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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
0.000
15
23
7
0.970
0.244
71
42
96
1.000
0.408
58
14
44
1.140
0.686
68
60
71
0.950
1.073
33
13
27
1.180
0.000
89
68
91
0.930
0.783
52
25
28
1.130
0.000
19
46
55
1.230
0.057
36
7
11
1.010
0.314
76
61
77
1.530
1.023
94
100
100
1.430
0.735
95
97
96
0.880
0.275
1.170
0.000
13
87
21
1.000
0.743
56
66
57
0.950
0.036
36
11
26
1.160
0.000
2
4
23
0.960
0.031
93
75
62
0.980
0.405
84
71
53
1.090
0.659
8
85

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