Rowe's funds, including Capital Appreciation and Mid-Cap Value, are on the Forbes Best Buys list.
That means focusing on small- and mid-cap value funds as well as international funds.
The fund ranks among the top 21% of mid-cap value funds for three- and five-year performance.
Investors should not buy any mid-cap value ETFs or mutual funds because none get an attractive-or-better rating.
ProShares Ultra Russell MidCap Value (UVU) is my worst-rated mid-cap value ETF and earns my dangerous rating.
Jim Stack, editor of InvesTech Research , thinks highly of Artisan Mid-cap Value (ARTQX) and T.
The mid-cap value ETF is up 4.5% for the year, and 9% higher since the start of May.
Small-cap value, small-cap growth, mid-cap value, and mid-cap growth mutual funds were each down about 3%, according to Morningstar.
Lear Corporation (LEA) is one of my favorite stocks held by mid-cap value ETFs and mutual funds and earns my very attractive rating.
ProShares Ultra Russell2000 Value (UVT) is my worst-rated small-cap value ETF and ProFunds: Mid-Cap Value ProFund (MLPSX) is my worst-rated small-cap value mutual fund.
The mid-cap value style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
Principal Financial Group (PFG) is one of my least favorite stocks held by mid-cap value ETFs and mutual funds and earns my very dangerous rating.
Among other gems Guggenheim has picked up on its acquisition spree are the talents of James Schier, manager since 1997 of what is now billed as the Guggenheim Mid-Cap Value Fund.
Asset classes refer to investment categories such as large cap value, mid-cap growth, small-cap value, international, and emerging markets.
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Investors need to tread carefully when considering mid-cap blend ETFs and mutual funds, as no ETFs or mutual funds in the mid-cap blend style allocate enough value to attractive-or-better-rated stocks to earn an attractive rating.
What this means is that investors stand the best chance of participating in this renewed merger and acquisition cycle by investing in small to midsize companies, or micro, small-cap and mid-cap mutual funds run by investment managers with a value approach.
Schwab and Fidelity accounts make up large amounts of shares at such well-known names as Turner MicroCap (77%), Janus Mid Cap Value (49%) and Baron Asset (51%).
When looking for value stocks, I tend to stick with mid- to large-cap stocks, or sometimes ETFs.
Nearly one-third of Jacobs' portfolio is in the Vanguard Total Stock Market Index ( VTSMX) , with the rest split among small- and mid-caps, including Baron Small Cap ( BSCFX) , Berger Mid Cap Value ( BEMVX) and Artisan Mid Cap Value ( ARTQX) .
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