The $8 billion fund, run by Boston-based Fidelity Investments, returned 27.4%, beating the 24% advance of the Russell Midcap Value Index. The $6.3 billion DFA U.S. Small Cap Value Portfolio (DFSVX) ranked No. 2, rising 26.8%. Our list excludes index and sector funds.
Shares of medium-sized companies outperformed large-cap stocks during the third quarter. The S&P 500 Index and Dow Jones Industrial Average each gained 16%.
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