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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Voya Index Plus MidCap Port S | IPMSX | Mid-Cap Blend | 495.54 Mil | 0.69% | 36 | 52 | 61 | 0.850% | — | No Load | Open |
| Morgan Stanley Pathway Sm-Mid Cap Eq | TSGUX | Mid-Cap Blend | 457.28 Mil | 0.88% | 89 | 85 | 83 | 0.600% | $1,000 | No Load | Open |
| Fidelity Flex Mid Cap Index | FLAPX | Mid-Cap Blend | 419.33 Mil | 1.36% | 62 | 39 | — | — | — | No Load | Open |
| Ave Maria Value | AVEMX | Mid-Cap Blend | 381.26 Mil | 0.75% | 15 | 67 | 89 | 0.940% | $2,500 | No Load | Open |
| CRM Mid Cap Value Inv | CRMMX | Mid-Cap Blend | 377.49 Mil | 0.97% | 41 | 67 | 46 | 1.160% | $2,500 | No Load | Open |
| State Street Small/Mid Cap Equity Index | SSMHX | Mid-Cap Blend | 354.97 Mil | 1.21% | 94 | 64 | — | 0.030% | — | No Load | Open |
| Prospector Opportunity | POPFX | Mid-Cap Blend | 243.49 Mil | 0.14% | 17 | 54 | 27 | 1.260% | $10,000 | No Load | Open |
| Gabelli Value 25 AAA | GVCAX | Mid-Cap Blend | 215.30 Mil | 0.27% | 93 | 99 | 100 | 1.450% | $1,000 | No Load | Open |
| CRM Small/Mid Cap Value Inv | CRMAX | Mid-Cap Blend | 207.26 Mil | 0.59% | 75 | 78 | 75 | 1.190% | $2,500 | No Load | Open |
| Jensen Quality Value J | JNVSX | Mid-Cap Blend | 193.98 Mil | 0.38% | 33 | 31 | 53 | 1.050% | $2,500 | No Load | Open |
| Cambiar SMID Investor | CAMMX | Mid-Cap Blend | 183.29 Mil | 0.66% | 68 | 50 | 49 | 0.930% | $2,500 | No Load | Open |
| Hodges Retail | HDPMX | Mid-Cap Blend | 173.31 Mil | — | 61 | 25 | 80 | 1.180% | $1,000 | No Load | Open |
| Voya Mid Cap Research Enhanced Index W | VYMYX | Mid-Cap Blend | 169.61 Mil | 0.86% | 39 | 49 | 72 | 0.700% | $1,000 | No Load | Open |
| Johnson Opportunity S | JOSSX | Mid-Cap Blend | 153.20 Mil | — | — | — | — | 1.150% | $2,000 | No Load | Open |
| Tarkio | TARKX | Mid-Cap Blend | 151.86 Mil | — | 98 | 82 | 31 | 1.000% | $2,500 | No Load | Open |
| Harbor Mid Cap Investor | HMCNX | Mid-Cap Blend | 151.85 Mil | 0.12% | 68 | — | — | 1.240% | $2,500 | No Load | Open |
| Goldman Sachs Small/Mid Cap Value P | GSVPX | Mid-Cap Blend | 148.32 Mil | 0.87% | 71 | 70 | — | 0.830% | — | No Load | Open |
| Goldman Sachs Small/Mid Cap Value Inv | GMVIX | Mid-Cap Blend | 148.32 Mil | 0.76% | 72 | 75 | 81 | 0.920% | — | No Load | Open |
| Paradigm Select | PFSLX | Mid-Cap Blend | 117.74 Mil | 0.28% | 69 | 6 | 8 | 1.150% | $2,500 | No Load | Open |
| Quantified Common Ground Investor | QCGDX | Mid-Cap Blend | 115.31 Mil | 0.21% | 10 | — | — | 1.800% | $10,000 | No Load | Open |
| Shelton S&P Midcap Index Investor | SPMIX | Mid-Cap Blend | 109.49 Mil | 0.90% | 58 | 44 | 32 | 0.580% | $1,000 | No Load | Open |
| Kirr Marbach Partners Value | KMVAX | Mid-Cap Blend | 80.47 Mil | — | 6 | 47 | 90 | 1.460% | $1,000 | No Load | Open |
| Government Street Opportunities | GVMCX | Mid-Cap Blend | 70.09 Mil | 0.67% | 7 | 4 | 5 | 1.070% | $5,000 | No Load | Open |
| Royce Dividend Value Invmt | RDVIX | Mid-Cap Blend | 66.72 Mil | 1.17% | 17 | 39 | 73 | 1.090% | $2,000 | No Load | Open |
| Royce Dividend Value Svc | RYDVX | Mid-Cap Blend | 66.72 Mil | 0.81% | 24 | 56 | 82 | 1.340% | $2,000 | No Load | Open |
| Thompson MidCap | THPMX | Mid-Cap Blend | 53.10 Mil | 0.78% | 87 | 72 | 86 | 1.150% | $250 | No Load | Open |
| SouthernSun U.S. Equity, N | SSEFX | Mid-Cap Blend | 49.31 Mil | 0.11% | 29 | 6 | 94 | 1.340% | $2,000 | No Load | Open |
| AMG River Road Focused Absolute Value N | ARRFX | Mid-Cap Blend | 47.78 Mil | 0.92% | 81 | 96 | — | 1.060% | $2,000 | No Load | Open |
| Schwartz Value Focused | RCMFX | Mid-Cap Blend | 32.44 Mil | 0.57% | 6 | 3 | 64 | 1.270% | $2,500 | No Load | Open |
| CRM All Cap Value Inv | CRMEX | Mid-Cap Blend | 23.23 Mil | 0.11% | 72 | 85 | 79 | 1.420% | $2,500 | No Load | Open |
| ProFunds Mid Cap Inv | MDPIX | Mid-Cap Blend | 17.42 Mil | < 0.01% | 76 | 84 | 77 | 1.780% | $15,000 | No Load | Open |
| Monteagle Opportunity Equity Inv | HEQFX | Mid-Cap Blend | 16.53 Mil | 0.57% | 38 | 59 | 67 | 1.700% | $2,000 | No Load | Open |
| Archer Multi Cap | ALSMX | Mid-Cap Blend | 6.93 Mil | 0.31% | 25 | — | — | 0.960% | $2,500 | No Load | Open |
| Acclivity Mid Cap Multi-Style N | AXMNX | Mid-Cap Blend | 2.31 Mil | 0.54% | 19 | — | — | 0.700% | $5,000 | No Load | Open |
| Bullfinch Greater Western New York | BWNYX | Mid-Cap Blend | 727,636.00 | 0.62% | 74 | 97 | 99 | 1.440% | $2,500 | 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.