Small-cap value, small-cap growth, mid-cap value, and mid-cap growth mutual funds were each down about 3%, according to Morningstar.
ProShares Ultra Russell2000 Value (UVT) is my worst-rated small-cap value ETF and ProFunds: Mid-Cap Value ProFund (MLPSX) is my worst-rated small-cap value mutual fund.
The fund ranks among the top 21% of mid-cap value funds for three- and five-year performance.
ProShares Ultra Russell MidCap Value (UVU) is my worst-rated mid-cap value ETF and earns my dangerous rating.
Rowe's funds, including Capital Appreciation and Mid-Cap Value, are on the Forbes Best Buys list.
That means focusing on small- and mid-cap value funds as well as international funds.
Investors should not buy any mid-cap value ETFs or mutual funds because none get an attractive-or-better rating.
Jim Stack, editor of InvesTech Research , thinks highly of Artisan Mid-cap Value (ARTQX) and T.
The mid-cap value ETF is up 4.5% for the year, and 9% higher since the start of May.
Lear Corporation (LEA) is one of my favorite stocks held by mid-cap value ETFs and mutual funds and earns my very attractive rating.
The mid-cap value style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
Principal Financial Group (PFG) is one of my least favorite stocks held by mid-cap value ETFs and mutual funds and earns my very dangerous rating.
Among other gems Guggenheim has picked up on its acquisition spree are the talents of James Schier, manager since 1997 of what is now billed as the Guggenheim Mid-Cap Value Fund.
Given the fall in the pound of about 25% in its trade-weighted value from mid-2007, Britain's trading performance has been rather disappointing.
But the hefty depreciation of around a quarter in sterling's trade-weighted value since mid-2007 will still bolster the economy by making British producers of tradable goods and services more competitive both in foreign markets and at home.
Asset classes refer to investment categories such as large cap value, mid-cap growth, small-cap value, international, and emerging markets.
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Rising demand for low-to-mid end mobile phones from value-conscious customers will continue to put pressure on average phone pricing.
Even so, I missed the 25 percent rally in coal properties like Peabody Energy which now sells at 6 times mid-cycle enterprise value.
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Investors need to tread carefully when considering mid-cap blend ETFs and mutual funds, as no ETFs or mutual funds in the mid-cap blend style allocate enough value to attractive-or-better-rated stocks to earn an attractive rating.
In the primaries before the mid-term elections, Republican candidates learnt the value of an approving tweet from the patron saint of the tea-partiers even though over a third of her picks then failed to win seats in Congress.
The market topped out on May 1 in anticipation of the economy running into trouble, and lost approximately 18% of its value to its mid-August low.
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In that time frame, Morningstar reports, it has beaten 99% of its peers (funds aiming for a blend of value and growth in mid-size companies).
If big growth is out of reach, do not destroy the value in a healthy mid-size company in a futile attempt to reach for the moon.
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Even though Britain relies more than other European countries on Asian trade and investment, sterling should have the bigger effect, given that the trade-weighted value of the pound is about 25% higher than in mid-1996.
High-quality upgrades generally increase the value of high-end homes, but not necessarily mid-range houses where the upgrade may be inconsistent with the rest of the home.
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Mid-market CEOs ought to place a high value on stability and sustainability.
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While the official line was that this step was taken as a function of normal year-end "indexing, " the real impetus was clear: By mid-December, the stock experienced a roughly 29% decline from its peak value on 6 September1 -- despite reasonably strong earnings -- thanks to an international divestment campaign waged against a company seen to be providing indispensable new revenue streams to one of the planet's most odious regimes.
Leadership has been mostly value funds with a small-mid bias, but a few growth funds land among the current top performers.
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What this means is that investors stand the best chance of participating in this renewed merger and acquisition cycle by investing in small to midsize companies, or micro, small-cap and mid-cap mutual funds run by investment managers with a value approach.
When looking for value stocks, I tend to stick with mid- to large-cap stocks, or sometimes ETFs.
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