Mid Cap Value Fund Quote
| AVUAX Fund | USD 16.12 0.11 0.69% |
PerformanceGood
| Odds Of DistressLow
|
Mid Cap is trading at 16.12 as of the 20th of July 2025; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 16.01. Mid Cap has less than a 17 % chance of experiencing some financial distress in the next two years of operation 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
Mid Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, American Century Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Mid Cap Value [AVUAX] 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 4.49% with the current yeild of 0.02%, while the total return for the last 3 years was 8.84%.
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
| IVZ | Invesco Plc | Stock | Financials | |
| PCG | PGE Corp | Stock | Utilities | |
| IWS | iShares Russell Mid Cap | Etf | Mid-Cap Value | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| EQT | EQT Corporation | Stock | Energy | |
| CAG | ConAgra Foods | Stock | Consumer Staples | |
| RSG | Republic Services | Stock | Industrials | |
| LUV | Southwest Airlines | Stock | Industrials |
Mid Cap Value Risk Profiles
| Mean Deviation | 0.6958 | |||
| Semi Deviation | 0.7723 | |||
| Standard Deviation | 0.9042 | |||
| Variance | 0.8176 |
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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