Returns

Lord Abbett Value Opportunities Fund

  • Funds Up/Down
    227/55
  • YTD Range (%)
    -30.22 - 11.18
  • YTD Avg (%)
    2.66
Rank Fund Name Ticker YTD
0 Clarkston Partners Fund CFSMX 2.71
0 AMG Managers Fairpointe Mid Cap Fund CHTTX 7.02
0 Columbia Select Mid Cap Value Fund CMUCX -0.27
0 Carillon Scout Mid Cap Fund CSMUX -0.83
0 Fidelity Advisor Mid Cap II Fund FIIAX 6.65
0 Ivy Mid Cap Income Opportunities Fund IVOAX -1.14
0 KEELEY Small-Mid Cap Value Fund KSMVX 5.49
0 Great-West S&P Mid Cap 400 Index Fund MXMDX 4.55
0 Oppenheimer Main Street Mid Cap Fund OPMSX 3.18
0 Wells Fargo Common Stock Fund SCSAX 0.7
0 American Beacon Shapiro SMID Cap Equity Fund SHDIX -3.07
0 American Beacon Shapiro SMID Cap Equity Fund SHDYX -1.09
0 Columbia Select Mid Cap Value Fund CFDRX -1.17
0 Columbia Select Mid Cap Value Fund CMVYX 2.16
0 Fidelity Mid-Cap Stock Fund FMCSX 2.57
0 Vanguard Mid-Cap Index Fund VIMSX 1.33
0 Ancora-Thelen Small-Mid Cap Fund AATSX -2.15
0 JPMorgan Mid Cap Equity Fund JPPEX 7.99
1 Clarkston Partners Fund CISMX -1.58
2 AMG SouthernSun US Equity Fund SSEIX 3.91
3 AMG SouthernSun US Equity Fund SSEFX 5.74
4 Clarkston Founders Fund CIMDX -1.05
5 Victory RS Investors Fund RSIYX 4.91
6 Victory RS Investors Fund RSINX 10.27
7 Victory RS Investors Fund RSIKX 2
8 Victory RS Investors Fund RIVCX 3.2
9 Ave Maria Value Fund AVEMX 4.23
10 Fidelity Mid-Cap Stock Fund FKMCX 3.65
11 Gabelli Focus Five Fund GWSAX -0.74
12 JPMorgan Mid Cap Value Fund JMVYX 7.02
13 JPMorgan Mid Cap Value Fund FLMVX 3.7
14 JPMorgan Mid Cap Value Fund JMVRX 3.68
15 JPMorgan Mid Cap Value Fund JMVSX 5.56
16 JPMorgan Mid Cap Value Fund JMVQX -1.89
17 JPMorgan Mid Cap Value Fund JMVPX 1.32
18 JPMorgan Mid Cap Value Fund JMVZX 7.24
19 AMG Managers Fairpointe Mid Cap Fund ABIZX 7.1
20 John Hancock Disciplined Value Mid Cap Fund JVMRX -1.68
21 Federated Mid-Cap Index Fund FMCLX 7.74
22 John Hancock Disciplined Value Mid Cap Fund JVMIX 5.63
23 JPMorgan Mid Cap Value Fund JAMCX 6.85
24 John Hancock Disciplined Value Mid Cap Fund JVMTX 2.27
25 Delaware Opportunity Fund formerly First Investors Opportunity Fund FIVUX 8
26 John Hancock Disciplined Value Mid Cap Fund JVMAX 7.39
27 Delaware Opportunity Fund formerly First Investors Opportunity Fund FIUSX 0.41
28 JPMorgan Mid Cap Value Fund JCMVX 6.74
29 Columbia Select Mid Cap Value Fund CVERX 3.74
30 Ivy Mid Cap Income Opportunities Fund IVOSX -2.01
31 Columbia Select Mid Cap Value Fund NAMAX -0.15
32 American Beacon Shapiro SMID Cap Equity Fund SHDPX 0.46
33 Columbia Select Mid Cap Value Fund CMVRX 1.01
34 Prospector Opportunity Fund POPFX 2.61
35 Cambiar SMID Fund CAMUX -0.08
36 AMG Managers Fairpointe Mid Cap Fund ABMIX 0.5
37 Ivy Mid Cap Income Opportunities Fund IVOCX -2.02
38 John Hancock Disciplined Value Mid Cap Fund JVMSX 3.96
39 Delaware Opportunity Fund formerly First Investors Opportunity Fund FIVVX -0.89
40 Saratoga Mid Capitalization Portfolio SMIPX 4.38
41 John Hancock Disciplined Value Mid Cap Fund JVMCX 0.93
42 Saratoga Mid Capitalization Portfolio SPMAX -0.8
43 Columbia Select Mid Cap Value Fund CMUAX 1.7
44 PGIM QMA Mid-Cap Core Equity Fund PQCCX 1.4
45 Johnson Opportunity Fund JOPPX 3.85
46 Diamond Hill Small-Mid Cap Fund DHMYX 5.36
47 Diamond Hill Small-Mid Cap Fund DHMIX 2.47
48 Vanguard Strategic Equity Fund VSEQX 5.91
49 Saratoga Mid Capitalization Portfolio SPMCX 6.93
50 T. Rowe Price QM US Small & Mid-Cap Core Equity Fund TQSMX 9.99
51 Diamond Hill Small-Mid Cap Fund DHMAX 5.25
52 Cambiar SMID Fund CAMMX 1.37
53 Steward Small-Mid Cap Enhanced Index Fund SSMOX 3.26
55 Government Street Mid-Cap Fund GVMCX 0.15
56 Hartford Schroders US Small-Mid Cap Opportunities Fund SMDRX 3.4
57 Hartford Schroders US Small-Mid Cap Opportunities Fund HFDYX 4.07
58 Vanguard S&P Mid-Cap 400 Index Fund VSPMX 3.5
59 Principal MidCap S&P 400 Index Fund PMAPX 4.63
60 MFS Blended Research Mid Cap Equity Fund BMSTX 11.18
61 Westwood SMidCap Fund WHGMX 4.61
62 Hartford Schroders US Small-Mid Cap Opportunities Fund HFDSX 5.64
63 Columbia Mid Cap Index Fund NMPAX 7.83
64 Columbia Mid Cap Index Fund CPXRX 4.63
65 Northern Mid Cap Index Fund NOMIX 2.81
66 KEELEY Small-Mid Cap Value Fund KSMIX 7.06
67 Ivy Mid Cap Income Opportunities Fund IVOIX 3.09
68 Principal MidCap S&P 400 Index Fund PMFPX 4.55
69 SEI Mid-Cap Fund SEMCX 6.24
70 Diamond Hill Mid Cap Fund DHPYX 6.96
71 Nationwide Mid Cap Market Index Fund GMXAX 5.18
72 Ivy Mid Cap Income Opportunities Fund IVOYX -0.27
75 Hartford Schroders US Small-Mid Cap Opportunities Fund HFDFX 3.62
76 Nationwide Mid Cap Market Index Fund NWXQX 6.75
77 Oppenheimer Main Street Mid Cap Fund OPMYX 4.26
78 MFS Blended Research Mid Cap Equity Fund BMSRX 9.18
79 MFS Blended Research Mid Cap Equity Fund BMSDX 7.42
80 Hartford Schroders US Small-Mid Cap Opportunities Fund HFDTX 4.07
81 Boston Trust Midcap Fund BTMFX 3.09
82 Principal MidCap S&P 400 Index Fund PMSSX 6.04
84 Hartford Schroders US Small-Mid Cap Opportunities Fund SMDIX 2.47
85 MFS Blended Research Mid Cap Equity Fund BMSVX 7.79
86 Diamond Hill Mid Cap Fund DHPAX 1.53
87 Ivy Mid Cap Income Opportunities Fund IVORX 3.16
88 MFS Blended Research Mid Cap Equity Fund BMSLX 1.15
89 Steward Small-Mid Cap Enhanced Index Fund SCECX -1.7
90 Dreyfus Midcap Index Fund, Inc DMIDX 2.75
91 Nationwide Mid Cap Market Index Fund GMXIX 3.56
92 Principal MidCap S&P 400 Index Fund MPSIX 7.85
93 Hartford Schroders US Small-Mid Cap Opportunities Fund SMDVX 1.04
94 MFS Blended Research Mid Cap Equity Fund BMSFX 2.51
95 Nationwide Mid Cap Market Index Fund GMCCX -0.74
96 Principal MidCap S&P 400 Index Fund PMFJX 1.75
98 SEI Mid-Cap Fund SFDYX 6.24
99 Steward Small-Mid Cap Enhanced Index Fund SSMEX 1.65
100 Columbia Mid Cap Index Fund NTIAX 4.62
101 Shelton S&P MidCap Index Fund SPMIX 2.78
102 Dreyfus Midcap Index Fund, Inc PESPX 4.58
103 SEI Mid-Cap Fund SIPIX 6.22
104 Oppenheimer Main Street Mid Cap Fund OPMIX 4.29
105 MFS Blended Research Mid Cap Equity Fund BMSSX 2.92
106 Diamond Hill Mid Cap Fund DHPIX 8.45
107 Principal MidCap S&P 400 Index Fund PMFMX 7.67
108 Federated Mid-Cap Index Fund FMCRX -1.35
109 Boston Trust SMID Cap Fund BTSMX 3.25
110 Oppenheimer Main Street Mid Cap Fund OPMCX 3.06
111 Fidelity Advisor Stock Selector Mid Cap Fund FMCAX 3.34
112 Walden Mid Cap Fund WAMFX -0.23
113 Hartford Schroders US Small-Mid Cap Opportunities Fund HFDCX 3.27
114 MFS Blended Research Mid Cap Equity Fund BMSBX 2.85
115 Shelton S&P MidCap Index Fund MIDKX 7.51
116 Federated Mid-Cap Index Fund FMDCX 4.48
117 Touchstone Mid Cap Fund TMCPX 4.8
118 Fidelity Advisor Stock Selector Mid Cap Fund FSLZX 5.18
119 Oppenheimer Main Street Mid Cap Fund OPMNX -1.28
120 T. Rowe Price QM US Small & Mid-Cap Core Equity Fund TQSIX 2.85
121 Dreyfus Active MidCap Fund DNLYX 0.98
122 Touchstone Mid Cap Fund TMAPX 2.35
123 T. Rowe Price QM US Small & Mid-Cap Core Equity Fund TQSAX 4.79
124 Dreyfus Active MidCap Fund DNLDX 3.99
125 TIAA-CREF Quant Small-Mid-Cap Equity Fund TSMWX 3.6
126 Hartford Schroders US Small-Mid Cap Opportunities Fund HFDRX 3.56
127 TIAA-CREF Quant Small-Mid-Cap Equity Fund TSMOX 3.7
128 Touchstone Mid Cap Fund TMPIX 6.67
129 ProFunds Mid-Cap ProFund MDPIX 4.07
130 TIAA-CREF Quant Small-Mid-Cap Equity Fund TSMEX 6.96
131 MFS Blended Research Mid Cap Equity Fund BMSYX 7.79
132 Principal EDGE MidCap Fund PEDMX -0.88
133 Great-West S&P Mid Cap 400 Index Fund MXBUX 6.14
135 Great-West S&P Mid Cap 400 Index Fund MXNZX 1.78
136 Thompson MidCap Fund THPMX -3.49
137 TIAA-CREF Quant Small-Mid-Cap Equity Fund TSMUX 2.52
138 Dreyfus Active MidCap Fund DNLCX 3.64
139 Carillon Scout Mid Cap Fund CSMSX 5.73
140 Carillon Scout Mid Cap Fund UMBMX 5.69
141 Principal MidCap S&P 400 Index Fund PMFSX -1.45
142 Carillon Scout Mid Cap Fund CSMFX 8.98
143 Thrivent Mid Cap Stock Fund TMSIX 9.04
144 Carillon Scout Mid Cap Fund CSMEX 9.15
145 Carillon Scout Mid Cap Fund CSMZX -2.36
146 Fidelity Advisor Mid Cap II Fund FIIMX 5.35
147 ProFunds Mid-Cap ProFund MDPSX -2.58
148 Touchstone Mid Cap Fund TMCJX 3.39
149 TIAA-CREF Quant Small-Mid-Cap Equity Fund TSMMX 1.78
150 Carillon Scout Mid Cap Fund CSMRX 9.02
151 Nationwide Mid Cap Market Index Fund GMXRX -1.49
152 Meridian Contrarian Fund MFCIX 1.44
153 Fidelity SAI Small-Mid Cap 500 Index Fund FZFLX -0.65
154 Dreyfus Active MidCap Fund DNLRX 7.24
155 SEI Tax-Managed Small-Mid Cap Fund STMSX 4.58
156 Walden SMID Cap Fund WASMX 1.59
157 Fidelity Advisor Stock Selector Mid Cap Fund FSSMX 6.74
158 Fidelity Advisor Stock Selector Mid Cap Fund FMCCX 6.71
159 Steward Small-Mid Cap Enhanced Index Fund TRDFX 1.67
160 Touchstone Mid Cap Fund TMCTX 6.56
161 Fidelity Advisor Stock Selector Mid Cap Fund FMCDX 6.65
162 JPMorgan Mid Cap Equity Fund JMEEX 7.98
163 Thrivent Mid Cap Stock Fund AASCX 8.97
164 Meridian Contrarian Fund MVALX 0.11
165 Fidelity Advisor Mid Cap II Fund FITIX 7.95
166 JPMorgan Mid Cap Equity Fund JCMAX 3.45
167 SEI Tax-Managed Small-Mid Cap Fund STMPX -2.73
168 Fidelity ZERO Extended Market Index Fund FZIPX 1.47
169 JPMorgan Mid Cap Equity Fund JMCEX 3.36
170 Fidelity Advisor Stock Selector Mid Cap Fund FMCEX -0.15
171 JPMorgan Intrepid Mid Cap Fund WOOSX 3.8
172 Fidelity Advisor Mid Cap II Fund FIICX -2.85
173 JPMorgan Intrepid Mid Cap Fund WOOQX 0.96
174 Meridian Contrarian Fund MFCCX -2.71
175 TIAA-CREF Quant Small-Mid-Cap Equity Fund TSMNX 5.39
176 iShares Russell Small-Mid-Cap Index Fund BSMKX -4.24
177 JPMorgan Intrepid Mid Cap Fund PECAX -2.19
178 iShares Russell Small-Mid-Cap Index Fund BSMIX -1.63
179 JPMorgan Mid Cap Equity Fund VSNGX 7.52
180 Fidelity Mid Cap Index Fund FSMDX 2.5
181 Fidelity Advisor Mid Cap II Fund FZAMX 2.52
182 Vanguard Mid-Cap Index Fund VIMAX 2.67
183 Vanguard Mid-Cap Index Fund VMCIX 2.67
184 JPMorgan Mid Cap Equity Fund JMCCX 4.3
185 Sterling Capital SMID Opportunities Fund SMDOX -14.29
186 iShares Russell Mid-Cap Index Fund BRMKX -1.61
187 iShares Russell Mid-Cap Index Fund BRMIX 2.49
188 SEI Small-Mid Cap Equity Fund SSMAX -1.54
189 Meridian Contrarian Fund MFCAX -2
190 Fidelity Flex Mid Cap Index Fund FLAPX 7.47
191 Sterling Capital SMID Opportunities Fund SMDQX -15.59
192 JPMorgan Intrepid Mid Cap Fund WOOOX 2.06
193 Russell Tax-Managed US Mid & Small Cap Fund RTOUX 1.36
194 Vanguard Mid-Cap Index Fund VMCPX 1.34
196 Wells Fargo Common Stock Fund SCSDX 4.66
198 Schwab US Mid-Cap Index Fund SWMCX 1.27
199 iShares Russell Small-Mid-Cap Index Fund BSMAX 4.38
200 JPMorgan Intrepid Mid Cap Fund WOOPX 2.68
202 Sterling Capital SMID Opportunities Fund SMDPX -14.44
203 Lazard US Small-Mid Cap Equity Portfolio LZCOX 2.17
204 Columbia Mid Cap Index Fund CMDYX 7.87
205 Ancora-Thelen Small-Mid Cap Fund AATIX 5.96
206 JPMorgan Intrepid Mid Cap Fund ODMCX 3.47
207 iShares Russell Mid-Cap Index Fund BRMAX 2.43
208 Lazard US Small-Mid Cap Equity Portfolio LZSCX 3.7
209 BNY Mellon Mid Cap Multi-Strategy Fund MIMSX 1.99
210 Wells Fargo Common Stock Fund SCSRX 1.55
211 Wells Fargo Common Stock Fund SCNSX 1.56
212 Destinations Small-Mid Cap Equity Fund DSMZX 3.13
213 Destinations Small-Mid Cap Equity Fund DSMFX 6.91
214 BNY Mellon Mid Cap Multi-Strategy Fund MPMCX 3.92
215 Calvert US Mid Cap Core Responsible Index Fund CMJAX 1.95
216 Ariel Fund ARAIX 1.36
217 Pacific Funds Small-Mid-Cap PFMDX -26.62
218 Fidelity Strategic Advisers Small-Mid Cap Fund FSCFX 4.46
219 Wells Fargo Common Stock Fund STSAX 1.8
220 Ariel Fund ARGFX -3.03
221 Calvert Mid-Cap Fund CCAFX 1.72
223 Pacific Funds Small-Mid-Cap PFPCX -30.22
224 Pacific Funds Small-Mid-Cap PFOIX -22.7
225 Lord Abbett Value Opportunities Fund LVOOX 5.25
226 Lord Abbett Value Opportunities Fund LVOVX 3.63
227 Lord Abbett Value Opportunities Fund LVOTX 3.56
228 Parnassus Mid Cap Fund PARMX -0.48
229 Calvert Mid-Cap Fund CCPIX 1.74
230 Lord Abbett Value Opportunities Fund LVOPX 2.63
231 Calvert US Mid Cap Core Responsible Index Fund CMJIX -1.74
232 Lord Abbett Value Opportunities Fund LVOYX 8.66
233 Parnassus Mid Cap Fund PFPMX 3.96
234 Calvert Mid-Cap Fund CCACX 3.06
235 Lord Abbett Value Opportunities Fund LVOSX 3.57
236 Lord Abbett Value Opportunities Fund LVOAX 2.66
237 Lord Abbett Value Opportunities Fund LVORX 3.52
238 Lord Abbett Value Opportunities Fund LVOCX 8.4
239 Pacific Funds Small-Mid-Cap PFDAX -28.26
240 Lord Abbett Value Opportunities Fund LVOFX 8.14
241 SEI Extended Market Index Fund SMXAX 3.24
242 State Street Small Mid Cap Equity Index Fund SSMKX 1.68
243 State Street Small Mid Cap Equity Index Portfolio SSMHX 3.28
244 State Street Small Mid Cap Equity Index Fund SSMLX 5.01
245 Lord Abbett Value Opportunities Fund LVOQX 3.9
246 Principal MidCap Fund PEMGX 9.07
247 Principal MidCap Fund PMBSX 4.53
248 State Street Small Mid Cap Equity Index Fund SSMJX 2.29
249 Fidelity Extended Market Index Fund FSMAX 1.99
250 Principal MidCap Fund PMSBX 8.95
251 Principal MidCap Fund PMAQX 4.59
252 Virtus KAR Mid-Cap Core Fund VRMCX 2.04
253 Principal MidCap Fund PCBIX 9.16
254 Virtus KAR Mid-Cap Core Fund VIMCX 0.94
255 Principal MidCap Fund PMBJX 0.45
256 Principal MidCap Fund PMBPX 1.82
257 ClearBridge Mid Cap Fund LMREX -3.5
258 Virtus KAR Mid-Cap Core Fund VMCCX -0.77
259 Principal MidCap Fund PMBCX 6.94
260 ClearBridge Mid Cap Fund SMCPX 1.28
261 ClearBridge Mid Cap Fund SBMAX 3.89
262 Virtus KAR Mid-Cap Core Fund VMACX 2.24
263 Principal MidCap Fund PMBMX 3.17
264 ClearBridge Mid Cap Fund SBMLX -1.77
267 ClearBridge Mid Cap Fund LSIRX 0.45
268 ClearBridge Mid Cap Fund SMBYX -0.08
272 Tarkio Fund TARKX 8.03
273 Virtus KAR Small-Mid Cap Core Fund VKSAX 5.21
274 Virtus KAR Small-Mid Cap Core Fund VKSCX 3.52
275 Virtus KAR Small-Mid Cap Core Fund VKSIX 1.98
276 Virtus KAR Small-Mid Cap Core Fund VKSRX 2.03
277 Paradigm Select Fund PFSLX 9.04
278 Parnassus Mid Cap Fund PFPRX 6
279 Parnassus Mid Cap Fund PARNX 3.56