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Morningstar

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 %
13D Activist Fund
1.510%
0.000%
40%
68%
46%
AMG GW&K Small/Mid Cap Core Fund
0.870%
0.258%
43%
9%
—
AMG River Road Focused Absolute Value Fd
0.830%
0.416%
98%
91%
—
Acclivity Mid Cap Multi-Style Fund
0.450%
1.256%
21%
—
—
Allspring Common Stock Fund
1.260%
0.000%
19%
54%
64%
Aquila Opportunity Growth Fund
1.680%
0.000%
89%
63%
50%
Ave Maria Value Fund
0.940%
1.260%
10%
43%
93%
BNY Mellon Active MidCap Fund
1.000%
0.635%
51%
90%
82%
BNY Mellon MidCap Index Fund
0.510%
1.285%
31%
55%
48%
BNY Mellon Opportunistic Midcap Value Fd
1.140%
0.277%
52%
78%
84%
BlackRock Advantage SMID Cap Fund, Inc.
0.480%
1.029%
92%
50%
58%
Boston Trust Midcap Fund
1.000%
0.436%
69%
11%
13%
Boston Trust SMID Cap Fund
0.750%
1.009%
55%
18%
22%
Boston Trust Walden Midcap
1.000%
0.445%
68%
10%
15%
Boston Trust Walden SMID Cap
1.000%
0.434%
64%
23%
29%
Bridge Builder Tax Managed Sm/Md Cp Fd
0.540%
—
—
—
—
Bullfinch Greater Western New York Ser
1.440%
0.099%
99%
97%
100%
CRM All Cap Value Fund
1.100%
0.461%
35%
70%
73%
CRM Mid Cap Value Fund
0.980%
1.331%
35%
17%
15%
CRM Small/Mid Cap Value Fund
1.190%
0.594%
14%
20%
65%
Calvert Mid-Cap Fund
1.180%
0.033%
96%
71%
93%
Calvert US Mid Cap Core Rspnb Idx Fd
0.240%
0.983%
57%
20%
—
Cambiar SMID Fund
0.930%
0.926%
8%
4%
7%
Carillon Scout Mid Cap Fund
0.960%
1.111%
67%
68%
24%
Cavanal Hill Mid Cap Diverse Leadership
0.810%
0.735%
60%
32%
—
ClearBridge Mid Cap Fund
1.150%
0.000%
86%
71%
81%
Columbia Mid Cap Index Fund
0.200%
1.376%
24%
48%
37%
Davenport Equity Opportunities Fund
0.880%
0.263%
78%
6%
18%
Destinations Small-Mid Cap Equity Fund
1.100%
0.000%
16%
13%
—
Eaton Vance Atlanta Capital SMID-Cap Fd
0.880%
0.000%
10%
27%
16%
Empower S&P Mid Cap 400® Index Fund
0.550%
0.446%
33%
56%
53%
Eventide Dividend Opportunities Fund
0.950%
1.120%
82%
11%
—
FAM Dividend Focus
1.230%
0.228%
63%
2%
3%
FAM Value Fund
1.180%
0.176%
43%
57%
60%
FMI Common Stock Fund
1.000%
0.128%
6%
9%
23%
Federated Hermes Mid Cap Index Fund
0.570%
1.082%
30%
54%
46%
Federated Hermes US SMID Fund
0.830%
0.087%
—
—
—
Fidelity Advisor® Mid Cap II Fund
0.740%
0.346%
11%
66%
55%
Fidelity Advisor® Stock Selec Mid Cp Fd
0.740%
0.685%
15%
24%
31%
Fidelity® Extended Market Index Fund
0.035%
1.420%
79%
76%
61%
Fidelity® Flex Mid Cap Index Fd
0.000
1.614%
56%
29%
—
Fidelity® Mid Cap Enhanced Index Fund
0.450%
0.980%
42%
40%
20%
Fidelity® Mid Cap Index Fund
0.025%
1.576%
58%
31%
19%
Fidelity® Mid-Cap Stock Fund
0.850%
0.716%
8%
9%
10%
Fidelity® Mid-Cap Stock K6 Fund
0.520%
1.332%
9%
—
—
Fidelity® SAI Small-Mid Cap 500 Index Fd
0.050%
1.116%
40%
26%
—
First Eagle U.S. SMID Cp Opp Fd
0.960%
—
—
—
—
Fuller & Thaler Behvrl Smll-Md Cor Eq Fd
0.930%
0.942%
7%
—
—
Fuller & Thaler Behvrl Uncnstrnd Eq Fd
0.870%
0.000%
52%
—
—
Gabelli Value 25 Fund
1.450%
0.243%
88%
95%
100%
Goldman Sachs Mid Cap Value Fund
0.830%
0.826%
16%
13%
62%
Goldman Sachs Small/Mid Cap Value Fund
0.850%
0.931%
26%
74%
—
Gotham Enhanced Return Fund
1.500%
0.000%
80%
75%
—
Government Street Opportunities
1.030%
0.519%
49%
5%
2%
Harbor Mid Cap Fund
0.880%
0.450%
59%
—
—
Hartford Schroders US MidCap Opports Fd
0.890%
0.459%
48%
33%
14%
Hennessy Focus Fund
1.520%
0.000%
41%
82%
85%
Hodges Fund
1.170%
0.000%
1%
96%
65%
Horizon U.S. Defensive Sm/Md Cp Fd
1.090%
—
—
—
—
Invesco Main Strt Mid Cp fd
0.820%
0.388%
70%
59%
67%
JPMorgan Mid Cap Equity Fund
0.890%
0.461%
66%
12%
6%
JPMorgan SMID Cap Equity Fund
0.840%
0.165%
85%
89%
77%
Janus Henderson Contrarian Fund
0.860%
0.501%
41%
1%
17%
Jensen Quality Value Fund
0.820%
0.564%
53%
14%
31%
Johnson Opportunity Fund
1.000%
0.629%
45%
53%
45%
Kirr Marbach Partners Value Fund
1.450%
0.000%
37%
93%
96%
Leuthold Select Industries Fund
1.500%
1.688%
20%
17%
5%
Longleaf Partners Small-Cap Fund
0.950%
1.165%
89%
100%
99%
Lord Abbett Value Opportunities Fund
0.910%
0.866%
82%
77%
84%
MFS Blended Research Mid Cap Eq Fund
0.520%
1.176%
45%
25%
—
Madison Mid Cap Fund
0.950%
0.000%
72%
4%
10%
Meridian Contrarian Fund
1.120%
0.000%
3%
13%
4%
Monteagle Opportunity Equity Fd
1.690%
0.338%
42%
22%
57%
Morgan Stanley Pathway Sm-Mid Cap Eq Fd
0.590%
0.654%
76%
66%
71%
Mutual of America Mid-Cap Equity Idx Fd
0.160%
1.472%
22%
46%
34%
Nationwide Mid Cap Market Index Fund
0.690%
1.093%
34%
59%
55%
Natixis Vaughan Nelson Mid Cap Fund
0.900%
0.918%
54%
65%
83%
Neuberger Berman U.S. Equity Impact
0.910%
0.136%
—
—
—
Northern Mid Cap Index Fund
0.150%
1.504%
21%
45%
33%
Opportunity Trust
2.260%
0.000%
89%
98%
88%
PGIM Quant Solutions Mid-Cap Cor Eq Fd
0.810%
0.000%
13%
81%
—
Paradigm Select Fund
1.150%
0.000%
11%
8%
9%
Parnassus Mid Cap Fund
0.960%
0.010%
98%
86%
81%
Penn Capital Mid Cap Core Fund
1.060%
0.139%
90%
92%
—
Principal Edge MidCap Fund
0.770%
2.853%
75%
34%
—
Principal MidCap S&P 400 Index Fund
0.420%
1.077%
30%
52%
45%
ProFunds Mid Cap Fund
1.780%
0.000%
52%
82%
86%
Prospector Opportunity Fund
1.260%
0.706%
81%
28%
44%
Quantified Common Ground Fund
1.710%
0.000%
91%
—
—
Rock Oak Core Growth Fund
1.250%
0.345%
100%
99%
85%
Royce Dividend Value Fund
1.340%
0.422%
67%
89%
94%
SEI Extended Market Index (SIIT) Fund
0.050%
1.333%
74%
65%
50%
SEI Mid-Cap (SIMT) Fund
0.980%
0.856%
50%
81%
47%
Saratoga Mid Capitalization Portfolio
3.020%
0.000%
81%
91%
95%
Schwab ® US Mid-Cap Index Fund
0.040%
1.488%
59%
33%
—
Schwartz Value Focused Fund
1.270%
0.995%
1%
1%
80%
Shelton S&P Midcap Index Fund
0.620%
1.214%
31%
50%
39%
SouthernSun U.S. Equity
1.090%
0.252%
1%
23%
90%
State Street Small/Mid Cap Equity Idx Fd
0.045%
1.449%
76%
68%
—
Sterling Capital Mid Cap Relative Val Fd
0.840%
0.813%
76%
79%
70%

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