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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
31
26
16
0.970
0.246
90
74
96
1.000
0.368
63
13
47
1.140
0.652
72
65
71
0.950
1.022
38
21
26
1.180
0.000
81
63
87
0.950
0.730
51
28
39
1.250
0.028
14
5
13
1.020
0.292
70
60
81
1.530
1.077
100
100
100
1.440
0.695
97
97
96
0.880
0.250
1.170
0.000
4
93
27
1.010
0.660
30
53
42
0.950
0.031
22
6
20
0.980
0.026
71
39
43
0.980
0.390
78
63
40
1.090
0.643
24
92

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