Mid Cap Value Fund Quote

ACLAX Fund  USD 16.04  0.01  0.06%   

Performance

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Odds Of Distress

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Low
Mid Cap is trading at 16.04 as of the 20th of July 2025; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 16.05. Mid Cap has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. 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

  1.0AMDVX Mid Cap ValuePairCorr
  0.96AMEIX Equity GrowthPairCorr
  0.98AMGIX Income GrowthPairCorr
  0.93AMKIX Emerging MarketsPairCorr

Mid Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, American Century Investments (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
Mid Cap Value [ACLAX] is traded in USA and was established 20th of July 2025. 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 9.42 B in assets under management (AUM) with no minimum investment requirementsMid Cap Value is currently producing year-to-date (YTD) return of 4.28% with the current yeild of 0.01%, while the total return for the last 3 years was 8.36%.
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

HUBBHubbellStockIndustrials
ZBHZimmer Biomet HoldingsStockHealth Care
CAGConAgra FoodsStockConsumer Staples
PCGPGE CorpStockUtilities
AMATApplied MaterialsStockInformation Technology
WYWeyerhaeuserStockReal Estate
BKThe Bank ofStockFinancials
NTRSNorthern TrustStockFinancials
More Details

Mid Cap Value Risk Profiles

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.
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