Mid-Cap Blend: Total Returns

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Data through 8/23/2019. 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 -5.65 12.12 -0.31 -6.03 6.42 5.03
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX -5.20 10.27 0.29 -6.12 8.28 ---
Thrivent Mid Cap Stock A AASCX -6.42 10.72 -1.24 -6.66 9.82 8.78
Cavanal Mid Cap Core Equity A AAWVX -4.89 14.75 0.86 -2.44 --- ---
Cavanal Mid Cap Core Equity C ACWVX -4.66 14.95 1.31 -2.63 --- ---
AMG River Road Focused Absolute Value I AFAVX -5.04 15.76 0.60 2.87 10.01 ---
Voya Mid Cap Research Enhanced Index A AIMAX -6.82 10.22 -1.58 -10.27 4.20 3.53
Voya Mid Cap Research Enhanced Index I AIMIX -6.78 10.42 -1.53 -10.03 4.47 3.80
Voya Mid Cap Research Enhanced Index R AIMRX -6.81 10.07 -1.67 -10.48 3.96 3.30
Voya Mid Cap Research Enhanced Index W AIMWX -6.77 10.41 -1.54 -10.03 4.35 3.74
Cavanal Mid Cap Core Equity Instl AIWVX -4.83 14.98 1.00 -2.18 --- ---
Alambic Mid Cap Plus ALMGX -7.55 9.81 -1.14 -8.85 --- ---
Voya Mid Cap Research Enhanced Index C APMCX -6.86 9.84 -1.72 -10.71 3.69 3.02
Cavanal Mid Cap Core Equity Investor APWVX -4.84 14.79 0.92 -2.45 --- ---
AMG River Road Focused Absolute Value N ARRFX -5.07 15.51 0.52 2.66 9.74 ---
AMG River Road Focused Absolute Value Z ARRZX -5.04 15.76 0.60 2.91 --- ---
Invesco Endeavor A ATDAX -8.49 8.68 -2.24 -10.19 5.43 2.62
Invesco Endeavor C ATDCX -8.52 8.20 -2.37 -10.83 4.65 1.86
Invesco Endeavor R6 ATDFX -8.46 8.95 -2.13 -9.78 5.91 3.09
Invesco Endeavor R5 ATDIX -8.42 9.01 -2.09 -9.83 5.82 3.01
Invesco Endeavor R ATDRX -8.52 8.49 -2.29 -10.39 5.17 2.36
Invesco Endeavor Y ATDYX -8.45 8.88 -2.16 -9.91 5.70 2.88
Ave Maria Value AVEMX -4.33 15.59 0.97 -2.20 9.03 3.46
Bridge Builder Small/Mid Cap Value BBVSX -5.08 12.78 -0.27 -7.29 5.30 ---
The Texas I BIGTX -5.30 1.36 -5.21 -19.06 2.72 -1.51
MFS Blended Research Mid Cap Eq B BMSBX -5.16 16.68 0.88 -0.81 7.67 ---
MFS Blended Research Mid Cap Eq C BMSDX -5.23 16.55 0.80 -0.82 7.65 ---
MFS Blended Research Mid Cap Eq A BMSFX -5.12 17.26 1.06 -0.06 8.50 ---
MFS Blended Research Mid Cap Eq I BMSLX -5.12 17.35 1.05 0.17 8.70 ---
MFS Blended Research Mid Cap Eq R1 BMSRX -5.23 16.55 0.88 -0.85 7.65 ---
MFS Blended Research Mid Cap Eq R2 BMSSX -5.12 17.02 0.97 -0.25 8.21 ---
MFS Blended Research Mid Cap Eq R3 BMSTX -5.12 17.23 1.14 -0.04 8.49 ---
MFS Blended Research Mid Cap Eq R4 BMSVX -5.03 17.43 1.14 0.26 8.73 ---
MFS Blended Research Mid Cap Eq R6 BMSYX -5.11 17.43 1.14 0.31 8.78 ---
BMT Multi-Cap BMTMX -5.51 12.77 0.44 -1.92 --- ---
Bridgeway Aggressive Investors 1 BRAGX -7.98 11.58 0.15 -13.15 3.93 2.62
iShares Russell Mid-Cap Index Inv A BRMAX -5.47 16.38 0.82 -0.79 8.51 ---
iShares Russell Mid-Cap Index Instl BRMIX -5.45 16.56 0.87 -0.55 8.75 ---
iShares Russell Mid-Cap Index K BRMKX -5.44 16.70 0.88 -0.49 8.81 ---
Boston Trust Midcap BTMFX -5.50 14.26 0.61 2.03 10.28 9.24
Boston Trust SMID Cap BTSMX -5.48 13.19 0.91 -1.93 10.51 8.89
Catalyst Buyback Strategy A BUYAX -7.11 6.94 0.49 -6.78 7.61 6.06
Catalyst Buyback Strategy C BUYCX -7.19 6.42 0.30 -7.45 6.79 5.26
Catalyst Buyback Strategy I BUYIX -7.13 7.09 0.48 -6.55 7.83 6.30
Bullfinch Greater Western New York BWNYX -4.00 10.36 -1.80 -4.72 3.15 3.31
Cambiar SMID Investor CAMMX -6.55 13.79 -1.36 0.20 11.32 5.65
Cambiar SMID Institutional CAMUX -6.50 13.87 -1.36 0.26 11.34 ---
Calvert Mid-Cap C CCACX -3.28 19.64 3.84 4.43 9.32 5.37
Calvert Mid-Cap A CCAFX -3.23 20.20 4.06 5.21 10.16 6.18
Calvert Mid-Cap I CCPIX -3.20 20.40 4.11 5.53 10.53 6.63
Clarkston Partners Founders CFSMX -5.56 9.24 -2.27 -3.08 5.68 ---
Clarkston Founders Institutional CIMDX -3.57 11.02 -1.07 -0.36 --- ---
Clarkston Partners Institutional CISMX -5.50 9.17 -2.28 -3.14 5.56 ---
Columbia Mid Cap Index Inst3 CMDYX -5.97 11.49 -0.49 -7.98 --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX -6.84 16.00 0.55 -2.09 9.06 ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX -6.82 16.20 0.58 -1.82 9.42 ---
Columbia Mid Cap Index Inst2 CPXRX -5.99 11.48 -0.53 -8.03 6.79 6.66
CRM Small/Mid Cap Value Inst CRIAX -5.10 12.71 -0.62 -8.17 7.80 5.26
CRM Mid Cap Value Instl CRIMX -5.31 13.97 -0.43 -5.21 8.93 7.84
CRM Small/Mid Cap Value Inv CRMAX -5.07 12.55 -0.64 -8.34 7.57 5.04
CRM Mid Cap Value Inv CRMMX -5.35 13.78 -0.49 -5.38 8.69 7.62
Carillon Scout Mid Cap A CSMEX -5.63 11.32 -0.40 -5.87 --- ---
Carillon Scout Mid Cap C CSMFX -5.68 10.67 -0.63 -6.64 --- ---
Carillon Scout Mid Cap R-3 CSMRX -5.65 11.02 -0.51 -6.19 --- ---
Carillon Scout Mid Cap R-5 CSMSX -5.63 11.40 -0.40 -5.69 --- ---
Carillon Scout Mid Cap R-6 CSMUX -5.61 11.43 -0.34 -5.64 --- ---
Carillon Scout Mid Cap Y CSMZX -5.69 11.20 -0.45 -5.92 --- ---
13D Activist A DDDAX -8.24 6.11 -3.96 -12.12 6.16 4.36
13D Activist C DDDCX -8.30 5.60 -4.16 -12.76 5.36 3.57
13D Activist I DDDIX -8.20 6.26 -3.87 -11.89 6.42 4.62
BNY Mellon Opportunistic Midcap Value A DMCVX -5.96 11.66 0.39 -12.70 4.56 2.64
BNY Mellon Opportunistic Midcap Value Y DMCYX -5.93 11.91 0.52 -12.40 4.93 3.03
DWS US Multi-Factor Inst DMFJX -4.13 16.00 2.14 -0.37 --- ---
DWS US Multi-Factor R6 DMFRX -4.13 16.03 2.15 -0.32 --- ---
BNY Mellon MidCap Index I DMIDX -5.98 11.42 -0.53 -8.08 --- ---
BNY Mellon Active MidCap C DNLCX -8.43 5.64 -4.07 -11.31 2.75 3.40
BNY Mellon Active MidCap A DNLDX -8.35 6.23 -3.86 -10.52 3.62 4.29
BNY Mellon Active MidCap I DNLRX -8.33 6.39 -3.80 -10.33 3.86 4.51
BNY Mellon Active MidCap Y DNLYX -8.35 6.42 -3.81 -10.28 3.89 ---
BNY Mellon Structured Midcap A DPSAX -7.32 5.42 -1.98 -12.58 3.86 3.37
BNY Mellon Structured Midcap C DPSCX -7.33 4.95 -2.10 -13.16 3.11 2.63
BNY Mellon Structured Midcap I DPSRX -7.29 5.59 -1.90 -12.35 4.13 3.64
BNY Mellon Structured Midcap Y DPSYX -7.28 5.65 -1.91 -12.27 4.25 3.77
Destinations Small-Mid Cap Equity I DSMFX -4.77 15.02 0.18 -5.87 --- ---
Destinations Small-Mid Cap Equity Z DSMZX -4.81 15.04 0.22 -5.70 --- ---
BNY Mellon Opportunistic Midcap Value C DVLCX -5.99 11.12 0.26 -13.34 3.77 1.88
BNY Mellon Opportunistic Midcap Value I DVLIX -5.94 11.83 0.48 -12.49 4.83 2.92
First Eagle Fund of America R4 EAFRX --- --- --- --- --- ---
First Eagle Fund of America R3 EARFX -2.21 19.88 2.70 -7.89 --- ---
Frost Mid Cap Equity Investor FAKSX -4.50 14.36 1.01 -0.12 9.73 5.89
FAM Dividend Focus Fund Investor FAMEX -4.36 19.99 3.21 9.96 13.06 11.14
First Eagle Fund of America Y FEAFX -4.68 18.30 3.27 -8.61 2.52 0.84
First Eagle Fund of America I FEAIX -4.67 18.49 3.33 -8.32 2.81 1.14
First Eagle Fund of America C FEAMX -4.75 17.69 3.07 -9.30 1.74 0.09
First Eagle Fund of America A FEFAX -4.68 18.29 3.26 -8.60 2.52 0.85
First Eagle Fund of America R6 FEFRX -4.63 18.57 3.36 -8.22 --- ---
First Eagle Fund of America R5 FERFX --- --- --- --- --- ---
Fidelity Advisor® Mid Cap II A FIIAX -7.25 9.01 -3.00 -12.38 4.94 4.16
Fidelity Advisor® Mid Cap II C FIICX -7.28 8.49 -3.18 -13.07 4.14 3.36
Fidelity Advisor® Mid Cap II I FIIMX -7.16 9.20 -2.90 -12.10 5.24 4.46
Frost Mid Cap Equity Inst FIKSX -4.41 14.19 0.99 0.05 9.85 6.05
Fidelity Advisor® Mid Cap II M FITIX -7.19 8.87 -3.03 -12.57 4.71 3.92
First Investors Opportunity A FIUSX -4.38 15.29 0.47 -5.71 5.81 4.32
First Investors Opportunity Adv FIVUX -4.40 15.42 0.44 -5.50 6.10 4.62
First Investors Opportunity Instl FIVVX -4.35 15.63 0.57 -5.29 6.27 4.77
Fidelity® Mid-Cap Stock K FKMCX -4.73 13.61 0.61 -1.43 8.95 7.26
Fidelity® Flex Mid Cap Index FLAPX -5.46 16.75 0.80 -0.54 --- ---
Fidelity® Leveraged Company Stock K FLCKX -6.29 17.37 -0.98 -4.92 7.11 2.94
JPMorgan Mid Cap Value L FLMVX -6.04 11.76 -2.56 -5.44 5.29 5.91
Fidelity Advisor® Leveraged Co Stk A FLSAX -8.09 9.48 -4.03 -11.61 4.16 1.29
Fidelity Advisor® Leveraged Co Stk C FLSCX -8.15 8.96 -4.22 -12.26 3.38 0.54
Fidelity Advisor® Leveraged Co Stk M FLSTX -8.10 9.31 -4.08 -11.83 3.91 1.05
Fidelity® Leveraged Company Stock FLVCX -6.28 17.29 -1.02 -5.04 6.99 2.82
Fidelity Advisor® Leveraged Co StkI FLVIX -8.07 9.65 -3.98 -11.39 4.44 1.56
Fidelity Advisor® Stock Selec Mid Cp M FMCAX -6.11 13.77 -0.57 -5.91 8.83 6.25
Fidelity Advisor® Stock Selec Mid Cp I FMCCX -6.07 14.12 -0.46 -5.47 9.36 6.74
Fidelity Advisor® Stock Selec Mid Cp A FMCDX -6.10 13.92 -0.55 -5.69 9.09 6.50
Fidelity Advisor® Stock Selec Mid Cp C FMCEX -6.18 13.37 -0.72 -6.42 8.26 5.70
Federated Mid-Cap Index R6 FMCLX -6.04 11.31 -0.57 -8.19 --- ---
Federated Mid-Cap Index Instl FMCRX -6.04 11.26 -0.57 -8.22 6.77 6.59
Fidelity® Mid-Cap Stock FMCSX -4.76 13.54 0.57 -1.54 8.82 7.14
Federated Mid-Cap Index Svc FMDCX -6.04 11.07 -0.64 -8.48 6.49 6.32
FMI Common Stock FMIMX -4.85 15.35 -0.39 0.88 8.78 6.29
FMI Common Stock Institutional FMIUX -4.85 15.43 -0.35 1.00 --- ---
Frank Value C FNKCX 0.54 2.73 3.21 0.27 -1.90 -0.94
Frank Value Instl FNKIX 0.57 3.36 3.45 1.19 -0.93 0.03
Frank Value Inv FRNKX 0.58 3.23 3.40 1.01 -1.16 -0.21
Fidelity Advisor® Stock Selec Mid Cp Z FSLZX -6.08 14.21 -0.43 -5.32 --- ---
Fidelity® Extended Market Index FSMAX -5.76 13.95 -0.20 -6.96 8.98 6.99
Fidelity® Mid Cap Index FSMDX -5.45 16.72 0.86 -0.53 8.82 7.64
Fidelity® Stock Selector Mid Cap FSSMX -6.09 14.07 -0.49 -5.52 9.29 6.72
Fuller & Thaler Behvrl S-M Cor Eq Instl FTSIX -6.45 10.18 0.09 --- --- ---
Fidelity Advisor® Leveraged Co Stk Z FZAKX -8.06 9.74 -3.95 -11.27 4.56 1.69
Fidelity Advisor® Mid Cap II Z FZAMX -7.16 9.33 -2.90 -12.01 5.37 4.60
Fidelity® SAI Small-Mid Cap 500 Index FZFLX -5.39 16.11 1.09 -3.25 8.79 ---
Fidelity ZERO Extended Market Index FZIPX -6.11 11.44 -1.20 --- --- ---
Gabelli Value 25 A GABVX -8.46 6.10 -5.11 -7.32 3.39 2.01
Goldman Sachs Mid Cap Value A GCMAX -3.99 17.61 1.64 1.35 6.69 4.07
Goldman Sachs Mid Cap Value C GCMCX -4.03 17.04 1.44 0.62 5.91 3.29
Goldman Sachs Mid Cap Value R GCMRX -4.04 17.41 1.57 1.09 6.42 3.81
Goldman Sachs Mid Cap Value Inv GCMTX -3.97 17.81 1.69 1.60 6.97 4.33
Goldman Sachs Mid Cap Value R6 GCMUX -3.94 17.92 1.75 1.77 7.12 ---
Gotham Enhanced Return Institutional GENIX -6.13 8.50 1.47 -1.87 8.12 4.61
Nationwide Mid Cap Market Idx C GMCCX -6.11 10.57 -0.89 -9.07 5.61 5.46
Goldman Sachs Small/Mid Cap Value R6 GMCUX -5.28 12.22 -0.50 -7.15 5.93 ---
Goldman Sachs Mid Cap Value P GMPPX -3.94 17.92 1.75 1.78 --- ---
Goldman Sachs Small/Mid Cap Value A GMVAX -5.27 11.87 -0.60 -7.51 5.52 4.28
Goldman Sachs Small/Mid Cap Value C GMVCX -5.41 11.36 -0.79 -8.20 4.70 3.54
Goldman Sachs Small/Mid Cap Value Inv GMVIX -5.31 12.08 -0.59 -7.35 5.75 4.53
Goldman Sachs Small/Mid Cap Value R GMVRX -5.28 11.79 -0.60 -7.75 5.27 4.04
Nationwide Mid Cap Market Idx A GMXAX -6.04 11.13 -0.66 -8.45 6.34 6.19
Nationwide Mid Cap Market Idx R6 GMXIX -6.05 11.35 -0.61 -8.14 6.76 6.62
Nationwide Mid Cap Market Idx R GMXRX -6.08 10.92 -0.75 -8.72 6.02 5.89
Goldman Sachs Mid Cap Value Instl GSMCX -3.94 17.90 1.75 1.76 7.12 4.49
Goldman Sachs Mid Cap Value Svc GSMSX -3.99 17.52 1.62 1.23 6.58 3.96
Goldman Sachs Small/Mid Cap Value Instl GSMVX -5.19 12.19 -0.50 -7.15 5.93 4.73
Goldman Sachs Small/Mid Cap Value P GSVPX -5.28 12.22 -0.50 -7.13 --- ---
Invesco Mid Cap Core Equity C GTACX -5.04 12.11 1.97 -2.93 4.14 2.79
Invesco Mid Cap Core Equity R6 GTAFX -4.92 12.95 2.26 -1.77 5.38 4.02
Invesco Mid Cap Core Equity A GTAGX -4.95 12.68 2.13 -2.21 4.93 3.56
Invesco Mid Cap Core Equity R GTARX -4.95 12.45 2.07 -2.44 4.66 3.30
Invesco Mid Cap Core Equity R5 GTAVX -4.91 12.94 2.26 -1.84 5.30 3.95
Invesco Mid Cap Core Equity Y GTAYX -4.90 12.90 2.24 -1.94 5.20 3.83
Gabelli Value 25 AAA GVCAX -8.43 6.04 -5.13 -7.31 3.40 2.01
Gabelli Value 25 C GVCCX -8.49 5.61 -5.31 -7.98 2.61 1.25
Gabelli Value 25 I GVCIX -8.39 6.34 -5.04 -6.88 3.82 2.37
Government Street Mid-Cap GVMCX -3.78 17.78 3.77 2.42 10.75 9.18
Gabelli Focus Five A GWSAX -5.37 10.84 2.61 -11.81 -3.24 -3.33
Gabelli Focus Five C GWSCX -5.48 10.34 2.37 -12.50 -3.96 -4.06
Gabelli Focus Five I GWSIX -5.32 11.06 2.72 -11.57 -2.98 -3.10
Gabelli Focus Five AAA GWSVX -5.34 10.86 2.64 -11.78 -3.22 -3.34
Hodges Small-Mid Cap Retail HDSMX -6.35 8.45 -4.38 -19.73 1.68 1.75
Monteagle Opportunity Equity Instl HEQCX -5.68 12.84 -0.59 -3.21 5.57 4.94
Monteagle Opportunity Equity Inv HEQFX -5.56 12.61 -0.52 -3.52 5.07 4.43
Hartford Schroders US MidCap Opps C HFDCX -4.46 13.70 1.27 -2.99 --- ---
Hartford Schroders US MidCap Opps F HFDFX -4.35 14.53 1.59 -1.88 --- ---
Hartford Schroders US MidCap Opps R3 HFDRX -4.41 13.95 1.32 -2.57 --- ---
Hartford Schroders US MidCap Opps R4 HFDSX -4.38 14.20 1.46 -2.26 --- ---
Hartford Schroders US MidCap Opps R5 HFDTX -4.36 14.31 1.45 -2.07 --- ---
Hartford Schroders US MidCap Opps Y HFDYX -4.29 14.45 1.59 -1.90 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX -8.16 3.55 -2.65 -18.51 -0.79 0.52
Hennessy Cornerstone Mid Cap 30 Instl HIMDX -8.11 3.79 -2.56 -18.18 -0.40 0.86
Voya Mid Cap Research Enhanced Index O IDMOX -6.79 10.22 -1.56 -10.20 4.23 3.56
Voya Russell Mid Cap Index Port I IIRMX -5.49 16.31 0.74 -1.02 8.36 7.21
VY® JPMorgan Mid Cap Value A IJMAX -6.24 11.21 -2.80 -6.35 4.77 5.33
VY® JPMorgan Mid Cap Value I IJMIX -6.21 11.59 -2.72 -5.86 5.30 5.85
VY® JPMorgan Mid Cap Value S IJMSX -6.22 11.46 -2.75 -6.07 5.03 5.60
VY® JPMorgan Mid Cap Value S2 IJPMX -6.26 11.31 -2.81 -6.25 4.87 5.43
Voya Index Plus MidCap Port I IPMIX -6.76 10.53 -1.45 -9.97 4.61 5.10
Voya Index Plus MidCap Port S IPMSX -6.77 10.32 -1.54 -10.20 4.35 4.83
Voya Russell Mid Cap Index Port A IRMAX -5.56 15.95 0.60 -1.53 7.82 6.68
Voya Russell Mid Cap Index Port S IRMCX -5.49 16.21 0.67 -1.24 8.12 6.95
Voya Russell Mid Cap Index Port S2 IRMTX -5.51 16.10 0.59 -1.36 7.93 6.79
Janus Henderson Contrarian D JACNX -3.33 25.31 3.88 7.00 10.99 4.92
JPMorgan Mid Cap Value A JAMCX -6.09 11.38 -2.71 -5.93 4.78 5.39
JPMorgan Mid Cap Value C JCMVX -6.14 11.01 -2.83 -6.39 4.24 4.86
Janus Henderson Contrarian A JCNAX -3.34 25.11 3.89 6.81 10.74 4.71
Janus Henderson Contrarian C JCNCX -3.41 24.60 3.66 6.08 10.02 3.97
Janus Henderson Contrarian S JCNIX -3.40 24.92 3.75 6.47 10.52 4.52
Janus Henderson Contrarian N JCNNX -3.33 25.42 3.93 7.16 --- ---
Janus Henderson Contrarian R JCNRX -3.41 24.60 3.66 6.19 10.20 4.24
Janus Henderson Contrarian I JCONX -3.33 25.34 3.92 7.11 11.06 4.99
JPMorgan Mid Cap Value R3 JMVPX -6.09 11.39 -2.70 -5.91 --- ---
JPMorgan Mid Cap Value R4 JMVQX -6.07 11.56 -2.64 -5.67 --- ---
JPMorgan Mid Cap Value R5 JMVRX -6.05 11.68 -2.59 -5.53 --- ---
JPMorgan Mid Cap Value I JMVSX -6.07 11.57 -2.65 -5.67 5.04 5.65
JPMorgan Mid Cap Value R6 JMVYX -6.04 11.77 -2.57 -5.44 --- ---
JPMorgan Mid Cap Value R2 JMVZX -6.10 11.21 -2.78 -6.16 4.50 5.12
Johnson Opportunity JOPPX -3.95 14.39 0.97 -8.47 7.36 5.81
Janus Henderson Contrarian T JSVAX -3.38 25.19 3.88 6.93 10.89 4.83
Janus Henderson Small-Mid Cap Value D JSVDX -4.56 12.81 -0.47 -0.39 8.44 7.86
Janus Henderson Small-Mid Cap Value S JSVSX -4.62 12.90 -0.32 -0.45 8.23 7.64
Janus Henderson Small-Mid Cap Value T JSVTX -4.57 12.73 -0.39 -0.46 8.34 7.77
Janus Henderson Small-Mid Cap Value A JVSAX -4.58 12.69 -0.39 -0.53 8.24 7.65
Janus Henderson Small-Mid Cap Value C JVSCX -4.66 12.05 -0.65 -1.29 7.36 6.77
Janus Henderson Small-Mid Cap Value I JVSIX -4.59 12.78 -0.46 -0.35 8.46 7.91
Janus Henderson Small-Mid Cap Value N JVSNX -4.56 12.91 -0.39 -0.24 --- ---
Kirr Marbach Partners Value KMVAX -6.62 12.27 -0.44 -12.01 3.57 1.73
Keeley Small-Mid Cap Value I KSMIX -5.72 12.42 -2.47 -12.68 5.74 3.12
Keeley Small-Mid Cap Value A KSMVX -5.70 12.32 -2.53 -12.82 5.48 2.87
Miller Opportunity A LGOAX -7.04 7.34 -0.39 -21.49 8.24 4.67
Longleaf Partners Small-Cap LLSCX -5.04 4.07 -0.69 -11.23 3.17 4.40
Miller Opportunity I LMNOX -7.01 7.51 -0.32 -21.30 8.52 4.95
Miller Opportunity FI LMOFX -7.02 7.29 -0.38 -21.55 8.20 4.63
Miller Opportunity C LMOPX -7.11 6.79 -0.60 -22.11 7.41 3.87
Miller Opportunity R LMORX -7.08 7.14 -0.47 -21.74 7.91 4.34
ClearBridge Mid Cap R LMREX -4.59 18.48 2.13 0.34 6.90 5.59
ClearBridge Mid Cap IS LSIRX -4.53 19.04 2.31 1.05 7.66 6.33
Leuthold Select Industries LSLTX -3.77 14.31 2.92 -5.56 8.39 6.12
Lord Abbett Value Opportunities A LVOAX -4.31 9.02 0.11 -9.11 3.70 4.50
Lord Abbett Value Opportunities C LVOCX -4.38 8.52 -0.07 -9.75 2.92 3.72
Lord Abbett Value Opportunities F LVOFX -4.32 9.07 0.11 -8.92 3.86 4.66
Lord Abbett Value Opportunities F3 LVOOX -4.27 9.27 0.16 -8.72 --- ---
Lord Abbett Value Opportunities P LVOPX -4.30 8.90 0.06 -9.28 3.49 4.29
Lord Abbett Value Opportunities R2 LVOQX -4.35 8.79 0.00 -9.31 3.38 4.16
Lord Abbett Value Opportunities R3 LVORX -4.36 8.82 0.00 -9.31 3.44 4.24
Lord Abbett Value Opportunities R4 LVOSX -4.32 8.97 0.06 -9.13 3.70 ---
Lord Abbett Value Opportunities R5 LVOTX -4.29 9.19 0.11 -8.87 3.94 ---
Lord Abbett Value Opportunities R6 LVOVX -4.27 9.27 0.16 -8.77 4.07 ---
Lord Abbett Value Opportunities I LVOYX -4.29 9.19 0.16 -8.87 3.96 4.76
Mutual of America Instl Mid-Cap Eq Idx MAMQX -6.00 11.54 -0.53 -7.98 6.85 6.71
MM S&P® Mid Cap Index A MDKAX -5.98 11.12 -0.62 -8.53 6.20 6.05
MM S&P® Mid Cap Index R4 MDKFX -6.01 11.19 -0.62 -8.40 6.30 6.15
MM S&P® Mid Cap Index R5 MDKIX -5.94 11.50 -0.54 -8.06 6.72 6.57
MM S&P® Mid Cap Index Svc MDKSX -5.97 11.38 -0.54 -8.18 6.57 6.42
MM S&P® Mid Cap Index R3 MDKTX -6.04 11.05 -0.70 -8.65 6.05 5.91
MM S&P® Mid Cap Index Adm MDKYX -6.04 11.20 -0.62 -8.36 6.43 6.30
MM S&P® Mid Cap Index I MDKZX -5.99 11.56 -0.53 -7.97 6.84 6.69
ProFunds Mid Cap Inv MDPIX -6.05 10.20 -0.97 -9.65 5.03 4.94
ProFunds Mid Cap Svc MDPSX -6.12 9.50 -1.22 -10.53 3.99 3.89
Meridian Contrarian A MFCAX -7.98 8.36 -3.06 -10.82 9.25 7.52
Meridian Contrarian C MFCCX -8.03 7.94 -3.23 -11.37 8.63 ---
Meridian Contrarian Investor MFCIX -7.96 8.61 -3.00 -10.54 9.54 7.81
Shelton S&P Midcap Index K MIDKX -6.03 10.90 -0.65 -8.67 6.46 6.13
Principal MidCap S&P 400 Index Inst MPSIX -5.99 11.51 -0.52 -7.97 6.81 6.65
Invesco Oppenheimer Main Strt Md Cp R5 MSMJX -5.20 --- --- --- --- ---
Meridian Contrarian Legacy MVALX -7.95 8.64 -3.00 -10.50 9.72 7.99
Miller Opportunity IS MVISX -7.01 7.59 -0.32 -21.21 --- ---
Great-West S&P Mid Cap 400® Index L MXBUX -6.10 11.02 -0.72 -8.53 --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX -6.03 11.19 -0.64 -8.36 6.46 6.29
Great-West S&P Mid Cap 400® Index Instl MXNZX -5.99 11.39 -0.52 -8.04 6.82 ---
Columbia Mid Cap Index Inst NMPAX -5.99 11.51 -0.48 -8.01 6.81 6.66
Northern Mid Cap Index NOMIX -5.97 11.47 -0.51 -7.97 6.88 6.72
Columbia Mid Cap Index A NTIAX -6.03 11.33 -0.58 -8.24 6.54 6.39
Nationwide Mid Cap Market Idx Instl Svc NWXQX -6.05 11.22 -0.60 -8.32 --- ---
JPMorgan Intrepid Mid Cap C ODMCX -4.71 11.32 0.21 -6.69 4.87 4.28
Invesco Oppenheimer MainStrt MdCp C OPMCX -5.28 16.98 1.31 -4.46 5.99 4.14
Invesco Oppenheimer MainStrt MdCp R6 OPMIX -5.17 17.87 1.61 -3.34 7.23 5.37
Invesco Oppenheimer MainStrt MdCp R OPMNX -5.22 17.38 1.42 -3.98 6.52 4.66
Invesco Oppenheimer MainStrt MdCp A OPMSX -5.21 17.53 1.46 -3.75 6.79 4.92
Invesco Oppenheimer MainStrt MdCp Y OPMYX -5.19 17.71 1.52 -3.51 7.05 5.18
Pacific Advisors Mid Cap Value A PAMVX -15.60 -0.65 -9.59 -27.63 -0.26 -6.62
Parnassus Mid-Cap PARMX -2.97 20.06 3.68 7.67 9.76 9.43
JPMorgan Intrepid Mid Cap A PECAX -4.65 11.71 0.34 -6.20 5.42 4.87
Principal EDGE MidCap Institutional PEDGX -3.90 17.20 2.63 0.51 8.81 ---
Principal EDGE MidCap R-6 PEDMX -3.96 17.33 2.62 0.67 --- ---
Principal EDGE MidCap A PEMCX -3.97 17.03 2.56 --- --- ---
BNY Mellon MidCap Index Inv PESPX -6.02 11.20 -0.59 -8.31 6.53 6.40
T. Rowe Price Extended Equity Market Idx PEXMX -5.92 13.39 -0.29 -7.44 8.61 6.76
Parnassus Mid Cap Institutional PFPMX -2.96 20.17 3.70 7.91 10.00 ---
Principal MidCap S&P 400 Index R-6 PMAPX -5.99 11.58 -0.47 -7.94 --- ---
Principal MidCap S&P 400 Index J PMFJX -5.97 11.43 -0.54 -8.14 6.60 6.39
Principal MidCap S&P 400 Index R3 PMFMX -6.03 11.15 -0.62 -8.43 6.28 6.10
Principal MidCap S&P 400 Index R2 PMFNX -6.04 11.03 -0.66 -8.63 6.07 5.91
Principal MidCap S&P 400 Index R5 PMFPX -6.00 11.43 -0.56 -8.13 6.60 6.43
Principal MidCap S&P 400 Index R4 PMFSX -6.00 11.35 -0.56 -8.23 6.48 6.31
Principal MidCap S&P 400 Index R1 PMSSX -6.06 10.94 -0.69 -8.70 5.94 5.78
Pacific Advisors Mid Cap Value C PMVCX -15.67 -1.15 -9.78 -28.15 -1.00 -7.33
Prospector Opportunity POPFX -4.10 15.32 0.90 2.73 10.11 9.21
PGIM QMA Mid-Cap Core Equity R6 PQCCX -6.05 8.84 -1.27 -11.80 --- ---
Putnam Equity Spectrum A PYSAX -9.61 6.10 -2.72 -18.05 0.36 -2.86
Putnam Equity Spectrum C PYSCX -9.68 5.59 -2.93 -18.68 -0.39 -3.59
Putnam Equity Spectrum M PYSMX -9.61 5.77 -2.85 -18.44 -0.13 -3.34
Putnam Equity Spectrum B PYSOX -9.66 5.58 -2.92 -18.67 -0.39 -3.59
Putnam Equity Spectrum R PYSRX -9.63 5.94 -2.78 -18.27 0.11 -3.11
Putnam Equity Spectrum Y PYSYX -9.59 6.29 -2.67 -17.86 0.61 -2.62
Quantified All-Cap Equity Advisor QACAX -3.76 0.35 -0.11 -16.93 3.29 ---
Quantified All-Cap Equity Investor QACFX -3.70 0.80 0.00 -16.34 3.95 2.82
Schwartz Value Focused RCMFX -6.54 7.03 -2.54 -9.68 5.22 0.28
Royce Dividend Value Institutional RDIIX -6.78 13.68 1.05 -5.76 7.16 4.46
Royce Dividend Value Consultant RDVCX -6.94 13.01 0.96 -6.69 5.94 3.33
Royce Dividend Value Invmt RDVIX -6.96 13.67 1.04 -5.71 7.04 4.40
Victory RS Investors C RIVCX -5.28 16.68 -1.33 -0.79 7.43 4.33
Victory RS Investors R RSIKX -5.21 16.77 -1.31 -0.62 7.58 4.51
Victory RS Investors A RSINX -5.15 17.23 -1.18 -0.02 8.24 5.10
Victory RS Investors Y RSIYX -5.10 17.46 -1.08 0.34 8.56 5.41
Victory RS Value A RSVAX -4.15 18.39 0.50 1.74 8.93 5.80
Victory RS Value R RSVKX -4.21 18.13 0.40 1.35 8.51 5.38
Victory RS Value Y RSVYX -4.13 18.58 0.57 1.97 9.20 6.04
Victory RS Value C RVACX -4.18 17.81 0.33 0.97 8.12 4.99
Redwood Activist Leaders I RWLIX -12.00 0.35 -7.31 -20.57 --- ---
Redwood Activist Leaders N RWLNX -12.06 -0.17 -7.35 -21.01 --- ---
Royce Dividend Value Svc RYDVX -6.90 13.52 1.17 -5.94 6.76 4.13
ClearBridge Mid Cap A SBMAX -4.58 18.69 2.20 0.62 7.20 5.87
ClearBridge Mid Cap C SBMLX -4.65 18.19 2.05 -0.04 6.47 5.14
Wells Fargo Common Stock Inst SCNSX -6.19 15.19 -0.23 -2.24 8.89 6.70
Wells Fargo Common Stock A SCSAX -6.22 14.85 -0.35 -2.68 8.45 6.28
Wells Fargo Common Stock Admin SCSDX -6.22 15.03 -0.34 -2.49 8.63 6.44
Wells Fargo Common Stock R6 SCSRX -6.21 15.15 -0.28 -2.27 8.90 6.72
SEI Mid-Cap F (SIMT) SEMCX -6.27 10.10 -1.67 -8.18 6.62 6.53
SEI Mid-Cap Y (SIMT) SFDYX -6.23 10.27 -1.57 -7.94 6.89 ---
SEI Mid-Cap I (SIMT) SIPIX -6.28 9.94 -1.73 -8.38 6.38 6.30
Saratoga Large Capitalization Value I SLCVX -4.69 18.81 1.03 -1.43 4.22 1.46
Saratoga Large Capitalization Value C SLVCX -4.76 18.07 0.74 -2.45 3.17 0.47
Saratoga Large Capitalization Value A SLVYX -4.66 18.53 0.92 -1.82 3.81 1.06
ClearBridge Mid Cap I SMBYX -4.54 18.94 2.30 0.95 7.55 6.23
ClearBridge Mid Cap 1 SMCPX -4.54 18.96 2.28 0.96 7.55 6.21
Hartford Schroders US MidCap Opps I SMDIX -4.35 14.45 1.52 -1.97 7.50 8.04
Sterling Capital SMID OpportunitiesInstl SMDOX -2.65 23.73 4.29 5.66 --- ---
Sterling Capital SMID Opportunities A SMDPX -2.73 23.53 4.23 5.35 --- ---
Sterling Capital SMID Opportunities C SMDQX -2.78 22.85 3.97 4.49 --- ---
Hartford Schroders US MidCap Opps SDR SMDRX -4.28 14.50 1.58 -1.81 7.60 ---
Hartford Schroders US MidCap Opps A SMDVX -4.33 14.30 1.51 -2.17 7.22 7.75
Saratoga Mid Capitalization I SMIPX -2.15 18.05 1.70 -4.71 4.40 3.09
Saratoga Mid Capitalization A SPMAX -2.22 17.69 1.51 -5.07 3.99 2.67
Saratoga Mid Capitalization C SPMCX -2.37 17.24 1.35 -5.66 3.37 2.09
Shelton S&P Midcap Index Direct SPMIX -6.02 11.20 -0.55 -8.21 6.99 6.66
AMG SouthernSun US Equity N SSEFX -10.86 5.56 -6.72 -19.29 -3.59 -3.14
AMG SouthernSun US Equity I SSEIX -10.91 5.58 -6.75 -19.18 -3.37 -2.91
Sterling Capital Stratton MdCp Val Instl STRGX -3.00 13.60 1.55 -4.10 7.43 5.31
Sterling Capital Stratton MdCp Val A STRLX -3.03 13.42 1.49 -4.33 7.16 ---
Sterling Capital Stratton MdCp Val C STRNX -3.10 12.90 1.30 -4.99 6.37 ---
Wells Fargo Common Stock C STSAX -6.31 14.25 -0.56 -3.40 7.62 5.48
Schwab ® US Mid-Cap Index SWMCX -5.45 16.65 0.82 -0.70 --- ---
Thompson MidCap THPMX -5.52 14.30 -1.88 -11.80 2.53 3.03
Timothy Plan Large/Mid Cap Value A TLVAX -5.40 13.38 0.06 -1.78 7.39 5.61
Timothy Plan Large/Mid Cap Value C TLVCX -5.45 12.84 -0.14 -2.53 6.58 4.82
Touchstone Mid Cap A TMAPX -4.56 19.86 3.33 4.52 11.94 9.42
Touchstone Mid Cap C TMCJX -4.65 19.24 3.13 3.71 11.08 8.59
Touchstone Mid Cap Y TMCPX -4.54 20.06 3.41 4.78 12.22 9.69
Touchstone Mid Cap Z TMCTX -4.57 19.85 3.32 4.53 11.92 9.41
Touchstone Mid Cap Institutional TMPIX -4.53 20.13 3.43 4.85 12.29 9.76
Thrivent Mid Cap Stock S TMSIX -6.39 10.92 -1.16 -6.42 10.16 9.15
Timothy Plan Large/Mid Cap Value I TMVIX -5.35 13.51 0.11 -1.56 7.66 5.86
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX -4.08 16.81 2.31 -3.57 8.81 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX -4.06 17.20 2.45 -3.12 9.30 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX -4.13 16.96 2.38 -3.40 9.10 ---
Thomas White American Opportunities Inv TWAOX -5.67 14.91 0.18 -1.28 7.27 6.11
Carillon Scout Mid Cap I UMBMX -5.61 11.41 -0.34 -5.69 10.45 8.08
USAA Extended Market Index USMIX -5.76 13.57 -0.38 -7.40 8.52 6.47
Vanguard Extended Market Index InstlPlus VEMPX -5.75 13.99 -0.19 -6.93 8.94 6.99
Vanguard Extended Market Index Admiral VEXAX -5.75 13.97 -0.20 -6.96 8.92 6.96
Vanguard Extended Market Index Investor VEXMX -5.76 13.89 -0.23 -7.07 8.78 6.82
Vanguard US Multifactor Admiral™ VFMFX -6.80 6.22 -1.66 -12.84 --- ---
Vanguard Extended Market Index Instl VIEIX -5.75 13.99 -0.20 -6.94 8.93 6.98
Vanguard Mid Cap Index Admiral VIMAX -5.42 17.32 1.08 -0.03 8.85 7.78
Vanguard Mid Cap Index Investor VIMSX -5.43 17.22 1.05 -0.15 8.72 7.65
Vanguard Mid Cap Index Institutional VMCIX -5.41 17.35 1.11 -0.01 8.86 7.79
Vanguard Mid Cap Index InstitutionalPlus VMCPX -5.42 17.34 1.09 0.00 8.87 7.80
VALIC Company II Mid Cap Value VMCVX -4.73 13.82 0.42 -5.90 5.34 4.56
VALIC Company I Mid Cap Index VMIDX -5.97 11.38 -0.58 -8.18 6.72 6.59
Voya Mid Cap Research Enhanced Index P3 VMRPX -6.70 10.91 -1.31 -9.19 --- ---
Natixis Vaughan Nelson Value Opp A VNVAX -2.24 17.86 1.54 -4.34 4.57 3.26
Natixis Vaughan Nelson Value Opp C VNVCX -2.33 17.30 1.37 -5.01 3.80 2.49
Natixis Vaughan Nelson Value Opp N VNVNX -2.26 18.14 1.62 -3.97 4.94 3.63
Natixis Vaughan Nelson Value Opp Y VNVYX -2.26 18.05 1.62 -4.07 4.84 3.53
Voya Russell Mid Cap Index P2 VRMPX -5.53 16.58 0.74 -0.74 --- ---
Vanguard Extended Market Index Instl Sel VSEMX -5.75 14.00 -0.20 -6.92 8.98 ---
Vanguard Strategic Equity Inv VSEQX -5.05 12.81 0.23 -9.35 7.26 6.31
Vanguard S&P Mid-Cap 400 Index I VSPMX -5.97 11.56 -0.50 -7.90 6.98 6.83
Virtus Horizon Wealth Masters A VWMAX -7.34 9.30 -1.97 -11.59 4.88 3.25
Virtus Horizon Wealth Masters C VWMCX -7.40 8.76 -2.19 -12.28 4.10 2.47
Virtus Horizon Wealth Masters I VWMIX -7.28 9.44 -1.90 -11.36 5.14 3.51
Walden Midcap WAMFX -5.58 14.13 0.45 1.88 10.05 9.04
Walden SMID Cap WASMX -5.64 12.76 0.65 -2.16 10.03 8.51
Weitz Hickory WEHIX -4.01 20.89 1.27 3.54 4.98 3.46
Westwood SMidCap Institutional WHGMX -3.75 14.10 1.44 -5.74 6.07 3.88
Westwood SMidCap Plus Institutional WHGPX -3.13 18.38 2.78 -1.86 6.53 4.53
JPMorgan Intrepid Mid Cap R3 WOOOX -4.62 11.72 0.34 -6.18 --- ---
JPMorgan Intrepid Mid Cap I WOOPX -4.60 11.86 0.43 -5.96 5.70 5.14
JPMorgan Intrepid Mid Cap R4 WOOQX -4.62 11.85 0.37 -5.98 --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX -4.60 12.05 0.48 -5.74 5.95 ---
Yorktown Mid-Cap A YWBAX -5.86 2.25 -2.41 -25.58 -6.86 ---
Yorktown Mid-Cap Institutional YWBIX -5.82 2.51 -2.26 -25.34 -6.57 ---
Yorktown Mid-Cap L YWBLX -5.99 1.76 -2.59 -26.17 -7.50 ---
Content Partners