Mid-Cap Blend: Total Returns

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Data through 11/16/2018. 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 -1.12 -1.96 -5.74 2.97 8.88 6.71
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX 2.24 5.13 -3.17 8.90 --- ---
Thrivent Mid Cap Stock A AASCX 0.80 -0.63 -4.16 5.40 14.67 11.75
Cavanal Mid Cap Core Equity A AAWVX -1.72 -3.46 -6.35 0.71 --- ---
American Century Adaptive Small Cap R ACMEX -2.11 -6.63 -9.05 -3.30 6.48 6.34
American Century Adaptive Small Cap Adv ACMFX -2.08 -6.46 -8.97 -3.04 6.75 6.61
American Century Adaptive Small Cap I ACMHX -2.09 -6.11 -8.94 -2.66 7.22 7.09
American Century Adaptive Small Cap R6 ACMMX -2.07 -6.00 -8.88 -2.52 --- ---
American Century Adaptive Small Cap Inv ACMNX -2.11 -6.25 -8.92 -2.84 7.00 6.88
American Century Adaptive Small Cap R5 ACMUX -2.09 -6.11 -8.89 -2.66 --- ---
Cavanal Mid Cap Core Equity C ACWVX -1.57 -4.57 -6.50 -0.75 --- ---
AMG River Road Focused Absolute Value I AFAVX 0.92 6.63 0.42 12.76 13.94 ---
Voya Mid Cap Research Enhanced Index A AIMAX -0.18 -4.12 -6.72 0.90 8.64 5.57
Voya Mid Cap Research Enhanced Index I AIMIX -0.18 -3.90 -6.64 1.16 8.93 5.86
Voya Mid Cap Research Enhanced Index R AIMRX -0.18 -4.25 -6.78 0.71 8.39 5.33
Voya Mid Cap Research Enhanced Index W AIMWX -0.12 -4.25 -6.68 0.79 8.80 5.78
Cavanal Mid Cap Core Equity Instl AIWVX -1.72 -3.23 -6.32 1.03 --- ---
Alambic Mid Cap Growth Plus ALMGX 0.34 -3.40 -4.90 1.47 --- ---
Voya Mid Cap Research Enhanced Index C APMCX -0.20 -4.50 -6.83 0.43 8.12 5.06
Cavanal Mid Cap Core Equity Investor APWVX -1.73 -3.49 -6.40 0.68 --- ---
AMG River Road Focused Absolute Value N ARRFX 0.84 6.48 0.33 12.44 13.67 ---
AMG River Road Focused Absolute Value Z ARRZX 0.92 6.72 0.42 12.80 --- ---
Invesco Endeavor A ATDAX -4.24 -9.05 -8.00 -4.20 8.39 5.05
Invesco Endeavor C ATDCX -4.27 -9.61 -8.13 -4.90 7.59 4.27
Invesco Endeavor R6 ATDFX -4.20 -8.71 -7.89 -3.78 8.89 5.54
Invesco Endeavor R5 ATDIX -4.18 -8.80 -7.94 -3.85 8.79 5.43
Invesco Endeavor R ATDRX -4.21 -9.23 -8.04 -4.42 8.13 4.79
Invesco Endeavor Y ATDYX -4.21 -8.83 -7.90 -3.92 8.68 5.32
Ave Maria Value AVEMX -2.27 -0.81 -6.92 4.72 9.36 3.54
Barrow Value Opportunity Institutional BALIX -1.09 -1.84 -5.79 5.18 6.86 5.82
Bridge Builder Small/Mid Cap Value BBVSX -2.06 -4.92 -7.01 -0.22 7.64 ---
The Texas I BIGTX -3.88 -3.35 -10.10 4.81 6.60 0.67
MFS® Blended Research Mid Cap Eq B BMSBX -2.32 -4.45 -6.03 0.09 --- ---
MFS® Blended Research Mid Cap Eq C BMSDX -2.23 -4.37 -6.03 0.04 --- ---
MFS® Blended Research Mid Cap Eq A BMSFX -2.22 -3.78 -5.83 0.81 --- ---
MFS® Blended Research Mid Cap Eq I BMSLX -2.29 -3.60 -5.89 1.02 --- ---
MFS® Blended Research Mid Cap Eq R1 BMSRX -2.32 -4.45 -6.03 0.09 --- ---
MFS® Blended Research Mid Cap Eq R2 BMSSX -2.22 -4.02 -5.92 0.55 --- ---
MFS® Blended Research Mid Cap Eq R3 BMSTX -2.30 -3.86 -5.91 0.78 --- ---
MFS® Blended Research Mid Cap Eq R4 BMSVX -2.21 -3.60 -5.81 1.02 --- ---
MFS® Blended Research Mid Cap Eq R6 BMSYX -2.21 -3.52 -5.81 1.12 --- ---
BMT Multi-Cap BMTMX 0.00 5.49 -1.82 10.62 --- ---
Bridgeway Aggressive Investors 1 BRAGX -5.01 -12.66 -10.12 -7.30 7.10 5.93
iShares Russell Mid-Cap Index Inv A BRMAX -0.69 -0.62 -4.86 4.07 --- ---
iShares Russell Mid-Cap Index Instl BRMIX -0.59 -0.42 -4.88 4.25 10.47 ---
iShares Russell Mid-Cap Index K BRMKX -0.59 -0.38 -4.86 4.29 10.52 ---
Boston Trust Midcap BTMFX 2.08 5.16 -1.14 10.12 12.41 9.88
Boston Trust SMID Cap BTSMX 1.49 3.29 -2.97 8.74 13.47 8.70
Catalyst Buyback Strategy A BUYAX -0.93 -0.56 -4.25 4.52 11.28 ---
Catalyst Buyback Strategy C BUYCX -1.06 -1.25 -4.47 3.65 10.44 ---
Catalyst Buyback Strategy I BUYIX -0.83 -0.28 -4.13 4.79 11.58 ---
Bullfinch Greater Western New York BWNYX -2.30 -1.62 -7.01 2.59 3.33 4.37
Cambiar SMID Investor CAMMX 1.07 6.43 -2.30 12.68 10.79 7.59
Cambiar SMID Institutional CAMUX 1.07 6.49 -2.30 12.77 10.84 ---
Calvert Mid-Cap C CCACX 0.22 3.35 -3.90 7.48 5.90 4.20
Calvert Mid-Cap A CCAFX 0.31 4.03 -3.70 8.30 6.70 5.00
Calvert Mid-Cap I CCPIX 0.36 4.38 -3.60 8.74 7.12 5.50
Clarkston Partners Founders CFSMX -0.08 -1.18 -4.83 3.14 8.40 ---
Clarkston Founders Institutional CIMDX 0.00 -1.71 -3.63 1.62 --- ---
Clarkston Partners Institutional CISMX -0.08 -1.26 -4.84 3.02 8.28 ---
Columbia Mid Cap Index Inst3 CMDYX -0.75 -0.86 -5.80 3.87 --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX -0.32 -0.04 -4.84 5.11 10.99 ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX -0.28 0.28 -4.73 5.51 11.38 ---
Columbia Mid Cap Index Inst2 CPXRX -0.72 -0.88 -5.76 3.85 11.35 8.72
CRM Small/Mid Cap Value Inst CRIAX -1.38 2.71 -7.66 7.75 10.76 6.84
CRM Mid Cap Value Instl CRIMX -1.24 1.97 -7.53 6.68 12.16 9.00
CRM Small/Mid Cap Value Inv CRMAX -1.33 2.53 -7.64 7.60 10.53 6.61
CRM Mid Cap Value Inv CRMMX -1.25 1.86 -7.57 6.52 11.95 8.79
Carillon Scout Mid Cap A CSMEX -3.56 -3.00 -6.82 --- --- ---
Carillon Scout Mid Cap C CSMFX -3.63 -3.63 -7.01 --- --- ---
Carillon Scout Mid Cap R-3 CSMRX -3.57 -3.26 -6.89 --- --- ---
Carillon Scout Mid Cap R-5 CSMSX -3.51 -3.05 -6.78 --- --- ---
Carillon Scout Mid Cap R-6 CSMUX -3.55 -2.79 -6.81 --- --- ---
Carillon Scout Mid Cap Y CSMZX -3.56 -3.00 -6.82 --- --- ---
DFA CSTG&E US Social Core Equity 2 DFCUX -0.97 -0.56 -5.09 5.44 11.81 8.45
DFA US Core Equity 2 I DFQTX -1.11 0.35 -4.73 6.21 11.54 8.88
DFA T.A. US Core Equity 2 I DFTCX -1.04 0.48 -4.70 6.19 11.55 8.98
DFA US Social Core Equity 2 Portfolio DFUEX -1.11 0.20 -5.05 6.41 11.77 8.47
Dreyfus Opportunistic Midcap Value A DMCVX -3.97 -6.04 -8.35 2.89 8.46 5.33
Dreyfus Opportunistic Midcap Value Y DMCYX -3.95 -5.77 -8.26 3.22 8.87 5.77
DWS US Multi-Factor Inst DMFJX 0.46 -0.09 -4.07 4.20 --- ---
DWS US Multi-Factor R6 DMFRX 0.46 -0.06 -4.06 4.23 --- ---
Dreyfus Mid Cap Index I DMIDX -0.73 -0.87 -5.79 3.88 --- ---
Dreyfus Active MidCap C DNLCX -0.68 -7.03 -6.20 -2.52 5.17 6.38
Dreyfus Active MidCap A DNLDX -0.59 -6.34 -5.99 -1.70 6.06 7.28
Dreyfus Active MidCap I DNLRX -0.57 -6.16 -5.94 -1.46 6.30 7.51
Dreyfus Active MidCap Y DNLYX -0.57 -6.17 -5.93 -1.48 6.36 ---
Dreyfus Structured Midcap A DPSAX 0.00 -7.70 -7.02 -2.49 7.22 6.66
Dreyfus Structured Midcap C DPSCX -0.08 -8.28 -7.20 -3.21 6.42 5.88
Dreyfus Structured Midcap I DPSRX 0.00 -7.48 -6.96 -2.25 7.49 6.93
Dreyfus Structured MidCap Y DPSYX 0.00 -7.41 -6.97 -2.15 7.62 7.06
Destinations Small-Mid Cap Equity I DSMFX -1.29 2.96 -6.14 8.31 --- ---
Destinations Small-Mid Cap Equity Z DSMZX -1.25 --- -6.16 --- --- ---
Dreyfus Opportunistic Midcap Value C DVLCX -4.07 -6.69 -8.53 2.07 7.64 4.54
Dreyfus Opportunistic Midcap Value I DVLIX -3.96 -5.87 -8.30 3.12 8.75 5.62
First Eagle Fund of America R3 EARFX -3.50 --- -10.40 --- --- ---
Russell 1000 Equal Weight TR USD F00000MFRK -1.57 0.16 -4.31 5.52 11.03 8.38
Russell 1000 Equal Weight PR USD F00000MFRL -1.73 -1.27 -4.73 3.76 9.15 6.56
Russell 1000 Equal Weight NR USD F00000MFRN -1.62 -0.27 -4.44 4.99 10.47 7.85
Russell Mid Cap Equal Weight PR USD F00000MFRQ -2.09 -1.58 -5.25 3.60 8.82 6.08
Russell Mid Cap Equal Weight TR USD F00000MFRR -1.95 -0.32 -4.89 5.18 10.51 7.71
Russell Mid Cap Equal Weight NR USD F00000MFRS -1.99 -0.71 -5.00 4.70 10.01 7.23
Russell Midcap Dynamic PR USD F00000OS15 -2.19 -3.68 -6.55 1.08 7.64 5.85
Russell Midcap Dynamic TR USD F00000OS16 -2.05 -2.36 -6.17 2.76 9.47 7.56
Russell Midcap Defensive PR USD F00000OS17 1.91 2.09 -2.74 5.14 10.72 9.37
Russell Midcap Defensive TR USD F00000OS18 2.05 3.68 -2.27 7.11 12.81 11.41
Russell Midcap Dynamic NR USD F00000P2PE -2.09 -2.75 -6.28 2.26 8.93 7.06
Russell Midcap Defensive NR USD F00000P2PF 2.01 3.21 -2.41 6.52 12.20 10.81
Russell Mid Cap NR USD F00000U3UH -0.72 -0.73 -4.99 3.80 10.04 8.26
Russell 1000 Size Fctr PR USD F00000WEOX -0.98 -0.51 -5.52 4.59 9.50 7.31
Russell 1000 Size Fctr TR USD F00000WEOY -0.84 0.88 -5.12 6.35 11.39 9.13
Russell 1000 Comprehensive Factor TR USD F00000WICU 0.55 0.21 -3.98 4.63 11.52 10.44
Russell 1000 Mmntm Fcsd Fctr TR USD F00000WKEM -0.92 -2.00 -5.52 3.22 10.56 9.04
Russell 1000 Mmntm Fcs Fctr USRIC NR USD F00000WKEO -0.92 -2.01 -5.52 3.21 10.56 9.03
Russell 1000 Mmntm Fcsd Fctr PR USD F00000WKEP -1.04 -3.32 -5.88 1.55 8.61 7.13
Russell 1000 Cmprhnsv Fctr PR USD F00000X4NC 0.42 -1.29 -4.39 2.76 9.41 8.35
JPM Div Factor US MC Eq TR USD F00000X55A -0.08 0.32 -4.34 4.65 11.86 10.27
JPM Div Factor US MC Eq PR USD F00000X55B -0.23 -1.22 -4.80 2.74 9.77 8.20
Russell 1000 Cmprhnsv Fctr NC USD F00000XHDU 0.54 0.06 -4.02 4.45 11.33 10.26
Russell 1000 Enhanced Value EW PR USD F00000Z2QW 0.07 -2.46 -4.39 2.50 9.47 7.76
Russell 1000 Enhanced Value EW TR USD F00000Z2QX 0.23 -0.89 -3.95 4.49 11.69 9.91
Russell 1000 Enhanced Value EW NR USD F00000Z2QY 0.19 -1.36 -4.08 3.89 10.97 9.22
Russell Mid Cap TR Hdg USD F0000104NG -0.69 -0.32 -4.87 4.32 10.60 8.78
Frost Mid Cap Equity Investor FAKSX 0.64 -1.25 -3.26 4.65 9.16 6.31
FAM Equity-Income Investor FAMEX 2.81 7.57 0.01 11.88 14.33 9.89
First Eagle Fund of America Y FEAFX -3.54 -12.97 -10.43 -9.29 2.41 2.66
First Eagle Fund of America I FEAIX -3.49 -12.72 -10.33 -9.00 2.73 2.97
First Eagle Fund of America C FEAMX -3.57 -13.49 -10.56 -9.94 1.66 1.91
First Eagle Fund of America A FEFAX -3.48 -12.94 -10.38 -9.26 2.43 2.68
First Eagle Fund of America R6 FEFRX -3.49 -12.70 -10.33 -9.00 --- ---
Federated MDT Mid Cap Growth A FGSAX -2.64 4.66 -7.06 9.30 13.41 9.87
Federated MDT Mid Cap Growth C FGSCX -2.71 3.93 -7.24 8.46 12.56 9.04
Federated MDT Mid Cap Growth Instl FGSIX -2.62 4.87 -6.99 9.59 13.69 10.14
Federated MDT Mid Cap Growth R6 FGSKX -2.68 4.85 -7.05 9.56 13.47 9.68
Fidelity Advisor® Mid Cap II A FIIAX -3.24 -4.24 -7.39 1.58 8.63 6.84
Fidelity Advisor® Mid Cap II C FIICX -3.27 -4.82 -7.53 0.85 7.80 6.03
Fidelity Advisor® Mid Cap II I FIIMX -3.19 -3.97 -7.29 1.89 8.93 7.14
Frost Mid Cap Equity Inst FIKSX 0.73 -1.02 -3.11 4.92 9.31 6.51
First Investors Opportunity B FIMBX -1.50 -7.59 -8.36 -1.81 5.55 4.56
Fidelity Advisor® Mid Cap II M FITIX -3.23 -4.40 -7.39 1.35 8.37 6.59
First Investors Opportunity A FIUSX -1.42 -6.94 -8.15 -1.04 6.37 5.37
First Investors Opportunity Adv FIVUX -1.40 -6.68 -8.09 -0.73 6.70 5.67
First Investors Opportunity Instl FIVVX -1.40 -6.59 -8.05 -0.62 6.83 5.81
Fidelity® Flex Mid Cap Index FLAPX -0.70 -0.34 -4.89 4.23 --- ---
Fidelity® Leveraged Company Stock K FLCKX -3.55 -8.26 -8.34 -3.49 5.37 4.08
JPMorgan Mid Cap Value L FLMVX -0.66 -2.68 -5.08 1.79 8.75 7.88
Fidelity Advisor® Leveraged Co Stk A FLSAX -4.06 -7.30 -8.69 -1.85 5.20 3.92
Fidelity Advisor® Leveraged Co Stk C FLSCX -4.11 -7.91 -8.87 -2.57 4.41 3.15
Fidelity Advisor® Leveraged Co Stk M FLSTX -4.08 -7.50 -8.73 -2.09 4.94 3.67
Fidelity® Leveraged Company Stock FLVCX -3.56 -8.34 -8.37 -3.60 5.26 3.96
Fidelity Advisor® Leveraged Co StkI FLVIX -4.03 -7.10 -8.65 -1.62 5.47 4.19
Fidelity Advisor® Stock Selec Mid Cp M FMCAX -0.38 2.13 -4.99 7.10 10.72 7.84
Fidelity Advisor® Stock Selec Mid Cp I FMCCX -0.34 2.55 -4.89 7.59 11.23 8.34
Fidelity Advisor® Stock Selec Mid Cp A FMCDX -0.36 2.32 -4.94 7.34 10.98 8.10
Fidelity Advisor® Stock Selec Mid Cp C FMCEX -0.45 1.63 -5.14 6.53 10.13 7.29
Federated Mid-Cap Index R6 FMCLX -0.74 -0.79 -5.83 3.85 --- ---
Federated Mid-Cap Index Instl FMCRX -0.78 -0.84 -5.88 3.82 11.31 8.71
Federated Mid-Cap Index Svc FMDCX -0.78 -1.02 -5.93 3.58 11.03 8.45
FMI Common Stock FMIMX 1.62 -1.13 -4.37 3.54 9.59 6.76
FMI Common Stock Institutional FMIUX 1.66 -1.02 -4.29 3.68 --- ---
Frank Value C FNKCX -1.80 -2.14 -1.29 -2.39 -1.10 -1.14
Frank Value Instl FNKIX -1.74 -1.19 -0.96 -1.35 -0.09 -0.14
Morningstar Narrow Moat EW TR USD FOUSA08P2V 0.47 2.53 -3.31 7.49 12.03 10.11
Morningstar Narrow Moat EW PR USD FOUSA08P2W 0.31 1.09 -3.72 5.71 10.07 8.18
Morningstar No Moat EW TR USD FOUSA08P2Z -3.10 -1.12 -7.08 5.76 11.02 7.16
Morningstar No Moat EW PR USD FOUSA08P30 --- --- --- --- --- ---
Russell Developed x CA MC TR USD FOUSA093N7 -1.52 -4.41 -5.52 0.20 9.01 7.23
Russell Developed x CA MC NR USD FOUSA093N9 -1.55 -4.79 -5.62 -0.26 8.51 6.75
Russell Developed x CA MC PR USD FOUSA093NB -1.63 -6.10 -5.99 -1.81 6.81 5.12
Russell Developed x CA MC TR Hdg USD FOUSA093ND -0.84 -2.30 -5.09 1.91 9.36 8.80
Russell Developed xJPN MC TR USD FOUSA093QJ -1.48 -4.32 -5.82 0.28 9.27 6.90
Russell Developed xJPN MC NR USD FOUSA093QL -1.51 -4.71 -5.92 -0.20 8.73 6.38
Russell Developed xJPN MC PR USD FOUSA093QN -1.60 -6.00 -6.25 -1.75 7.02 4.74
Russell Developed xJPN MC TR Hdg USD FOUSA093QP -0.86 -2.03 -5.72 2.06 9.87 8.44
Russell North America MC TR USD FOUSA09BDU -0.91 -1.15 -5.08 3.47 10.39 8.09
Russell North America MC NR USD FOUSA09BDW -0.95 -1.56 -5.20 2.95 9.83 7.55
Russell North America MC PR USD FOUSA09BDY -1.05 -2.57 -5.50 1.68 8.44 6.24
Russell USA MC TR USD FOUSA09CSK -0.69 -0.32 -4.87 4.32 10.60 8.78
Russell USA MC NR USD FOUSA09CSM -0.73 -0.74 -4.99 3.79 10.03 8.26
Russell USA MC PR USD FOUSA09CSO -0.82 -1.73 -5.28 2.55 8.68 6.98
Frank Value Inv FRNKX -1.76 -1.45 -1.05 -1.61 -0.36 -0.40
Fidelity Advisor® Stock Selec Mid Cp Z FSLZX -0.32 2.70 -4.84 7.77 --- ---
Fidelity® Extended Market Index FSMAX -1.74 0.28 -7.53 5.34 11.11 8.27
Fidelity® Mid Cap Index FSMDX -0.67 -0.38 -4.90 4.28 10.58 8.75
Fidelity® Stock Selector Mid Cap FSSMX -0.34 2.48 -4.90 7.53 11.20 8.33
Fidelity Advisor® Leveraged Co Stk Z FZAKX -4.00 -6.98 -8.59 -1.46 5.61 4.33
Fidelity Advisor® Mid Cap II Z FZAMX -3.19 -3.88 -7.29 2.03 9.08 7.29
Fidelity® SAI Small-Mid Cap 500 Index FZFLX -1.62 -0.22 -6.13 4.91 10.71 ---
Gabelli Value 25 A GABVX -0.38 1.55 -2.54 6.95 7.47 4.06
Goldman Sachs Mid Cap Value A GCMAX -0.46 -1.93 -4.03 2.98 6.27 5.33
Goldman Sachs Mid Cap Value C GCMCX -0.52 -2.60 -4.22 2.21 5.47 4.54
Goldman Sachs Mid Cap Value R GCMRX -0.48 -2.16 -4.07 2.73 6.00 5.06
Goldman Sachs Mid Cap Value Inv GCMTX -0.47 -1.74 -3.97 3.21 6.53 5.59
Goldman Sachs Mid Cap Value R6 GCMUX -0.43 -1.61 -3.93 3.39 6.70 ---
Gotham Enhanced Return Institutional GENIX 1.02 0.88 -1.59 6.57 10.67 8.19
Nationwide Mid Cap Market Idx C GMCCX -0.80 -1.79 -6.08 2.72 10.10 7.51
Goldman Sachs Small/Mid Cap Value R6 GMCUX -1.41 -5.63 -6.26 0.65 8.25 ---
Goldman Sachs Mid Cap Value P GMPPX -0.46 --- -3.93 --- --- ---
Glenmede Mid Cap Equity Advisor GMQAX 1.33 -5.89 -3.41 0.83 4.54 ---
Goldman Sachs Small/Mid Cap Value A GMVAX -1.43 -5.91 -6.34 0.24 7.81 ---
Goldman Sachs Small/Mid Cap Value C GMVCX -1.54 -6.62 -6.55 -0.55 6.98 ---
Goldman Sachs Small/Mid Cap Value Inv GMVIX -1.42 -5.81 -6.30 0.46 8.05 ---
Goldman Sachs Small/Mid Cap Value R GMVRX -1.43 -6.14 -6.42 -0.03 7.53 ---
Nationwide Mid Cap Market Idx A GMXAX -0.80 -1.24 -5.89 3.41 10.85 8.24
Nationwide Mid Cap Market Idx R6 GMXIX -0.73 -0.81 -5.75 3.89 11.33 8.69
Nationwide Mid Cap Market Idx R GMXRX -0.81 -1.48 -5.99 3.14 10.54 7.95
Goldman Sachs Mid Cap Value Instl GSMCX -0.43 -1.60 -3.93 3.39 6.69 5.75
Goldman Sachs Mid Cap Value Svc GSMSX -0.47 -2.03 -4.03 2.87 6.16 5.22
Goldman Sachs Small/Mid Cap Value Instl GSMVX -1.41 -5.63 -6.27 0.56 8.22 ---
Goldman Sachs Small/Mid Cap Value P GSVPX -1.33 --- -6.26 --- --- ---
Invesco Mid Cap Core Equity C GTACX -0.82 -5.64 -4.44 -2.65 5.94 3.64
Invesco Mid Cap Core Equity R6 GTAFX -0.70 -4.60 -4.20 -1.52 7.20 4.90
Invesco Mid Cap Core Equity A GTAGX -0.73 -4.92 -4.26 -1.90 6.73 4.43
Invesco Mid Cap Core Equity R GTARX -0.76 -5.14 -4.30 -2.14 6.48 4.17
Invesco Mid Cap Core Equity R5 GTAVX -0.75 -4.69 -4.20 -1.60 7.11 4.81
Invesco Mid Cap Core Equity Y GTAYX -0.71 -4.74 -4.21 -1.68 7.01 4.69
Gabelli Value 25 AAA GVCAX -0.32 1.62 -2.49 7.00 7.49 4.07
Gabelli Value 25 C GVCCX -0.49 0.91 -2.70 6.08 6.66 3.28
Gabelli Value 25 I GVCIX -0.32 1.94 -2.42 7.39 7.86 4.39
Government Street Mid-Cap GVMCX 1.93 2.14 -2.83 5.40 12.74 9.39
Gabelli Focus Five A GWSAX -3.98 -14.62 -7.58 -7.03 -0.23 -1.17
Gabelli Focus Five C GWSCX -4.02 -15.15 -7.73 -7.65 -0.96 -1.90
Gabelli Focus Five I GWSIX -3.97 -14.42 -7.50 -6.83 0.00 -0.93
Gabelli Focus Five AAA GWSVX -4.02 -14.63 -7.58 -7.03 -0.24 -1.18
Hartford MidCap Value HLS IB HBMVX -1.16 -4.92 -6.42 -0.05 6.19 6.00
Henssler Equity Institutional HEQCX 0.50 -3.38 -4.91 0.62 7.52 6.30
Henssler Equity Investor HEQFX 0.53 -3.75 -4.89 0.27 7.01 5.78
Hartford Schroders US S/M-Cap Opps C HFDCX -0.14 -2.39 -3.84 2.19 --- ---
Hartford Schroders US S/M-Cap Opps F HFDFX -0.07 -1.42 -3.57 3.28 --- ---
Hartford Schroders US S/M-Cap Opps R3 HFDRX -0.21 -2.11 -3.81 2.54 --- ---
Hartford Schroders US S/M-Cap Opps R4 HFDSX -0.14 -1.83 -3.72 2.85 --- ---
Hartford Schroders US S/M-Cap Opps R5 HFDTX -0.07 -1.49 -3.64 3.23 --- ---
Hartford Schroders US S/M-Cap Opps Y HFDYX -0.07 -1.49 -3.64 3.27 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX -4.14 -14.24 -9.90 -7.64 2.44 5.46
Hennessy Cornerstone Mid Cap 30 Instl HIMDX -4.07 -13.97 -9.83 -7.31 2.83 5.80
Hartford MidCap Value A HMVAX -1.06 -4.90 -6.27 -0.02 6.06 5.80
Hartford MidCap Value C HMVCX -1.13 -5.53 -6.46 -0.74 5.29 5.04
Hartford MidCap Value F HMVFX -1.05 -4.55 -6.21 0.40 --- ---
Hartford MidCap Value HLS IA HMVIX -1.15 -4.71 -6.35 0.22 6.45 6.26
Hartford MidCap Value I HMVJX -1.05 -4.61 -6.22 0.31 6.33 6.10
Hartford MidCap Value R3 HMVRX -1.07 -5.15 -6.40 -0.33 5.75 5.51
Hartford MidCap Value R4 HMVSX -1.05 -4.88 -6.28 -0.02 6.09 5.84
Hartford MidCap Value R5 HMVTX -1.04 -4.65 -6.25 0.25 6.40 6.15
Hartford MidCap Value Y HMVYX -1.04 -4.58 -6.24 0.34 6.47 6.24
Voya Mid Cap Research Enhanced Index O IDMOX -0.12 -4.05 -6.64 0.97 8.66 5.60
Voya Russell Mid Cap Index Port I IIRMX -0.70 -0.63 -4.95 3.90 10.15 8.35
VY® JPMorgan Mid Cap Value A IJMAX -0.79 -3.32 -5.40 1.19 8.28 7.35
VY® JPMorgan Mid Cap Value I IJMIX -0.71 -2.88 -5.23 1.71 8.85 7.89
VY® JPMorgan Mid Cap Value S IJMSX -0.72 -3.11 -5.35 1.46 8.56 7.62
VY® JPMorgan Mid Cap Value S2 IJPMX -0.79 -3.23 -5.41 1.26 8.39 7.45
Voya Index Plus MidCap Port I IPMIX -0.10 -3.75 -6.57 1.37 8.97 7.27
Voya Index Plus MidCap Port S IPMSX -0.10 -3.92 -6.62 1.09 8.70 7.01
Voya Russell Mid Cap Index Port A IRMAX -0.72 -1.08 -5.05 3.44 9.60 7.82
Voya Russell Mid Cap Index Port S IRMCX -0.78 -0.87 -5.01 3.64 9.87 8.08
Voya Russell Mid Cap Index Port S2 IRMTX -0.79 -1.01 -5.08 3.49 9.72 7.91
Janus Henderson Contrarian D JACNX -2.41 5.19 -4.56 10.27 7.73 4.84
JPMorgan Mid Cap Value A JAMCX -0.73 -3.12 -5.21 1.27 8.21 7.35
JPMorgan Mid Cap Value C JCMVX -0.76 -3.53 -5.33 0.76 7.66 6.81
Janus Henderson Contrarian A JCNAX -2.46 4.98 -4.66 9.97 7.50 4.62
Janus Henderson Contrarian C JCNCX -2.48 4.35 -4.79 9.27 6.77 3.87
Janus Henderson Contrarian S JCNIX -2.47 4.77 -4.68 9.76 7.33 4.46
Janus Henderson Contrarian N JCNNX -2.41 5.36 -4.52 10.42 --- ---
Janus Henderson Contrarian R JCNRX -2.48 4.45 -4.75 9.37 7.03 4.19
Janus Henderson Contrarian I JCONX -2.45 5.24 -4.56 10.31 7.81 4.91
JPMorgan Mid Cap Value R3 JMVPX -0.71 -3.12 -5.22 1.26 --- ---
JPMorgan Mid Cap Value R4 JMVQX -0.70 -2.87 -5.15 1.53 --- ---
JPMorgan Mid Cap Value R5 JMVRX -0.69 -2.78 -5.12 1.67 --- ---
JPMorgan Mid Cap Value I JMVSX -0.69 -2.89 -5.15 1.53 8.48 7.62
JPMorgan Mid Cap Value R6 JMVYX -0.66 -2.68 -5.09 1.79 --- ---
JPMorgan Mid Cap Value R2 JMVZX -0.73 -3.33 -5.28 1.00 7.93 7.07
Johnson Opportunity JOPPX -1.61 -4.38 -8.99 1.70 9.67 6.78
Janus Henderson Contrarian T JSVAX -2.41 5.13 -4.57 10.17 7.64 4.76
Janus Henderson Select Value D JSVDX 0.42 1.35 -2.40 6.11 11.28 8.56
Janus Henderson Select Value S JSVSX 0.35 1.07 -2.55 5.77 10.97 8.31
Janus Henderson Select Value T JSVTX 0.42 1.28 -2.40 6.03 11.18 8.48
JHancock Disciplined Value Mid Cap A JVMAX -1.98 -5.26 -6.26 -1.25 7.99 8.53
JHancock Disciplined Value Mid Cap C JVMCX -2.08 -5.90 -6.43 -2.03 7.17 7.72
JHancock Disciplined Value Mid Cap I JVMIX -1.95 -5.06 -6.19 -1.00 8.27 8.81
JHancock Disciplined Value Mid Cap R6 JVMRX -1.99 -4.98 -6.19 -0.96 8.36 8.91
JHancock Disciplined Value Mid Cap R2 JVMSX -2.05 -5.42 -6.31 -1.44 7.82 8.37
JHancock Disciplined Value Mid Cap R4 JVMTX -2.00 -5.19 -6.20 -1.16 8.10 8.64
JHancock Disciplined Value Mid Cap Adv JVMVX -1.99 -5.27 -6.23 -1.26 7.98 8.49
Janus Henderson Select Value A JVSAX 0.35 1.14 -2.48 5.78 11.00 8.31
Janus Henderson Select Value C JVSCX 0.29 0.44 -2.69 5.01 10.13 7.45
Janus Henderson Select Value I JVSIX 0.42 1.35 -2.46 6.07 11.29 8.62
Janus Henderson Select Value N JVSNX 0.42 1.49 -2.39 6.24 --- ---
Miller Opportunity A LGOAX -0.82 11.52 -6.13 22.61 11.08 10.59
Linde Hansen Contrarian Value A LHVAX -2.26 -2.69 -4.49 -0.22 1.73 1.87
Linde Hansen Contrarian Value I LHVIX -2.23 -2.44 -4.37 0.08 1.99 2.14
Longleaf Partners Small-Cap LLSCX -1.17 4.35 -3.23 7.43 11.41 8.46
Miller Opportunity I LMNOX -0.79 11.77 -6.10 22.87 11.38 10.89
Miller Opportunity FI LMOFX -0.83 11.49 -6.15 22.58 11.05 10.55
Miller Opportunity C LMOPX -0.87 10.78 -6.34 21.68 10.25 9.75
Miller Opportunity R LMORX -0.86 11.22 -6.26 22.23 10.72 10.20
ClearBridge Mid Cap R LMREX -0.95 -3.97 -4.74 0.45 5.37 5.66
Kinetics Spin-Off and Corp Rest Adv A LSHAX -12.48 -0.75 -14.73 3.27 7.16 1.79
Kinetics Spin-Off and Corp Rest Adv C LSHCX -12.63 -1.38 -14.93 2.50 6.34 1.01
Kinetics Spin-Off and Corp Rest No Load LSHEX -12.57 -0.72 -14.73 --- --- ---
Kinetics Spin-Off and Corp Rest Instl LSHUX -12.51 -0.47 -14.62 3.51 7.44 2.03
ClearBridge Mid Cap IS LSIRX -0.88 -3.39 -4.57 1.16 6.10 6.41
Leuthold Select Industries LSLTX -0.11 -2.47 -6.35 -0.08 8.05 8.31
Lord Abbett Value Opportunities A LVOAX -1.70 -2.04 -5.52 2.87 8.08 6.51
Lord Abbett Value Opportunities C LVOCX -1.74 -2.67 -5.67 2.10 7.28 5.73
Lord Abbett Value Opportunities F LVOFX -1.66 -1.86 -5.41 3.06 8.26 6.70
Lord Abbett Value Opportunities F3 LVOOX -1.63 -1.72 -5.38 3.26 --- ---
Lord Abbett Value Opportunities P LVOPX -1.73 -2.23 -5.58 2.65 7.85 6.31
Lord Abbett Value Opportunities R2 LVOQX -1.67 -2.28 -5.50 2.60 7.73 6.17
Lord Abbett Value Opportunities R3 LVORX -1.65 -2.20 -5.54 2.68 7.84 6.27
Lord Abbett Value Opportunities R4 LVOSX -1.70 -2.04 -5.53 2.85 8.08 ---
Lord Abbett Value Opportunities R5 LVOTX -1.68 -1.87 -5.49 3.12 8.34 ---
Lord Abbett Value Opportunities R6 LVOVX -1.67 -1.77 -5.43 3.21 8.46 ---
Lord Abbett Value Opportunities I LVOYX -1.68 -1.82 -5.45 3.12 8.34 6.79
Mutual of America Instl Mid-Cap Eq Idx MAMQX -0.70 -0.86 -5.78 3.88 11.39 8.78
MM S&P® Mid Cap Index A MDKAX -0.78 -1.35 -5.94 3.32 10.69 8.08
MM S&P® Mid Cap Index R4 MDKFX -0.79 -1.28 -5.91 3.42 10.78 ---
MM S&P® Mid Cap Index R5 MDKIX -0.78 -0.92 -5.83 3.85 11.24 8.58
MM S&P® Mid Cap Index Svc MDKSX -0.78 -1.06 -5.86 3.64 11.06 8.45
MM S&P® Mid Cap Index R3 MDKTX -0.79 -1.43 -5.93 3.17 10.53 ---
MM S&P® Mid Cap Index Adm MDKYX -0.78 -1.13 -5.86 3.54 10.96 8.33
MM S&P® Mid Cap Index I MDKZX -0.70 -0.77 -5.74 3.94 11.35 8.72
ProFunds Mid Cap Inv MDPIX -0.85 -2.31 -6.21 2.15 9.58 7.04
ProFunds Mid Cap Svc MDPSX -0.94 -3.16 -6.44 1.12 8.48 5.97
Shelton S&P Midcap Index K MIDKX -0.69 -1.38 -5.81 3.30 10.91 8.22
Morningstar US Mid Cap PR USD MMCP -0.25 -0.71 -4.89 3.86 9.61 7.68
Morningstar US Mid Cap TR USD MMCPT -0.11 0.63 -4.49 5.54 11.45 9.42
Morningstar US Mid Core PR USD MMCR 0.52 -3.45 -4.62 1.24 7.99 7.36
Morningstar US Mid Core TR USD MMCRT 0.63 -2.14 -4.24 2.91 9.90 9.18
Principal MidCap S&P 400 Index Inst MPSIX -0.70 -0.87 -5.73 3.93 11.33 8.69
Morningstar US Small-Mid Cap TR USD MSEGSMCA -0.53 0.01 -5.40 5.00 10.87 8.70
Morningstar US Small-Mid Cap PR USD MSEGSMCB -0.66 -1.29 -5.78 3.36 9.06 6.98
Miller Opportunity IS MVISX -0.82 --- --- --- --- ---
Great-West S&P Mid Cap 400® Index L MXBUX -0.69 -1.32 -5.91 3.29 --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX -0.73 -1.15 -5.84 3.54 11.00 8.34
Great-West S&P Mid Cap 400® Index Instl MXNZX -0.72 -0.80 -5.73 3.91 11.39 ---
Columbia Mid Cap Index Inst NMPAX -0.74 -0.90 -5.82 3.87 11.35 8.71
Northern Mid Cap Index NOMIX -0.73 -0.78 -5.75 3.98 11.44 8.79
Columbia Mid Cap Index A NTIAX -0.73 -1.12 -5.86 3.60 11.06 8.44
Nationwide Mid Cap Market Idx Instl Svc NWXQX -0.73 -1.02 -5.86 3.68 --- ---
JPMorgan Intrepid Mid Cap C ODMCX -1.17 -2.67 -4.96 1.27 8.01 6.56
Oppenheimer Main Street Mid Cap C OPMCX -3.93 -3.06 -7.85 2.28 7.69 5.56
Oppenheimer Main Street Mid Cap I OPMIX -3.88 -2.10 -7.59 3.42 8.96 6.81
Oppenheimer Main Street Mid Cap R OPMNX -3.92 -2.66 -7.75 2.74 8.23 6.09
Oppenheimer Main Street Mid Cap A OPMSX -3.89 -2.45 -7.66 3.04 8.51 6.36
Oppenheimer Main Street Mid Cap Y OPMYX -3.87 -2.23 -7.61 3.26 8.77 6.62
Sterling Capital Mid Value A OVEAX -0.73 -5.88 -7.83 0.62 7.20 5.95
Sterling Capital Mid Value C OVECX -0.82 -6.50 -8.03 -0.19 6.37 5.16
Sterling Capital Mid Value I OVEIX -0.71 -5.63 -7.75 0.88 7.47 6.22
Sterling Capital Mid Value R OVERX -0.75 -6.13 -7.94 0.29 6.89 5.72
Pacific Advisors Mid Cap Value A PAMVX -7.51 -5.69 -11.77 3.41 4.28 -3.88
Parnassus Mid-Cap PARMX 0.97 0.31 -2.60 3.50 10.55 8.87
JPMorgan Intrepid Mid Cap A PECAX -1.12 -2.26 -4.84 1.73 8.61 7.18
Principal EDGE MidCap Institutional PEDGX 0.65 2.46 -4.53 6.89 12.84 ---
Principal EDGE MidCap R-6 PEDMX 0.65 2.53 -4.52 7.03 --- ---
Dreyfus Mid Cap Index Inv PESPX -0.76 -1.08 -5.83 3.63 11.09 8.47
T. Rowe Price Extended Equity Market Idx PEXMX -1.71 0.07 -7.48 4.99 10.86 8.11
Parnassus Mid Cap Institutional PFPMX 1.00 0.50 -2.57 3.74 10.78 ---
Principal MidCap S&P 400 Index R-6 PMAPX -0.75 -0.87 -5.78 3.93 --- ---
Principal MidCap S&P 400 Index J PMFJX -0.72 -1.04 -5.85 3.70 11.07 8.39
Principal MidCap S&P 400 Index R3 PMFMX -0.78 -1.32 -5.91 3.36 10.74 8.13
Principal MidCap S&P 400 Index R2 PMFNX -0.78 -1.49 -5.93 3.17 10.54 7.93
Principal MidCap S&P 400 Index R5 PMFPX -0.77 -1.08 -5.84 3.67 11.07 8.45
Principal MidCap S&P 400 Index R4 PMFSX -0.78 -1.17 -5.88 3.53 10.95 8.32
Pax Mid Cap Institutional PMIDX -0.56 -4.83 -4.17 -1.48 --- ---
Principal MidCap S&P 400 Index R1 PMSSX -0.76 -1.59 -5.94 3.06 10.40 7.80
Pacific Advisors Mid Cap Value C PMVCX -7.58 -6.30 -12.00 2.55 3.49 -4.60
Prospector Opportunity POPFX 0.42 2.40 -3.48 5.69 10.67 8.77
PGIM QMA Mid-Cap Core Equity R6 PQCCX -0.98 -4.77 -6.84 -0.07 --- ---
Pax Mid Cap Individual Investor PWMDX -0.47 -5.03 -4.26 -1.62 --- ---
Putnam Equity Spectrum A PYSAX -6.88 -7.33 -13.76 -7.50 0.32 -0.25
Putnam Equity Spectrum C PYSCX -6.94 -7.93 -13.92 -8.19 -0.44 -1.00
Putnam Equity Spectrum M PYSMX -6.91 -7.70 -13.85 -7.92 -0.18 -0.74
Putnam Equity Spectrum B PYSOX -6.93 -7.92 -13.92 -8.18 -0.43 -1.00
Putnam Equity Spectrum R PYSRX -6.89 -7.49 -13.81 -7.71 0.07 -0.50
Putnam Equity Spectrum Y PYSYX -6.86 -7.12 -13.69 -7.24 0.57 0.00
Quantified All-Cap Equity Advisor QACAX -2.52 -4.37 -7.54 -0.65 --- ---
Quantified All-Cap Equity Investor QACFX -2.58 -3.95 -7.43 -0.09 7.80 4.75
Schwartz Value Focused RCMFX -3.58 -0.04 -6.67 5.14 9.77 1.80
Royce Dividend Value Institutional RDIIX -2.56 -7.06 -6.61 -0.59 9.38 4.78
Royce Dividend Value Consultant RDVCX -2.63 -8.09 -6.98 -1.77 8.01 ---
Royce Dividend Value Invmt RDVIX -2.66 -7.29 -6.79 -0.80 9.14 4.67
Royce Small/Mid-Cap Premier Service RGFAX -0.97 -8.14 -7.60 -3.29 8.94 4.45
Royce Small/Mid-Cap Premier Investment RHFHX -0.96 -8.05 -7.57 -3.18 9.11 4.69
Victory RS Investors C RIVCX -2.56 -1.02 -4.85 2.71 8.16 4.92
Russell Inv US Mid Cap Equity A RMCAX -0.60 -2.00 -5.10 2.30 8.78 7.20
Russell Inv US Mid Cap Equity C RMCCX -0.71 -2.71 -5.36 1.50 7.97 6.39
Russell Inv US Mid Cap Equity S RMCSX -0.69 -1.90 -5.10 2.45 9.04 7.45
Victory RS Investors R RSIKX -2.53 -0.86 -4.80 2.84 8.32 5.10
Victory RS Investors A RSINX -2.47 -0.29 -4.62 3.52 8.97 5.70
Victory RS Investors Y RSIYX -2.42 0.00 -4.54 3.83 9.29 6.01
Victory RS Value A RSVAX -1.48 -1.26 -3.97 3.32 8.35 6.71
Victory RS Value R RSVKX -1.52 -1.60 -4.08 2.94 7.91 6.29
Victory RS Value Y RSVYX -1.49 -1.05 -3.95 3.53 8.59 6.95
Victory RS Value C RVACX -1.56 -1.94 -4.19 2.50 7.50 5.88
Redwood Activist Leaders I RWLIX -1.39 -6.23 -8.64 1.00 --- ---
Redwood Activist Leaders N RWLNX -1.41 -6.46 -8.69 0.80 --- ---
Royce Dividend Value Svc RYDVX -2.60 -7.41 -6.74 -0.99 8.87 4.42
Royce Small/Mid-Cap Premier Consultant RYGCX -0.98 -8.86 -7.78 -4.13 7.93 3.51
ClearBridge Mid Cap A SBMAX -0.92 -3.76 -4.68 0.71 5.63 5.93
ClearBridge Mid Cap C SBMLX -0.97 -4.28 -4.83 0.07 4.92 5.20
Wells Fargo Common Stock Inst SCNSX -0.29 0.04 -4.61 5.93 10.37 7.64
Wells Fargo Common Stock A SCSAX -0.30 -0.26 -4.66 5.59 9.95 7.21
Wells Fargo Common Stock Admin SCSDX -0.30 -0.17 -4.66 5.72 10.10 7.37
Wells Fargo Common Stock R6 SCSRX -0.25 0.08 -4.56 5.96 10.41 7.68
SEI Mid-Cap F (SIMT) SEMCX -0.89 -2.72 -5.96 2.38 10.75 8.91
SEI Mid-Cap Y (SIMT) SFDYX -0.89 -2.53 -5.90 2.59 11.02 ---
SEI Mid-Cap I (SIMT) SIPIX -0.89 -2.94 -6.01 2.14 10.51 8.66
ClearBridge Mid Cap I SMBYX -0.91 -3.47 -4.59 1.05 5.99 6.30
ClearBridge Mid Cap 1 SMCPX -0.88 -3.46 -4.59 1.08 5.98 6.24
Hartford Schroders US S/M-Cap Opps I SMDIX -0.07 -1.55 -3.64 3.22 10.38 9.40
Sterling Capital SMID OpportunitiesInstl SMDOX -1.36 -0.78 -3.18 4.48 --- ---
Sterling Capital SMID Opportunities A SMDPX -1.45 -1.02 -3.19 4.24 --- ---
Sterling Capital SMID Opportunities C SMDQX -1.47 -1.70 -3.39 3.39 --- ---
Hartford Schroders US S/M-Cap Opps SDR SMDRX -0.14 -1.48 -3.63 3.28 10.48 ---
Hartford Schroders US S/M-Cap Opps A SMDVX -0.07 -1.75 -3.65 2.99 10.10 9.11
Saratoga Mid Capitalization I SMIPX -3.80 -6.11 -7.54 -0.10 3.62 4.37
Saratoga Mid Capitalization A SPMAX -3.79 -6.43 -7.54 -0.46 3.21 3.97
Saratoga Mid Capitalization C SPMCX -3.79 -6.93 -7.68 -1.09 2.59 3.38
Shelton S&P Midcap Index Direct SPMIX -0.64 -0.93 -5.70 3.84 11.47 8.77
AMG SouthernSun US Equity C SSECX -2.93 -11.48 -10.05 -5.98 2.97 0.08
AMG SouthernSun US Equity N SSEFX -2.96 -10.95 -9.88 -5.32 3.74 0.83
AMG SouthernSun US Equity I SSEIX -2.88 -10.73 -9.85 -5.08 4.00 1.08
Sterling Capital Stratton MdCp Val Instl STRGX -1.14 -6.49 -6.67 -2.41 8.69 6.90
Sterling Capital Stratton MdCp Val A STRLX -1.15 -6.68 -6.72 -2.65 --- ---
Sterling Capital Mid Value R6 STRMX -0.71 --- -7.79 --- --- ---
Sterling Capital Stratton MdCp Val C STRNX -1.20 -7.32 -6.90 -3.40 --- ---
Wells Fargo Common Stock C STSAX -0.35 -0.92 -4.83 4.74 9.13 6.42
Schwab ® US Mid-Cap Index SWMCX -0.69 -0.37 -4.90 --- --- ---
Thompson MidCap THPMX -3.11 -9.89 -8.56 -0.98 7.81 5.19
Timothy Plan Large/Mid Cap Value A TLVAX -0.47 -0.21 -4.11 4.22 8.60 7.27
Timothy Plan Large/Mid Cap Value C TLVCX -0.51 -0.90 -4.27 3.42 7.78 6.47
Touchstone Mid Cap A TMAPX 1.78 2.70 -6.01 9.17 12.24 8.43
Touchstone Mid Cap C TMCJX 1.69 2.03 -6.22 8.34 11.40 7.62
Touchstone Mid Cap Y TMCPX 1.79 2.92 -5.98 9.45 12.52 8.70
Touchstone Mid Cap Z TMCTX 1.76 2.68 -6.02 9.16 12.25 8.43
Touchstone Mid Cap Institutional TMPIX 1.79 2.98 -5.95 9.50 12.60 8.78
Thrivent Mid Cap Stock S TMSIX 0.85 -0.39 -4.09 5.73 15.07 12.16
Timothy Plan Large/Mid Cap Value I TMVIX -0.46 0.00 -4.02 4.49 8.88 7.53
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX -1.75 -1.68 -6.76 3.06 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX -1.67 -1.26 -6.67 3.57 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX -1.67 -1.40 -6.74 3.35 --- ---
Thomas White American Opportunities Inv TWAOX 0.10 -1.87 -4.05 3.29 7.48 7.79
Carillon Scout Mid Cap I UMBMX -3.55 -2.79 -6.81 0.82 13.10 9.07
USAA Extended Market Index USMIX -1.76 -0.05 -7.60 4.89 10.61 7.76
Vanguard Extended Market Index InstlPlus VEMPX -1.73 0.32 -7.50 5.36 11.12 8.28
Vanguard Extended Market Index Admiral VEXAX -1.73 0.30 -7.51 5.34 11.09 8.24
Vanguard Extended Market Index Investor VEXMX -1.74 0.21 -7.53 5.21 10.95 8.10
Vanguard US Multifactor Admiral™ VFMFX -1.00 --- -5.63 --- --- ---
Vanguard Extended Market Index Instl VIEIX -1.73 0.33 -7.50 5.35 11.11 8.26
Vanguard Mid Cap Index Admiral VIMAX -0.43 -0.27 -4.64 4.23 10.10 8.84
Vanguard Mid Cap Index Investor VIMSX -0.43 -0.39 -4.68 4.09 9.96 8.71
Vanguard Mid Cap Index Institutional VMCIX -0.43 -0.29 -4.66 4.22 10.10 8.85
Vanguard Mid Cap Index InstitutionalPlus VMCPX -0.43 -0.26 -4.64 4.25 10.12 8.87
VALIC Company II Mid Cap Value VMCVX -1.61 -5.28 -6.35 -0.81 7.21 6.26
VALIC Company I Mid Cap Index VMIDX -0.74 -0.94 -5.79 3.83 11.34 8.66
Voya Mid Cap Research Enhanced Index P3 VMRPX 0.29 --- -6.32 --- --- ---
Natixis Vaughan Nelson Value Opp A VNVAX -3.56 -5.57 -7.17 0.42 3.89 4.52
Natixis Vaughan Nelson Value Opp C VNVCX -3.68 -6.20 -7.36 -0.31 3.09 3.74
Natixis Vaughan Nelson Value Opp N VNVNX -3.61 -5.30 -7.12 0.75 4.22 4.86
Natixis Vaughan Nelson Value Opp Y VNVYX -3.56 -5.34 -7.12 0.70 4.14 4.79
Volumetric VOLMX -1.31 -3.33 -5.04 0.31 8.16 5.63
Voya Russell Mid Cap Index P2 VRMPX -0.70 -0.43 -4.87 4.17 --- ---
Vanguard Extended Market Index Instl Sel VSEMX -1.73 0.35 -7.49 5.39 --- ---
Vanguard Strategic Equity Inv VSEQX -2.52 -2.00 -8.06 3.13 9.69 8.83
Vanguard S&P Mid-Cap 400 Index I VSPMX -0.71 -0.72 -5.75 4.04 11.54 8.89
Virtus Horizon Wealth Masters A VWMAX -0.81 -3.75 -7.12 3.90 9.13 5.63
Virtus Horizon Wealth Masters C VWMCX -0.95 -4.48 -7.35 3.07 8.31 4.83
Virtus Horizon Wealth Masters I VWMIX -0.86 -3.62 -7.09 4.13 9.38 5.87
Walden Midcap WAMFX 2.20 5.16 -0.82 10.45 12.35 9.64
Walden SMID Cap WASMX 1.77 3.30 -2.87 8.67 12.98 8.34
Weitz Hickory WEHIX -1.17 -3.07 -3.81 -1.53 5.10 2.22
Westwood SMidCap Institutional WHGMX -1.08 -1.27 -6.43 1.17 6.88 5.13
Westwood SMidCap Plus Institutional WHGPX -1.27 -2.71 -6.26 1.00 6.72 5.15
JPMorgan Intrepid Mid Cap R3 WOOOX -1.12 -2.27 -4.81 1.75 --- ---
JPMorgan Intrepid Mid Cap I WOOPX -1.10 -2.06 -4.79 2.01 8.88 7.46
JPMorgan Intrepid Mid Cap R4 WOOQX -1.11 -2.07 -4.80 1.99 --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX -1.06 -1.85 -4.70 2.22 9.16 ---
Russell Mid Cap TR USD XIUSA000L2 -0.69 -0.32 -4.87 4.32 10.60 8.78
Russell 1000 Equal Weighted TR USD XIUSA000L3 --- --- --- --- --- ---
Russell Mid Cap PR USD XIUSA04FN1 -0.82 -1.73 -5.28 2.55 8.68 6.98
Yorktown Mid-Cap A YWBAX -5.14 -11.33 -9.44 -3.74 --- ---
Yorktown Mid-Cap Institutional YWBIX -5.11 -11.10 -9.30 -3.43 --- ---
Yorktown Mid-Cap L YWBLX -5.22 -11.90 -9.59 -4.46 --- ---
Content Partners