Skip to Content

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
0.000
7
27
4
0.970
0.255
45
29
95
1.000
0.422
58
12
34
1.140
0.717
27
52
67
0.950
1.126
14
10
11
1.180
0.000
94
77
92
0.930
0.813
16
6
3
1.130
0.000
56
69
62
1.230
0.057
65
6
12
1.010
0.322
52
40
70
1.530
1.048
76
96
100
1.430
0.810
98
96
98
0.880
0.287
1.170
0.000
86
99
77
1.000
0.749
30
47
25
0.950
0.036
42
4
16
1.950
0.000
100
100
44
1.160
0.000
5
8
31
0.960
0.032
92
73
64
1.780
0.000
87
87
83
0.980
0.447
77
69
37

Sponsor Center