Mid-Cap Blend: Total Returns

Print
Data through 1/16/2019. 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 2.20 6.09 -6.87 -8.44 11.11 5.20
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX -1.31 3.18 -6.90 -4.38 --- ---
Thrivent Mid Cap Stock A AASCX 2.77 7.10 -4.74 -6.69 16.98 10.07
Cavanal Mid Cap Core Equity A AAWVX 1.01 4.87 -6.76 -8.54 --- ---
Cavanal Mid Cap Core Equity C ACWVX 0.85 4.77 -7.00 -9.86 --- ---
AMG River Road Focused Absolute Value I AFAVX 2.48 6.94 -4.42 -2.01 15.66 ---
Voya Mid Cap Research Enhanced Index A AIMAX 3.25 7.53 -6.23 -10.28 10.44 4.14
Voya Mid Cap Research Enhanced Index I AIMIX 3.29 7.59 -6.12 -10.01 10.72 4.42
Voya Mid Cap Research Enhanced Index R AIMRX 3.22 7.57 -6.29 -10.44 10.18 3.90
Voya Mid Cap Research Enhanced Index W AIMWX 3.24 7.57 -6.15 -10.36 10.61 4.34
Cavanal Mid Cap Core Equity Instl AIWVX 1.10 4.89 -6.72 -8.35 --- ---
Alambic Mid Cap Growth Plus ALMGX 2.18 6.43 -6.28 -11.01 --- ---
Voya Mid Cap Research Enhanced Index C APMCX 3.20 7.51 -6.33 -10.74 9.87 3.63
Cavanal Mid Cap Core Equity Investor APWVX 1.08 4.90 -6.74 -8.54 --- ---
AMG River Road Focused Absolute Value N ARRFX 2.37 6.86 -4.48 -2.22 15.36 ---
AMG River Road Focused Absolute Value Z ARRZX 2.51 6.94 -4.39 -1.89 --- ---
Invesco Endeavor A ATDAX 4.64 8.11 -7.26 -13.50 12.33 4.07
Invesco Endeavor C ATDCX 4.59 8.05 -7.49 -14.17 11.49 3.30
Invesco Endeavor R6 ATDFX 4.65 8.06 -7.21 -13.17 12.84 4.55
Invesco Endeavor R5 ATDIX 4.68 8.11 -7.20 -13.24 12.73 4.45
Invesco Endeavor R ATDRX 4.60 8.09 -7.32 -13.71 12.06 3.82
Invesco Endeavor Y ATDYX 4.59 8.08 -7.23 -13.32 12.61 4.33
Ave Maria Value AVEMX 2.09 4.48 -8.05 -7.75 13.34 1.90
Barrow Value Opportunity Institutional BALIX 2.65 6.39 -7.25 -8.84 8.60 4.65
Bridge Builder Small/Mid Cap Value BBVSX 2.80 6.75 -7.58 -11.10 10.10 ---
The Texas I BIGTX 3.31 4.71 -9.10 -9.84 10.34 -0.38
MFS Blended Research Mid Cap Eq B BMSBX 3.63 6.96 -5.86 -8.25 --- ---
MFS Blended Research Mid Cap Eq C BMSDX 3.63 6.84 -5.95 -8.33 --- ---
MFS Blended Research Mid Cap Eq A BMSFX 3.62 6.95 -5.80 -7.65 --- ---
MFS Blended Research Mid Cap Eq I BMSLX 3.64 6.94 -5.75 -7.37 --- ---
MFS Blended Research Mid Cap Eq R1 BMSRX 3.59 6.84 -5.97 -8.28 --- ---
MFS Blended Research Mid Cap Eq R2 BMSSX 3.63 6.93 -5.81 -7.81 --- ---
MFS Blended Research Mid Cap Eq R3 BMSTX 3.64 6.93 -5.78 -7.62 --- ---
MFS Blended Research Mid Cap Eq R4 BMSVX 3.74 6.93 -5.67 -7.36 --- ---
MFS Blended Research Mid Cap Eq R6 BMSYX 3.68 6.93 -5.63 -7.24 --- ---
BMT Multi-Cap BMTMX 1.43 4.81 -7.02 -3.86 --- ---
Bridgeway Aggressive Investors 1 BRAGX 3.80 7.17 -11.81 -21.01 9.97 3.95
iShares Russell Mid-Cap Index Inv A BRMAX 1.71 5.91 -5.85 -6.31 12.34 ---
iShares Russell Mid-Cap Index Instl BRMIX 1.71 5.89 -5.86 -6.22 12.60 ---
iShares Russell Mid-Cap Index K BRMKX 1.81 5.99 -5.83 -6.16 12.66 ---
Boston Trust Midcap BTMFX 0.55 4.12 -4.36 -2.38 13.58 8.46
Boston Trust SMID Cap BTSMX 1.58 5.19 -4.53 -4.24 15.73 7.61
Catalyst Buyback Strategy A BUYAX 3.14 5.60 -4.58 -5.27 13.82 5.88
Catalyst Buyback Strategy C BUYCX 3.03 5.57 -4.72 -5.88 12.99 5.09
Catalyst Buyback Strategy I BUYIX 3.21 5.76 -4.36 -4.88 14.15 6.16
Bullfinch Greater Western New York BWNYX 0.07 4.09 -6.34 -6.89 4.89 2.90
Cambiar SMID Investor CAMMX 4.70 7.58 -2.27 2.15 14.97 6.24
Cambiar SMID Institutional CAMUX 4.65 7.59 -2.27 2.16 14.97 ---
Calvert Mid-Cap C CCACX 0.05 4.16 -6.07 -3.54 8.44 3.19
Calvert Mid-Cap A CCAFX 0.10 4.19 -5.90 -2.82 9.25 3.98
Calvert Mid-Cap I CCPIX 0.14 4.22 -5.79 -2.46 9.68 4.47
Clarkston Partners Founders CFSMX 3.01 5.07 -2.70 -4.42 10.96 ---
Clarkston Founders Institutional CIMDX 2.34 4.61 -3.23 -5.95 --- ---
Clarkston Partners Institutional CISMX 2.97 5.00 -2.68 -4.55 10.83 ---
Columbia Mid Cap Index Inst3 CMDYX 2.56 6.78 -7.08 -7.77 --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX 2.47 6.40 -6.08 -6.81 13.02 ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX 2.54 6.45 -5.98 -6.45 13.43 ---
Columbia Mid Cap Index Inst2 CPXRX 2.53 6.81 -7.11 -7.78 13.37 7.04
CRM Small/Mid Cap Value Inst CRIAX 2.95 5.65 -8.33 -4.93 13.31 4.77
CRM Mid Cap Value Instl CRIMX 1.78 5.09 -7.19 -4.36 14.42 6.82
CRM Small/Mid Cap Value Inv CRMAX 2.93 5.60 -8.33 -5.13 13.06 4.54
CRM Mid Cap Value Inv CRMMX 1.81 5.08 -7.23 -4.50 14.21 6.62
Carillon Scout Mid Cap A CSMEX 1.37 5.31 -7.62 -8.42 --- ---
Carillon Scout Mid Cap C CSMFX 1.27 5.21 -7.81 -9.13 --- ---
Carillon Scout Mid Cap R-3 CSMRX 1.34 5.26 -7.72 -8.75 --- ---
Carillon Scout Mid Cap R-5 CSMSX 1.40 5.26 -7.60 -8.49 --- ---
Carillon Scout Mid Cap R-6 CSMUX 1.37 5.24 -7.60 -8.21 --- ---
Carillon Scout Mid Cap Y CSMZX 1.38 5.25 -7.66 -8.46 --- ---
DFA CSTG&E US Social Core Equity 2 DFCUX 2.16 5.74 -7.65 -8.63 13.87 6.72
DFA US Core Equity 2 I DFQTX 2.00 5.74 -7.77 -7.85 13.42 7.05
DFA T.A. US Core Equity 2 I DFTCX 1.97 5.66 -7.72 -7.72 13.30 7.16
DFA US Social Core Equity 2 Portfolio DFUEX 2.24 5.98 -7.80 -8.09 13.86 6.69
Dreyfus Opportunistic Midcap Value A DMCVX 5.24 9.37 -10.27 -14.03 10.79 3.21
Dreyfus Opportunistic Midcap Value Y DMCYX 5.27 9.36 -10.21 -13.75 11.18 3.64
DWS US Multi-Factor Inst DMFJX 0.66 4.35 -6.39 -7.28 --- ---
DWS US Multi-Factor R6 DMFRX 0.67 4.35 -6.37 -7.24 --- ---
Dreyfus Mid Cap Index I DMIDX 2.56 6.80 -7.06 -7.75 --- ---
Dreyfus Active MidCap C DNLCX 2.39 5.37 -6.28 -12.57 7.07 4.95
Dreyfus Active MidCap A DNLDX 2.48 5.40 -6.06 -11.82 7.99 5.84
Dreyfus Active MidCap I DNLRX 2.50 5.42 -6.01 -11.63 8.22 6.07
Dreyfus Active MidCap Y DNLYX 2.51 5.42 -5.99 -11.61 8.29 ---
Dreyfus Structured Midcap A DPSAX 2.35 5.81 -5.60 -13.51 9.68 4.98
Dreyfus Structured Midcap C DPSCX 2.29 5.75 -5.79 -14.14 8.88 4.21
Dreyfus Structured Midcap I DPSRX 2.41 5.85 -5.53 -13.26 9.98 5.25
Dreyfus Structured MidCap Y DPSYX 2.41 5.86 -5.50 -13.16 10.12 5.38
Destinations Small-Mid Cap Equity I DSMFX 2.09 6.38 -8.04 -3.33 --- ---
Destinations Small-Mid Cap Equity Z DSMZX 2.02 6.32 -7.97 --- --- ---
Dreyfus Opportunistic Midcap Value C DVLCX 5.16 9.27 -10.47 -14.70 9.94 2.44
Dreyfus Opportunistic Midcap Value I DVLIX 5.28 9.38 -10.21 -13.79 11.08 3.51
First Eagle Fund of America R3 EARFX 2.08 7.07 -11.76 --- --- ---
Russell 1000 Equal Weight TR USD F00000MFRK 2.03 6.49 -6.40 -5.23 13.75 7.03
Russell 1000 Equal Weight PR USD F00000MFRL 1.90 6.44 -6.85 -6.86 11.83 5.23
Russell 1000 Equal Weight NR USD F00000MFRN 1.99 6.47 -6.54 -5.73 13.18 6.50
Russell Mid Cap Equal Weight PR USD F00000MFRQ 2.37 7.09 -7.01 -6.75 11.84 4.79
Russell Mid Cap Equal Weight TR USD F00000MFRR 2.48 7.12 -6.60 -5.30 13.57 6.41
Russell Mid Cap Equal Weight NR USD F00000MFRS 2.45 7.11 -6.72 -5.74 13.06 5.94
Russell Midcap Dynamic PR USD F00000OS15 2.30 7.07 -7.90 -10.09 10.51 4.30
Russell Midcap Dynamic TR USD F00000OS16 2.43 7.09 -7.47 -8.56 12.40 6.01
Russell Midcap Defensive PR USD F00000OS17 -0.15 3.77 -3.58 -3.16 10.88 8.38
Russell Midcap Defensive TR USD F00000OS18 0.04 3.80 -3.07 -1.28 12.99 10.42
Russell Midcap Dynamic NR USD F00000P2PE 2.39 7.09 -7.59 -9.01 11.85 5.51
Russell Midcap Defensive NR USD F00000P2PF -0.02 3.79 -3.22 -1.84 12.37 9.82
Russell Mid Cap NR USD F00000U3UH 1.55 5.94 -6.14 -6.67 12.10 6.86
Russell 1000 Size Fctr PR USD F00000WEOX 2.22 6.65 -6.38 -6.17 12.09 5.88
Russell 1000 Size Fctr TR USD F00000WEOY 2.37 6.69 -5.94 -4.57 14.02 7.69
Russell 1000 Comprehensive Factor TR USD F00000WICU 0.59 4.31 -6.28 -7.00 11.74 8.77
Russell 1000 Mmntm Fcsd Fctr TR USD F00000WKEM 1.22 4.98 -8.29 -10.13 11.24 7.14
Russell 1000 Mmntm Fcs Fctr USRIC NR USD F00000WKEO 1.22 4.98 -8.29 -10.13 11.23 7.14
Russell 1000 Mmntm Fcsd Fctr PR USD F00000WKEP 1.10 4.95 -8.71 -11.61 9.27 5.26
Russell 1000 Cmprhnsv Fctr PR USD F00000X4NC 0.44 4.27 -6.75 -8.71 9.61 6.70
JPM Div Factor US MC Eq TR USD F00000X55A 1.40 5.41 -5.59 -5.63 13.01 8.91
JPM Div Factor US MC Eq PR USD F00000X55B 1.23 5.37 -6.11 -7.43 10.89 6.85
Russell 1000 Cmprhnsv Fctr NC USD F00000XHDU 0.57 4.30 -6.32 -7.16 11.55 8.59
Russell 1000 Enhanced Value EW PR USD F00000Z2QW 1.65 5.62 -6.13 -9.02 11.17 6.18
Russell 1000 Enhanced Value EW TR USD F00000Z2QX 1.83 5.67 -5.61 -7.23 13.43 8.32
Russell 1000 Enhanced Value EW NR USD F00000Z2QY 1.77 5.66 -5.77 -7.77 12.70 7.63
Russell Mid Cap TR Hdg USD F0000104NG 1.60 5.95 -6.01 -6.19 12.67 7.38
Morningstar US Mid Core NR USD F000010SBX 1.29 5.68 -5.50 -8.64 11.05 6.89
Morningstar US Mid Cap NR USD F000010SBY 1.83 6.10 -5.60 -5.95 13.09 7.36
Frost Mid Cap Equity Investor FAKSX 1.70 5.38 -4.61 -6.93 12.57 4.92
FAM Equity-Income Investor FAMEX 0.55 3.43 -2.88 1.07 14.79 8.72
First Eagle Fund of America Y FEAFX 2.09 7.10 -11.79 -21.27 2.24 0.33
First Eagle Fund of America I FEAIX 2.11 7.10 -11.71 -21.01 2.54 0.62
First Eagle Fund of America C FEAMX 2.03 7.06 -11.93 -21.83 1.48 -0.42
First Eagle Fund of America A FEFAX 2.06 7.09 -11.76 -21.27 2.24 0.33
First Eagle Fund of America R6 FEFRX 2.11 7.09 -11.67 -20.98 --- ---
Federated MDT Mid Cap Growth A FGSAX 3.53 6.59 -6.55 -1.41 16.22 8.75
Federated MDT Mid Cap Growth C FGSCX 3.49 6.57 -6.69 -2.13 15.37 7.95
Federated MDT Mid Cap Growth Instl FGSIX 3.56 6.62 -6.46 -1.16 16.52 9.02
Federated MDT Mid Cap Growth R6 FGSKX 3.56 6.60 -6.51 -1.19 16.33 8.60
Fidelity Advisor® Mid Cap II A FIIAX 3.14 7.34 -9.91 -12.82 10.78 4.80
Fidelity Advisor® Mid Cap II C FIICX 3.11 7.31 -10.09 -13.50 9.93 4.00
Fidelity Advisor® Mid Cap II I FIIMX 3.16 7.28 -9.87 -12.57 11.08 5.08
Frost Mid Cap Equity Inst FIKSX 1.78 5.42 -4.33 -6.53 12.69 5.14
First Investors Opportunity B FIMBX 1.96 5.91 -7.46 -14.02 6.99 3.10
Fidelity Advisor® Mid Cap II M FITIX 3.11 7.29 -9.97 -13.04 10.51 4.54
First Investors Opportunity A FIUSX 2.02 5.95 -7.29 -13.37 7.81 3.89
First Investors Opportunity Adv FIVUX 2.06 5.97 -7.23 -13.09 8.15 4.21
First Investors Opportunity Instl FIVVX 2.06 5.98 -7.18 -12.99 8.28 4.34
Fidelity® Flex Mid Cap Index FLAPX 1.71 6.03 -5.86 -6.09 --- ---
Fidelity® Leveraged Company Stock K FLCKX 4.72 9.04 -6.68 -12.73 10.25 3.32
JPMorgan Mid Cap Value L FLMVX 1.36 5.76 -6.14 -8.41 9.88 6.55
Fidelity Advisor® Leveraged Co Stk A FLSAX 4.43 9.82 -6.67 -11.51 9.85 3.14
Fidelity Advisor® Leveraged Co Stk C FLSCX 4.36 9.77 -6.85 -12.20 9.02 2.37
Fidelity Advisor® Leveraged Co Stk M FLSTX 4.39 9.79 -6.73 -11.74 9.58 2.89
Fidelity® Leveraged Company Stock FLVCX 4.69 9.02 -6.70 -12.82 10.12 3.20
Fidelity Advisor® Leveraged Co StkI FLVIX 4.43 9.81 -6.62 -11.30 10.13 3.41
Fidelity Advisor® Stock Selec Mid Cp M FMCAX 3.15 7.20 -6.62 -5.43 12.47 6.02
Fidelity Advisor® Stock Selec Mid Cp I FMCCX 3.18 7.21 -6.52 -4.99 13.02 6.50
Fidelity Advisor® Stock Selec Mid Cp A FMCDX 3.16 7.19 -6.57 -5.21 12.74 6.27
Fidelity Advisor® Stock Selec Mid Cp C FMCEX 3.07 7.15 -6.76 -5.93 11.88 5.46
Federated Mid-Cap Index R6 FMCLX 2.55 6.77 -7.06 -7.69 --- ---
Federated Mid-Cap Index Instl FMCRX 2.59 6.77 -7.08 -7.70 13.34 7.03
Federated Mid-Cap Index Svc FMDCX 2.52 6.77 -7.13 -7.93 13.04 6.76
FMI Common Stock FMIMX 2.03 4.66 -3.56 -6.40 11.85 5.14
FMI Common Stock Institutional FMIUX 2.03 4.66 -3.53 -6.33 --- ---
Frank Value C FNKCX 0.20 0.64 -2.20 -5.05 -0.02 -1.34
Frank Value Instl FNKIX 0.23 0.67 -1.98 -4.10 0.95 -0.36
Morningstar Narrow Moat EW TR USD FOUSA08P2V 2.36 6.36 -4.86 -3.55 14.20 8.64
Morningstar Narrow Moat EW PR USD FOUSA08P2W 2.25 6.32 -5.32 -5.19 12.19 6.73
Morningstar No Moat EW TR USD FOUSA08P2Z 2.96 8.11 -8.48 -8.25 16.01 5.56
Morningstar No Moat EW PR USD FOUSA08P30 --- --- --- --- --- ---
Frank Value Inv FRNKX 0.29 0.68 -1.96 -4.34 0.73 -0.59
Fidelity Advisor® Stock Selec Mid Cp Z FSLZX 3.23 7.22 -6.47 -4.81 --- ---
Fidelity® Extended Market Index FSMAX 3.33 7.55 -6.88 -4.96 14.52 6.63
Fidelity® Mid Cap Index FSMDX 1.70 5.96 -5.94 -6.14 12.68 7.38
Fidelity® Stock Selector Mid Cap FSSMX 3.17 7.20 -6.53 -5.06 12.95 6.49
Fidelity Advisor® Leveraged Co Stk Z FZAKX 4.46 9.83 -6.57 -11.16 10.28 3.54
Fidelity Advisor® Mid Cap II Z FZAMX 3.22 7.35 -9.83 -12.45 11.24 5.24
Fidelity® SAI Small-Mid Cap 500 Index FZFLX 2.82 6.90 -6.49 -5.23 13.38 ---
Fidelity ZERO Extended Market Index FZIPX 2.87 7.26 -6.88 --- --- ---
Gabelli Value 25 A GABVX 0.90 5.63 -6.52 -6.23 9.68 2.62
Goldman Sachs Mid Cap Value A GCMAX 0.63 5.00 -6.70 -8.02 9.18 3.54
Goldman Sachs Mid Cap Value C GCMCX 0.57 4.95 -6.87 -8.73 8.36 2.77
Goldman Sachs Mid Cap Value R GCMRX 0.63 4.98 -6.76 -8.26 8.91 3.29
Goldman Sachs Mid Cap Value Inv GCMTX 0.68 5.02 -6.63 -7.80 9.46 3.81
Goldman Sachs Mid Cap Value R6 GCMUX 0.65 4.99 -6.63 -7.68 9.62 ---
Gotham Enhanced Return Institutional GENIX -0.76 2.99 -4.80 -8.11 12.68 6.00
Nationwide Mid Cap Market Idx C GMCCX 2.54 6.77 -7.26 -8.70 12.13 5.87
Goldman Sachs Small/Mid Cap Value R6 GMCUX 2.53 6.44 -7.11 -10.89 10.91 ---
Goldman Sachs Mid Cap Value P GMPPX 0.69 5.03 -6.59 --- --- ---
Goldman Sachs Small/Mid Cap Value A GMVAX 2.53 6.41 -7.16 -11.17 10.46 ---
Goldman Sachs Small/Mid Cap Value C GMVCX 2.45 6.37 -7.36 -11.92 9.63 ---
Goldman Sachs Small/Mid Cap Value Inv GMVIX 2.54 6.47 -7.16 -10.95 10.74 ---
Goldman Sachs Small/Mid Cap Value R GMVRX 2.46 6.42 -7.24 -11.39 10.17 ---
Nationwide Mid Cap Market Idx A GMXAX 2.57 6.83 -7.14 -8.10 12.91 6.59
Nationwide Mid Cap Market Idx R6 GMXIX 2.65 6.84 -7.02 -7.73 13.36 7.03
Nationwide Mid Cap Market Idx R GMXRX 2.50 6.78 -7.23 -8.45 12.56 6.28
Goldman Sachs Mid Cap Value Instl GSMCX 0.67 4.98 -6.63 -7.69 9.61 3.95
Goldman Sachs Mid Cap Value Svc GSMSX 0.63 5.00 -6.70 -8.14 9.06 3.44
Goldman Sachs Small/Mid Cap Value Instl GSMVX 2.63 6.43 -7.10 -10.81 10.91 ---
Goldman Sachs Small/Mid Cap Value P GSVPX 2.55 6.44 -7.10 --- --- ---
Invesco Mid Cap Core Equity C GTACX 2.42 5.08 -5.57 -10.48 8.24 2.73
Invesco Mid Cap Core Equity R6 GTAFX 2.43 5.04 -5.35 -9.51 9.53 3.96
Invesco Mid Cap Core Equity A GTAGX 2.46 5.11 -5.41 -9.86 9.06 3.50
Invesco Mid Cap Core Equity R GTARX 2.47 5.06 -5.46 -10.06 8.80 3.25
Invesco Mid Cap Core Equity R5 GTAVX 2.48 5.09 -5.32 -9.53 9.46 3.88
Invesco Mid Cap Core Equity Y GTAYX 2.47 5.12 -5.34 -9.63 9.34 3.76
Gabelli Value 25 AAA GVCAX 0.89 5.58 -6.50 -6.21 9.70 2.62
Gabelli Value 25 C GVCCX 0.86 5.61 -6.65 -6.95 8.86 1.85
Gabelli Value 25 I GVCIX 0.88 5.57 -6.41 -5.82 10.09 2.95
Government Street Mid-Cap GVMCX 0.49 4.12 -5.52 -6.82 12.38 7.52
Gabelli Focus Five A GWSAX 3.13 11.11 -9.29 -19.14 4.05 -1.98
Gabelli Focus Five C GWSCX 3.07 11.09 -9.46 -19.77 3.28 -2.71
Gabelli Focus Five I GWSIX 3.15 11.15 -9.18 -18.92 4.33 -1.73
Gabelli Focus Five AAA GWSVX 3.16 11.13 -9.24 -19.13 4.09 -1.97
Hartford MidCap Value HLS IB HBMVX 3.44 7.29 -6.36 -10.63 9.23 4.16
Henssler Equity Institutional HEQCX 3.00 5.98 -4.19 -7.23 8.71 5.31
Henssler Equity Investor HEQFX 2.81 5.77 -4.48 -7.85 8.09 4.75
Hartford Schroders US S/M-Cap Opps C HFDCX 2.37 6.25 -6.05 -8.44 --- ---
Hartford Schroders US S/M-Cap Opps F HFDFX 2.52 6.29 -5.75 -7.43 --- ---
Hartford Schroders US S/M-Cap Opps R3 HFDRX 2.50 6.27 -5.93 -8.05 --- ---
Hartford Schroders US S/M-Cap Opps R4 HFDSX 2.50 6.32 -5.81 -7.74 --- ---
Hartford Schroders US S/M-Cap Opps R5 HFDTX 2.53 6.30 -5.81 -7.43 --- ---
Hartford Schroders US S/M-Cap Opps Y HFDYX 2.57 6.29 -5.70 -7.45 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX 4.46 8.83 -7.98 -17.50 5.86 4.35
Hennessy Cornerstone Mid Cap 30 Instl HIMDX 4.57 8.80 -7.89 -16.77 6.27 4.69
Hartford MidCap Value A HMVAX 3.38 7.21 -6.33 -10.53 9.11 3.98
Hartford MidCap Value C HMVCX 3.32 7.19 -6.49 -11.20 8.30 3.22
Hartford MidCap Value F HMVFX 3.43 7.32 -6.19 -10.13 --- ---
Hartford MidCap Value HLS IA HMVIX 3.46 7.35 -6.27 -10.35 9.55 4.43
Hartford MidCap Value I HMVJX 3.36 7.23 -6.31 -10.25 9.37 4.28
Hartford MidCap Value R3 HMVRX 3.37 7.30 -6.40 -10.79 8.82 3.70
Hartford MidCap Value R4 HMVSX 3.39 7.31 -6.32 -10.52 9.15 4.02
Hartford MidCap Value R5 HMVTX 3.36 7.21 -6.33 -10.32 9.44 4.32
Hartford MidCap Value Y HMVYX 3.41 7.28 -6.21 -10.20 9.55 4.41
Voya Mid Cap Research Enhanced Index O IDMOX 3.27 7.57 -6.20 -10.18 10.46 4.16
Voya Russell Mid Cap Index Port I IIRMX 1.70 5.94 -6.02 -6.45 12.28 6.97
VY® JPMorgan Mid Cap Value A IJMAX 1.26 5.72 -6.41 -9.15 9.43 5.99
VY® JPMorgan Mid Cap Value I IJMIX 1.34 5.81 -6.26 -8.65 9.97 6.53
VY® JPMorgan Mid Cap Value S IJMSX 1.33 5.81 -6.36 -8.90 9.70 6.26
VY® JPMorgan Mid Cap Value S2 IJPMX 1.33 5.80 -6.37 -9.01 9.53 6.10
Voya Index Plus MidCap Port I IPMIX 3.17 7.61 -6.22 -9.99 10.78 5.82
Voya Index Plus MidCap Port S IPMSX 3.11 7.56 -6.28 -10.21 10.48 5.55
Voya Russell Mid Cap Index Port A IRMAX 1.61 5.92 -6.16 -6.94 11.71 6.44
Voya Russell Mid Cap Index Port S IRMCX 1.65 5.94 -6.10 -6.69 11.99 6.70
Voya Russell Mid Cap Index Port S2 IRMTX 1.60 5.95 -6.12 -6.83 11.81 6.54
Janus Henderson Contrarian D JACNX 4.66 7.74 -6.33 -0.97 10.52 3.08
JPMorgan Mid Cap Value A JAMCX 1.31 5.74 -6.24 -8.85 9.36 6.03
JPMorgan Mid Cap Value C JCMVX 1.30 5.71 -6.35 -9.31 8.80 5.49
Janus Henderson Contrarian A JCNAX 4.63 7.69 -6.38 -1.20 10.29 2.89
Janus Henderson Contrarian C JCNCX 4.53 7.64 -6.56 -1.86 9.52 2.14
Janus Henderson Contrarian S JCNIX 4.68 7.77 -6.42 -1.43 10.10 2.73
Janus Henderson Contrarian N JCNNX 4.70 7.75 -6.30 -0.83 --- ---
Janus Henderson Contrarian R JCNRX 4.64 7.68 -6.50 -1.73 9.81 2.45
Janus Henderson Contrarian I JCONX 4.67 7.73 -6.31 -0.90 10.62 3.17
JPMorgan Mid Cap Value R3 JMVPX 1.30 5.72 -6.25 -8.85 --- ---
JPMorgan Mid Cap Value R4 JMVQX 1.34 5.74 -6.19 -8.63 --- ---
JPMorgan Mid Cap Value R5 JMVRX 1.34 5.74 -6.16 -8.49 --- ---
JPMorgan Mid Cap Value I JMVSX 1.34 5.74 -6.19 -8.64 9.62 6.29
JPMorgan Mid Cap Value R6 JMVYX 1.37 5.76 -6.12 -8.41 --- ---
JPMorgan Mid Cap Value R2 JMVZX 1.30 5.74 -6.30 -9.09 9.07 5.75
Johnson Opportunity JOPPX 2.20 5.60 -8.82 -10.98 11.09 5.39
Janus Henderson Contrarian T JSVAX 4.71 7.74 -6.35 -1.03 10.44 3.02
Janus Henderson Select Value D JSVDX 1.31 5.04 -4.94 -4.68 12.60 7.15
Janus Henderson Select Value S JSVSX 1.28 5.02 -5.01 -5.01 12.28 6.89
Janus Henderson Select Value T JSVTX 1.25 4.95 -5.01 -4.81 12.48 7.06
JHancock Disciplined Value Mid Cap A JVMAX 2.47 6.13 -8.18 -12.46 9.76 6.47
JHancock Disciplined Value Mid Cap C JVMCX 2.40 6.10 -8.39 -13.15 8.94 5.66
JHancock Disciplined Value Mid Cap I JVMIX 2.48 6.16 -8.11 -12.27 10.03 6.74
JHancock Disciplined Value Mid Cap R6 JVMRX 2.48 6.11 -8.12 -12.21 10.15 6.84
JHancock Disciplined Value Mid Cap R2 JVMSX 2.43 6.12 -8.21 -12.61 9.59 6.30
JHancock Disciplined Value Mid Cap R4 JVMTX 2.48 6.16 -8.17 -12.37 9.88 6.57
JHancock Disciplined Value Mid Cap Adv JVMVX 2.48 6.15 -8.19 -12.48 9.77 6.42
Janus Henderson Select Value A JVSAX 1.26 4.97 -4.95 -4.89 12.35 6.91
Janus Henderson Select Value C JVSCX 1.23 4.93 -5.17 -5.58 11.46 6.06
Janus Henderson Select Value I JVSIX 1.32 4.99 -4.92 -4.66 12.63 7.21
Janus Henderson Select Value N JVSNX 1.30 5.04 -4.94 -4.55 --- ---
Miller Opportunity A LGOAX 2.77 13.60 -11.60 -4.49 16.44 6.78
Linde Hansen Contrarian Value A LHVAX 2.98 7.27 -6.57 -9.19 3.56 0.75
Linde Hansen Contrarian Value I LHVIX 3.03 7.27 -6.52 -8.98 3.81 1.01
Longleaf Partners Small-Cap LLSCX 0.65 6.56 -6.74 -2.92 12.54 6.88
Miller Opportunity I LMNOX 2.78 13.57 -11.56 -4.28 16.77 7.06
Miller Opportunity FI LMOFX 2.69 13.55 -11.66 -4.54 16.39 6.73
Miller Opportunity C LMOPX 2.64 13.52 -11.81 -5.21 15.54 5.96
Miller Opportunity R LMORX 2.68 13.54 -11.72 -4.78 16.07 6.41
ClearBridge Mid Cap R LMREX 2.08 6.50 -6.69 -9.12 7.64 4.25
Kinetics Spin-Off and Corp Rest Adv A LSHAX 8.77 10.61 -12.29 -2.67 14.01 2.23
Kinetics Spin-Off and Corp Rest Adv C LSHCX 8.74 10.68 -12.45 -3.37 13.16 1.46
Kinetics Spin-Off and Corp Rest No Load LSHEX 8.88 10.64 -12.23 -2.56 --- ---
Kinetics Spin-Off and Corp Rest Instl LSHUX 8.85 10.68 -12.26 -2.40 14.32 2.47
ClearBridge Mid Cap IS LSIRX 2.13 6.53 -6.55 -8.49 8.38 4.98
Leuthold Select Industries LSLTX 1.82 5.37 -7.15 -11.89 9.54 6.20
Lord Abbett Value Opportunities A LVOAX 1.98 5.85 -8.43 -9.10 9.27 4.82
Lord Abbett Value Opportunities C LVOCX 1.92 5.82 -8.61 -9.80 8.44 4.04
Lord Abbett Value Opportunities F LVOFX 1.99 5.84 -8.36 -8.93 9.46 5.01
Lord Abbett Value Opportunities F3 LVOOX 2.00 5.88 -8.28 -8.75 --- ---
Lord Abbett Value Opportunities P LVOPX 1.96 5.85 -8.49 -9.30 9.05 4.62
Lord Abbett Value Opportunities R2 LVOQX 1.94 5.86 -8.47 -9.30 8.93 4.49
Lord Abbett Value Opportunities R3 LVORX 1.98 5.86 -8.44 -9.26 9.02 4.59
Lord Abbett Value Opportunities R4 LVOSX 1.98 5.86 -8.40 -9.07 9.27 ---
Lord Abbett Value Opportunities R5 LVOTX 1.95 5.85 -8.38 -8.90 9.55 ---
Lord Abbett Value Opportunities R6 LVOVX 2.00 5.89 -8.33 -8.80 9.66 ---
Lord Abbett Value Opportunities I LVOYX 2.01 5.85 -8.38 -8.90 9.55 5.09
Mutual of America Instl Mid-Cap Eq Idx MAMQX 2.62 6.84 -7.06 -7.74 13.41 7.09
MM S&P® Mid Cap Index A MDKAX 2.56 6.81 -7.17 -8.26 12.69 6.41
MM S&P® Mid Cap Index R4 MDKFX 2.53 6.76 -7.17 -8.20 12.78 ---
MM S&P® Mid Cap Index R5 MDKIX 2.58 6.78 -7.08 -7.84 13.24 6.92
MM S&P® Mid Cap Index Svc MDKSX 2.59 6.81 -7.11 -7.94 13.07 6.78
MM S&P® Mid Cap Index R3 MDKTX 2.48 6.79 -7.27 -8.43 12.52 ---
MM S&P® Mid Cap Index Adm MDKYX 2.63 6.80 -7.08 -7.98 12.97 6.68
MM S&P® Mid Cap Index I MDKZX 2.64 6.85 -7.05 -7.69 13.38 7.06
ProFunds Mid Cap Inv MDPIX 2.41 6.73 -7.46 -9.32 11.58 5.37
ProFunds Mid Cap Svc MDPSX 2.31 6.68 -7.69 -10.21 10.47 4.32
Shelton S&P Midcap Index K MIDKX 2.63 6.89 -7.11 -8.26 12.75 6.54
Morningstar US Mid Cap PR USD MMCP 1.72 6.08 -5.90 -7.02 11.77 6.16
Morningstar US Mid Cap TR USD MMCPT 1.87 6.11 -5.47 -5.48 13.66 7.89
Morningstar US Mid Core PR USD MMCR 1.19 5.65 -5.77 -9.68 9.70 5.62
Morningstar US Mid Core TR USD MMCRT 1.33 5.70 -5.38 -8.20 11.64 7.44
Principal MidCap S&P 400 Index Inst MPSIX 2.62 6.87 -7.03 -7.73 13.35 7.03
Morningstar US Small-Mid Cap TR USD MSEGSMCA 2.26 6.65 -6.04 -6.00 13.35 7.14
Morningstar US Small-Mid Cap PR USD MSEGSMCB 2.10 6.62 -6.47 -7.50 11.50 5.44
Miller Opportunity IS MVISX 2.78 13.61 -11.53 --- --- ---
Great-West S&P Mid Cap 400® Index L MXBUX 2.57 6.79 -7.18 -8.23 --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX 2.56 6.75 -7.15 -8.05 12.99 6.67
Great-West S&P Mid Cap 400® Index Instl MXNZX 2.53 6.77 -7.03 -7.70 13.39 ---
Columbia Mid Cap Index Inst NMPAX 2.59 6.81 -7.08 -7.82 13.37 7.04
Northern Mid Cap Index NOMIX 2.54 6.76 -7.08 -7.74 13.43 7.09
Columbia Mid Cap Index A NTIAX 2.57 6.85 -7.14 -8.02 13.08 6.77
Nationwide Mid Cap Market Idx Instl Svc NWXQX 2.57 6.77 -7.10 -7.96 --- ---
JPMorgan Intrepid Mid Cap C ODMCX 2.03 6.29 -7.34 -9.46 9.71 5.10
Oppenheimer Main Street Mid Cap C OPMCX 2.72 7.43 -8.99 -9.15 9.48 4.22
Oppenheimer Main Street Mid Cap I OPMIX 2.84 7.54 -8.67 -8.08 10.79 5.46
Oppenheimer Main Street Mid Cap R OPMNX 2.75 7.49 -8.86 -8.69 10.02 4.74
Oppenheimer Main Street Mid Cap A OPMSX 2.76 7.47 -8.82 -8.49 10.31 5.00
Oppenheimer Main Street Mid Cap Y OPMYX 2.83 7.51 -8.73 -8.24 10.58 5.27
Sterling Capital Mid Value A OVEAX 6.19 9.43 -7.55 -14.00 9.32 4.17
Sterling Capital Mid Value C OVECX 6.16 9.45 -7.69 -14.62 8.50 3.40
Sterling Capital Mid Value I OVEIX 6.24 9.53 -7.44 -13.75 9.61 4.44
Sterling Capital Mid Value R OVERX 6.22 9.43 -7.59 -14.21 8.98 3.94
Pacific Advisors Mid Cap Value A PAMVX 4.19 8.26 -16.19 -17.34 8.38 -5.04
Parnassus Mid-Cap PARMX 0.10 3.71 -4.07 -4.46 12.23 7.60
JPMorgan Intrepid Mid Cap A PECAX 2.06 6.33 -7.23 -8.99 10.31 5.72
Principal EDGE MidCap Institutional PEDGX 3.45 6.59 -3.46 -2.10 15.03 ---
Principal EDGE MidCap R-6 PEDMX 3.45 6.67 -3.43 -1.94 --- ---
Dreyfus Mid Cap Index Inv PESPX 2.55 6.77 -7.12 -7.97 13.10 6.79
T. Rowe Price Extended Equity Market Idx PEXMX 3.40 7.67 -6.89 -5.18 14.33 6.48
Parnassus Mid Cap Institutional PFPMX 0.13 3.70 -3.97 -4.21 12.46 ---
Principal MidCap S&P 400 Index R-6 PMAPX 2.66 6.88 -7.00 -7.70 --- ---
Principal MidCap S&P 400 Index J PMFJX 2.57 6.84 -7.11 -7.96 13.09 6.73
Principal MidCap S&P 400 Index R3 PMFMX 2.57 6.78 -7.17 -8.23 12.75 6.46
Principal MidCap S&P 400 Index R2 PMFNX 2.56 6.80 -7.20 -8.42 12.55 6.27
Principal MidCap S&P 400 Index R5 PMFPX 2.63 6.88 -7.04 -7.92 13.12 6.80
Principal MidCap S&P 400 Index R4 PMFSX 2.58 6.82 -7.12 -8.10 12.96 6.66
Pax Mid Cap Institutional PMIDX 1.18 4.74 -6.49 -10.91 --- ---
Principal MidCap S&P 400 Index R1 PMSSX 2.58 6.80 -7.20 -8.51 12.43 6.13
Pacific Advisors Mid Cap Value C PMVCX 4.18 8.29 -16.29 -17.87 7.59 -5.75
Prospector Opportunity POPFX 1.58 3.74 -4.30 -3.31 12.60 7.76
PGIM QMA Mid-Cap Core Equity R6 PQCCX 3.31 7.65 -7.31 -11.68 --- ---
Pax Mid Cap Individual Investor PWMDX 1.24 4.74 -6.54 -11.14 --- ---
Putnam Equity Spectrum A PYSAX -3.49 3.95 -14.48 -15.81 1.85 -2.78
Putnam Equity Spectrum C PYSCX -3.55 3.93 -14.66 -16.44 1.08 -3.50
Putnam Equity Spectrum M PYSMX -3.52 3.93 -14.59 -16.25 1.34 -3.26
Putnam Equity Spectrum B PYSOX -3.54 3.92 -14.65 -16.44 1.07 -3.51
Putnam Equity Spectrum R PYSRX -3.50 3.97 -14.53 -16.02 1.59 -3.02
Putnam Equity Spectrum Y PYSYX -3.45 4.00 -14.42 -15.61 2.10 -2.53
Quantified All-Cap Equity Advisor QACAX -2.16 1.04 -11.22 -14.14 --- ---
Quantified All-Cap Equity Investor QACFX -2.14 1.02 -11.16 -13.73 7.91 2.75
Schwartz Value Focused RCMFX 1.10 4.28 -9.16 -9.00 11.82 0.75
Royce Dividend Value Institutional RDIIX 3.74 6.39 -8.06 -13.81 12.15 3.51
Royce Dividend Value Consultant RDVCX 3.74 6.28 -8.34 -14.88 10.77 ---
Royce Dividend Value Invmt RDVIX 3.68 6.29 -8.13 -13.97 11.95 3.40
Royce Small/Mid-Cap Premier Service RGFAX 3.61 4.48 -6.32 -13.63 11.46 3.21
Royce Small/Mid-Cap Premier Investment RHFHX 3.60 4.47 -6.29 -13.52 11.66 3.44
Victory RS Investors C RIVCX 3.38 8.08 -6.22 -5.71 10.32 3.68
Russell Inv US Mid Cap Equity A RMCAX 1.66 6.17 -6.74 -8.17 10.89 5.74
Russell Inv US Mid Cap Equity C RMCCX 1.65 6.20 -6.88 -8.80 10.05 4.96
Russell Inv US Mid Cap Equity S RMCSX 1.74 6.25 -6.55 -7.89 11.19 6.01
Victory RS Investors R RSIKX 3.42 8.07 -6.15 -5.58 10.48 3.87
Victory RS Investors A RSINX 3.46 8.05 -6.06 -5.08 11.12 4.44
Victory RS Investors Y RSIYX 3.47 8.04 -6.01 -4.78 11.42 4.74
Victory RS Value A RSVAX 3.57 7.54 -6.06 -6.96 10.78 5.55
Victory RS Value R RSVKX 3.50 7.53 -6.15 -7.35 10.33 5.12
Victory RS Value Y RSVYX 3.53 7.56 -6.03 -6.74 11.03 5.79
Victory RS Value C RVACX 3.48 7.47 -6.25 -7.67 9.92 4.73
Redwood Activist Leaders I RWLIX 2.21 7.97 -8.11 -13.85 --- ---
Redwood Activist Leaders N RWLNX 2.19 7.90 -8.12 -14.06 --- ---
Royce Dividend Value Svc RYDVX 3.58 6.11 -8.25 -14.32 11.60 3.10
Royce Small/Mid-Cap Premier Consultant RYGCX 3.56 4.39 -6.51 -14.42 10.44 2.28
ClearBridge Mid Cap A SBMAX 2.12 6.51 -6.64 -8.85 7.92 4.53
ClearBridge Mid Cap C SBMLX 2.04 6.48 -6.82 -9.47 7.18 3.79
Wells Fargo Common Stock Inst SCNSX 3.64 7.27 -5.48 -6.05 13.73 6.22
Wells Fargo Common Stock A SCSAX 3.63 7.22 -5.58 -6.45 13.26 5.79
Wells Fargo Common Stock Admin SCSDX 3.66 7.29 -5.56 -6.30 13.44 5.95
Wells Fargo Common Stock R6 SCSRX 3.63 7.25 -5.51 -6.04 13.73 6.24
SEI Mid-Cap F (SIMT) SEMCX 2.20 6.32 -6.32 -9.07 12.91 7.32
SEI Mid-Cap Y (SIMT) SFDYX 2.18 6.27 -6.29 -8.84 13.18 ---
SEI Mid-Cap I (SIMT) SIPIX 2.15 6.28 -6.41 -9.26 12.65 7.07
ClearBridge Mid Cap I SMBYX 2.13 6.52 -6.55 -8.57 8.29 4.88
ClearBridge Mid Cap 1 SMCPX 2.14 6.55 -6.56 -8.55 8.27 4.83
Hartford Schroders US S/M-Cap Opps I SMDIX 2.57 6.37 -5.77 -7.45 12.02 7.82
Sterling Capital SMID OpportunitiesInstl SMDOX 3.16 6.63 -7.73 -7.80 --- ---
Sterling Capital SMID Opportunities A SMDPX 3.17 6.65 -7.76 -8.04 --- ---
Sterling Capital SMID Opportunities C SMDQX 3.12 6.54 -7.93 -8.75 --- ---
Hartford Schroders US S/M-Cap Opps SDR SMDRX 2.51 6.28 -5.74 -7.41 12.10 ---
Hartford Schroders US S/M-Cap Opps A SMDVX 2.50 6.30 -5.83 -7.77 11.71 7.51
Saratoga Mid Capitalization I SMIPX 1.28 6.95 -10.38 -13.86 5.94 2.45
Saratoga Mid Capitalization A SPMAX 1.21 6.87 -10.52 -14.23 5.48 2.03
Saratoga Mid Capitalization C SPMCX 1.21 6.84 -10.65 -14.71 4.86 1.45
Shelton S&P Midcap Index Direct SPMIX 2.67 6.89 -6.98 -7.81 13.32 7.08
AMG SouthernSun US Equity C SSECX 3.43 8.92 -11.07 -20.82 4.99 -1.21
AMG SouthernSun US Equity N SSEFX 3.57 9.06 -10.90 -20.22 5.78 -0.47
AMG SouthernSun US Equity I SSEIX 3.57 9.01 -10.80 -20.00 6.06 -0.22
Sterling Capital Stratton MdCp Val Instl STRGX 2.33 5.79 -5.87 -11.29 11.05 5.36
Sterling Capital Stratton MdCp Val A STRLX 2.32 5.79 -5.93 -11.51 10.77 ---
Sterling Capital Mid Value R6 STRMX 6.26 9.46 -7.47 --- --- ---
Sterling Capital Stratton MdCp Val C STRNX 2.29 5.78 -6.04 -12.13 9.97 ---
Wells Fargo Common Stock C STSAX 3.60 7.21 -5.75 -7.13 12.43 5.00
Schwab ® US Mid-Cap Index SWMCX 1.59 5.95 -6.04 -6.25 --- ---
Thompson MidCap THPMX 4.10 9.81 -9.20 -16.33 11.02 3.82
Timothy Plan Large/Mid Cap Value A TLVAX 0.59 4.38 -6.81 -7.56 9.69 5.65
Timothy Plan Large/Mid Cap Value C TLVCX 0.46 4.33 -7.03 -8.31 8.87 4.85
Touchstone Mid Cap A TMAPX 2.79 3.47 -3.33 -3.45 15.18 7.79
Touchstone Mid Cap C TMCJX 2.75 3.44 -3.48 -4.15 14.33 6.98
Touchstone Mid Cap Y TMCPX 2.83 3.50 -3.23 -3.21 15.47 8.07
Touchstone Mid Cap Z TMCTX 2.77 3.45 -3.32 -3.47 15.17 7.79
Touchstone Mid Cap Institutional TMPIX 2.81 3.49 -3.24 -3.16 15.54 8.13
Thrivent Mid Cap Stock S TMSIX 2.77 7.09 -4.71 -6.44 17.35 10.46
Timothy Plan Large/Mid Cap Value I TMVIX 0.61 4.34 -6.77 -7.38 9.96 5.91
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX 2.47 6.41 -7.73 -7.86 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX 2.47 6.40 -7.69 -7.44 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX 2.47 6.40 -7.70 -7.64 --- ---
Thomas White American Opportunities Inv TWAOX 2.12 5.40 -6.03 -8.99 8.74 6.31
Carillon Scout Mid Cap I UMBMX 1.38 5.23 -7.59 -8.25 14.73 8.03
USAA Extended Market Index USMIX 3.31 7.56 -6.95 -5.32 14.03 6.16
Vanguard Extended Market Index InstlPlus VEMPX 3.31 7.55 -6.89 -4.95 14.53 6.62
Vanguard Extended Market Index Admiral VEXAX 3.32 7.54 -6.90 -4.97 14.50 6.58
Vanguard Extended Market Index Investor VEXMX 3.31 7.55 -6.91 -5.07 14.35 6.45
Vanguard US Multifactor Admiral™ VFMFX 2.46 5.53 -8.67 --- --- ---
Vanguard Extended Market Index Instl VIEIX 3.32 7.56 -6.89 -4.95 14.52 6.60
Vanguard Mid Cap Index Admiral VIMAX 1.46 5.83 -6.12 -6.70 12.17 7.31
Vanguard Mid Cap Index Investor VIMSX 1.44 5.81 -6.16 -6.81 12.03 7.18
Vanguard Mid Cap Index Institutional VMCIX 1.47 5.85 -6.11 -6.69 12.18 7.32
Vanguard Mid Cap Index InstitutionalPlus VMCPX 1.45 5.83 -6.11 -6.68 12.19 7.34
VALIC Company II Mid Cap Value VMCVX 2.93 6.67 -7.37 -11.79 9.60 4.34
VALIC Company I Mid Cap Index VMIDX 2.59 6.84 -7.13 -7.88 13.34 6.97
Voya Mid Cap Research Enhanced Index P3 VMRPX 3.33 7.59 -5.61 --- --- ---
Natixis Vaughan Nelson Value Opp A VNVAX 0.85 6.56 -10.41 -13.50 6.10 2.56
Natixis Vaughan Nelson Value Opp C VNVCX 0.82 6.51 -10.54 -14.16 5.30 1.80
Natixis Vaughan Nelson Value Opp N VNVNX 0.95 6.61 -10.27 -13.17 6.47 2.91
Natixis Vaughan Nelson Value Opp Y VNVYX 0.90 6.55 -10.35 -13.29 6.36 2.82
Volumetric VOLMX 0.23 2.66 -7.61 -10.84 9.07 4.08
Voya Russell Mid Cap Index P2 VRMPX 1.70 6.00 -6.00 -6.24 --- ---
Vanguard Extended Market Index Instl Sel VSEMX 3.32 7.56 -6.88 -4.92 --- ---
Vanguard Strategic Equity Inv VSEQX 3.01 6.89 -8.56 -8.64 12.01 7.05
Vanguard S&P Mid-Cap 400 Index I VSPMX 2.60 6.82 -7.01 -7.60 13.57 7.22
Virtus Horizon Wealth Masters A VWMAX 3.13 7.74 -7.24 -10.29 12.47 4.12
Virtus Horizon Wealth Masters C VWMCX 3.10 7.73 -7.37 -10.91 11.64 3.34
Virtus Horizon Wealth Masters I VWMIX 3.17 7.75 -7.15 -10.03 12.76 4.38
Walden Midcap WAMFX 0.43 4.24 -4.32 -2.44 13.42 8.26
Walden SMID Cap WASMX 1.60 5.09 -4.34 -4.40 15.22 7.27
Weitz Hickory WEHIX 1.45 5.78 -8.55 -10.39 5.95 0.55
Westwood SMidCap Institutional WHGMX 2.45 5.90 -7.89 -8.17 8.70 3.35
Westwood SMidCap Plus Institutional WHGPX 2.29 5.77 -7.80 -9.22 8.02 3.40
JPMorgan Intrepid Mid Cap R3 WOOOX 2.10 6.37 -7.17 -8.98 --- ---
JPMorgan Intrepid Mid Cap I WOOPX 2.07 6.29 -7.15 -8.79 10.58 5.99
JPMorgan Intrepid Mid Cap R4 WOOQX 2.07 6.31 -7.13 -8.76 --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX 2.14 6.35 -7.08 -8.52 10.85 ---
Russell Mid Cap TR USD XIUSA000L2 1.60 5.95 -6.01 -6.19 12.67 7.38
Russell 1000 Equal Weighted TR USD XIUSA000L3 --- --- --- --- --- ---
Russell Mid Cap PR USD XIUSA04FN1 1.45 5.92 -6.46 -7.82 10.71 5.58
Yorktown Mid-Cap A YWBAX 1.23 9.55 -15.86 -23.52 --- ---
Yorktown Mid-Cap Institutional YWBIX 1.08 9.50 -15.87 -23.42 --- ---
Yorktown Mid-Cap L YWBLX 1.00 9.46 -16.04 -24.20 --- ---
Content Partners