Best Mutual Funds: Top Performing Mid Cap Value Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing mid-cap value funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Artisan Mid Cap Value Investor ARTQX 12.38% 17% 7,942,205,972 1.20%
Hotchkis and Wiley Value Opps HWAAX 12.33% 26% 103,405,055 1.35%
Delafield Fund DEFIX 12.28% 24% 1,375,126,112 1.23%
Columbia Mid Cap Value Opportunity AMVAX 11.41% 23% 1,536,107,993 1.20%
AllianceBern Discovery Value ABYSX 11.19% 22% 1,644,435,538 0.85%
RidgeWorth Mid-Cap Value Equity SMVFX 10.94% 20% 2,153,766,425 2.04%
Invesco American Value MSAVX 10.92% 21% 1,220,081,891 1.31%
Perkins Mid Cap Value JMVIX 10.80% 19% 12,337,990,160 1.09%
TIAA-CREF Mid-Cap Value TCMVX 10.75% 20% 3,257,572,085 0.81%
JPMorgan Mid Cap Value JMVSX 10.48% 17% 9,525,583,924 0.98%
Heartland Select Value HRSVX 10.41% 20% 634,366,098 1.22%
Vanguard Selected Value VASVX 10.41% 18% 4,391,863,172 0.38%
Virtus Mid-Cap Value FMIVX 10.33% 21% 362,588,180 1.46%
Columbia Mid Cap Value NAMAX 10.21% 23% 3,555,324,357 0.93%


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