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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
2.132
31
10
0.970
0.377
78
53
97
1.000
0.527
44
55
45
1.210
0.432
75
66
79
0.970
0.465
58
40
57
1.180
< 0.001
36
80
79
0.950
0.499
8
11
0.950
0.144
14
0.850
0.330
17
36
1.180
0.000
15
55
43
1.290
0.175
10
16
6
1.020
0.636
72
70
68
1.540
0.003
96
100
99
1.440
0.364
89
92
94
0.880
0.167
1.150
0.000
99
94
84
1.010
0.487
78
66
74
0.950
0.000
17
50
20
0.980
0.176
39
56
34
1.780
0.000
70
68
72
0.980
0.724
83
70
52
1.090
0.504
50
85

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