Mid-Cap Blend: Total Returns

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Data through 8/17/2017. 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 -3.35 4.02 1.08 10.02 5.43 11.66
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX -3.62 3.40 2.06 9.95 --- ---
Thrivent Mid Cap Stock A AASCX -4.99 4.00 0.92 19.02 11.30 16.08
Cavanal Mid Cap Core Equity A AAWVX -2.83 3.00 1.28 --- --- ---
American Century Adaptive All Cap R ACMEX -1.43 6.29 2.99 9.96 7.12 12.32
American Century Adaptive All Cap Adv ACMFX -1.37 6.48 3.11 10.28 7.40 12.60
American Century Adaptive All Cap I ACMHX -1.34 6.80 3.21 10.75 7.88 13.11
American Century Adaptive All Cap R6 ACMMX -1.37 6.88 3.22 --- --- ---
American Century Adaptive All Cap Inv ACMNX -1.40 6.63 3.13 10.50 7.67 12.89
American Century Adaptive All Cap R5 ACMUX -1.34 --- 3.21 --- --- ---
Cavanal Mid Cap Core Equity C ACWVX -3.58 2.40 0.69 --- --- ---
Voya Mid Cap Research Enhanced Index A AIMAX -4.81 1.59 -0.18 9.35 4.85 9.98
Voya Mid Cap Research Enhanced Index I AIMIX -4.74 1.73 -0.12 9.65 5.11 10.29
Voya Mid Cap Research Enhanced Index R AIMRX -4.83 1.43 -0.30 9.06 4.58 9.69
Voya Mid Cap Research Enhanced Index W AIMWX -4.75 1.79 -0.12 9.68 5.13 10.26
Cavanal Mid Cap Core Equity Instl AIWVX -2.84 2.94 1.41 --- --- ---
Voya Mid Cap Research Enhanced Index C APMCX -4.86 1.24 -0.39 8.75 4.32 9.42
Cavanal Mid Cap Core Equity Investor APWVX -2.85 2.94 1.32 --- --- ---
First Trust AQA Equity A AQAAX -2.55 6.64 5.67 17.79 --- ---
First Trust AQA Equity C AQACX -2.63 6.16 5.47 16.91 --- ---
First Trust AQA Equity I AQAIX -2.57 6.81 5.74 18.05 --- ---
Invesco Endeavor A ATDAX -4.82 3.40 0.17 16.28 4.77 9.99
Invesco Endeavor B ATDBX -4.87 2.93 0.00 15.41 4.00 9.17
Invesco Endeavor C ATDCX -4.87 2.93 0.00 15.40 3.99 9.16
Invesco Endeavor R6 ATDFX -4.77 3.67 0.26 16.78 5.27 ---
Invesco Endeavor R5 ATDIX -4.79 3.63 0.26 16.67 5.17 10.39
Invesco Endeavor R ATDRX -4.84 3.24 0.11 15.97 4.50 9.72
Invesco Endeavor Y ATDYX -4.78 3.58 0.21 16.53 5.03 10.26
Ave Maria Value AVEMX -0.84 5.28 2.81 10.54 0.78 6.11
Barrow Value Opportunity Institutional BALIX -3.48 3.22 0.00 5.29 4.85 11.10
Bridge Builder Small/Mid Cap Value BBVSX -3.98 0.84 0.37 9.71 --- ---
The Texas I BIGTX -6.05 -5.27 -2.76 3.62 -3.65 ---
MFS Blended Research Mid Cap Eq B BMSBX -2.20 6.94 3.45 --- --- ---
MFS Blended Research Mid Cap Eq C BMSDX -2.20 6.94 3.45 --- --- ---
MFS Blended Research Mid Cap Eq A BMSFX -2.19 7.43 3.63 --- --- ---
MFS Blended Research Mid Cap Eq I BMSLX -2.11 7.62 3.72 --- --- ---
MFS Blended Research Mid Cap Eq R1 BMSRX -2.20 6.94 3.45 --- --- ---
MFS Blended Research Mid Cap Eq R2 BMSSX -2.20 7.23 3.54 --- --- ---
MFS Blended Research Mid Cap Eq R3 BMSTX -2.19 7.43 3.63 --- --- ---
MFS Blended Research Mid Cap Eq R4 BMSVX -2.11 7.62 3.72 --- --- ---
MFS Blended Research Mid Cap Eq R6 BMSYX -2.19 7.52 3.62 --- --- ---
Bridgeway Aggressive Investors 1 BRAGX -4.43 2.41 1.65 13.76 5.14 13.46
iShares Russell Mid-Cap Index Inv A BRMAX -2.71 6.26 1.79 9.90 --- ---
iShares Russell Mid-Cap Index Instl BRMIX -2.66 6.40 1.83 10.13 --- ---
iShares Russell Mid-Cap Index K BRMKX -2.58 6.49 1.91 10.24 --- ---
Catalyst Buyback Strategy A BUYAX -2.24 9.09 4.16 16.01 7.68 ---
Catalyst Buyback Strategy C BUYCX -2.28 8.65 3.96 15.25 6.88 ---
Catalyst Buyback Strategy I BUYIX -2.15 9.25 4.24 16.35 7.93 ---
Bullfinch Greater Western New York BWNYX -3.78 -2.65 -0.43 1.32 2.99 8.92
Cambiar SMID Investor CAMMX -3.44 2.25 0.52 14.99 3.60 12.60
Cambiar SMID Institutional CAMUX -3.44 2.32 0.59 15.03 --- ---
Calvert Capital Accumulation C CCACX -3.56 2.39 0.04 7.47 2.45 7.42
Calvert Capital Accumulation A CCAFX -3.50 2.86 0.22 8.26 3.24 8.25
Calvert Capital Accumulation Y CCAYX -3.50 3.01 0.28 8.52 3.49 8.49
Calvert Capital Accumulation I CCPIX -3.49 3.09 0.30 8.63 3.74 8.83
Clarkston Partners Founders CFSMX -0.33 4.11 1.88 8.48 --- ---
Clarkston Founders Institutional CIMDX -1.34 --- 0.49 --- --- ---
Clarkston Partners Institutional CISMX -0.25 4.02 1.89 8.36 --- ---
Columbia Mid Cap Index Y CMDYX -4.00 --- 0.52 --- --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX -3.28 6.93 1.26 12.50 --- ---
Calvert US Mid Cap Core Rspnb Idx C CMJCX -3.35 6.45 1.05 11.68 --- ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX -3.26 7.19 1.34 12.90 --- ---
Calvert US Mid Cap Core Rspnb Idx Y CMJYX -3.28 7.13 1.30 12.80 --- ---
Columbia Mid Cap Index R5 CPXRX -3.98 2.95 0.51 10.86 8.19 ---
CRM Small/Mid Cap Value Inst CRIAX -3.80 1.98 0.98 8.45 4.05 10.12
CRM Mid Cap Value Instl CRIMX -2.64 7.50 2.25 11.12 8.17 12.67
CRM Small/Mid Cap Value Inv CRMAX -3.80 1.80 0.85 8.19 3.81 9.86
CRM Mid Cap Value Inv CRMMX -2.68 7.32 2.14 10.81 7.95 12.43
13D Activist A DDDAX -5.41 6.37 -1.19 13.88 5.77 13.79
13D Activist C DDDCX -5.45 5.89 -1.35 13.04 4.99 ---
13D Activist I DDDIX -5.38 6.56 -1.12 14.10 6.03 14.09
DFA CSTG&E US Social Core Equity 2 DFCUX -2.48 4.09 2.02 14.10 7.18 12.56
DFA US Core Equity 2 I DFQTX -2.46 5.23 2.33 13.13 7.40 13.35
DFA T.A. US Core Equity 2 I DFTCX -2.45 5.24 2.25 13.21 7.61 13.43
DFA US Social Core Equity 2 Portfolio DFUEX -2.69 4.75 2.12 13.67 6.73 12.73
Dreyfus Opportunistic Midcap Value A DMCVX -3.21 2.23 1.61 11.15 3.93 12.03
Dreyfus Opportunistic Midcap Value Y DMCYX -3.15 2.51 1.73 11.57 4.35 ---
Dreyfus Mid Cap Index I DMIDX -3.98 2.92 0.50 --- --- ---
Dreyfus Active MidCap C DNLCX -2.97 3.20 1.23 8.84 6.38 12.55
Dreyfus Active MidCap A DNLDX -2.90 3.75 1.44 9.73 7.29 13.52
Dreyfus Active MidCap I DNLRX -2.89 3.90 1.50 9.99 7.51 13.74
Dreyfus Active MidCap Y DNLYX -2.87 3.93 1.52 10.08 --- ---
Dreyfus Structured Midcap A DPSAX -3.55 3.22 1.84 12.72 6.64 12.77
Dreyfus Structured Midcap C DPSCX -3.63 2.73 1.65 11.87 5.86 11.95
Dreyfus Structured Midcap I DPSRX -3.54 3.38 1.90 13.00 6.90 13.05
Dreyfus Structured MidCap Y DPSYX -3.54 3.44 1.91 13.14 7.05 ---
Dreyfus Small Cap Equity A DSEAX -4.87 -0.37 -0.83 9.19 4.99 10.73
Dreyfus Small Cap Equity C DSECX -4.91 -0.86 -1.01 8.34 4.13 9.83
Dreyfus Small Cap Equity I DSERX -4.86 -0.24 -0.78 9.43 5.24 11.01
Destinations Small-Mid Cap Equity I DSMFX -4.36 --- 0.80 --- --- ---
Dreyfus Opportunistic Midcap Value C DVLCX -3.30 1.77 1.42 10.31 3.16 11.19
Dreyfus Opportunistic Midcap Value I DVLIX -3.19 2.42 1.67 11.45 4.23 12.31
Gabelli Entpr Mergers & Acquisitions AAA EAAAX -1.28 1.81 0.90 6.33 4.05 5.89
Gabelli Entpr Mergers & Acquisitions A EMAAX -1.30 1.62 0.77 6.04 3.82 5.67
Gabelli Entpr Mergers & Acquisitions C EMACX -1.34 1.30 0.68 5.49 3.24 5.10
Gabelli Entpr Mergers & Acquisitions T EMATX -1.30 --- --- --- --- ---
Gabelli Entpr Mergers & Acquisitions Y EMAYX -1.29 1.93 0.92 6.53 4.27 6.15
FAM Equity-Income Investor FAMEX -3.81 1.69 -1.74 10.12 9.16 11.90
First Eagle Fund of America Y FEAFX -3.88 7.99 -0.81 7.49 1.46 9.45
First Eagle Fund of America I FEAIX -3.88 8.18 -0.73 7.79 1.75 ---
First Eagle Fund of America C FEAMX -3.95 7.43 -1.02 6.64 0.68 8.62
First Eagle Fund of America A FEFAX -3.89 7.96 -0.83 7.47 1.45 9.44
First Eagle Fund of America R6 FEFRX -3.85 --- -0.73 --- --- ---
Federated MDT Mid Cap Growth A FGSAX -2.53 8.74 1.31 15.34 6.71 13.18
Federated MDT Mid Cap Growth B FGSBX -2.61 8.21 1.13 14.48 5.90 12.33
Federated MDT Mid Cap Growth C FGSCX -2.59 8.22 1.14 14.49 5.91 12.34
Federated MDT Mid Cap Growth Instl FGSIX -2.52 8.90 1.39 15.61 6.97 13.46
Federated MDT Mid Cap Growth R6 FGSKX -2.51 8.89 1.39 15.60 6.44 12.80
First Investors Opportunity B FIMBX -4.06 5.06 0.89 9.18 4.19 11.58
First Investors Opportunity A FIUSX -3.99 5.57 1.08 9.99 4.99 12.43
First Investors Opportunity Adv FIVUX -3.95 5.78 1.22 10.36 5.31 ---
First Investors Opportunity Instl FIVVX -3.93 5.84 1.22 10.48 5.43 ---
Fidelity® Flex Mid Cap Index FLAPX -2.66 --- 1.89 --- --- ---
JPMorgan Mid Cap Value L FLMVX -2.17 5.14 2.41 10.23 8.37 13.35
Federated Mid-Cap Index R6 FMCLX -3.97 2.95 0.47 --- --- ---
Federated Mid-Cap Index Instl FMCRX -3.97 2.95 0.47 10.91 8.15 13.19
Federated Mid-Cap Index Svc FMDCX -4.00 2.78 0.41 10.63 7.88 12.91
Fidelity® Mid Cap Enhanced Index FMEIX -3.30 4.62 1.66 10.82 7.46 13.83
FMI Common Stock FMIMX -3.33 3.33 0.93 12.69 5.77 10.84
FMI Common Stock Institutional FMIUX -3.33 3.37 0.93 --- --- ---
Frank Value C FNKCX -0.08 -0.25 0.50 -1.87 -0.02 6.47
Frank Value Instl FNKIX 0.00 0.39 0.70 -0.86 0.99 7.56
Frank Value Inv FRNKX -0.08 0.16 0.63 -1.17 0.72 7.26
Fidelity® Mid Cap Index Premium FSCKX -2.63 6.46 1.86 10.15 7.59 13.44
Fidelity® Mid Cap Index Investor FSCLX -2.64 6.41 1.86 10.03 7.45 13.29
Fidelity® Extended Market Index Investor FSEMX -3.47 4.85 1.75 12.62 6.98 12.89
Fidelity® Extended Market Index Premium FSEVX -3.46 4.87 1.77 12.65 7.02 12.92
Fidelity® Extended Market Index InstlPrm FSMAX -3.46 4.90 1.77 12.71 7.03 12.94
Fidelity® Mid Cap Index Instl Prem FSMDX -2.63 6.47 1.88 10.18 7.63 13.47
Fidelity® Mid Cap Index Institutional FSTPX -2.68 6.46 1.87 10.16 7.60 13.45
Fidelity® SAI Small-Mid Cap 500 Index FZFLX -2.90 5.04 1.75 9.89 --- ---
Gabelli Value 25 A GABVX -0.25 9.48 5.11 10.06 3.65 9.55
Gotham Enhanced Return Institutional GENIX -0.68 4.13 2.34 9.61 3.57 ---
Nationwide Mid Cap Market Idx C GMCCX -4.10 2.15 0.18 9.55 6.95 11.91
Goldman Sachs Small/Mid Cap Value R6 GMCUX -3.40 1.16 0.25 10.39 --- ---
Glenmede Mid Cap Equity Advisor GMQAX -5.42 -0.26 -0.10 7.65 --- ---
Goldman Sachs Small/Mid Cap Value A GMVAX -3.44 0.92 0.17 9.87 5.21 ---
Goldman Sachs Small/Mid Cap Value C GMVCX -3.50 0.42 0.00 9.13 4.46 ---
Goldman Sachs Small/Mid Cap Value IR GMVIX -3.42 1.08 0.25 10.19 5.46 ---
Goldman Sachs Small/Mid Cap Value R GMVRX -3.44 0.75 0.17 9.73 4.97 ---
Nationwide Mid Cap Market Idx A GMXAX -4.04 2.59 0.33 10.32 7.69 12.64
Nationwide Mid Cap Market Idx R6 GMXIX -4.03 2.82 0.43 10.74 8.14 13.10
Nationwide Mid Cap Market Idx R GMXRX -4.03 2.43 0.28 10.06 7.39 12.41
Goldman Sachs Small/Mid Cap Value Instl GSMVX -3.40 1.16 0.33 10.38 5.69 ---
Invesco Mid Cap Core Equity B GTABX -3.74 4.93 -0.14 6.93 2.96 8.67
Invesco Mid Cap Core Equity C GTACX -3.75 4.88 -0.14 6.96 2.95 8.67
Invesco Mid Cap Core Equity R6 GTAFX -3.64 5.72 0.16 8.22 4.22 ---
Invesco Mid Cap Core Equity A GTAGX -3.70 5.45 0.04 7.76 3.74 9.49
Invesco Mid Cap Core Equity R GTARX -3.75 5.25 -0.05 7.49 3.47 9.21
Invesco Mid Cap Core Equity R5 GTAVX -3.68 5.67 0.12 8.15 4.12 9.90
Invesco Mid Cap Core Equity Y GTAYX -3.68 5.60 0.09 8.05 4.00 9.76
Aberdeen US Mid Cap Equity A GUEAX -2.90 8.98 1.81 11.31 --- ---
Aberdeen US Mid Cap Equity C GUECX -3.01 8.40 1.57 10.43 --- ---
Aberdeen US Mid Cap Equity Institutional GUEIX -2.82 9.15 1.89 11.50 --- ---
Aberdeen US Mid Cap Equity R GUERX -2.91 8.72 1.73 10.93 --- ---
Aberdeen US Mid Cap Equity Instl Svc GUESX -2.82 9.15 1.89 11.50 --- ---
Gabelli Value 25 AAA GVCAX -0.25 9.45 5.13 10.09 3.67 9.55
Gabelli Value 25 C GVCCX -0.31 8.92 4.91 9.30 2.89 8.74
Gabelli Value 25 I GVCIX -0.19 9.77 5.24 10.53 3.98 9.86
Gabelli Value 25 T GVCTX -0.25 --- --- --- --- ---
Government Street Mid-Cap GVMCX -2.23 8.94 2.99 13.36 9.40 12.83
Gabelli Focus Five A GWSAX -1.58 13.46 5.99 7.05 0.14 8.42
Gabelli Focus Five C GWSCX -1.59 12.94 5.90 6.30 -0.59 7.63
Gabelli Focus Five I GWSIX -1.55 13.64 6.11 7.32 0.39 8.69
Gabelli Focus Five T GWSTX -1.60 --- --- --- --- ---
Gabelli Focus Five AAA GWSVX -1.53 13.52 6.05 7.05 0.17 8.43
Hartford MidCap Value HLS IB HBMVX -3.05 1.51 1.85 8.50 4.95 11.82
Hennessy Cornerstone Growth Investor HFCGX -4.48 -1.11 1.79 3.48 4.76 10.77
Hartford Schroders US S/M-Cap Opps C HFDCX -3.67 3.24 -0.22 --- --- ---
Hartford Schroders US S/M-Cap Opps F HFDFX -3.64 --- 0.00 --- --- ---
Hartford Schroders US S/M-Cap Opps R3 HFDRX -3.65 3.46 -0.15 --- --- ---
Hartford Schroders US S/M-Cap Opps R4 HFDSX -3.71 3.69 -0.07 --- --- ---
Hartford Schroders US S/M-Cap Opps R5 HFDTX -3.64 3.77 0.00 --- --- ---
Hartford Schroders US S/M-Cap Opps Y HFDYX -3.64 3.84 0.00 --- --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX -4.30 3.74 1.40 6.29 3.89 10.81
Hennessy Cornerstone Growth Inst HICGX -4.49 -0.89 1.89 3.85 5.04 11.07
Hennessy Cornerstone Mid Cap 30 Instl HIMDX -4.24 4.01 1.52 6.73 4.22 11.15
Hartford MidCap Value A HMVAX -3.08 1.47 1.83 8.31 4.74 11.51
Hartford MidCap Value B HMVBX -3.12 0.92 1.59 7.45 3.86 10.60
Hartford MidCap Value C HMVCX -3.13 1.00 1.60 7.56 3.98 10.72
Hartford MidCap Value F HMVFX -2.99 --- 1.96 --- --- ---
Hartford MidCap Value HLS IA HMVIX -3.02 1.67 1.92 8.79 5.21 12.10
Hartford MidCap Value I HMVJX -3.00 1.61 1.89 8.51 5.04 11.86
Hartford MidCap Value R3 HMVRX -3.06 1.27 1.74 8.02 4.47 11.22
Hartford MidCap Value R4 HMVSX -3.08 1.51 1.78 8.36 4.78 11.58
Hartford MidCap Value R5 HMVTX -3.04 1.69 1.89 8.71 5.11 11.91
Hartford MidCap Value Y HMVYX -3.03 1.69 1.89 8.78 5.20 12.03
Voya Mid Cap Research Enhanced Index O IDMOX -4.79 1.58 -0.24 9.31 4.84 9.97
Voya Russell Mid Cap Index Port I IIRMX -2.72 6.23 1.81 9.74 7.20 13.05
VY® JPMorgan Mid Cap Value A IJMAX -2.22 4.92 2.37 10.04 7.84 12.78
VY® JPMorgan Mid Cap Value I IJMIX -2.16 5.32 2.57 10.62 8.39 13.36
VY® JPMorgan Mid Cap Value S IJMSX -2.18 5.11 2.44 10.29 8.12 13.07
VY® JPMorgan Mid Cap Value S2 IJPMX -2.17 5.04 2.43 10.16 7.96 12.91
IMS Capital Value IMSCX -4.64 1.86 -2.00 2.35 3.63 8.69
Poplar Forest Outliers Institutional IPFOX -6.01 -5.70 -2.99 -2.55 --- ---
Voya Index Plus MidCap Port I IPMIX -4.76 1.84 -0.10 9.82 7.47 12.55
Voya Index Plus MidCap Port S IPMSX -4.79 1.69 -0.20 9.57 7.20 12.27
Voya Russell Mid Cap Index Port A IRMAX -2.73 5.87 1.64 9.23 6.67 12.49
Voya Russell Mid Cap Index Port S IRMCX -2.75 6.04 1.68 9.50 6.93 12.78
Voya Russell Mid Cap Index Port S2 IRMTX -2.72 5.94 1.70 9.36 6.77 12.61
Janus Henderson Contrarian D JACNX -4.28 -2.01 -3.80 6.70 -0.11 10.78
JPMorgan Mid Cap Value A JAMCX -2.20 4.83 2.30 9.72 7.84 12.80
JPMorgan Mid Cap Value C JCMVX -2.26 4.48 2.16 9.15 7.29 12.23
Janus Henderson Contrarian A JCNAX -4.24 -2.07 -3.81 6.51 -0.28 10.57
Janus Henderson Contrarian C JCNCX -4.33 -2.50 -3.97 5.77 -1.01 9.73
Janus Henderson Contrarian S JCNIX -4.25 -2.17 -3.86 6.37 -0.42 10.42
Janus Henderson Contrarian N JCNNX --- --- --- --- --- ---
Janus Henderson Contrarian R JCNRX -4.33 -2.37 -3.94 6.10 -0.68 10.13
Janus Henderson Contrarian I JCONX -4.28 -1.96 -3.74 6.76 -0.04 10.88
JPMorgan Mid Cap Value R3 JMVPX -2.21 4.85 2.31 --- --- ---
JPMorgan Mid Cap Value R4 JMVQX -2.18 4.98 2.36 --- --- ---
JPMorgan Mid Cap Value R5 JMVRX -2.18 5.09 2.38 --- --- ---
JPMorgan Mid Cap Value I JMVSX -2.17 5.00 2.36 9.98 8.11 13.09
JPMorgan Mid Cap Value R6 JMVYX -2.17 5.14 2.41 --- --- ---
JPMorgan Mid Cap Value R2 JMVZX -2.23 4.67 2.22 9.40 7.56 12.51
Johnson Opportunity JOPPX -2.22 4.37 2.74 14.32 7.29 13.44
Janus Henderson Contrarian T JSVAX -4.24 -2.01 -3.80 6.62 -0.18 10.70
Janus Henderson Select Value D JSVDX -2.69 2.92 -0.15 10.88 8.45 10.78
Janus Henderson Select Value S JSVSX -2.70 2.78 -0.22 10.58 8.23 10.44
Janus Henderson Select Value T JSVTX -2.69 2.84 -0.22 10.77 8.37 10.69
JHFunds2 Value NAV JVFNX -3.15 -1.51 -0.89 6.21 2.43 10.22
JHancock Disciplined Value Mid Cap A JVMAX -3.39 4.29 1.69 11.12 9.14 15.03
JHancock Disciplined Value Mid Cap C JVMCX -3.47 3.82 1.49 10.26 8.32 14.17
JHancock Disciplined Value Mid Cap I JVMIX -3.36 4.52 1.77 11.43 9.43 15.36
JHancock Disciplined Value Mid Cap R6 JVMRX -3.36 4.57 1.81 11.52 9.54 15.46
JHancock Disciplined Value Mid Cap R2 JVMSX -3.42 4.25 1.68 10.97 8.99 14.89
JHancock Disciplined Value Mid Cap R4 JVMTX -3.36 4.38 1.72 11.24 9.27 ---
JHancock Disciplined Value Mid Cap Adv JVMVX -3.40 4.35 1.70 11.14 9.12 14.99
Janus Henderson Select Value A JVSAX -2.70 2.78 -0.22 10.61 8.21 10.53
Janus Henderson Select Value C JVSCX -2.76 2.27 -0.38 9.82 7.32 9.66
Janus Henderson Select Value I JVSIX -2.69 2.92 -0.15 10.94 8.51 10.89
Janus Henderson Select Value N JVSNX --- --- --- --- --- ---
Keeley All Cap Value I KACIX -2.80 -0.25 1.52 6.66 1.63 9.57
Keeley All Cap Value A KACVX -2.82 -0.44 1.41 6.38 1.37 9.29
Lord Abbett Mid Cap Stock A LAVLX -3.87 1.43 -0.38 8.17 6.58 11.84
Miller Opportunity A LGOAX -7.46 13.77 1.36 19.90 6.59 20.01
Linde Hansen Contrarian Value A LHVAX -7.08 -5.52 -3.63 -1.90 0.76 6.90
Linde Hansen Contrarian Value I LHVIX -7.07 -5.33 -3.60 -1.67 1.00 7.14
Longleaf Partners Small-Cap LLSCX -2.99 1.46 -2.14 5.80 6.23 12.32
Lord Abbett Mid Cap Stock B LMCBX -3.94 0.97 -0.59 7.37 5.80 11.07
Lord Abbett Mid Cap Stock C LMCCX -3.96 0.97 -0.59 7.37 5.80 11.07
Lord Abbett Mid Cap Stock F LMCFX -3.86 1.54 -0.35 8.36 6.76 12.06
Lord Abbett Mid Cap Stock R6 LMCHX -3.88 1.64 -0.31 8.57 --- ---
Lord Abbett Mid Cap Stock P LMCPX -3.89 1.33 -0.43 7.99 6.42 11.75
Lord Abbett Mid Cap Stock R2 LMCQX -3.90 1.23 -0.46 7.83 6.22 11.51
Lord Abbett Mid Cap Stock R3 LMCRX -3.88 1.30 -0.45 7.93 6.34 11.63
Lord Abbett Mid Cap Stock R4 LMCSX -3.85 1.47 -0.38 8.20 --- ---
Lord Abbett Mid Cap Stock R5 LMCTX -3.86 1.58 -0.35 8.42 --- ---
Lord Abbett Mid Cap Stock I LMCYX -3.86 1.58 -0.35 8.45 6.84 12.17
Miller Opportunity I LMNOX -7.44 13.93 1.43 20.20 6.89 20.34
Miller Opportunity FI LMOFX -7.48 13.69 1.32 19.82 6.54 19.95
Miller Opportunity C LMOPX -7.56 13.19 1.14 18.93 5.76 19.09
Miller Opportunity R LMORX -7.51 13.51 1.26 19.45 6.22 19.59
ClearBridge Mid Cap R LMREX -4.05 3.14 0.23 10.58 6.03 11.85
Lord Abbett Mid Cap Stock F3 LOVLX -3.85 --- -0.31 --- --- ---
Horizon Spin-off & Corp Restructuring A LSHAX 2.29 6.99 8.69 15.82 -1.10 8.71
Horizon Spin-off & Corp Restructuring C LSHCX 2.18 6.50 8.50 14.86 -1.84 7.98
Horizon Spin-off & Corp Restructuring I LSHUX 2.39 7.18 8.76 16.01 -0.85 8.98
ClearBridge Mid Cap IS LSIRX -3.97 3.61 0.42 11.37 6.78 12.64
Leuthold Select Industries LSLTX -2.98 9.28 4.08 14.98 6.92 14.16
Lord Abbett Value Opportunities T LVATX --- --- --- --- --- ---
Lord Abbett Value Opportunities A LVOAX -4.00 0.10 0.88 6.72 6.26 11.83
Lord Abbett Value Opportunities B LVOBX -4.05 -0.34 0.75 5.89 5.47 11.02
Lord Abbett Value Opportunities C LVOCX -4.10 -0.40 0.69 5.89 5.47 11.04
Lord Abbett Value Opportunities F LVOFX -4.03 0.15 0.92 6.82 6.42 12.03
Lord Abbett Value Opportunities F3 LVOOX -3.99 --- 1.00 --- --- ---
Lord Abbett Value Opportunities P LVOPX -4.07 -0.05 0.84 6.48 6.04 11.65
Lord Abbett Value Opportunities R2 LVOQX -4.04 -0.11 0.81 6.37 5.90 11.48
Lord Abbett Value Opportunities R3 LVORX -4.01 -0.05 0.85 6.43 6.00 11.59
Lord Abbett Value Opportunities R4 LVOSX -4.01 0.10 0.88 6.75 --- ---
Lord Abbett Value Opportunities R5 LVOTX -4.00 0.20 0.95 6.93 --- ---
Lord Abbett Value Opportunities R6 LVOVX -4.04 0.30 0.95 7.04 --- ---
Lord Abbett Value Opportunities I LVOYX -4.00 0.25 0.95 6.94 6.53 12.15
Mutual of America Instl Mid-Cap Eq Idx MAMQX -3.97 2.93 0.51 10.90 8.24 13.23
MM S&P® Mid Cap Index A MDKAX -4.03 2.46 0.38 10.09 7.54 12.43
MM S&P® Mid Cap Index R4 MDKFX -3.97 2.54 0.38 10.24 7.65 ---
MM S&P® Mid Cap Index R5 MDKIX -4.00 2.75 0.45 10.62 8.05 12.98
MM S&P® Mid Cap Index Svc MDKSX -4.02 2.61 0.45 10.45 7.91 12.83
MM S&P® Mid Cap Index R3 MDKTX -4.06 2.32 0.30 9.93 7.38 ---
MM S&P® Mid Cap Index Adm MDKYX -4.02 2.61 0.45 10.40 7.81 12.72
MM S&P® Mid Cap Index I MDKZX -3.99 2.82 0.52 10.76 8.17 13.13
ProFunds Mid Cap Inv MDPIX -4.18 1.91 -0.02 9.04 6.49 11.37
ProFunds Mid Cap Svc MDPSX -4.25 1.28 -0.28 7.96 5.42 10.26
Morgan Stanley Inst Insight A MFPHX -2.36 6.87 2.80 16.51 11.41 16.46
Morgan Stanley Inst Insight I MFPIX -2.34 7.12 2.85 16.89 11.78 16.82
Morgan Stanley Inst Insight L MFPLX -2.35 6.52 2.66 15.92 10.84 15.86
Shelton S&P Midcap Index K MIDKX -3.79 2.39 0.65 11.20 7.77 12.55
Principal MidCap S&P 400 Index Inst MPSIX -4.00 2.88 0.49 10.83 8.15 13.09
Morgan Stanley Inst Insight C MSSPX -2.43 6.33 2.53 15.58 --- ---
Great-West S&P Mid Cap 400® Index L MXBUX -3.98 --- 0.36 --- --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX -3.97 2.72 0.43 10.45 7.78 12.71
Great-West S&P Mid Cap 400® Index Instl MXNZX -3.94 2.96 0.54 10.84 --- ---
Nuveen Symphony Mid-Cap Core A NCCAX -3.01 5.38 1.53 8.12 5.35 10.23
Nuveen Symphony Mid-Cap Core C NCCCX -3.07 4.91 1.34 7.31 4.56 9.40
Nuveen Symphony Mid-Cap Core I NCCIX -2.99 5.56 1.59 8.39 5.61 10.50
Neiman Opportunities A NEOMX -1.45 7.69 4.59 13.58 --- ---
Nuveen Symphony Mid-Cap Core R3 NMCRX -3.02 5.24 1.46 7.86 5.11 9.97
Columbia Mid Cap Index Z NMPAX -3.93 2.94 0.51 10.92 8.19 13.15
Northern Mid Cap Index NOMIX -3.96 2.96 0.49 10.94 8.25 13.20
Columbia Mid Cap Index A NTIAX -3.98 2.76 0.47 10.62 7.92 12.87
Nationwide Mid Cap Market Idx Instl Svc NWXQX -3.98 2.79 0.42 --- --- ---
JPMorgan Intrepid Mid Cap C ODMCX -2.54 5.14 2.67 8.69 5.34 12.40
Oppenheimer Main Street Mid Cap B OPMBX -2.97 4.67 0.38 8.92 4.23 10.40
Oppenheimer Main Street Mid Cap C OPMCX -2.95 4.69 0.38 8.93 4.24 10.43
Oppenheimer Main Street Mid Cap I OPMIX -2.89 5.47 0.67 10.20 5.48 ---
Oppenheimer Main Street Mid Cap R OPMNX -2.91 5.04 0.53 9.49 4.77 10.97
Oppenheimer Main Street Mid Cap A OPMSX -2.88 5.19 0.61 9.76 5.04 11.27
Oppenheimer Main Street Mid Cap Y OPMYX -2.89 5.35 0.64 10.02 5.28 11.57
Sterling Capital Mid Value A OVEAX -5.82 2.60 1.08 10.55 6.21 13.03
Sterling Capital Mid Value C OVECX -5.85 2.11 0.89 9.70 5.42 12.20
Sterling Capital Mid Value I OVEIX -5.79 2.79 1.18 10.80 6.47 13.31
Sterling Capital Mid Value R OVERX -5.94 2.43 1.00 10.21 5.84 12.50
Pacific Advisors Mid Cap Value A PAMVX -6.20 -8.83 -3.33 2.58 -9.38 -0.04
Parnassus Mid-Cap PARMX -2.56 6.69 1.99 10.02 9.47 12.52
JPMorgan Intrepid Mid Cap A PECAX -2.48 5.56 2.80 9.34 5.99 13.10
Principal EDGE MidCap Institutional PEDGX -3.80 2.82 0.00 6.33 --- ---
Principal EDGE MidCap R-6 PEDMX -3.56 --- 0.48 --- --- ---
Dreyfus Mid Cap Index Inv PESPX -4.00 2.75 0.42 10.58 7.94 12.88
T. Rowe Price Extended Equity Market Idx PEXMX -3.53 4.83 1.65 12.72 6.99 13.01
Parnassus Mid Cap Institutional PFPMX -2.56 6.85 2.05 10.27 --- ---
Principal MidCap S&P 400 Index R-6 PMAPX -3.96 2.88 0.49 --- --- ---
Principal MidCap S&P 400 Index J PMFJX -3.97 2.80 0.46 10.58 7.84 12.71
Principal MidCap S&P 400 Index R3 PMFMX -3.99 2.58 0.39 10.30 7.60 12.51
Principal MidCap S&P 400 Index R2 PMFNX -4.03 2.47 0.34 10.05 7.39 12.30
Principal MidCap S&P 400 Index R5 PMFPX -3.99 2.75 0.43 10.56 7.92 12.85
Principal MidCap S&P 400 Index R4 PMFSX -3.98 2.72 0.39 10.47 7.78 12.72
Pax Mid Cap Institutional PMIDX -2.78 5.50 1.21 9.00 --- ---
Principal MidCap S&P 400 Index R1 PMSSX -4.05 2.34 0.25 9.90 7.25 12.15
Pacific Advisors Mid Cap Value C PMVCX -6.24 -9.21 -3.47 1.83 -10.05 -0.78
Prudential QMA Mid-Cap Core Equity Q PQCCX -4.19 3.66 0.75 --- --- ---
Pax Mid Cap Individual Investor PWMDX -2.78 5.31 1.21 8.77 --- ---
Putnam Equity Spectrum A PYSAX -7.71 8.37 -2.60 15.97 0.40 10.02
Putnam Equity Spectrum C PYSCX -7.76 7.86 -2.78 15.07 -0.36 9.19
Putnam Equity Spectrum M PYSMX -7.74 8.02 -2.72 15.39 -0.10 9.47
Putnam Equity Spectrum B PYSOX -7.77 7.85 -2.78 15.07 -0.35 9.19
Putnam Equity Spectrum R PYSRX -7.72 8.19 -2.65 15.65 0.15 9.73
Putnam Equity Spectrum Y PYSYX -7.68 8.52 -2.54 16.25 0.66 10.29
Quantified All-Cap Equity Advisor QACAX -1.93 7.29 2.01 13.27 --- ---
Quantified All-Cap Equity Investor QACFX -1.91 7.74 2.08 14.07 5.56 ---
RBC Mid Cap Value A RBMAX -5.53 -2.80 -1.77 5.33 --- ---
RBC Mid Cap Value I RBMVX -5.39 -2.56 -1.69 5.62 4.24 12.17
Rock Oak Core Growth RCKSX -1.84 10.53 3.11 20.69 5.90 11.56
Schwartz Value Focused RCMFX 0.63 2.64 1.42 5.72 -2.21 4.09
Royce Dividend Value Institutional RDIIX -3.61 6.07 1.90 13.28 4.66 ---
Royce Dividend Value Consultant RDVCX -3.61 5.30 1.67 11.91 3.57 ---
Royce Dividend Value Invmt RDVIX -3.70 5.85 1.88 12.96 4.62 10.05
Victory RS Investors C RIVCX -1.30 7.38 4.27 10.33 4.16 12.51
Russell Inv US Mid Cap Equity A RMCAX -3.01 4.83 1.08 11.53 7.24 12.30
Russell Inv US Mid Cap Equity C RMCCX -3.01 4.41 0.96 10.72 6.46 11.47
Russell Inv US Mid Cap Equity S RMCSX -3.00 5.03 1.14 11.75 7.50 12.58
Victory RS Investors R RSIKX -1.29 7.40 4.31 10.42 4.33 12.79
Victory RS Investors A RSINX -1.21 7.84 4.47 11.09 4.91 13.36
Victory RS Investors Y RSIYX -1.26 8.03 4.48 11.39 5.19 13.66
Victory RS Value A RSVAX -1.34 7.87 3.79 12.88 5.61 13.04
Victory RS Value R RSVKX -1.36 7.62 3.67 12.45 5.19 12.59
Victory RS Value Y RSVYX -1.32 8.06 3.86 13.13 5.85 13.30
Victory RS Value C RVACX -1.41 7.38 3.56 12.01 4.79 12.17
Royce Dividend Value Svc RYDVX -3.62 5.80 1.84 12.77 4.38 9.77
ClearBridge Mid Cap A SBMAX -4.05 3.30 0.29 10.83 6.29 12.13
ClearBridge Mid Cap C SBMLX -4.07 2.87 0.12 10.12 5.56 11.36
Wells Fargo Common Stock Inst SCNSX -3.35 3.73 -0.13 10.38 6.04 11.26
Wells Fargo Common Stock A SCSAX -3.39 3.54 -0.22 10.00 5.63 10.83
Wells Fargo Common Stock Admin SCSDX -3.38 3.58 -0.22 10.10 5.78 10.99
Wells Fargo Common Stock R6 SCSRX -3.34 3.81 -0.13 10.45 6.09 ---
SEI Mid-Cap F (SIMT) SEMCX -2.71 5.89 1.97 10.79 8.36 14.01
SEI Mid-Cap Y (SIMT) SFDYX -2.67 6.02 2.03 11.06 --- ---
SEI Mid-Cap I (SIMT) SIPIX -2.71 5.72 1.90 10.55 8.11 13.74
ClearBridge Mid Cap I SMBYX -4.00 3.52 0.40 11.26 6.67 12.55
ClearBridge Mid Cap 1 SMCPX -4.01 3.51 0.36 11.23 6.62 12.41
Hartford Schroders US S/M-Cap Opps I SMDIX -3.64 3.84 0.00 11.00 9.82 13.83
Sterling Capital SMID OpportunitiesInstl SMDOX -3.82 8.41 1.16 --- --- ---
Sterling Capital SMID Opportunities A SMDPX -3.82 8.33 1.07 --- --- ---
Sterling Capital SMID Opportunities C SMDQX -3.84 7.85 0.99 --- --- ---
Hartford Schroders US S/M-Cap Opps SDR SMDRX -3.63 3.91 0.07 11.16 --- ---
Hartford Schroders US S/M-Cap Opps A SMDVX -3.63 3.75 0.00 10.79 9.55 13.54
Saratoga Mid Capitalization I SMIPX -3.78 1.30 -0.08 5.10 2.62 11.08
Saratoga Mid Capitalization A SPMAX -3.82 1.07 -0.18 4.69 2.20 10.63
Saratoga Mid Capitalization C SPMCX -3.78 0.73 -0.31 4.08 1.67 10.01
Shelton S&P Midcap Index Direct SPMIX -3.74 2.70 0.77 11.77 8.31 13.12
AMG SouthernSun US Equity C SSECX -4.54 -0.08 -1.48 1.28 -1.42 8.39
AMG SouthernSun US Equity N SSEFX -4.54 0.38 -1.29 2.01 -0.69 9.17
AMG SouthernSun US Equity I SSEIX -4.53 0.54 -1.21 2.25 -0.44 9.44
Sterling Capital Stratton MdCp Val Instl STRGX -1.57 7.36 3.25 13.71 6.29 12.47
Sterling Capital Stratton MdCp Val A STRLX -1.61 7.18 3.18 13.43 --- ---
Sterling Capital Stratton MdCp Val C STRNX -1.67 6.71 3.01 12.62 --- ---
Wells Fargo Common Stock C STSAX -3.41 3.05 -0.40 9.19 4.85 10.01
Thompson MidCap THPMX -6.17 3.15 -1.81 7.96 5.56 11.66
Timothy Plan Large/Mid Cap Value A TLVAX -3.50 4.48 -0.22 7.11 4.72 10.75
Timothy Plan Large/Mid Cap Value C TLVCX -3.53 4.01 -0.40 6.29 3.95 9.93
Touchstone Mid Cap A TMAPX -2.44 4.71 1.86 7.01 6.15 12.17
Touchstone Mid Cap C TMCJX -2.52 4.20 1.65 6.20 5.35 11.33
Touchstone Mid Cap Y TMCPX -2.45 4.86 1.92 7.24 6.42 12.45
Touchstone Mid Cap Z TMCTX -2.45 4.70 1.87 7.02 6.16 12.17
Touchstone Mid Cap Institutional TMPIX -2.45 4.93 1.95 7.34 6.49 12.53
Thrivent Mid Cap Stock S TMSIX -4.97 4.21 1.01 19.45 11.72 16.55
Timothy Plan Large/Mid Cap Value I TMVIX -3.47 4.61 -0.16 7.36 4.98 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX -3.54 2.97 1.18 12.12 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX -3.46 3.30 1.42 12.63 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX -3.46 3.22 1.34 12.55 --- ---
Thomas White American Opportunities Inv TWAOX -2.86 4.69 1.65 9.18 6.36 11.66
Scout Mid Cap UMBMX -2.71 8.19 2.75 18.62 9.16 13.76
USAA Extended Market Index USMIX -3.51 4.61 1.62 12.21 6.48 12.33
Vanguard Capital Value Inv VCVLX -3.53 2.41 0.82 9.88 0.18 11.07
Vanguard Extended Market Index InstlPlus VEMPX -3.47 4.88 1.75 12.61 7.03 13.03
Vanguard Extended Market Index Admiral VEXAX -3.46 4.88 1.75 12.60 6.99 12.99
Vanguard Extended Market Index Investor VEXMX -3.49 4.77 1.70 12.44 6.85 12.84
Vanguard Extended Market Index Instl VIEIX -3.48 4.87 1.74 12.61 7.01 13.01
Vanguard Mid Cap Index Admiral VIMAX -2.50 8.14 2.20 11.18 8.10 13.63
Vanguard Mid Cap Index Investor VIMSX -2.50 8.06 2.16 11.05 7.96 13.48
Vanguard Mid Cap Index Institutional VMCIX -2.50 8.17 2.21 11.20 8.11 13.64
Vanguard Mid Cap Index InstitutionalPlus VMCPX -2.50 8.15 2.20 11.20 8.12 13.66
VALIC Company I Mid Cap Index VMIDX -4.01 2.87 0.50 10.84 8.15 13.08
Natixis Vaughan Nelson Value Opp A VNVAX -3.65 1.36 0.05 5.44 2.85 11.19
Natixis Vaughan Nelson Value Opp C VNVCX -3.72 0.92 -0.15 4.62 2.08 10.36
Natixis Vaughan Nelson Value Opp N VNVNX -3.61 1.59 0.09 5.74 3.20 ---
Natixis Vaughan Nelson Value Opp Y VNVYX -3.61 1.54 0.09 5.67 3.10 11.46
Volumetric VOLMX -0.96 7.31 2.63 10.43 5.57 9.25
Voya Russell Mid Cap Index P2 VRMPX -2.65 --- 1.88 --- --- ---
Vanguard Extended Market Index Instl Sel VSEMX -3.47 4.91 1.76 12.65 --- ---
Vanguard Strategic Equity Inv VSEQX -4.98 1.42 0.83 12.18 7.52 14.62
Vanguard S&P Mid-Cap 400 Index I VSPMX -3.95 3.06 0.54 11.07 8.37 13.32
Virtus Horizon Wealth Masters A VWMAX -3.11 3.99 2.19 9.99 4.23 ---
Virtus Horizon Wealth Masters C VWMCX -3.18 3.54 1.97 9.22 3.45 ---
Virtus Horizon Wealth Masters I VWMIX -3.10 4.12 2.18 10.30 4.50 ---
Weitz Hickory WEHIX -1.05 7.06 4.62 10.04 4.38 8.42
Westwood SMidCap Institutional WHGMX -3.37 0.19 -0.68 8.43 3.40 9.87
Westwood SMidCap Plus Institutional WHGPX -3.09 3.08 0.14 8.75 4.22 10.58
JPMorgan Intrepid Mid Cap R3 WOOOX -2.48 5.52 2.80 --- --- ---
JPMorgan Intrepid Mid Cap I WOOPX -2.45 5.66 2.84 9.60 6.25 13.39
JPMorgan Intrepid Mid Cap R4 WOOQX -2.45 5.71 2.89 --- --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX -2.40 5.89 2.93 9.92 --- ---
Wright Selected Blue Chip Equities WSBEX -4.01 3.85 2.40 6.20 5.31 11.70
Yorktown Mid-Cap A YWBAX -5.53 -5.80 -1.98 -3.48 --- ---
Yorktown Mid-Cap Institutional YWBIX -5.51 -5.42 -1.88 -3.09 --- ---
Yorktown Mid-Cap L YWBLX -5.57 -6.02 -2.19 -4.08 --- ---
Content Partners