Mid-Cap Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 03/31/2018
Mid-Cap Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
01/01/1997
Gross of Fees -1.77 -1.77 5.75 4.78 9.92 12.27 13.26
Net of Fees -1.94 -1.94 5.06 4.07 9.17 11.51 12.41
Russell Midcap Value Index -2.50 -2.50 6.50 7.23 11.11 9.81 10.44
Russell Midcap Index -0.46 -0.46 12.20 8.01 12.09 10.21 10.22
Mid-Cap Value Composite - Gross
Mid-Cap Value Composite - Net
Russell Midcap Value Index
Russell Midcap Index
15%
10%
5%
0%
-5%

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

Index definitions

GIPS Compliant Presentation