Mid-Cap Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 03/31/2019
Mid-Cap Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
01/01/1997
Gross of Fees 16.31 16.31 -3.34 7.55 3.69 17.82 12.46
Net of Fees 16.13 16.13 -4.01 6.82 2.98 17.02 11.61
Russell Midcap Value Index 14.37 14.37 2.89 9.50 7.22 16.39 10.09
Russell Midcap Index 16.54 16.54 6.47 11.82 8.81 16.88 10.05
Mid-Cap Value Composite - Gross
Mid-Cap Value Composite - Net
Russell Midcap Value Index
Russell Midcap Index
20%
15%
10%
5%
0%
-5%

Preliminary performance quoted represents past performance and does not guarantee future results.

Index definitions

GIPS Compliant Presentation