Mutual Fund Finder

Last update: 31-Mar-2013
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Invesco US Small/Mid Cap Val A MSMMX Mid-Cap Value Invesco 9.7% 10.72% 6.22% N/A
T. Rowe Price Mid-Cap Value TRMCX Mid-Cap Value T. Rowe Price 9.67% 7.49% 12.61% 7.74%
Principal MidCap Value III R2 PKPPX Mid-Cap Value Principal Funds 9.64% 8.27% 14.61% 6.34%
T. Rowe Price Mid-Cap Value Adv TAMVX Mid-Cap Value T. Rowe Price 9.58% 7.48% 12.33% 7.49%
Dean Mid Cap Value Fund DALCX Mid-Cap Value Dean Fund 9.57% 7.78% 8.3% 2.57%
Marshall Mid-Cap Value A MVEAX Mid-Cap Value Marshall 9.48% 13.13% -2.55% 3.26%
FPA Capital FPPTX Mid-Cap Value FPA 9.45% 9.45% 12.39% 8.51%
Invesco US Small/Mid Cap Val C MSMQX Mid-Cap Value Invesco 9.45% 10.35% 5.36% N/A
Invesco US Small/Mid Cap Val B MSMGX Mid-Cap Value Invesco 9.44% 10.34% 5.35% N/A
Prudential Mid Cap Value M NBBVX Mid-Cap Value Prudential Investments 9.37% 9.37% 28.04% 2.31%
American Century Mid Cap Value Inst AVUAX Mid-Cap Value American Century Investments 9.21% 6.98% 13.76% 9.47%
ClearBridge Tactical Dividend Income C SMDLX Mid-Cap Value Legg Mason 9.2% 8.43% 7.96% 2.62%
Invesco American Value R6 MSAFX Mid-Cap Value Invesco 9.2% 8.22% 15.01% 6.77%
American Century Mid Cap Value A ACLAX Mid-Cap Value American Century Investments 9.17% 6.99% 13.28% 9.0%
American Century Mid Cap Value Inv ACMVX Mid-Cap Value American Century Investments 9.16% 6.91% 13.51% 9.24%
Invesco American Value Y MSAIX Mid-Cap Value Invesco 9.14% 8.19% 15.23% 7.0%
Invesco American Value A MSAVX Mid-Cap Value Invesco 9.07% 8.15% 14.95% 6.73%
Al Frank Adv VALAX Mid-Cap Value Al Frank 9.05% 7.0% 12.81% 3.63%
American Century Mid Cap Value R AMVRX Mid-Cap Value American Century Investments 9.03% 6.84% 12.97% 8.71%
Cullen Small Cap Value I CUSIX Mid-Cap Value Cullen Funds Trust 8.99% 5.88% 10.55% N/A
Cullen Small Cap Value Retail CUSRX Mid-Cap Value Cullen Funds Trust 8.98% 5.92% 10.26% N/A
Perkins Mid Cap Value D JNMCX Mid-Cap Value Janus 8.93% 6.6% 9.33% 5.3%
American Century Mid Cap Value C ACCLX Mid-Cap Value American Century Investments 8.89% 6.76% 12.39% 8.16%
Linde Hansen Contrarian Value I LHVIX Mid-Cap Value Linde, Hansen & Co., LLC 8.88% 8.88% N/A N/A
Perkins Mid Cap Value L JMIVX Mid-Cap Value Janus 8.87% 6.59% 9.39% 5.44%
Perkins Mid Cap Value T JMCVX Mid-Cap Value Janus 8.87% 6.61% 9.21% 5.23%
Franklin Mid Cap Value A FMVAX Mid-Cap Value Franklin Templeton Investment Funds 8.82% 6.8% 12.0% 4.24%
Perkins Mid Cap Value S JMVIX Mid-Cap Value Janus 8.81% 6.58% 8.94% 5.05%
Franklin All Cap Value R FOUSA06BPO Mid-Cap Value Franklin Templeton Investment Funds 8.78% 6.74% 11.08% 4.0%
Franklin Mid Cap Value R FRANKLINMIDC Mid-Cap Value Franklin Templeton Investment Funds 8.71% 6.72% 11.77% 4.03%
Perkins Mid Cap Value R JDPRX Mid-Cap Value Janus 8.71% 6.5% 8.65% 4.78%
Westcore Mid-Cap Value WTMCX Mid-Cap Value Westcore 8.69% 7.66% 12.75% 3.97%
Janus Aspen Perkins Mid Cap Value Svc JANUSASPENPE Mid-Cap Value Janus 8.65% 6.29% 9.3% 5.58%
Pioneer Mid-Cap Value A PCGRX Mid-Cap Value Pioneer Investments 8.62% 6.48% 8.92% 3.0%
Perkins Mid Cap Value C JMVCX Mid-Cap Value Janus 8.61% 6.39% 8.19% 4.32%
Franklin All Cap Value C FRANKLINALLC Mid-Cap Value Franklin Templeton Investment Funds 8.55% 6.6% 10.47% 3.46%
ING InvTr Pioneer Mid Cap Value Port I IPVIX Mid-Cap Value ING Retirement Funds 8.54% 6.45% 9.64% 3.76%
JHancock3 Value Opportunities I GMPIX Mid-Cap Value John Hancock 8.52% 0.0% 0.99% N/A
Intrepid Disciplined Value Investor ICMCX Mid-Cap Value Intrepid Funds 8.51% 8.51% 8.98% 8.05%
ING Pioneer Mid Cap Value Port S IPVSX Mid-Cap Value ING Retirement Funds 8.45% 6.37% 9.36% 3.5%
JHancock3 Value Opportunities A GOUGX Mid-Cap Value John Hancock 8.36% -0.06% 0.56% N/A
ING Pioneer Mid Cap Value Port Adv IPMVX Mid-Cap Value ING Retirement Funds 8.35% 6.38% 9.01% 3.12%
JPMorgan Mid Cap Value Sel JMVSX Mid-Cap Value JPMorgan 8.25% 7.49% 16.78% 8.25%
JPMorgan Mid Cap Value A JAMCX Mid-Cap Value JPMorgan 8.21% 7.48% 16.51% 7.98%
ING JPMorgan Mid Cap Value Port S IJMSX Mid-Cap Value ING Retirement Funds 8.18% 7.49% 16.55% 7.97%
JHancock3 Value Opportunities C GOACX Mid-Cap Value John Hancock 8.18% -0.11% -0.15% N/A
JHancock3 Value Opportunities B GOUBX Mid-Cap Value John Hancock 8.13% -0.17% -0.18% N/A
ING JPMorgan Mid Cp Value Port S2 IJPMX Mid-Cap Value ING Retirement Funds 8.1% 7.45% 16.39% 7.81%
JPMorgan Mid Cap Value B JBMCX Mid-Cap Value JPMorgan 8.06% 7.39% 15.91% 7.43%
JPMorgan Mid Cap Value C JCMVX Mid-Cap Value JPMorgan 8.05% 7.36% 15.89% 7.43%
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