks are Regeneron Pharmaceuticals Inc, Alexion Pharmaceuticals Inc, and TripAdvisor Inc.
iShares Morningstar Mid-Cap Value (JKI)
Ranked with 4 stars rating, iShares Morningstar Mid-Cap Value ETF has assets of $213 million. The expense ratio fee is 0.30%. The 52 week price range of this ETF is $92.74-$125.69. This index ETF utilizes its assets to buy mid-capitalization U.S. equities that exhibit value characteristics.More: Vanguard Mid-Cap Index Fund (VIMSX)
This top mid cap value ETF has year-to-date return of 6.17% in 2014. Top 3 stocks are Humana Inc, Mylan Inc, and Alcoa Inc. Top 2 sectors are financial services, and utilities.
Vanguard Mid-Cap Value ETF (VOE)
Vanguard Mid-Cap Value ETF is one of the lowest cost ETFs in this list. With expense fee of 0.09%, it has $2.86 of assets. The current yield is 1.85%. Morningstar has ranked this top mutual fund with 5 stars rating.This mid cap value ETF has returned 18.32% over the past 3 year and 21.36% over the past 5 year. Top 2 equities are Delphi Automotive Plc, and Western Digital Corp. Top 3 sectors are financial services, consumer cyclical, and industrials.
Mid Cap Value ETFs Performance
| No | ETF Name | Symbol | Expense Ratio (%) | Market Return YTD | Market Return 1-Year |
|---|---|---|---|---|---|
| 1 | Guggenheim S&P 500® Pure Value | RPV | 0.35 | 8.1 | 32.54 |
| 2 | PowerShares S&P 500® High Beta | SPHB | 0.25 | 7.51 | 32.07 |
| 3 | PowerShares Fundamental Pure Mid Value | PXMV | 0.39 | 8.76 | 27.67 |
| 4 | Direxion All Cap Insider Sentiment Shrs | KNOW | 0.65 | 8.83 | 27.11 |
| 5 | iShares Morningstar Mid-Cap Value | JKI | 0.3 | 7.72 | 26.88 |
| 6 | Vanguard Mid-Cap Value ETF | VOE | 0.09 | 7.16 | 25.55 |
| 7 | WisdomTree MidCap Dividend | DON | 0.38 | 8.19 | 24.84 |
| 8 | iShares Russell Mid-Cap Value | IWS | 0.25 | 8.92 | 24.77 |
| 9 | SPDR S&P 400 Mid Cap Value ETF | MDYV | 0.25 | 7.74 | 24.61 |
| 10 | iShares S&P Mid-Cap 400 Value | IJJ | 0.25 | 7.71 | 24.31 |
| 11 | RevenueShares Mid Cap | RWK | 0.54 | 5.78 | 24.27 |
| 12 | Vanguard S&P Mid-Cap 400 Value Index ETF | IVOV | 0.2 | 7.53 | 24.06 |
| 13 | First Trust Multi Cap Value AlphaDEX | FAB | 0.7 | 5.51 | 23.97 |
| 14 | PowerShares Hi-Yield Eq Div Achievers™ | PEY | 0.57 | 7.07 | 21.96 |
| 15 | Global X SuperDividend™ US ETF | DIV | 0.45 | 12.51 | 20.94 |
| 16 | iShares Select Dividend | DVY | 0.4 | 6.54 | 20.86 |
| 17 | PowerShares S&P MidCap Low Volatility | XMLV | 0.26 | 8.59 | 18.09 |
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