In addition to the rebranded fund, the team manages approximately USD 1.8 billion, including a growing base of USD 320 million in mid-cap value
assets for Chartwell institutional and retail clients as of July 31, 2017.
(OTC: TETAA) has closed the acquisition of the business of small and mid-cap value
investing specialist Keeley Asset Management Corp., the company said.
Rowe Price Mid-Cap Value
(TRMCX) won the award with a return of 24.3%.
EARNEST Partners, winner of this year's SMA Manager of the Year award in the small- and mid-cap category for its Mid-Cap Value
Strategy, has a highly unusual investment team.
Ephraim Global Worldwide Value Fund was awarded for its performance over a span of 5 years in the Global Mid-Cap Value
Munder Capital Management launched the Munder Integrity Mid-Cap Value
Fund and Munder Integrity Small/Mid-Cap Value Fund, benchmarked against the Russell Midcap Value Index, and the Small/Mid-Cap Value Fund against the Russell 2500 Value Index.
The portfolio strategy is 5% mid-cap growth, 20% large-cap growth, 3% mid-cap value
, a dollop of real estate and another of commodities and so forth, ad infinitum.
Exceptions that SRFs have higher turnover rates are in mid-cap blend, mid-cap value
, small blend, and short-term bond categories.
McKissack's firm also manages two publicly traded mutual funds for the Calvert Group--the Calvert Small-Cap Value Fund (CCVAX) and Calvert Mid-Cap Value
(ZGB502) INVESTING IN MID-CAP VALUE
EQUITIES DON WORDELL CEREDEX VALUE ADVISORS LLC.
To address the issue of investment styles we pick six fund groups to investigate: large growth funds, large value funds, mid-cap growth funds, mid-cap value
funds, small growth funds, and small value funds.
In contrast, a $10,000 investment in an average mid-cap value
fund over the same period would have been worth only about $11,000.