Mid-Cap Blend Funds
Mid-blend funds invest in stocks of medium-sized companies where neither growth nor value characteristics predominate. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $8 billion and represents 20% of the total capitalization of the U.S. equity market.
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 159.23 Bil | 1.41% | 65 | 56 | 33 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 96.79 Bil | 1.13% | 97 | 77 | 56 | 0.190% | $3,000 | No Load | Limited |
| Fidelity Extended Market Index | FSMAX | Mid-Cap Blend | 36.56 Bil | 1.03% | 97 | 74 | 53 | 0.035% | — | No Load | Open |
| Fidelity Mid Cap Index | FSMDX | Mid-Cap Blend | 33.44 Bil | 1.32% | 62 | 53 | 29 | 0.025% | — | No Load | Open |
| Vanguard Strategic Equity Inv | VSEQX | Mid-Cap Blend | 7.89 Bil | 1.35% | 17 | 14 | 12 | 0.170% | $3,000 | No Load | Open |
| Fidelity Mid-Cap Stock | FMCSX | Mid-Cap Blend | 7.24 Bil | 0.85% | 28 | 21 | 17 | 0.800% | — | No Load | Open |
| Touchstone Mid Cap Y | TMCPX | Mid-Cap Blend | 5.54 Bil | 0.32% | 21 | 41 | 8 | 0.950% | $2,500 | No Load | Open |
| Touchstone Mid Cap Z | TMCTX | Mid-Cap Blend | 5.47 Bil | 0.08% | 24 | 46 | 9 | 1.230% | $2,500 | No Load | Open |
| Janus Henderson Contrarian D | JACNX | Mid-Cap Blend | 4.53 Bil | 0.48% | 79 | 10 | 50 | 0.760% | $2,500 | No Load | Limited |
| Janus Henderson Contrarian T | JSVAX | Mid-Cap Blend | 4.53 Bil | 0.39% | 79 | 10 | 54 | 0.870% | $2,500 | No Load | Open |
| Janus Henderson Contrarian S | JCNIX | Mid-Cap Blend | 4.53 Bil | 0.06% | 81 | 13 | 61 | 1.210% | $2,500 | No Load | Open |
| Thrivent Mid Cap Stock S | TMSIX | Mid-Cap Blend | 4.05 Bil | 0.41% | 67 | 26 | 8 | 0.750% | $2,000 | No Load | Open |
| Parnassus Mid-Cap | PARMX | Mid-Cap Blend | 3.09 Bil | 0.35% | 95 | 98 | 80 | 0.960% | $2,000 | No Load | Open |
| VALIC Company I Mid Cap Index | VMIDX | Mid-Cap Blend | 2.96 Bil | 1.42% | 47 | 35 | 33 | 0.360% | — | No Load | Open |
| Columbia Mid Cap Index A | NTIAX | Mid-Cap Blend | 2.67 Bil | 0.99% | 48 | 37 | 37 | 0.450% | $2,000 | No Load | Open |
| Northern Mid Cap Index | NOMIX | Mid-Cap Blend | 2.09 Bil | 1.50% | 40 | 26 | 23 | 0.100% | $2,500 | No Load | Open |
| Fidelity Stock Selector Mid Cap | FSSMX | Mid-Cap Blend | 2.09 Bil | 0.73% | 54 | 39 | 34 | 0.650% | — | No Load | Open |
| FMI Common Stock Investor | FMIMX | Mid-Cap Blend | 2.08 Bil | 0.24% | 3 | 11 | 11 | 1.000% | $1,000 | No Load | Open |
| iShares Russell Mid-Cap Index Inv A | BRMAX | Mid-Cap Blend | 1.92 Bil | 1.17% | 66 | 60 | — | 0.370% | $1,000 | No Load | Open |
| ClearBridge Mid Cap 1 | SMCPX | Mid-Cap Blend | 1.84 Bil | 0.12% | 94 | 85 | 82 | 0.850% | — | No Load | Closed |
| Column Mid Cap Select | CFMSX | Mid-Cap Blend | 1.79 Bil | — | — | — | — | 0.520% | — | No Load | Open |
| FAM Value Investor | FAMVX | Mid-Cap Blend | 1.65 Bil | 0.13% | 29 | 59 | 13 | 1.160% | $500 | No Load | Open |
| Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | 1.64 Bil | 1.41% | 73 | 45 | — | 0.050% | — | No Load | Open |
| Bridge Builder Tax Managed Sm/Md Cp | BBTSX | Mid-Cap Blend | 1.62 Bil | 0.77% | — | — | — | 0.520% | — | No Load | Open |
| BNY Mellon MidCap Index Inv | PESPX | Mid-Cap Blend | 1.61 Bil | 1.00% | 49 | 37 | 37 | 0.500% | $2,500 | No Load | Open |
| MoA Mid Cap Equity Index Fund | MAMEX | Mid-Cap Blend | 1.52 Bil | 1.22% | 43 | 27 | 24 | 0.150% | $3,000 | No Load | Open |
| Schwab ® US Mid-Cap Index | SWMCX | Mid-Cap Blend | 1.44 Bil | 1.41% | 63 | 54 | — | 0.040% | — | No Load | Open |
| Patient Opportunity FI | LMOFX | Mid-Cap Blend | 1.44 Bil | — | 100 | 47 | 70 | 2.160% | — | No Load | Open |
| Empower S&P Mid Cap 400® Index L | MXBUX | Mid-Cap Blend | 1.41 Bil | 1.54% | 52 | 44 | — | 0.800% | — | No Load | Limited |
| Empower S&P Mid Cap 400® Index Inv | MXMDX | Mid-Cap Blend | 1.41 Bil | 0.39% | 49 | 39 | 44 | 0.550% | — | No Load | Open |
| Lord Abbett Value Opportunities F3 | LVOOX | Mid-Cap Blend | 1.24 Bil | 0.32% | 68 | 49 | — | 0.840% | — | No Load | Open |
| Lord Abbett Value Opportunities F | LVOFX | Mid-Cap Blend | 1.23 Bil | 0.20% | 70 | 55 | 77 | 1.030% | — | No Load | Open |
| Goldman Sachs Mid Cap Value P | GMPPX | Mid-Cap Blend | 1.19 Bil | 0.84% | 23 | 33 | — | 0.820% | — | No Load | Open |
| Goldman Sachs Mid Cap Value Svc | GSMSX | Mid-Cap Blend | 1.19 Bil | 0.38% | 30 | 46 | 77 | 1.330% | — | No Load | Open |
| Goldman Sachs Mid Cap Value Inv | GCMTX | Mid-Cap Blend | 1.17 Bil | 0.79% | 25 | 37 | 67 | 0.930% | — | No Load | Open |
| Hartford Schroders US MidCap Opps I | SMDIX | Mid-Cap Blend | 949.99 Mil | 0.44% | 47 | 61 | 28 | 0.910% | $2,000 | No Load | Open |
| Voya Russell Mid Cap Index Port S | IRMCX | Mid-Cap Blend | 939.54 Mil | 1.04% | 71 | 67 | 51 | 0.650% | — | No Load | Open |
| T. Rowe Price Extended Equity Market Idx | PEXMX | Mid-Cap Blend | 939.29 Mil | 0.99% | 95 | 77 | 56 | 0.240% | $2,500 | No Load | Open |
| Column Mid Cap | CFMCX | Mid-Cap Blend | 860.41 Mil | — | — | — | — | 0.490% | — | No Load | Open |
| Davenport Equity Opportunities | DEOPX | Mid-Cap Blend | 841.13 Mil | 0.25% | 45 | 32 | 11 | 0.890% | $5,000 | No Load | Open |
| Longleaf Partners Small-Cap | LLSCX | Mid-Cap Blend | 840.99 Mil | 0.88% | 90 | 95 | 97 | 0.950% | $10,000 | No Load | Open |
| Eventide Dividend Opportunities N | ETNDX | Mid-Cap Blend | 836.11 Mil | 0.39% | 20 | 8 | — | 1.150% | $1,000 | No Load | Open |
| FAM Dividend Focus Fund Investor | FAMEX | Mid-Cap Blend | 747.73 Mil | 0.33% | 12 | 17 | 4 | 1.220% | $500 | No Load | Open |
| Victory Extended Market Index | USMIX | Mid-Cap Blend | 747.17 Mil | 1.10% | 88 | 47 | 48 | 0.370% | $3,000 | No Load | Open |
| AMG GW&K Small Mid Cap Core N | GWGVX | Mid-Cap Blend | 705.99 Mil | — | 70 | 33 | — | 1.070% | $2,000 | No Load | Open |
| Hennessy Focus Investor | HFCSX | Mid-Cap Blend | 648.49 Mil | — | 87 | 93 | 54 | 1.500% | $2,500 | No Load | Open |
| Meridian Contrarian Legacy | MVALX | Mid-Cap Blend | 579.38 Mil | 0.42% | 89 | 55 | 15 | 1.150% | $1,000 | No Load | Closed |
| T. Rowe Price Integrated US SMCC Eq | TQSMX | Mid-Cap Blend | 562.99 Mil | 0.49% | 8 | 17 | — | 0.870% | $2,500 | No Load | Open |
| T. Rowe Price Integrated US SMCC Eq Adv | TQSAX | Mid-Cap Blend | 562.99 Mil | — | 10 | 19 | — | 1.140% | $2,500 | No Load | Open |
| Voya VACS Index MC | VVIMX | Mid-Cap Blend | 556.63 Mil | 0.85% | — | — | — | 0.150% | — | No Load | Open |
Mid-Cap Blend Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.