Mid Cap Value Fund Quote
| AMDVX Fund | USD 16.58 0.28 1.72% |
Performance8 of 100
| Odds Of DistressLess than 18
|
Mid Cap is trading at 16.58 as of the 27th of July 2024; that is 1.72 percent up since the beginning of the trading day. The fund's open price was 16.3. Mid Cap has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mid Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of April 2024 and ending today, the 27th of July 2024. Click here to learn more.
Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalizations at the time of purchase are within the capitalization range of the Russell 3000 Index, excluding the largest 100 such companies.. More on Mid Cap Value
Moving together with Mid Mutual Fund
Mid Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, American Century Investments, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 30th of June 2024 |
Mid Cap Value [AMDVX] is traded in USA and was established 27th of July 2024. Mid Cap is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of American Century Investments family. This fund presently has accumulated 8.31 B in assets under management (AUM) with no minimum investment requirementsMid Cap Value is currently producing year-to-date (YTD) return of 5.92% with the current yeild of 0.02%, while the total return for the last 3 years was 6.3%.
Check Mid Cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mid Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mid Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mid Cap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mid Cap Value Mutual Fund Constituents
| IWS | iShares Russell Mid Cap | Etf | Mid-Cap Value | |
| RSG | Republic Services | Stock | Industrials | |
| DGX | Quest Diagnostics Incorporated | Stock | Health Care | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| EMR | Emerson Electric | Stock | Industrials | |
| EQT | EQT Corporation | Stock | Energy | |
| NTRS | Northern Trust | Stock | Financials | |
| XEL | Xcel Energy | Stock | Utilities |
Mid Cap Value Risk Profiles
| Mean Deviation | 0.5158 | |||
| Semi Deviation | 0.5075 | |||
| Standard Deviation | 0.6777 | |||
| Variance | 0.4593 |
Mid Cap Against Markets
Other Information on Investing in Mid Mutual Fund
Mid Cap financial ratios help investors to determine whether Mid Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mid with respect to the benefits of owning Mid Cap security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |