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.
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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---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 166.71 Bil | 1.45% | 65 | 49 | 29 | 0.170% | $3,000 | No Load | Limited |
Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 103.55 Bil | 1.16% | 98 | 73 | 57 | 0.190% | $3,000 | No Load | Limited |
Fidelity Extended Market Index | FSMAX | Mid-Cap Blend | 36.56 Bil | 1.06% | 98 | 70 | 51 | 0.035% | — | No Load | Open |
Fidelity Mid Cap Index | FSMDX | Mid-Cap Blend | 33.44 Bil | 1.36% | 62 | 45 | 24 | 0.025% | — | No Load | Open |
Vanguard Strategic Equity Inv | VSEQX | Mid-Cap Blend | 8.42 Bil | 1.40% | 13 | 16 | 13 | 0.170% | $3,000 | No Load | Open |
Fidelity Mid-Cap Stock | FMCSX | Mid-Cap Blend | 7.24 Bil | 0.88% | 27 | 17 | 18 | 0.800% | — | No Load | Open |
Touchstone Mid Cap Y | TMCPX | Mid-Cap Blend | 5.45 Bil | 0.33% | 25 | 32 | 9 | 0.950% | $2,500 | No Load | Open |
Touchstone Mid Cap Z | TMCTX | Mid-Cap Blend | 5.45 Bil | 0.08% | 32 | 43 | 10 | 1.230% | $2,500 | No Load | Open |
Janus Henderson Contrarian D | JACNX | Mid-Cap Blend | 4.83 Bil | 0.49% | 71 | 8 | 49 | 0.760% | $2,500 | No Load | Limited |
Janus Henderson Contrarian T | JSVAX | Mid-Cap Blend | 4.83 Bil | 0.40% | 72 | 10 | 50 | 0.870% | $2,500 | No Load | Open |
Janus Henderson Contrarian S | JCNIX | Mid-Cap Blend | 4.83 Bil | 0.06% | 76 | 14 | 61 | 1.210% | $2,500 | No Load | Open |
Thrivent Mid Cap Stock S | TMSIX | Mid-Cap Blend | 4.10 Bil | 0.42% | 59 | 20 | 6 | 0.750% | $2,000 | No Load | Open |
Parnassus Mid-Cap | PARMX | Mid-Cap Blend | 3.38 Bil | 0.36% | 95 | 94 | 73 | 0.960% | $2,000 | No Load | Open |
VALIC Company I Mid Cap Index | VMIDX | Mid-Cap Blend | 2.96 Bil | 1.48% | 52 | 40 | 34 | 0.360% | — | No Load | Open |
Columbia Mid Cap Index A | NTIAX | Mid-Cap Blend | 2.63 Bil | 1.03% | 52 | 43 | 38 | 0.450% | $2,000 | No Load | Open |
Fidelity Stock Selector Mid Cap | FSSMX | Mid-Cap Blend | 2.09 Bil | 0.76% | 59 | 42 | 37 | 0.650% | — | No Load | Open |
Northern Mid Cap Index | NOMIX | Mid-Cap Blend | 2.06 Bil | 1.56% | 45 | 34 | 24 | 0.100% | $2,500 | No Load | Open |
FMI Common Stock Investor | FMIMX | Mid-Cap Blend | 2.05 Bil | 0.25% | 2 | 8 | 12 | 1.000% | $1,000 | No Load | Open |
iShares Russell Mid-Cap Index Inv A | BRMAX | Mid-Cap Blend | 1.91 Bil | 1.21% | 68 | 55 | — | 0.370% | $1,000 | No Load | Open |
ClearBridge Mid Cap 1 | SMCPX | Mid-Cap Blend | 1.84 Bil | 0.13% | 94 | 85 | 81 | 0.850% | — | No Load | Closed |
Column Mid Cap Select | CFMSX | Mid-Cap Blend | 1.74 Bil | — | — | — | — | 0.520% | — | No Load | Open |
FAM Value Investor | FAMVX | Mid-Cap Blend | 1.66 Bil | 0.14% | 38 | 51 | 16 | 1.160% | $500 | No Load | Open |
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | 1.64 Bil | 1.46% | 72 | 41 | — | 0.050% | — | No Load | Open |
BNY Mellon MidCap Index Inv | PESPX | Mid-Cap Blend | 1.60 Bil | 1.04% | 53 | 46 | 40 | 0.500% | $2,500 | No Load | Open |
Bridge Builder Tax Managed Sm/Md Cp | BBTSX | Mid-Cap Blend | 1.58 Bil | 0.80% | — | — | — | 0.520% | — | No Load | Open |
MoA Mid Cap Equity Index Fund | MAMEX | Mid-Cap Blend | 1.52 Bil | 1.27% | 47 | 35 | 26 | 0.160% | $3,000 | No Load | Open |
Patient Opportunity FI | LMOFX | Mid-Cap Blend | 1.42 Bil | — | 100 | 87 | 71 | 2.160% | — | No Load | Open |
Schwab ® US Mid-Cap Index | SWMCX | Mid-Cap Blend | 1.41 Bil | 1.45% | 63 | 46 | — | 0.040% | — | No Load | Open |
Empower S&P Mid Cap 400® Index L | MXBUX | Mid-Cap Blend | 1.31 Bil | 3.08% | 51 | 43 | — | 0.800% | — | No Load | Limited |
Empower S&P Mid Cap 400® Index Inv | MXMDX | Mid-Cap Blend | 1.31 Bil | 0.41% | 55 | 48 | 45 | 0.550% | — | No Load | Open |
Lord Abbett Value Opportunities F | LVOFX | Mid-Cap Blend | 1.22 Bil | 0.21% | 79 | 66 | 82 | 1.030% | — | No Load | Open |
Lord Abbett Value Opportunities F3 | LVOOX | Mid-Cap Blend | 1.22 Bil | 0.33% | 78 | 62 | — | 0.840% | — | No Load | Open |
Goldman Sachs Mid Cap Value Svc | GSMSX | Mid-Cap Blend | 1.18 Bil | 0.40% | 29 | 35 | 75 | 1.330% | — | No Load | Open |
Goldman Sachs Mid Cap Value P | GMPPX | Mid-Cap Blend | 1.18 Bil | 0.87% | 20 | 21 | — | 0.820% | — | No Load | Open |
Goldman Sachs Mid Cap Value Inv | GCMTX | Mid-Cap Blend | 1.18 Bil | 0.82% | 21 | 24 | 65 | 0.930% | — | No Load | Open |
T. Rowe Price Extended Equity Market Idx | PEXMX | Mid-Cap Blend | 943.52 Mil | 1.02% | 97 | 72 | 57 | 0.250% | $2,500 | No Load | Open |
Hartford Schroders US MidCap Opps I | SMDIX | Mid-Cap Blend | 943.40 Mil | 0.44% | 40 | 52 | 22 | 0.910% | $2,000 | No Load | Open |
Voya Russell Mid Cap Index Port S | IRMCX | Mid-Cap Blend | 941.73 Mil | 1.42% | 69 | 64 | 50 | 0.650% | — | No Load | Open |
Davenport Equity Opportunities | DEOPX | Mid-Cap Blend | 845.43 Mil | 0.26% | 28 | 9 | 10 | 0.890% | $5,000 | No Load | Open |
Column Mid Cap | CFMCX | Mid-Cap Blend | 845.40 Mil | — | — | — | — | 0.490% | — | No Load | Open |
Longleaf Partners Small-Cap | LLSCX | Mid-Cap Blend | 836.78 Mil | 0.91% | 85 | 98 | 97 | 0.950% | $10,000 | No Load | Open |
Eventide Dividend Opportunities N | ETNDX | Mid-Cap Blend | 786.86 Mil | 0.41% | 26 | 6 | — | 1.150% | $1,000 | No Load | Open |
Victory Extended Market Index | USMIX | Mid-Cap Blend | 749.42 Mil | 1.15% | 89 | 52 | 48 | 0.370% | $3,000 | No Load | Open |
FAM Dividend Focus Fund Investor | FAMEX | Mid-Cap Blend | 736.00 Mil | 0.34% | 8 | 14 | 3 | 1.220% | $500 | No Load | Open |
AMG GW&K Small Mid Cap Core N | GWGVX | Mid-Cap Blend | 695.02 Mil | — | 73 | 24 | — | 1.070% | $2,000 | No Load | Open |
Hennessy Focus Investor | HFCSX | Mid-Cap Blend | 630.80 Mil | — | 95 | 91 | 64 | 1.500% | $2,500 | No Load | Open |
Meridian Contrarian Legacy | MVALX | Mid-Cap Blend | 573.74 Mil | 0.44% | 87 | 56 | 17 | 1.150% | $1,000 | No Load | Closed |
Voya VACS Index MC | VVIMX | Mid-Cap Blend | 549.28 Mil | — | — | — | — | 0.150% | — | No Load | Open |
T. Rowe Price Integrated US SMCC Eq Adv | TQSAX | Mid-Cap Blend | 547.52 Mil | — | 11 | 18 | — | 1.140% | $2,500 | No Load | Open |
T. Rowe Price Integrated US SMCC Eq | TQSMX | Mid-Cap Blend | 547.52 Mil | 0.51% | 9 | 16 | — | 0.870% | $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.