AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
Top Mid-Cap Value Funds with Proven Track Records
ByAinvest
Friday, Jun 20, 2025 6:55 am ET1min read
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
Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards.
Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content.
AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.
Comments
No comments yet