Top Mid-Cap Value Funds with Proven Track Records
PorAinvest
viernes, 20 de junio de 2025, 6:55 am ET1 min de lectura
HEQ--
Hotchkis & Wiley Value Opportunities Fund (HWAZX) has shown impressive growth, with a 13.23% return over the last 12 months. This performance is notable given the broader market conditions and the fund's focus on mid-cap value stocks. The fund's manager, Hotchkis & Wiley, has a proven track record in identifying undervalued opportunities within the mid-cap sector.
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) has also performed well, with a return of 7.03% over the same period. This fund is managed by John Hancock Investments and follows a disciplined approach to value investing. The fund's focus on mid-cap companies provides exposure to a segment of the market that is often overlooked but has the potential for significant growth.
Both funds have been recognized for their consistent performance and adherence to value investing principles. Their Morningstar Medalist Rating of Bronze indicates that they have demonstrated strong performance relative to their peers over the past three years.
Investors seeking exposure to mid-cap value stocks should consider the performance and track record of these funds. While past performance is not indicative of future results, the strong returns of HWAZX and JVMRX suggest that they may be worth considering as part of a diversified investment portfolio.
References:
[1] https://www.gurufocus.com/news/2936208/fico-authorizes-1-billion-stock-buyback-program?mobile=true
[2] https://www.morningstar.com/stocks/after-earnings-is-broadcom-stock-buy-sell-or-fairly-valued-5
HWSM--
MORN--
Two top-performing mid-cap value funds are highlighted: Hotchkis & Wiley Value Opportunities Fund (HWAZX) and John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX). Mid-cap value funds have returned 7.03% over the last 12 months, with HWAZX gaining 13.23%. Both funds are actively managed and have a Morningstar Medalist Rating of Bronze.
Two prominent mid-cap value funds, Hotchkis & Wiley Value Opportunities Fund (HWAZX) and John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX), have demonstrated robust performance over the past year. Mid-cap value funds have returned 7.03% over the last 12 months, with HWAZX gaining 13.23% [1]. Both funds are actively managed and have earned a Morningstar Medalist Rating of Bronze.Hotchkis & Wiley Value Opportunities Fund (HWAZX) has shown impressive growth, with a 13.23% return over the last 12 months. This performance is notable given the broader market conditions and the fund's focus on mid-cap value stocks. The fund's manager, Hotchkis & Wiley, has a proven track record in identifying undervalued opportunities within the mid-cap sector.
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) has also performed well, with a return of 7.03% over the same period. This fund is managed by John Hancock Investments and follows a disciplined approach to value investing. The fund's focus on mid-cap companies provides exposure to a segment of the market that is often overlooked but has the potential for significant growth.
Both funds have been recognized for their consistent performance and adherence to value investing principles. Their Morningstar Medalist Rating of Bronze indicates that they have demonstrated strong performance relative to their peers over the past three years.
Investors seeking exposure to mid-cap value stocks should consider the performance and track record of these funds. While past performance is not indicative of future results, the strong returns of HWAZX and JVMRX suggest that they may be worth considering as part of a diversified investment portfolio.
References:
[1] https://www.gurufocus.com/news/2936208/fico-authorizes-1-billion-stock-buyback-program?mobile=true
[2] https://www.morningstar.com/stocks/after-earnings-is-broadcom-stock-buy-sell-or-fairly-valued-5

Divulgación editorial y transparencia de la IA: Ainvest News utiliza tecnología avanzada de Modelos de Lenguaje Largo (LLM) para sintetizar y analizar datos de mercado en tiempo real. Para garantizar los más altos estándares de integridad, cada artículo se somete a un riguroso proceso de verificación con participación humana.
Mientras la IA asiste en el procesamiento de datos y la redacción inicial, un miembro editorial profesional de Ainvest revisa, verifica y aprueba de forma independiente todo el contenido para garantizar su precisión y cumplimiento con los estándares editoriales de Ainvest Fintech Inc. Esta supervisión humana está diseñada para mitigar las alucinaciones de la IA y garantizar el contexto financiero.
Advertencia sobre inversiones: Este contenido se proporciona únicamente con fines informativos y no constituye asesoramiento profesional de inversión, legal o financiero. Los mercados conllevan riesgos inherentes. Se recomienda a los usuarios que realicen una investigación independiente o consulten a un asesor financiero certificado antes de tomar cualquier decisión. Ainvest Fintech Inc. se exime de toda responsabilidad por las acciones tomadas con base en esta información. ¿Encontró un error? Reportar un problema

Comentarios
Aún no hay comentarios