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Mid-Cap Blend: Total Returns

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Data through 6/18/2013. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Mid-Cap Blend -0.80 17.53 5.59 30.63 14.98 6.08
Cavanal Hill Opportunistic A AAOPX -0.62 11.62 6.11 22.21 --- ---
Cavanal Hill Opportunistic A LW AAOPX.LW -0.62 11.62 6.11 22.21 --- ---
Thrivent Mid Cap Stock A AASCX -1.23 15.33 4.48 27.20 13.79 6.53
Thrivent Mid Cap Stock A Load Waived AASCX.LW -1.23 15.33 4.48 27.20 13.79 6.53
Ancora/Thelen Small-Mid Cap C AATCX 1.60 --- 6.82 --- --- ---
Ancora/Thelen Small-Mid Cap I AATIX 1.68 --- 7.18 --- --- ---
ASTON/Fairpointe Mid Cap I ABMIX 1.47 24.47 9.60 42.33 16.89 9.31
American Century Legacy Multi Cap R ACMEX 0.07 17.25 8.33 29.23 17.60 1.21
American Century Legacy Multi Cap Adv ACMFX 0.15 17.35 8.41 29.53 17.92 1.46
American Century Legacy Multi Cap Instl ACMHX 0.21 17.69 8.58 30.15 18.43 1.93
American Century Legacy Multi Cap Inv ACMNX 0.14 17.54 8.48 29.94 18.23 1.73
Forward Total MarketPlus Investor ACSIX -1.28 15.72 6.07 28.67 14.05 5.62
API Efficient Frontier Value A ADVAX -0.98 14.99 5.27 25.85 11.02 0.01
API Efficient Frontier Value A LW ADVAX.LW -0.98 14.99 5.27 25.85 11.02 0.01
ING SMID Cap Equity A AIMAX -1.29 14.26 3.21 26.49 15.04 5.64
ING SMID Cap Equity A Load Waived AIMAX.LW -1.29 14.26 3.21 26.49 15.04 5.64
ING SMID Cap Equity I AIMIX -1.22 14.48 3.27 26.87 15.37 5.93
ING SMID Cap Equity R AIMRX -1.30 14.13 3.12 26.17 14.75 5.35
ING SMID Cap Equity W AIMWX -1.27 14.43 3.27 26.80 --- ---
Cavanal Hill Opportunistic Institutional AIOPX -0.61 11.80 6.20 22.58 --- ---
American Century Veedot Inv AMVIX 0.00 21.25 10.04 31.62 17.70 0.49
API Master Allocation A APIFX -1.55 12.60 4.41 22.82 11.26 ---
API Master Allocation A Load Waived APIFX.LW -1.55 12.60 4.41 22.82 11.26 ---
API Master Allocation L APILX -1.58 12.34 4.30 22.23 10.71 ---
ING SMID Cap Equity B APMBX -1.34 13.88 3.03 25.55 14.17 4.81
ING SMID Cap Equity C APMCX -1.35 13.97 3.06 25.87 14.46 5.08
Cavanal Hill Opportunistic Investor APOPX -0.69 11.48 6.07 22.04 --- ---
Ariel Institutional ARAIX -1.56 19.49 3.85 38.21 --- ---
Ariel Investor ARGFX -1.58 19.33 3.77 37.75 15.15 9.46
Forward Total MarketPlus Institutional ASMCX -1.26 15.84 6.18 29.03 14.50 6.07
Invesco Endeavor A ATDAX -0.05 18.04 3.88 33.81 16.28 12.12
Invesco Endeavor A Load Waived ATDAX.LW -0.05 18.04 3.88 33.81 16.28 12.12
Invesco Endeavor B ATDBX -0.16 17.56 3.65 32.76 15.43 11.27
Invesco Endeavor C ATDCX -0.16 17.55 3.65 32.73 15.42 11.28
Invesco Endeavor R6 ATDFX -0.05 18.27 3.97 --- --- ---
Invesco Endeavor R5 ATDIX 0.00 18.22 3.97 34.34 16.84 12.74
Invesco Endeavor R ATDRX -0.05 17.88 3.79 33.45 16.00 11.87
Invesco Endeavor Y ATDYX -0.05 18.11 3.93 34.14 16.58 ---
Auer Growth AUERX 3.84 28.09 12.15 38.14 8.30 -5.53
American Century Veedot Instl AVDIX 0.00 21.43 10.10 31.87 17.90 0.71
Ave Maria Catholic Values AVEMX -0.98 14.17 3.94 22.73 13.99 7.02
Ave Maria Opportunity AVESX -0.16 12.48 1.35 16.14 10.37 7.00
Bridgeway Aggressive Investors 1 BRAGX -0.53 21.90 8.55 39.64 15.66 -2.87
Bretton Fund BRTNX 0.68 17.14 8.83 20.01 --- ---
Ariel Appreciation Institutional CAAIX -1.31 22.80 6.56 39.50 --- ---
Ariel Appreciation Investor CAAPX -1.33 22.62 6.50 39.16 16.78 11.30
Cloud Capital Strategic Mid Cap I CCIMX -0.83 15.21 4.36 26.39 --- ---
ASTON/Fairpointe Mid Cap N CHTTX 1.44 24.32 9.50 41.98 16.59 9.04
Columbia Mid Cap Index I CIDIX -1.78 17.12 4.78 29.86 --- ---
Columbia Mid Cap Index R5 CPXRX -1.75 17.22 4.86 --- --- ---
CRM Small/Mid Cap Value Inst CRIAX -0.79 15.00 3.13 26.17 15.79 7.32
CRM All Cap Value Inst CRIEX -0.73 15.68 5.93 26.55 14.49 4.85
CRM Mid Cap Value Instl CRIMX -0.06 16.63 6.40 28.30 14.65 5.62
Columbia Recovery and Infra Z CRIZX 0.22 19.26 5.08 37.76 --- ---
CRM Small/Mid Cap Value Inv CRMAX -0.80 14.91 3.11 25.88 15.54 7.07
CRM All Cap Value Inv CRMEX -0.73 15.61 5.80 26.26 14.19 4.58
CRM Mid Cap Value Inv CRMMX -0.06 16.51 6.35 28.04 14.43 5.40
Columbia Recovery and Infra R4 CRRIX 0.17 --- --- --- --- ---
13D Activist A DDDAX -0.86 18.69 4.19 35.32 --- ---
13D Activist A Load Waived DDDAX.LW -0.86 18.69 4.19 35.32 --- ---
13D Activist C DDDCX -0.90 18.51 3.99 --- --- ---
13D Activist I DDDIX -0.78 18.89 4.25 35.63 --- ---
DFA US Core Equity 2 I DFQTX 0.04 18.95 6.92 32.88 16.92 7.71
DFA T.A. US Core Equity 2 I DFTCX -0.04 18.86 6.82 32.65 16.89 7.93
DFA US Social Core Equity 2 DFUEX -0.09 18.52 6.26 32.48 16.52 6.81
Diamond Hill Research Opportunities A DHROX 0.59 20.39 6.92 29.15 --- ---
Diamond Hill Research Opportunities A LW DHROX.LW 0.59 20.39 6.92 29.15 --- ---
Transamerica Partners Instl Mid Value DIMVX -0.44 16.81 5.88 28.56 16.41 7.46
Dreyfus Opportunistic Midcap Value A DMCVX 0.16 18.96 4.68 36.15 16.67 10.66
Dreyfus Opportunistic Midcap Value A LW DMCVX.LW 0.16 18.96 4.68 36.15 16.67 10.66
Dreyfus Active MidCap C DNLCX -2.12 18.63 5.33 31.51 13.18 2.97
Dreyfus Active MidCap A DNLDX -2.05 19.08 5.56 32.67 14.12 3.82
Dreyfus Active MidCap A Load Waived DNLDX.LW -2.05 19.08 5.56 32.67 14.12 3.82
Dreyfus Active MidCap I DNLRX -2.01 19.20 5.63 32.91 14.26 3.78
Fairfax Global Trends N DOIGX -2.67 15.51 3.40 22.90 0.74 -2.28
Dreyfus Opportunistic U.S. Stock A DOSAX 0.80 20.00 7.60 36.99 --- ---
Dreyfus Opportunistic U.S. Stock A LW DOSAX.LW 0.80 20.00 7.60 36.99 --- ---
Dreyfus Opportunistic U.S. Stock C DOSCX 0.69 19.51 7.33 35.81 --- ---
Dreyfus Opportunistic U.S. Stock I DOSIX 0.80 20.11 7.65 37.32 --- ---
Dreyfus Structured Midcap A DPSAX -2.26 16.60 4.07 31.69 17.48 6.89
Dreyfus Structured Midcap A Load Waived DPSAX.LW -2.26 16.60 4.07 31.69 17.48 6.89
Dreyfus Structured Midcap C DPSCX -2.28 16.21 3.88 30.76 16.64 6.13
Dreyfus Structured Midcap I DPSRX -2.23 16.72 4.13 31.97 17.68 7.15
Diamond Hill Research Opportunities C DROCX 0.55 20.03 6.79 28.19 --- ---
Diamond Hill Research Opportunities I DROIX 0.64 20.53 7.01 29.50 --- ---
Diamond Hill Research Opportunities Y DROYX 0.64 20.64 7.06 29.70 --- ---
Dreyfus Small Cap Equity A DSEAX -1.67 16.14 4.15 27.76 11.58 6.54
Dreyfus Small Cap Equity A Load Waived DSEAX.LW -1.67 16.14 4.15 27.76 11.58 6.54
Dreyfus Small Cap Equity C DSECX -1.76 15.74 3.94 26.70 10.68 5.72
Dreyfus Small Cap Equity I DSERX -1.66 16.29 4.22 28.20 11.90 6.88
Dreyfus Opportunistic Midcap Value C DVLCX 0.08 18.54 4.47 35.06 15.71 9.76
Dreyfus Opportunistic Midcap Value I DVLIX 0.21 19.06 4.76 36.35 16.90 10.90
Transamerica Partners Mid Value DVMVX -0.43 16.73 5.82 28.17 16.03 7.10
Gabelli Entpr Mergers & Acquisitions AAA EAAAX 0.08 6.59 2.97 13.15 7.48 ---
Gabelli Entpr Mergers & Acquisitions A EMAAX 0.08 6.63 2.99 13.03 7.27 3.48
Gabelli Entpr Mergers & Acquisitions B EMABX 0.00 6.27 2.81 12.38 6.67 2.89
Gabelli Entpr Mergers & Acquisitions C EMACX 0.09 6.27 2.90 12.38 6.67 2.91
Gabelli Entpr Mergers & Acquisitions Y EMAYX 0.08 6.78 3.11 13.51 7.72 3.93
FAM Equity-Income Inv FAMEX -1.10 16.64 5.31 24.53 15.52 7.60
Fidelity Advisor Value Strategies B FASBX -0.66 14.83 5.42 32.22 14.80 6.32
Fidelity Advisor Value Strategies I FASOX -0.57 15.41 5.69 33.65 16.02 7.47
Fidelity Advisor Value Strategies T FASPX -0.62 15.15 5.58 33.03 15.46 6.92
Nuveen Mid Cap Select A FATAX -1.68 15.93 5.58 23.02 11.83 5.19
Nuveen Mid Cap Select A Load Waived FATAX.LW -1.68 15.93 5.58 23.02 11.83 5.19
Nuveen Mid Cap Select I FATCX -1.60 16.13 5.66 23.35 12.14 5.45
Nuveen Mid Cap Index A FDXAX -1.77 16.84 4.61 29.09 16.38 7.69
Nuveen Mid Cap Index C FDXCX -1.83 16.38 4.43 28.05 15.51 6.88
First Eagle Fund of America Y FEAFX 0.24 14.10 5.29 31.07 16.51 6.68
First Eagle Fund of America I FEAIX 0.24 --- 5.35 --- --- ---
First Eagle Fund of America C FEAMX 0.18 13.72 5.09 30.08 15.65 5.88
First Eagle Fund of America A FEFAX 0.25 14.08 5.29 31.05 16.51 6.67
First Eagle Fund of America A LW FEFAX.LW 0.25 14.08 5.29 31.05 16.51 6.67
First Investors Opportunity B FIMBX 1.00 19.98 7.73 35.00 18.59 7.26
Nuveen Mid Cap Index I FIMEX -1.77 16.96 4.67 29.30 16.65 7.96
First Investors Opportunity A FIUSX 1.05 20.34 7.89 35.94 19.43 8.01
First Investors Opportunity A LW FIUSX.LW 1.05 20.34 7.89 35.94 19.43 8.01
First Investors Opportunity Adv FIVUX 1.08 --- --- --- --- ---
First Investors Opportunity Instl FIVVX 1.10 --- --- --- --- ---
Fidelity Advisor Leveraged Co Stk B FLCBX -0.14 18.85 5.95 39.05 16.60 2.07
Fidelity Leveraged Company Stock K FLCKX -0.03 18.19 6.12 38.81 17.44 2.37
Fidelity Low-Priced Stock K FLPKX 0.41 17.79 8.14 32.74 17.38 9.33
Fidelity Low-Priced Stock FLPSX 0.39 17.72 8.09 32.56 17.23 9.17
Fidelity Advisor Leveraged Co Stk A FLSAX -0.06 19.28 6.16 40.19 17.53 2.89
Fidelity Advisor Leveraged Co Stk A LW FLSAX.LW -0.06 19.28 6.16 40.19 17.53 2.89
Fidelity Advisor Leveraged Co Stk C FLSCX -0.11 18.89 5.96 39.17 16.67 2.13
Fidelity Advisor Leveraged Co Stk T FLSTX -0.09 19.16 6.08 39.87 17.27 2.65
Fidelity Leveraged Company Stock FLVCX -0.03 18.16 6.10 38.62 17.27 2.19
Fidelity Advisor Leveraged Co Stk I FLVIX -0.04 19.44 6.22 40.57 17.86 3.17
Federated Mid-Cap Index Instl FMCRX -1.74 17.21 4.83 29.92 --- ---
Nuveen Mid Cap Index R3 FMCYX -1.79 16.64 4.53 28.69 16.11 7.43
Federated Mid-Cap Index Svc FMDCX -1.74 17.09 4.77 29.54 16.52 7.79
Fidelity Mid Cap Enhanced Index FMEIX -1.01 19.27 6.05 31.94 16.92 7.73
FMI Common Stock FMIMX -0.33 13.59 3.35 22.04 14.23 11.19
Frank Value C FNKCX 1.60 22.41 10.17 27.33 --- ---
Frank Value Instl FNKIX 1.72 23.08 10.48 28.76 --- ---
Formula Investing US Value Select A FNSAX 0.87 23.02 11.71 32.90 --- ---
Formula Investing US Value Select I FNSIX 0.87 23.10 11.79 33.21 --- ---
Frank Value Inv FRNKX 1.64 22.74 10.39 28.34 17.99 9.02
Fidelity Spartan Mid Cap Idx Advtg FSCKX -2.42 17.08 4.42 29.68 --- ---
Fidelity Spartan Mid Cap Idx Investor FSCLX -2.41 17.02 4.44 29.53 --- ---
Fidelity Spartan Extended Mkt Index Inv FSEMX -0.85 18.14 5.53 30.91 16.91 8.26
Fidelity Spartan Extnd Mkt Idx Advtg FSEVX -0.83 18.18 5.56 30.94 16.95 8.30
Fidelity Value Strategies FSLSX -0.57 15.41 5.70 33.68 16.00 7.43
Fidelity Spartan Extnd Mkt Idx AdvtgInst FSMAX -0.85 18.16 5.54 30.94 --- ---
Fidelity Spartan Mid Cap Idx Advtg Instl FSMDX -1.63 18.03 5.74 30.06 --- ---
Fidelity Advisor Value Strategies A FSOAX -0.58 15.25 5.62 33.26 15.67 7.13
Fidelity Advisor Value Strategies A LW FSOAX.LW -0.58 15.25 5.62 33.26 15.67 7.13
Fidelity Spartan Mid Cap Idx Instl FSTPX -1.57 18.10 5.80 30.13 --- ---
Nuveen Mid Cap Select C FTACX -1.75 15.55 5.45 22.22 11.02 4.42
Fidelity Advisor Value Strategies C FVCSX -0.64 14.84 5.44 32.26 14.81 6.32
Fidelity Value Strategies K FVSKX -0.57 15.46 5.73 33.87 16.22 7.66
Formula Investing US Value 1000 A FVVAX 0.14 19.34 7.24 31.52 --- ---
GuideMark Small/Mid Cap Core Instl GISMX -0.07 19.06 6.35 31.85 --- ---
Nationwide Mid Cap Market Index B GMCBX -1.83 16.57 4.53 28.45 15.48 6.78
Nationwide Mid Cap Market Index C GMCCX -1.85 16.61 4.52 28.52 15.47 6.78
GuideMark Small/Mid Cap Core Service GMSMX -0.14 18.79 6.23 31.15 15.08 8.10
Nationwide Mid Cap Market Index A GMXAX -1.78 16.98 4.71 29.30 16.21 7.45
Nationwide Mid Cap Market Index A LW GMXAX.LW -1.78 16.98 4.71 29.30 16.21 7.45
Nationwide Mid Cap Market Index Instl GMXIX -1.76 17.11 4.78 29.74 16.65 7.85
Nationwide Mid Cap Market Index R2 GMXRX -1.79 16.81 4.62 29.10 16.05 7.34
Invesco Mid Cap Core Equity B GTABX -1.14 15.29 5.01 23.03 8.99 4.61
Invesco Mid Cap Core Equity C GTACX -1.14 15.26 4.96 23.02 8.97 4.60
Invesco Mid Cap Core Equity R6 GTAFX -1.06 15.93 5.29 --- --- ---
Invesco Mid Cap Core Equity A GTAGX -1.08 15.72 5.23 23.96 9.79 5.40
Invesco Mid Cap Core Equity A LW GTAGX.LW -1.08 15.72 5.23 23.96 9.79 5.40
Invesco Mid Cap Core Equity R GTARX -1.14 15.52 5.11 23.62 9.52 5.13
Invesco Mid Cap Core Equity R5 GTAVX -1.06 15.93 5.30 24.36 10.22 5.83
Invesco Mid Cap Core Equity Y GTAYX -1.07 15.81 5.24 24.24 10.05 ---
Gabelli Focus Five A GWSAX 0.29 16.85 6.43 40.43 19.09 9.01
Gabelli Focus Five A Load Waived GWSAX.LW 0.29 16.85 6.43 40.43 19.09 9.01
Gabelli Focus Five C GWSCX 0.24 16.42 6.25 39.35 18.21 8.21
Gabelli Focus Five I GWSIX 0.29 16.93 6.56 40.81 19.37 9.30
Gabelli Focus Five AAA GWSVX 0.29 16.92 6.49 40.50 19.04 9.02
Hodges Instl HDPIX 1.66 30.88 12.95 48.34 14.52 ---
Hodges HDPMX 1.68 30.73 12.91 48.32 14.29 1.87
Hennessy Cornerstone Mid Cap 30 Inv HFMDX -2.83 18.70 2.81 27.72 18.54 5.62
Hennessy Cornerstone Mid Cap 30 Instl HIMDX -2.84 18.85 2.83 28.10 18.95 6.02
Huntington Mid Corp America Trust HMATX -0.80 17.37 6.70 27.40 14.81 6.21
Hartford Small/Mid Cap Equity HLS IA HMCSX -0.95 17.27 4.84 30.93 16.83 6.81
Hartford Small/Mid Cap Equity HLS IB HMCVX -0.97 17.13 4.78 30.60 16.54 6.55
Hartford Small/Mid Cap Equity A HSMAX -1.32 16.00 4.03 29.64 16.14 6.30
Hartford Small/Mid Cap Equity A LW HSMAX.LW -1.32 16.00 4.03 29.64 16.14 6.30
Hartford Small/Mid Cap Equity B HSMBX -1.31 15.63 3.81 28.67 15.28 5.62
Hartford Small/Mid Cap Equity R3 HSMRX -1.29 15.88 3.94 29.36 --- ---
Hartford Small/Mid Cap Equity R4 HSMSX -1.22 16.09 4.10 29.80 --- ---
Hartford Small/Mid Cap Equity R5 HSMTX -1.29 16.24 4.09 30.11 --- ---
Hartford Small/Mid Cap Equity Y HSMYX -1.22 16.24 4.17 30.18 16.69 6.72
Huntington Situs A HSUAX -2.86 10.03 -1.72 29.50 16.55 7.33
Huntington Situs A Load Waived HSUAX.LW -2.86 10.03 -1.72 29.50 16.55 7.33
Huntington Situs Trust HSUTX -2.86 10.15 -1.68 29.80 16.84 7.61
Hartford Small/Mid Cap Equity C HTSCX -1.40 15.57 3.85 28.65 15.29 5.53
Huntington Mid Corp America A HUMIX -0.83 17.24 6.63 27.03 14.39 5.86
Huntington Mid Corp America A LW HUMIX.LW -0.83 17.24 6.63 27.03 14.39 5.86
ING SMID Cap Equity O IDMOX -1.29 14.29 3.20 26.52 15.04 5.63
ING Russell Mid Cap Index Port I IIRMX -1.68 17.79 5.66 29.67 16.54 7.35
ING Index Plus MidCap Port I IPMIX -0.86 17.76 5.94 29.42 16.55 6.67
ING Index Plus MidCap Port S IPMSX -0.87 17.62 5.86 29.09 16.26 6.41
ING Russell Mid Cap Index Port Adv IRMAX -1.71 17.54 5.56 29.02 15.95 6.81
ING Russell Mid Cap Index Port S IRMCX -1.62 17.72 5.66 29.45 16.24 7.09
ING Russell Mid Cap Index Port S2 IRMTX -1.63 17.70 5.57 29.29 16.09 ---
JHVIT Mid Cap Index Trust Ser I JECIX -1.73 17.08 4.77 29.65 16.58 7.76
JPMorgan Market Expansion Enh Idx R2 JMEZX -1.12 18.52 5.79 31.69 16.27 ---
Johnson Disciplined Mid-Cap JMIDX -0.98 20.89 6.21 39.37 14.12 4.24
JPMorgan Mid Cap Core A JMRAX -1.46 17.74 6.07 26.02 --- ---
JPMorgan Mid Cap Core A Load Waived JMRAX.LW -1.46 17.74 6.07 26.02 --- ---
JPMorgan Mid Cap Core C JMRCX -1.46 17.52 6.00 25.45 --- ---
JPMorgan Mid Cap Core R6 JMRMX -1.40 18.00 6.24 26.65 --- ---
JPMorgan Mid Cap Core R5 JMRRX -1.40 17.93 6.19 26.59 --- ---
JPMorgan Mid Cap Core Select JMRSX -1.40 17.92 6.20 26.42 --- ---
JPMorgan Mid Cap Core R2 JMRZX -1.46 17.59 6.03 25.76 --- ---
Jensen Quality Value I JNVIX 0.00 23.77 9.75 30.27 13.84 ---
Jensen Quality Value J JNVSX 0.00 23.59 9.70 29.98 13.64 ---
Keeley All Cap Value I KACIX -1.25 18.65 5.13 33.59 18.41 2.76
Keeley All Cap Value A KACVX -1.20 18.56 5.10 33.35 18.09 2.52
Keeley All Cap Value A Load Waived KACVX.LW -1.20 18.56 5.10 33.35 18.09 2.52
Keeley Mid Cap Value I KMCIX -1.70 20.50 5.80 33.53 16.95 -1.68
Keeley Mid Cap Value A KMCVX -1.72 20.46 5.70 33.27 16.68 -1.92
Keeley Mid Cap Value A Load Waived KMCVX.LW -1.72 20.46 5.70 33.27 16.68 -1.92
Keeley Small-Mid Cap Value I KSMIX -0.83 19.71 5.00 44.85 21.58 5.82
Keeley Small-Mid Cap Value A KSMVX -0.84 19.63 4.99 44.61 21.29 5.56
Keeley Small-Mid Cap Value A LW KSMVX.LW -0.84 19.63 4.99 44.61 21.29 5.56
Lord Abbett Mid Cap Stock A LAVLX -1.32 16.61 4.44 31.51 14.70 6.32
Lord Abbett Mid Cap Stock A Load Waived LAVLX.LW -1.32 16.61 4.44 31.51 14.70 6.32
NLFT III Lifetime Achievement LFTAX -0.21 8.78 2.19 19.73 10.74 4.43
NLFT III Lifetime Achievement LW LFTAX.LW -0.21 8.78 2.19 19.73 10.74 4.43
Legg Mason Cap Mgmt Special Inv FI LGASX -0.55 18.61 6.24 30.35 9.93 6.38
Longleaf Partners Small-Cap LLSCX -0.53 17.59 4.49 34.32 18.04 9.44
Legg Mason Cap Mgmt Special Inv R LMARX -0.55 18.58 6.23 30.04 9.62 6.08
Legg Mason Cap Mgmt Special Inv C LMASX -0.60 18.37 6.11 29.61 9.22 5.71
Lord Abbett Mid Cap Stock B LMCBX -1.36 16.24 4.25 30.73 13.96 5.63
Lord Abbett Mid Cap Stock C LMCCX -1.36 16.25 4.27 30.69 13.96 5.64
Lord Abbett Mid Cap Stock F LMCFX -1.28 16.73 4.52 31.86 14.98 6.59
Lord Abbett Mid Cap Stock P LMCPX -1.36 16.60 4.42 31.52 14.64 6.25
Lord Abbett Mid Cap Stock R2 LMCQX -1.34 16.49 4.35 31.19 14.39 6.05
Lord Abbett Mid Cap Stock R3 LMCRX -1.29 16.54 4.44 31.39 14.55 6.17
Lord Abbett Mid Cap Stock I LMCYX -1.33 16.79 4.52 31.98 15.10 6.68
Legg Mason Cap Mgmt Special Inv I LMNSX -0.52 18.92 6.39 30.96 10.37 6.82
ClearBridge Mid Cap Core R LMREX -0.52 16.94 6.59 32.25 16.33 ---
Legg Mason Cap Mgmt Special Inv A LMSAX -0.51 18.81 6.33 30.61 10.09 ---
Legg Mason Cap Mgmt Special Inv A LW LMSAX.LW -0.51 18.81 6.33 30.61 10.09 ---
ClearBridge Mid Cap Core IS LSIRX -0.48 17.31 6.76 33.15 17.20 ---
Lord Abbett Value Opportunities A LVOAX -1.00 19.00 5.45 32.24 13.08 9.30
Lord Abbett Value Opportunities A LW LVOAX.LW -1.00 19.00 5.45 32.24 13.08 9.30
Lord Abbett Value Opportunities B LVOBX -1.10 18.58 5.25 31.31 12.33 8.60
Lord Abbett Value Opportunities C LVOCX -1.10 18.58 5.25 31.40 12.33 8.60
Lord Abbett Value Opportunities F LVOFX -1.00 19.12 5.52 32.56 13.34 9.58
Lord Abbett Value Opportunities P LVOPX -1.06 18.85 5.37 32.14 12.96 9.19
Lord Abbett Value Opportunities R2 LVOQX -1.07 18.81 5.31 31.86 12.76 9.03
Lord Abbett Value Opportunities R3 LVORX -1.06 18.89 5.40 32.00 12.90 9.14
Lord Abbett Value Opportunities I LVOYX -0.99 19.17 5.52 32.72 13.46 9.69
Lazard US Mid Cap Equity Instl LZMIX -0.74 17.09 5.85 20.58 10.76 5.30
Lazard US Mid Cap Equity Open LZMOX -0.76 17.00 5.78 20.29 10.49 5.04
Mutual of America Mid Cap Equity Index MAMQX -1.82 17.16 4.82 29.75 16.93 8.07
MM S&P® Mid Cap Index A MDKAX -1.75 16.85 4.71 --- --- ---
MM S&P® Mid Cap Index A Load Waived MDKAX.LW -1.75 16.85 4.71 --- --- ---
MM S&P® Mid Cap Index I MDKIX -1.75 17.03 4.70 --- --- ---
MM S&P® Mid Cap Index L MDKLX -1.75 16.85 4.71 --- --- ---
MM S&P® Mid Cap Index S MDKSX -1.75 16.94 4.70 --- --- ---
MM S&P® Mid Cap Index Y MDKYX -1.83 16.86 4.71 --- --- ---
MM S&P® Mid Cap Index Z MDKZX -1.75 17.12 4.78 --- --- ---
ProFunds Mid Cap Inv MDPIX -1.91 16.16 4.32 27.46 14.61 5.64
ProFunds Mid Cap Svc MDPSX -2.00 15.62 4.04 26.20 13.47 4.57
Shelton S&P Midcap Index K MIDKX -1.82 17.06 4.73 28.68 16.04 7.16
Marketocracy Masters 100 MOFQX -2.06 8.54 -0.21 3.40 6.12 -5.26
Principal MidCap S&P 400 Index Inst MPSIX -1.71 17.14 4.87 29.78 16.80 7.95
Great-West Ariel Mid Cap Value Init MXMCX -1.29 23.39 6.99 40.55 17.45 11.82
Great-West S&P Mid Cap 400® Index Init MXMDX -1.76 16.96 4.73 29.28 --- ---
Nuveen Symphony Mid-Cap Core A NCCAX -2.19 15.70 4.69 22.64 13.60 5.79
Nuveen Symphony Mid-Cap Core A LW NCCAX.LW -2.19 15.70 4.69 22.64 13.60 5.79
Nuveen Symphony Mid-Cap Core C NCCCX -2.25 15.32 4.51 21.75 12.78 5.00
Nuveen Symphony Mid-Cap Core I NCCIX -2.16 15.84 4.78 22.97 13.92 6.07
Nuveen Symphony Mid-Cap Core R3 NMCRX -2.22 15.57 4.61 22.34 13.32 ---
Northern Multi-Manager Mid Cap NMMCX -0.86 16.74 4.44 27.27 14.48 7.60
Columbia Mid Cap Index Z NMPAX -1.78 17.20 4.85 29.87 16.87 8.07
Northern Mid Cap Index NOMIX -1.78 17.12 4.81 29.87 16.77 7.91
Columbia Mid Cap Index A NTIAX -1.84 16.96 4.68 29.47 16.55 7.78
Nysa NYSAX 1.92 16.33 10.03 15.55 -2.78 -3.08
JPMorgan Intrepid Mid Cap B ODMBX -1.26 19.72 6.03 31.04 14.86 5.83
JPMorgan Intrepid Mid Cap C ODMCX -1.26 19.72 6.04 31.05 14.84 5.84
JPMorgan Market Expansion Enh Idx A OMEAX -1.11 18.54 5.90 31.99 16.66 7.71
JPMorgan Market Expansion Enh Idx A LW OMEAX.LW -1.11 18.54 5.90 31.99 16.66 7.71
JPMorgan Market Expansion Enh Idx B OMEBX -1.24 18.27 5.65 31.07 15.84 6.96
JPMorgan Market Expansion Enh Idx C OMECX -1.21 18.24 5.69 31.15 15.86 6.97
Osterweis OSTFX -1.27 19.25 6.33 30.54 13.22 6.74
Pacific Advisors Mid Cap Value A PAMVX -3.39 16.83 2.29 32.15 12.91 0.49
Pacific Advisors Mid Cap Value A LW PAMVX.LW -3.39 16.83 2.29 32.15 12.91 0.49
JPMorgan Intrepid Mid Cap A PECAX -1.18 20.05 6.16 31.86 15.60 6.51
JPMorgan Intrepid Mid Cap A Load Waived PECAX.LW -1.18 20.05 6.16 31.86 15.60 6.51
Dreyfus MidCap Index PESPX -1.77 16.96 4.73 29.43 16.45 7.74
T. Rowe Price Extended Equity Market Idx PEXMX -0.78 18.18 5.59 32.49 17.30 8.20
JPMorgan Market Expansion Enh Idx Select PGMIX -1.10 18.70 5.92 32.30 16.97 8.00
Principal MidCap S&P 400 Index J PMFJX -1.75 16.97 4.78 29.19 16.29 7.36
Principal MidCap S&P 400 Index R3 PMFMX -1.80 16.82 4.68 29.07 16.17 7.37
Principal MidCap S&P 400 Index R2 PMFNX -1.80 16.70 4.61 28.81 15.97 7.18
Principal MidCap S&P 400 Index R5 PMFPX -1.79 16.97 4.77 29.41 16.53 7.70
Principal MidCap S&P 400 Index R4 PMFSX -1.74 17.00 4.80 29.32 16.42 7.58
Principal MidCap S&P 400 Index R1 PMSSX -1.78 16.70 4.65 28.66 15.85 7.05
Pacific Advisors Mid Cap Value C PMVCX -3.41 16.44 2.10 31.25 12.00 -0.35
Pin Oak Equity POGSX 0.25 17.22 8.95 30.05 16.68 13.33
Prospector Opportunity POPFX -1.20 14.52 3.87 25.96 14.05 8.82
Quaker Mid-Cap Value C QMCCX -1.38 16.53 3.43 25.18 13.35 4.03
Quaker Mid-Cap Value A QMCVX -1.28 16.95 3.65 26.11 14.21 4.80
Quaker Mid-Cap Value A Load Waived QMCVX.LW -1.28 16.95 3.65 26.11 14.21 4.80
Quaker Mid-Cap Value I QMVIX -1.22 17.12 3.75 26.44 14.51 5.08
RS Investors C RIVCX 1.05 22.79 11.75 41.93 16.59 5.13
Russell US Mid Cap Equity A RMCAX -0.66 17.88 6.02 27.22 --- ---
Russell US Mid Cap Equity A Load Waived RMCAX.LW -0.66 17.88 6.02 27.22 --- ---
Russell US Mid Cap Equity C RMCCX -0.74 17.37 5.80 26.16 --- ---
Russell US Mid Cap Equity S RMCSX -0.66 18.02 6.16 27.49 --- ---
Royce Enterprise Select Invmt RMISX -0.09 12.36 4.68 23.71 14.43 7.16
Royce SMid-Cap Value Svc RMVSX -0.48 7.72 3.04 20.77 9.77 3.86
Columbia Recovery and Infra A RRIAX 0.18 19.14 5.03 37.39 13.56 ---
Columbia Recovery and Infra A LW RRIAX.LW 0.18 19.14 5.03 37.39 13.56 ---
Columbia Recovery and Infra B RRIBX 0.09 18.72 4.83 36.33 12.71 ---
Columbia Recovery and Infra C RRICX 0.14 18.71 4.83 36.39 12.73 ---
Columbia Recovery and Infra I RRIIX 0.22 19.40 5.11 37.95 14.03 ---
Columbia Recovery and Infra R RRIRX 0.18 18.98 4.94 37.04 13.28 ---
Columbia Recovery and Infra K RRIYX 0.18 19.20 5.06 37.63 13.70 ---
Columbia Recovery and Infra R5 RRIZX 0.17 19.32 5.08 37.86 13.96 ---
RS Investors K RSIKX 1.05 23.05 11.85 42.37 16.99 4.91
RS Investors A RSINX 1.01 23.10 11.87 42.83 17.30 5.62
RS Investors A Load Waived RSINX.LW 1.01 23.10 11.87 42.83 17.30 5.62
RS Investors Y RSIYX 1.00 23.31 12.00 43.22 17.53 5.72
RS Value A RSVAX -1.10 21.13 6.11 38.37 12.45 3.98
RS Value A Load Waived RSVAX.LW -1.10 21.13 6.11 38.37 12.45 3.98
RS Value K RSVKX -1.15 20.91 6.01 37.81 12.00 3.59
RS Value Y RSVYX -1.09 21.27 6.21 38.70 12.75 4.33
RS Value C RVACX -1.17 20.73 5.94 37.33 11.61 3.23
Royce Value Consult RVFCX -0.17 10.08 6.06 24.01 9.51 3.03
Royce Value Instl RVFIX -0.08 10.72 6.42 25.50 10.80 4.23
Royce Value K RVFKX -0.20 10.50 6.20 24.90 10.23 3.49
Royce Value Invmt RVVHX -0.08 10.73 6.42 25.45 10.70 4.14
Royce Value R RVVRX -0.16 10.39 6.21 24.58 10.03 3.54
Rydex Mid-Cap 1.5x Strategy A RYAHX -2.91 25.51 6.68 44.68 21.89 6.55
Rydex Mid-Cap 1.5x Strategy A LW RYAHX.LW -2.91 25.51 6.68 44.68 21.89 6.55
Rydex Mid-Cap 1.5x Strategy C RYDCX -2.97 25.09 6.48 43.63 21.02 5.77
Royce Focus Value Svc RYFVX 0.57 8.14 5.42 18.69 6.20 ---
Rydex Mid-Cap 1.5x Strategy H RYMDX -2.90 25.51 6.68 44.69 21.97 6.56
Royce Value Svc RYVFX -0.08 10.58 6.27 25.04 10.38 3.86
Satuit Capital US Smid Cap SATDX 2.09 --- --- --- --- ---
ClearBridge Mid Cap Core A SBMAX -0.51 17.05 6.65 32.56 16.65 7.34
ClearBridge Mid Cap Core A Load Waived SBMAX.LW -0.51 17.05 6.65 32.56 16.65 7.34
ClearBridge Mid Cap Core B SBMDX -0.60 16.56 6.37 31.46 15.65 6.55
ClearBridge Mid Cap Core C SBMLX -0.59 16.67 6.43 31.60 15.80 6.60
Stewart Capital Mid Cap SCMFX -0.21 11.90 3.95 22.60 16.75 8.97
SEI Instl Mgd Mid-Cap A SEMCX -1.36 17.94 5.79 30.16 15.25 5.11
SEI Instl Mgd US Managed Volatility I SEVIX -1.43 16.66 5.68 21.77 16.67 7.09
ClearBridge Mid Cap Core I SMBYX -0.48 17.25 6.75 33.08 17.10 7.76
ClearBridge Mid Cap Core 1 SMCPX -0.50 17.09 6.63 32.79 16.90 7.56
Saratoga Mid Capitalization I SMIPX -0.29 21.94 7.79 34.52 16.85 6.97
Wells Fargo Advantage Opportunity B SOPBX -0.72 14.98 5.04 26.55 --- ---
Wells Fargo Advantage Opportunity Inv SOPFX -0.67 15.35 5.22 27.45 12.44 5.81
Wells Fargo Advantage Opportunity A SOPVX -0.66 15.39 5.23 27.52 12.52 5.88
Wells Fargo Advantage Opportunity A LW SOPVX.LW -0.66 15.39 5.23 27.52 12.52 5.88
Saratoga Mid Capitalization A SPMAX -0.31 21.69 7.71 33.99 16.39 6.57
Saratoga Mid Capitalization A LW SPMAX.LW -0.31 21.69 7.71 33.99 16.39 6.57
Saratoga Mid Capitalization B SPMBX -0.42 21.31 7.44 33.33 15.72 5.95
Saratoga Mid Capitalization C SPMCX -0.42 21.30 7.47 33.22 15.66 5.90
Shelton S&P Midcap Index Direct SPMIX -1.77 17.35 4.83 29.27 16.61 7.68
SouthernSun US Equity C SSECX 1.22 17.07 4.98 36.22 --- ---
SouthernSun US Equity Investor SSEFX 1.22 17.44 5.14 37.14 --- ---
SouthernSun US Equity Institutional SSEIX 1.30 17.62 5.32 37.48 --- ---
Victory Special Value A SSVSX -1.03 14.16 3.98 20.95 9.27 0.21
Victory Special Value A Load Waived SSVSX.LW -1.03 14.16 3.98 20.95 9.27 0.21
SEI Instl Mgd US Managed Volatility A SVOAX -1.36 16.79 5.80 22.10 16.99 7.36
TCW Value Opportunities N TGVNX -1.58 18.08 5.10 36.38 15.53 5.49
TCW Value Opportunities I TGVOX -1.55 18.27 5.19 36.77 15.87 5.83
Thompson MidCap THPMX -1.51 18.34 4.91 33.96 14.92 9.47
Tilson Dividend TILDX 0.00 12.20 5.36 26.73 13.51 11.43
Touchstone Mid Cap A TMAPX -1.23 22.72 6.87 39.16 20.09 5.88
Touchstone Mid Cap A Load Waived TMAPX.LW -1.23 22.72 6.87 39.16 20.09 5.88
Touchstone Mid Cap C TMCJX -1.31 22.30 6.69 38.10 19.21 5.25
Touchstone Mid Cap Y TMCPX -1.23 22.87 6.94 39.52 20.44 6.05
Touchstone Mid Cap Z TMCTX -1.24 22.69 6.86 39.15 20.09 5.77
Touchstone Mid Cap Institutional TMPIX -1.23 22.87 6.94 39.53 --- ---
Thrivent Mid Cap Stock I TMSIX -1.19 15.59 4.56 27.79 14.32 7.08
Thomas White American Opportunities Inv TWAOX -2.06 14.55 3.98 22.15 13.64 3.68
Scout Mid Cap UMBMX -0.30 18.45 6.04 25.91 17.27 9.45
ProFunds UltraMid Cap Inv UMPIX -3.76 34.69 8.78 61.79 28.06 4.60
ProFunds UltraMid Cap Svc UMPSX -3.83 34.05 8.51 60.13 26.78 3.58
USAA Extended Market Index USMIX -0.95 17.70 5.30 30.18 16.38 7.77
Vanguard Extended Market Idx InstlPlus VEMPX -0.75 18.09 5.63 31.63 --- ---
Vanguard Extended Market Idx Signal VEMSX -0.75 18.08 5.62 31.58 17.07 8.14
Vanguard Extended Market Idx Adm VEXAX -0.75 18.07 5.61 31.57 17.06 8.14
Vanguard Extended Market Idx Inv VEXMX -0.77 18.00 5.57 31.37 16.90 7.98
Private Capital Management Value A VFPAX 1.05 21.77 6.89 29.42 --- ---
Private Capital Management Value A LW VFPAX.LW 1.05 21.77 6.89 29.42 --- ---
Private Capital Management Value I VFPIX 1.05 21.99 7.02 29.80 14.41 ---
Vanguard Extended Market Idx I VIEIX -0.75 18.10 5.64 31.59 17.09 8.17
Vanguard Mid Cap Index Adm VIMAX -1.70 18.24 6.21 29.64 16.39 7.34
Vanguard Mid Cap Index Inv VIMSX -1.70 18.18 6.17 29.45 16.23 7.19
Vanguard Mid Cap Index I VMCIX -1.70 18.27 6.20 29.69 16.41 7.38
Vanguard Mid Cap Index InstlPlus VMCPX -1.70 18.26 6.21 29.68 --- ---
VALIC Company I Mid Cap Index VMIDX -1.72 17.13 4.82 29.73 16.71 7.92
Vanguard Mid Cap Index Signal VMISX -1.68 18.24 6.22 29.64 16.40 7.34
Natixis Vaughan Nelson Value Opp A VNVAX -0.32 21.69 7.65 34.54 17.53 ---
Natixis Vaughan Nelson Value Opp A LW VNVAX.LW -0.32 21.69 7.65 34.54 17.53 ---
Natixis Vaughan Nelson Value Opp C VNVCX -0.44 21.24 7.46 33.53 16.66 ---
Natixis Vaughan Nelson Value Opp N VNVNX -0.32 --- --- --- --- ---
Natixis Vaughan Nelson Value Opp Y VNVYX -0.32 21.84 7.72 34.85 17.84 ---
Volumetric VOLMX -0.35 14.22 4.44 18.38 11.34 4.50
Vantagepoint Mid/Small Company Index II VPMSX -0.79 18.47 6.06 31.75 17.10 8.26
Vantagepoint Mid/Small Company Index I VPSIX -0.75 18.44 6.00 31.56 16.87 8.04
Vantagepoint Mid/Small Company Index T VQSIX -0.75 --- 6.05 --- --- ---
Vanguard Strategic Equity Inv VSEQX -0.73 20.23 6.61 35.36 18.70 6.93
Victory Special Value I VSPIX -1.02 14.31 4.06 21.30 9.61 0.55
Vanguard S&P Mid-Cap 400 Index I VSPMX -1.75 17.21 4.83 29.98 --- ---
Victory Special Value C VSVCX -1.11 13.70 3.74 19.99 8.30 -0.72
Victory Special Value R VSVGX -1.06 13.97 3.87 20.57 8.92 -0.12
Victory Special Value Y VSVYX -1.03 --- 4.03 --- --- ---
Virtus Wealth Masters A VWMAX -1.39 16.78 5.99 --- --- ---
Virtus Wealth Masters A Load Waived VWMAX.LW -1.39 16.78 5.99 --- --- ---
Virtus Wealth Masters C VWMCX -1.40 16.39 5.82 --- --- ---
Virtus Wealth Masters I VWMIX -1.39 16.88 6.07 --- --- ---
Wasatch Strategic Income WASIX -0.56 16.38 3.58 24.57 17.21 6.62
Weitz Hickory WEHIX 0.62 13.99 5.91 26.76 17.38 11.04
Wells Fargo Advantage Opportunity C WFOPX -0.70 15.00 5.06 26.58 11.69 5.09
Westwood SMidCap Institutional WHGMX -0.30 16.52 4.50 30.61 15.58 8.93
Westwood SMidCap Plus Institutional WHGPX 0.25 18.30 7.18 32.36 --- ---
Wells Fargo Advantage Opportunity Adm WOFDX -0.63 15.51 5.31 27.83 12.79 6.13
Wells Fargo Advantage Opportunity I WOFNX -0.61 15.64 5.37 28.14 --- ---
JPMorgan Intrepid Mid Cap Select WOOPX -1.24 20.10 6.23 32.21 15.87 6.77
Weitz Partners III Opportunity Investor WPOIX 0.87 19.68 7.36 32.00 --- ---
Weitz Partners III Opportunity Instl WPOPX 0.87 19.84 7.40 32.23 17.96 14.10
Wright Selected Blue Chip Equities WSBEX -1.13 19.03 4.28 30.87 16.76 7.54
API Efficient Frontier Value L YCVTX -0.99 14.52 5.04 24.75 10.03 -0.91
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