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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
2.471
36
14
1.140
0.454
79
70
96
1.000
0.586
28
27
29
1.210
0.492
67
64
76
0.970
0.542
40
32
54
1.180
< 0.001
17
60
59
0.910
0.606
17
22
0.950
0.167
15
0.850
0.390
26
37
1.180
0.000
29
62
43
1.290
0.278
7
7
7
1.010
0.762
73
61
71
1.540
0.003
84
100
98
1.640
0.000
98
99
100
1.410
0.411
85
90
93
0.880
0.191
1.380
0.000
100
91
94
1.000
0.571
75
62
69
0.950
0.000
11
20
14
0.990
0.192
23
21
13
1.780
0.000
74
66
74
0.980
1.121
81
68
53

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