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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
2.098
30
8
0.970
0.376
76
56
97
1.000
0.511
34
52
51
1.210
0.431
74
73
78
0.970
0.457
61
36
50
1.180
< 0.001
38
66
87
0.950
0.500
9
8
26
1.180
0.000
19
35
46
1.290
0.114
6
10
7
1.020
0.618
55
60
68
1.540
0.002
97
100
100
1.440
0.359
89
97
96
0.880
0.165
1.150
0.000
71
32
23
1.010
0.471
77
60
73
0.950
0.000
20
30
20
0.980
0.173
33
58
28
0.980
0.655
78
65
48
1.090
0.521
79
95
1.000
0.403
7
4
8
1.740
0.000
91
74

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