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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.

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
1.510
2.129
16
11
0.970
0.393
90
75
97
1.000
0.525
44
30
57
1.210
0.442
81
78
79
0.970
0.466
66
40
50
1.180
< 0.001
51
60
83
0.950
0.527
20
13
13
1.290
0.118
9
10
14
1.020
0.633
32
57
76
1.540
0.003
95
100
100
1.440
0.366
92
96
95
0.880
0.170
1.170
0.000
64
82
24
1.010
0.481
68
54
48
0.950
0.000
21
24
30
1.160
0.005
4
3
15
0.980
0.180
32
65
46
0.980
0.663
76
64
32
1.090
0.546
77
95
1.000
0.425
35
8
6
1.740
0.000
93
90

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