Mid-Cap Blend: Total Returns

Print
Data through 2/21/2018. 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 -4.34 -0.22 2.53 9.84 6.76 11.76
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX -3.81 -0.32 1.41 10.94 --- ---
Thrivent Mid Cap Stock A AASCX -2.41 1.03 4.63 14.06 14.21 16.91
Cavanal Mid Cap Core Equity A AAWVX -4.94 -1.24 1.17 8.40 --- ---
American Century Adaptive All Cap R ACMEX -3.11 0.93 1.99 13.70 7.60 13.00
American Century Adaptive All Cap Adv ACMFX -3.08 0.97 2.09 14.04 7.89 13.30
American Century Adaptive All Cap I ACMHX -3.02 1.05 2.21 14.54 8.38 13.81
American Century Adaptive All Cap R6 ACMMX -3.04 1.04 2.24 14.65 --- ---
American Century Adaptive All Cap Inv ACMNX -3.05 1.01 2.15 14.30 8.15 13.59
American Century Adaptive All Cap R5 ACMUX -3.07 1.00 2.19 --- --- ---
Cavanal Mid Cap Core Equity C ACWVX -5.00 -1.34 0.73 6.58 --- ---
Voya Mid Cap Research Enhanced Index A AIMAX -4.70 -1.16 1.70 5.94 5.23 10.11
Voya Mid Cap Research Enhanced Index I AIMIX -4.69 -1.13 1.82 6.19 5.48 10.41
Voya Mid Cap Research Enhanced Index R AIMRX -4.66 -1.12 1.71 5.71 4.98 9.85
Voya Mid Cap Research Enhanced Index W AIMWX -4.69 -1.13 1.82 6.25 5.50 10.38
Cavanal Mid Cap Core Equity Instl AIWVX -4.88 -1.16 1.33 8.36 --- ---
Voya Mid Cap Research Enhanced Index C APMCX -4.70 -1.19 1.62 5.47 4.71 9.57
Cavanal Mid Cap Core Equity Investor APWVX -4.89 -1.25 1.14 8.18 --- ---
Invesco Endeavor A ATDAX -5.62 -1.49 2.36 9.74 7.23 9.64
Invesco Endeavor C ATDCX -5.63 -1.55 2.19 8.99 6.44 8.84
Invesco Endeavor R6 ATDFX -5.53 -1.40 2.50 10.28 7.75 10.16
Invesco Endeavor R5 ATDIX -5.56 -1.45 2.42 10.17 7.64 10.04
Invesco Endeavor R ATDRX -5.61 -1.50 2.30 9.50 6.97 9.38
Invesco Endeavor Y ATDYX -5.55 -1.40 2.44 10.05 7.51 9.92
Ave Maria Value AVEMX -2.37 2.68 6.32 16.09 4.06 7.28
Barrow Value Opportunity Institutional BALIX -4.29 0.04 4.20 10.01 6.10 ---
Bridge Builder Small/Mid Cap Value BBVSX -4.98 -1.33 1.26 6.40 --- ---
The Texas I BIGTX -5.86 -1.67 4.12 6.63 2.27 ---
MFS® Blended Research Mid Cap Eq B BMSBX -4.68 -0.84 1.69 11.21 --- ---
MFS® Blended Research Mid Cap Eq C BMSDX -4.60 -0.76 1.73 11.25 --- ---
MFS® Blended Research Mid Cap Eq A BMSFX -4.52 -0.67 1.90 12.17 --- ---
MFS® Blended Research Mid Cap Eq I BMSLX -4.59 -0.67 1.93 12.29 --- ---
MFS® Blended Research Mid Cap Eq R1 BMSRX -4.68 -0.84 1.69 11.21 --- ---
MFS® Blended Research Mid Cap Eq R2 BMSSX -4.59 -0.75 1.81 11.79 --- ---
MFS® Blended Research Mid Cap Eq R3 BMSTX -4.51 -0.67 1.87 12.14 --- ---
MFS® Blended Research Mid Cap Eq R4 BMSVX -4.59 -0.67 1.93 12.29 --- ---
MFS® Blended Research Mid Cap Eq R6 BMSYX -4.51 -0.67 1.94 12.30 --- ---
Bridgeway Aggressive Investors 1 BRAGX -7.82 -0.78 1.84 9.49 7.15 14.34
iShares Russell Mid-Cap Index Inv A BRMAX -4.14 -0.29 2.45 11.08 --- ---
iShares Russell Mid-Cap Index Instl BRMIX -4.03 -0.20 2.62 11.43 --- ---
iShares Russell Mid-Cap Index K BRMKX -4.03 -0.19 2.62 11.53 --- ---
Boston Trust SMID Cap BTSMX -3.97 1.08 4.20 13.68 10.63 12.47
Catalyst Buyback Strategy A BUYAX -3.40 1.41 3.63 16.77 10.39 ---
Catalyst Buyback Strategy C BUYCX -3.48 1.25 3.44 15.79 9.54 ---
Catalyst Buyback Strategy I BUYIX -3.46 1.40 3.61 16.99 10.63 ---
Bullfinch Greater Western New York BWNYX -3.47 -0.79 1.82 0.00 2.13 8.39
Cambiar SMID Investor CAMMX -2.14 0.95 4.97 6.15 6.06 11.94
Cambiar SMID Institutional CAMUX -2.14 0.95 4.93 6.10 6.09 ---
Calvert Mid-Cap C CCACX -4.20 -0.40 2.00 6.71 1.63 7.77
Calvert Mid-Cap A CCAFX -4.15 -0.32 2.19 7.51 2.42 8.60
Calvert Mid-Cap I CCPIX -4.11 -0.24 2.31 7.94 2.87 9.16
Clarkston Partners Founders CFSMX -0.46 2.19 5.47 11.71 --- ---
CGM Realty CGMRX -5.95 -2.83 3.75 19.58 8.11 11.18
Clarkston Founders Institutional CIMDX -1.49 1.17 4.02 9.06 --- ---
Clarkston Partners Institutional CISMX -0.46 2.20 5.44 11.50 --- ---
Columbia Mid Cap Index Inst3 CMDYX -4.74 -0.74 1.65 --- --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX -3.18 1.51 4.66 12.74 --- ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX -3.17 1.54 4.73 13.11 --- ---
Columbia Mid Cap Index Inst2 CPXRX -4.74 -0.77 1.65 9.16 8.99 12.99
CRM Small/Mid Cap Value Inst CRIAX -4.91 -1.35 0.81 9.45 6.01 9.94
CRM Mid Cap Value Instl CRIMX -4.67 -1.79 0.82 11.16 8.88 12.29
CRM Small/Mid Cap Value Inv CRMAX -4.95 -1.39 0.76 9.19 5.76 9.69
CRM Mid Cap Value Inv CRMMX -4.67 -1.76 0.78 10.97 8.67 12.07
Carillon Scout Mid Cap A CSMEX -4.85 0.21 1.38 --- --- ---
Carillon Scout Mid Cap C CSMFX -4.90 0.11 1.21 --- --- ---
Carillon Scout Mid Cap R-3 CSMRX -4.89 0.21 1.33 --- --- ---
Carillon Scout Mid Cap R-5 CSMSX -4.79 0.32 1.49 --- --- ---
Carillon Scout Mid Cap R-6 CSMUX -4.79 0.32 1.49 --- --- ---
Carillon Scout Mid Cap Y CSMZX -4.85 0.21 1.38 --- --- ---
13D Activist A DDDAX -3.85 0.23 5.07 16.07 7.80 13.76
13D Activist C DDDCX -3.94 0.09 4.89 15.21 7.00 12.93
13D Activist I DDDIX -3.87 0.23 5.14 16.37 8.07 14.05
DFA CSTG&E US Social Core Equity 2 DFCUX -4.23 0.57 4.16 13.77 10.03 13.32
DFA US Core Equity 2 I DFQTX -4.32 0.60 4.16 13.67 9.50 13.79
DFA T.A. US Core Equity 2 I DFTCX -4.30 0.66 4.11 13.64 9.62 13.85
DFA US Social Core Equity 2 Portfolio DFUEX -4.43 0.56 4.35 13.68 9.47 13.24
Dreyfus Opportunistic Midcap Value A DMCVX -4.87 0.00 6.79 7.67 5.61 11.44
Dreyfus Opportunistic Midcap Value Y DMCYX -4.86 0.03 6.86 8.04 6.02 ---
Dreyfus Mid Cap Index I DMIDX -4.71 -0.78 1.63 9.14 --- ---
Dreyfus Active MidCap C DNLCX -4.12 -0.23 2.05 9.32 6.04 12.21
Dreyfus Active MidCap A DNLDX -4.04 -0.10 2.27 10.25 6.95 13.17
Dreyfus Active MidCap I DNLRX -4.02 -0.06 2.33 10.51 7.19 13.40
Dreyfus Active MidCap Y DNLYX -4.01 -0.06 2.32 10.52 --- ---
Dreyfus Structured Midcap A DPSAX -5.55 -1.34 1.38 9.67 7.31 12.30
Dreyfus Structured Midcap C DPSCX -5.63 -1.45 1.14 8.83 6.51 11.46
Dreyfus Structured Midcap I DPSRX -5.52 -1.28 1.45 9.97 7.58 12.57
Dreyfus Structured MidCap Y DPSYX -5.53 -1.28 1.47 10.06 7.72 ---
Destinations Small-Mid Cap Equity I DSMFX -3.14 -0.27 2.13 --- --- ---
Dreyfus Opportunistic Midcap Value C DVLCX -4.94 -0.14 6.55 6.82 4.82 10.61
Dreyfus Opportunistic Midcap Value I DVLIX -4.84 0.00 6.83 7.93 5.90 11.75
Russell 1000 Equal Weight TR USD F00000MFRK -4.90 -1.49 1.82 9.05 7.44 12.68
Russell 1000 Equal Weight PR USD F00000MFRL -5.03 -1.67 1.42 7.29 5.62 10.80
Russell 1000 Equal Weight NR USD F00000MFRN -4.94 -1.54 1.71 8.53 6.91 12.13
Russell Mid Cap Equal Weight PR USD F00000MFRQ -4.96 -1.79 1.29 6.38 5.02 10.43
Russell Mid Cap Equal Weight TR USD F00000MFRR -4.84 -1.64 1.66 7.96 6.66 12.12
Russell Mid Cap Equal Weight NR USD F00000MFRS -4.87 -1.68 1.55 7.49 6.18 11.63
Russell Midcap Dynamic PR USD F00000OS15 -4.63 -0.39 2.44 9.27 4.93 10.99
Russell Midcap Dynamic TR USD F00000OS16 -4.50 -0.23 2.86 11.12 6.68 12.77
Russell Midcap Defensive PR USD F00000OS17 -3.14 -0.17 1.52 10.82 8.86 12.61
Russell Midcap Defensive TR USD F00000OS18 -3.00 0.00 1.98 12.81 10.90 14.69
Russell Midcap Dynamic NR USD F00000P2PE -4.53 -0.28 2.74 10.57 6.17 12.25
Russell Midcap Defensive NR USD F00000P2PF -3.04 -0.05 1.85 12.23 10.31 14.08
Russell Mid Cap NR USD F00000U3UH -4.09 -0.21 2.47 11.09 7.43 12.85
Russell 1000 Size Fctr PR USD F00000WEOX -4.10 -0.41 2.41 9.45 6.60 11.70
Russell 1000 Size Fctr TR USD F00000WEOY -3.99 -0.26 2.81 11.29 8.43 13.59
Russell 1000 Cmprhnsv Fctr TR USD F00000WICU -3.81 0.11 2.63 13.57 10.21 15.55
Russell 1000 Mmntm Fcsd Fctr TR USD F00000WKEM -4.05 0.45 3.44 14.76 9.51 14.88
Russell 1000 Mmntm Fcs Fctr USRIC NR USD F00000WKEO -4.05 0.45 3.44 14.76 9.51 14.87
Russell 1000 Mmntm Fcsd Fctr PR USD F00000WKEP -4.18 0.29 3.03 12.72 7.55 12.86
Russell 1000 Cmprhnsv Fctr PR USD F00000X4NC -3.96 -0.07 2.17 11.46 8.09 13.34
Russell Midcap Div Factor TR USD F00000X55A -3.85 -0.20 2.24 12.14 10.12 14.73
Russell Midcap Div Factor PR USD F00000X55B -3.98 -0.36 1.80 10.17 8.06 12.56
Russell 1000 Cmprhnsv Fctr NC USD F00000XHDU -3.83 0.08 2.58 14.42 10.30 15.49
Russell 1000 Enhanced Value EW PR USD F00000Z2QW -4.62 -0.94 2.17 10.24 7.85 12.46
Russell 1000 Enhanced Value EW TR USD F00000Z2QX -4.48 -0.75 2.66 12.35 10.04 14.69
Russell 1000 Enhanced Value EW NR USD F00000Z2QY -4.52 -0.80 2.51 11.73 9.31 13.97
Russell Mid Cap TR Hdg USD F0000104NG -4.05 -0.16 2.59 11.64 7.97 13.39
FAM Equity-Income Investor FAMEX -3.19 0.80 2.75 9.66 10.44 12.32
First Eagle Fund of America Y FEAFX -3.76 0.22 2.25 13.65 3.49 9.85
First Eagle Fund of America I FEAIX -3.75 0.25 2.31 14.00 3.80 ---
First Eagle Fund of America C FEAMX -3.79 0.14 2.07 12.83 2.72 9.04
First Eagle Fund of America A FEFAX -3.74 0.23 2.24 13.68 3.50 9.86
First Eagle Fund of America R6 FEFRX -3.72 0.27 2.34 --- --- ---
Federated MDT Mid Cap Growth A FGSAX -1.85 5.12 6.35 22.17 9.90 15.70
Federated MDT Mid Cap Growth C FGSCX -1.90 4.97 6.14 21.25 9.07 14.84
Federated MDT Mid Cap Growth Instl FGSIX -1.82 5.14 6.42 22.48 10.17 15.99
Federated MDT Mid Cap Growth R6 FGSKX -1.84 5.15 6.40 22.51 9.76 15.40
First Investors Opportunity B FIMBX -5.94 -1.62 1.62 10.74 4.97 11.29
First Investors Opportunity A FIUSX -5.88 -1.51 1.79 11.56 5.77 12.15
First Investors Opportunity Adv FIVUX -5.86 -1.46 1.87 11.92 6.09 ---
First Investors Opportunity Instl FIVVX -5.83 -1.44 1.92 12.07 6.24 ---
Fidelity® Flex Mid Cap Index FLAPX -4.06 -0.18 2.53 --- --- ---
JPMorgan Mid Cap Value L FLMVX -4.38 -1.32 2.06 6.67 6.63 12.42
Federated Mid-Cap Index R6 FMCLX -4.68 -0.69 1.64 9.15 --- ---
Federated Mid-Cap Index Instl FMCRX -4.68 -0.69 1.64 9.16 8.97 13.01
Federated Mid-Cap Index Svc FMDCX -4.68 -0.69 1.60 8.90 8.70 12.74
Fidelity® Mid Cap Enhanced Index FMEIX -4.94 -0.38 2.92 11.77 7.67 13.86
FMI Common Stock FMIMX -3.10 0.08 2.49 10.68 7.31 10.95
FMI Common Stock Institutional FMIUX -3.06 0.11 2.55 10.79 --- ---
Frank Value C FNKCX -1.00 1.45 0.94 -5.04 -2.14 4.42
Frank Value Instl FNKIX -0.85 1.67 1.27 -4.05 -1.15 5.47
Russell Developed x CA MC TR USD FOUSA093N7 -3.70 0.55 3.56 16.87 8.89 12.53
Russell Developed x CA MC NR USD FOUSA093N9 -3.72 0.52 3.47 16.35 8.40 12.02
Russell Developed x CA MC PR USD FOUSA093NB -3.80 0.42 3.21 14.58 6.74 10.31
Russell Developed x CA MC TR Hdg USD FOUSA093ND -4.09 -0.53 1.97 13.58 8.62 13.59
Russell Developed xJPN MC TR USD FOUSA093QJ -3.70 0.33 3.41 15.85 8.34 11.88
Russell Developed xJPN MC NR USD FOUSA093QL -3.73 0.29 3.31 15.30 7.81 11.33
Russell Developed xJPN MC PR USD FOUSA093QN -3.81 0.18 3.02 13.54 6.14 9.60
Russell Developed xJPN MC TR Hdg USD FOUSA093QP -3.69 -0.18 2.21 12.76 8.46 12.80
Russell North America MC TR USD FOUSA09BDU -4.16 -0.43 2.36 11.31 7.67 12.49
Russell North America MC NR USD FOUSA09BDW -4.20 -0.48 2.23 10.75 7.12 11.94
Russell North America MC PR USD FOUSA09BDY -4.29 -0.60 1.92 9.38 5.78 10.57
Russell USA MC TR USD FOUSA09CSK -4.05 -0.16 2.59 11.64 7.97 13.39
Russell USA MC NR USD FOUSA09CSM -4.09 -0.21 2.47 11.08 7.43 12.85
Russell USA MC PR USD FOUSA09CSO -4.19 -0.32 2.17 9.74 6.13 11.52
Frank Value Inv FRNKX -0.94 1.61 1.12 -4.32 -1.40 5.19
Fidelity® Mid Cap Index Premium FSCKX -4.03 -0.19 2.56 11.59 7.94 13.33
Fidelity® Mid Cap Index Investor FSCLX -4.08 -0.19 2.55 11.41 7.79 13.16
Fidelity® Extended Market Index Investor FSEMX -3.71 0.27 2.21 11.87 8.40 13.08
Fidelity® Extended Market Index Premium FSEVX -3.71 0.27 2.22 11.88 8.43 13.12
Fidelity® Extended Market Index InstlPrm FSMAX -3.72 0.27 2.22 11.91 8.45 13.13
Fidelity® Mid Cap Index Instl Prem FSMDX -4.08 -0.19 2.57 11.61 7.95 13.37
Fidelity® Mid Cap Index Institutional FSTPX -4.08 -0.19 2.57 11.54 7.93 13.35
Fidelity® SAI Small-Mid Cap 500 Index FZFLX -4.25 -0.49 2.10 11.26 --- ---
Gabelli Value 25 A GABVX -3.23 0.78 3.82 6.47 4.05 7.90
Gotham Enhanced Return Institutional GENIX -4.86 2.10 6.05 14.00 6.21 ---
Nationwide Mid Cap Market Idx C GMCCX -4.75 -0.85 1.43 7.94 7.78 11.76
Goldman Sachs Small/Mid Cap Value R6 GMCUX -4.81 -1.88 2.07 7.36 --- ---
Glenmede Mid Cap Equity Advisor GMQAX -5.46 -0.33 3.77 6.24 3.51 ---
Goldman Sachs Small/Mid Cap Value A GMVAX -4.78 -1.82 2.07 7.00 6.85 ---
Goldman Sachs Small/Mid Cap Value C GMVCX -4.86 -2.00 1.80 6.22 6.05 ---
Goldman Sachs Small/Mid Cap Value Inv GMVIX -4.76 -1.89 2.05 7.20 7.10 ---
Goldman Sachs Small/Mid Cap Value R GMVRX -4.78 -1.90 1.96 6.73 6.60 ---
Nationwide Mid Cap Market Idx A GMXAX -4.71 -0.79 1.59 8.66 8.50 12.50
Nationwide Mid Cap Market Idx R6 GMXIX -4.69 -0.72 1.68 9.08 8.94 12.95
Nationwide Mid Cap Market Idx R GMXRX -4.77 -0.80 1.49 8.37 8.20 12.24
Goldman Sachs Small/Mid Cap Value Instl GSMVX -4.74 -1.80 2.14 7.44 7.27 ---
Invesco Mid Cap Core Equity C GTACX -4.53 -0.94 0.31 8.60 5.36 8.46
Invesco Mid Cap Core Equity R6 GTAFX -4.43 -0.72 0.63 9.88 6.64 9.78
Invesco Mid Cap Core Equity A GTAGX -4.47 -0.79 0.52 9.35 6.15 9.28
Invesco Mid Cap Core Equity R GTARX -4.48 -0.82 0.44 9.12 5.88 9.00
Invesco Mid Cap Core Equity R5 GTAVX -4.43 -0.76 0.64 9.80 6.55 9.68
Invesco Mid Cap Core Equity Y GTAYX -4.47 -0.77 0.55 9.61 6.41 9.55
Aberdeen US Mid Cap Equity A GUEAX -4.87 -0.94 2.11 15.12 --- ---
Aberdeen US Mid Cap Equity C GUECX -4.86 -0.95 1.93 14.32 --- ---
Aberdeen US Mid Cap Equity Institutional GUEIX -4.78 -0.86 2.23 15.42 --- ---
Aberdeen US Mid Cap Equity R GUERX -4.88 -0.94 2.07 14.84 --- ---
Aberdeen US Mid Cap Equity Instl Svc GUESX -4.78 -0.86 2.23 15.43 --- ---
Gabelli Value 25 AAA GVCAX -3.24 0.78 3.85 6.45 4.06 7.89
Gabelli Value 25 C GVCCX -3.33 0.66 3.59 5.65 3.26 7.09
Gabelli Value 25 I GVCIX -3.17 0.84 3.92 6.91 4.39 8.22
Gabelli Value 25 T GVCTX -3.23 0.78 3.84 --- --- ---
Government Street Mid-Cap GVMCX -3.69 1.18 2.53 15.04 10.44 13.20
Gabelli Focus Five A GWSAX -4.80 -1.50 4.03 8.77 -0.38 5.34
Gabelli Focus Five C GWSCX -4.89 -1.66 3.85 7.87 -1.13 4.53
Gabelli Focus Five I GWSIX -4.77 -1.47 4.10 9.00 -0.13 5.58
Gabelli Focus Five T GWSTX -4.78 -1.51 4.08 --- --- ---
Gabelli Focus Five AAA GWSVX -4.84 -1.51 4.00 8.71 -0.38 5.32
Hartford MidCap Value HLS IB HBMVX -4.03 -0.96 1.73 5.62 6.14 11.17
Hennessy Cornerstone Growth Investor HFCGX -7.55 -2.69 -1.92 12.38 5.14 12.14
Hartford Schroders US S/M-Cap Opps C HFDCX -5.15 -1.78 0.70 6.67 --- ---
Hartford Schroders US S/M-Cap Opps F HFDFX -5.08 -1.62 0.96 --- --- ---
Hartford Schroders US S/M-Cap Opps R3 HFDRX -5.05 -1.70 0.77 7.10 --- ---
Hartford Schroders US S/M-Cap Opps R4 HFDSX -5.10 -1.69 0.81 7.42 --- ---
Hartford Schroders US S/M-Cap Opps R5 HFDTX -5.03 -1.62 0.91 7.68 --- ---
Hartford Schroders US S/M-Cap Opps Y HFDYX -5.02 -1.62 0.95 7.79 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX -8.44 -5.98 -2.20 6.17 4.64 10.97
Hennessy Cornerstone Growth Inst HICGX -7.52 -2.61 -1.82 12.76 5.47 12.47
Hennessy Cornerstone Mid Cap 30 Instl HIMDX -8.41 -5.92 -2.09 6.59 4.99 11.32
Hartford MidCap Value A HMVAX -4.01 -1.08 1.61 5.30 5.90 10.88
Hartford MidCap Value C HMVCX -4.03 -1.15 1.39 4.59 5.16 10.09
Hartford MidCap Value F HMVFX -3.99 -1.01 1.69 --- --- ---
Hartford MidCap Value HLS IA HMVIX -3.92 -0.87 1.79 5.94 6.43 11.46
Hartford MidCap Value I HMVJX -3.92 -0.95 1.73 5.61 6.18 11.21
Hartford MidCap Value R3 HMVRX -4.00 -1.09 1.53 5.04 5.61 10.59
Hartford MidCap Value R4 HMVSX -3.99 -1.07 1.57 5.34 5.94 10.93
Hartford MidCap Value R5 HMVTX -3.94 -1.00 1.70 5.69 6.27 11.26
Hartford MidCap Value Y HMVYX -3.93 -0.94 1.72 5.76 6.36 11.37
Voya Mid Cap Research Enhanced Index O IDMOX -4.69 -1.16 1.77 5.94 5.22 10.11
Voya Russell Mid Cap Index Port I IIRMX -4.07 -0.18 2.52 11.11 7.54 12.92
VY® JPMorgan Mid Cap Value A IJMAX -4.46 -1.42 2.01 6.30 6.13 11.89
VY® JPMorgan Mid Cap Value I IJMIX -4.44 -1.38 2.13 6.79 6.66 12.45
VY® JPMorgan Mid Cap Value S IJMSX -4.44 -1.39 2.05 6.54 6.40 12.17
VY® JPMorgan Mid Cap Value S2 IJPMX -4.42 -1.37 2.02 6.38 6.24 12.00
Poplar Forest Outliers Institutional IPFOX -5.36 -0.16 6.44 4.11 0.72 ---
Voya Index Plus MidCap Port I IPMIX -4.66 -1.09 1.89 6.41 7.84 12.51
Voya Index Plus MidCap Port S IPMSX -4.69 -1.11 1.82 6.12 7.56 12.22
Voya Russell Mid Cap Index Port A IRMAX -4.14 -0.32 2.34 10.59 7.00 12.37
Voya Russell Mid Cap Index Port S IRMCX -4.12 -0.25 2.43 10.82 7.25 12.64
Voya Russell Mid Cap Index Port S2 IRMTX -4.11 -0.25 2.39 10.70 7.12 12.47
Janus Henderson Contrarian D JACNX -2.51 2.96 5.61 3.38 0.20 9.55
JPMorgan Mid Cap Value A JAMCX -4.40 -1.40 1.91 6.13 6.12 11.87
JPMorgan Mid Cap Value C JCMVX -4.45 -1.45 1.78 5.59 5.58 11.30
Janus Henderson Contrarian A JCNAX -2.51 2.96 5.53 3.14 0.00 9.33
Janus Henderson Contrarian C JCNCX -2.57 2.82 5.37 2.42 -0.71 8.51
Janus Henderson Contrarian S JCNIX -2.51 2.97 5.53 3.04 -0.14 9.20
Janus Henderson Contrarian N JCNNX -2.46 3.02 5.64 --- --- ---
Janus Henderson Contrarian R JCNRX -2.52 2.93 5.50 2.80 -0.37 8.92
Janus Henderson Contrarian I JCONX -2.45 3.01 5.65 3.47 0.28 9.64
JPMorgan Mid Cap Value R3 JMVPX -4.41 -1.38 1.94 6.17 --- ---
JPMorgan Mid Cap Value R4 JMVQX -4.40 -1.34 1.98 6.38 --- ---
JPMorgan Mid Cap Value R5 JMVRX -4.38 -1.34 2.02 6.55 --- ---
JPMorgan Mid Cap Value I JMVSX -4.40 -1.36 1.98 6.40 6.38 12.15
JPMorgan Mid Cap Value R6 JMVYX -4.38 -1.32 2.06 6.65 --- ---
JPMorgan Mid Cap Value R2 JMVZX -4.43 -1.43 1.86 5.88 5.84 11.59
Johnson Opportunity JOPPX -4.53 -1.24 1.82 10.53 8.99 12.53
Janus Henderson Contrarian T JSVAX -2.46 3.02 5.62 3.34 0.14 9.48
Janus Henderson Select Value D JSVDX -4.55 -1.56 1.62 7.30 9.26 10.97
Janus Henderson Select Value S JSVSX -4.64 -1.64 1.50 7.03 9.00 10.67
Janus Henderson Select Value T JSVTX -4.56 -1.57 1.61 7.21 9.16 10.89
JHancock Disciplined Value Mid Cap A JVMAX -3.94 0.00 2.53 8.88 8.87 14.59
JHancock Disciplined Value Mid Cap C JVMCX -4.00 -0.09 2.32 8.05 8.06 13.73
JHancock Disciplined Value Mid Cap I JVMIX -3.92 0.00 2.55 9.13 9.13 14.89
JHancock Disciplined Value Mid Cap R6 JVMRX -3.88 0.09 2.64 9.27 9.26 15.01
JHancock Disciplined Value Mid Cap R2 JVMSX -3.97 -0.04 2.47 8.71 8.69 14.42
JHancock Disciplined Value Mid Cap R4 JVMTX -3.92 0.00 2.53 8.98 8.97 ---
JHancock Disciplined Value Mid Cap Adv JVMVX -3.95 0.00 2.53 8.90 8.83 14.52
Janus Henderson Select Value A JVSAX -4.56 -1.57 1.58 7.05 9.01 10.71
Janus Henderson Select Value C JVSCX -4.61 -1.68 1.39 6.26 8.15 9.86
Janus Henderson Select Value I JVSIX -4.55 -1.56 1.66 7.33 9.28 11.07
Janus Henderson Select Value N JVSNX -4.55 -1.56 1.61 --- --- ---
Keeley All Cap Value I KACIX -4.83 -1.32 2.64 6.19 5.34 9.10
Keeley All Cap Value A KACVX -4.83 -1.34 2.60 6.00 5.10 8.83
Miller Opportunity A LGOAX -4.96 1.88 7.04 15.80 6.22 16.78
Linde Hansen Contrarian Value A LHVAX -3.63 0.22 0.66 -0.86 1.95 6.04
Linde Hansen Contrarian Value I LHVIX -3.59 0.29 0.80 -0.57 2.24 6.30
Longleaf Partners Small-Cap LLSCX -3.00 0.62 1.64 6.22 6.00 11.19
Miller Opportunity I LMNOX -4.90 1.97 7.14 16.08 6.54 17.10
Miller Opportunity FI LMOFX -4.96 1.87 7.04 15.72 6.19 16.72
Miller Opportunity C LMOPX -5.01 1.77 6.84 14.92 5.42 15.88
Miller Opportunity R LMORX -4.98 1.83 6.96 15.41 5.89 16.35
ClearBridge Mid Cap R LMREX -4.48 -1.99 0.50 3.62 5.31 10.94
Kinetics Spin-Off and Corp Rest Adv A LSHAX -5.85 1.03 3.28 14.12 3.54 7.36
Kinetics Spin-Off and Corp Rest Adv C LSHCX -5.95 0.98 3.13 13.29 2.77 6.59
Kinetics Spin-Off and Corp Rest No Load LSHEX -5.85 1.08 --- --- --- ---
Kinetics Spin-Off and Corp Rest Instl LSHUX -5.84 1.12 3.42 14.46 3.78 7.63
ClearBridge Mid Cap IS LSIRX -4.45 -1.93 0.65 4.30 6.03 11.72
Leuthold Select Industries LSLTX -4.48 3.05 3.01 17.84 8.39 15.15
Lord Abbett Value Opportunities T LVATX -5.94 -2.24 0.31 --- --- ---
Lord Abbett Value Opportunities A LVOAX -5.99 -2.29 0.20 3.57 5.44 10.84
Lord Abbett Value Opportunities B LVOBX -6.01 -2.39 0.06 2.84 4.66 10.06
Lord Abbett Value Opportunities C LVOCX -6.06 -2.39 0.06 2.84 4.66 10.06
Lord Abbett Value Opportunities F LVOFX -5.97 -2.25 0.25 3.75 5.61 11.06
Lord Abbett Value Opportunities F3 LVOOX -5.93 -2.25 0.29 --- --- ---
Lord Abbett Value Opportunities P LVOPX -6.00 -2.33 0.16 3.37 5.24 10.67
Lord Abbett Value Opportunities R2 LVOQX -5.98 -2.33 0.16 3.28 5.10 10.52
Lord Abbett Value Opportunities R3 LVORX -5.97 -2.31 0.16 3.35 5.20 10.61
Lord Abbett Value Opportunities R4 LVOSX -5.95 -2.24 0.26 3.66 --- ---
Lord Abbett Value Opportunities R5 LVOTX -5.94 -2.25 0.29 3.85 --- ---
Lord Abbett Value Opportunities R6 LVOVX -5.93 -2.20 0.34 3.99 --- ---
Lord Abbett Value Opportunities I LVOYX -5.90 -2.21 0.34 3.89 5.73 11.18
Mutual of America Instl Mid-Cap Eq Idx MAMQX -4.72 -0.75 1.66 9.16 9.03 13.07
MM S&P® Mid Cap Index A MDKAX -4.76 -0.85 1.57 8.45 8.34 12.31
MM S&P® Mid Cap Index R4 MDKFX -4.72 -0.78 1.59 8.66 8.45 ---
MM S&P® Mid Cap Index R5 MDKIX -4.74 -0.78 1.60 8.97 8.87 12.85
MM S&P® Mid Cap Index Svc MDKSX -4.69 -0.78 1.67 8.85 8.71 12.71
MM S&P® Mid Cap Index R3 MDKTX -4.80 -0.86 1.48 8.34 8.17 ---
MM S&P® Mid Cap Index Adm MDKYX -4.76 -0.78 1.58 8.75 8.60 12.60
MM S&P® Mid Cap Index I MDKZX -4.72 -0.70 1.71 9.13 8.99 12.98
ProFunds Mid Cap Inv MDPIX -4.91 -1.03 1.20 7.38 7.29 11.24
ProFunds Mid Cap Svc MDPSX -4.98 -1.16 0.95 6.32 6.21 10.13
Morgan Stanley Inst Insight A MFPHX -3.80 0.06 5.04 13.86 12.24 14.51
Morgan Stanley Inst Insight I MFPIX -3.78 0.12 5.15 14.23 12.63 14.91
Morgan Stanley Inst Insight L MFPLX -3.85 0.00 4.91 13.27 11.68 13.95
Shelton S&P Midcap Index K MIDKX -4.74 -0.84 1.52 8.66 8.56 12.46
Principal MidCap S&P 400 Index Inst MPSIX -4.75 -0.79 1.65 9.09 8.95 12.96
Morgan Stanley Inst Insight C MSSPX -3.81 0.00 4.88 13.06 --- ---
Great-West S&P Mid Cap 400® Index L MXBUX -4.82 -0.87 1.46 --- --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX -4.74 -0.83 1.57 8.80 8.58 12.58
Great-West S&P Mid Cap 400® Index Instl MXNZX -4.70 -0.70 1.75 9.28 --- ---
Neiman Opportunities A NEOMX -4.95 0.00 -2.35 15.00 --- ---
Columbia Mid Cap Index Inst NMPAX -4.72 -0.79 1.62 9.14 8.98 12.99
Northern Mid Cap Index NOMIX -4.72 -0.72 1.67 9.21 9.06 13.05
Columbia Mid Cap Index A NTIAX -4.76 -0.85 1.53 8.84 8.70 12.70
Nationwide Mid Cap Market Idx Instl Svc NWXQX -4.69 -0.72 1.65 9.00 --- ---
JPMorgan Intrepid Mid Cap C ODMCX -4.12 0.05 1.46 9.60 4.96 12.25
Oppenheimer Main Street Mid Cap B OPMBX -3.40 0.37 4.08 7.21 4.49 10.49
Oppenheimer Main Street Mid Cap C OPMCX -3.42 0.36 4.05 7.21 4.48 10.52
Oppenheimer Main Street Mid Cap I OPMIX -3.36 0.52 4.37 8.47 5.73 11.84
Oppenheimer Main Street Mid Cap R OPMNX -3.40 0.44 4.19 7.77 5.01 11.06
Oppenheimer Main Street Mid Cap A OPMSX -3.37 0.45 4.26 8.05 5.28 11.34
Oppenheimer Main Street Mid Cap Y OPMYX -3.38 0.49 4.31 8.30 5.53 11.63
Sterling Capital Mid Value A OVEAX -4.48 0.42 4.91 6.15 7.49 12.71
Sterling Capital Mid Value C OVECX -4.54 0.36 4.72 5.34 6.70 11.87
Sterling Capital Mid Value I OVEIX -4.46 0.47 4.94 6.38 7.76 12.98
Sterling Capital Mid Value R OVERX -4.48 0.38 4.85 5.83 7.15 12.24
Pacific Advisors Mid Cap Value A PAMVX -6.56 -0.68 6.68 9.99 -1.14 1.24
Parnassus Mid-Cap PARMX -2.99 -0.90 0.67 9.26 8.83 12.35
JPMorgan Intrepid Mid Cap A PECAX -4.04 0.13 1.62 10.20 5.59 12.94
Principal EDGE MidCap Institutional PEDGX -3.76 -0.29 2.23 8.12 --- ---
Principal EDGE MidCap R-6 PEDMX -3.82 -0.37 2.24 8.76 --- ---
Dreyfus Mid Cap Index Inv PESPX -4.72 -0.81 1.58 8.88 8.72 12.74
T. Rowe Price Extended Equity Market Idx PEXMX -3.74 0.28 2.09 11.79 8.31 13.07
Parnassus Mid Cap Institutional PFPMX -2.96 -0.87 0.72 9.50 --- ---
Principal MidCap S&P 400 Index R-6 PMAPX -4.76 -0.79 1.65 9.15 --- ---
Principal MidCap S&P 400 Index J PMFJX -4.79 -0.82 1.60 8.89 8.66 12.59
Principal MidCap S&P 400 Index R3 PMFMX -4.76 -0.83 1.54 8.57 8.38 12.36
Principal MidCap S&P 400 Index R2 PMFNX -4.82 -0.91 1.45 8.35 8.17 12.15
Principal MidCap S&P 400 Index R5 PMFPX -4.79 -0.82 1.59 8.88 8.71 12.71
Principal MidCap S&P 400 Index R4 PMFSX -4.78 -0.82 1.58 8.73 8.58 12.57
Pax Mid Cap Institutional PMIDX -4.79 -1.89 0.37 5.31 --- ---
Principal MidCap S&P 400 Index R1 PMSSX -4.79 -0.89 1.44 8.25 8.05 12.02
Pacific Advisors Mid Cap Value C PMVCX -6.66 -0.78 6.49 9.12 -1.90 0.48
Prudential QMA Mid-Cap Core Equity Q PQCCX -5.05 -0.68 1.57 8.56 --- ---
Pax Mid Cap Individual Investor PWMDX -4.79 -1.89 0.34 5.10 --- ---
Putnam Equity Spectrum A PYSAX -4.21 -1.66 -3.94 -4.58 -2.75 7.08
Putnam Equity Spectrum C PYSCX -4.29 -1.77 -4.11 -5.27 -3.48 6.28
Putnam Equity Spectrum M PYSMX -4.24 -1.70 -4.04 -5.03 -3.23 6.55
Putnam Equity Spectrum B PYSOX -4.28 -1.76 -4.12 -5.29 -3.48 6.28
Putnam Equity Spectrum R PYSRX -4.24 -1.66 -3.98 -4.81 -2.99 6.81
Putnam Equity Spectrum Y PYSYX -4.19 -1.63 -3.87 -4.33 -2.50 7.35
Quantified All-Cap Equity Advisor QACAX -7.41 -2.66 -1.86 10.16 --- ---
Quantified All-Cap Equity Investor QACFX -7.34 -2.63 -1.77 10.83 6.82 ---
Rock Oak Core Growth RCKSX 1.31 9.21 10.22 22.55 10.73 14.97
Schwartz Value Focused RCMFX -4.46 2.08 5.11 11.27 4.36 5.24
Royce Dividend Value Institutional RDIIX -4.46 0.54 4.79 16.77 9.89 10.45
Royce Dividend Value Consultant RDVCX -4.61 0.34 4.47 15.34 8.68 ---
Royce Dividend Value Invmt RDVIX -4.53 0.40 4.72 16.40 9.80 10.35
Royce Small/Mid-Cap Premier Service RGFAX -5.23 -1.41 1.14 13.73 9.14 9.14
Royce Small/Mid-Cap Premier Investment RHFHX -5.22 -1.40 1.23 14.00 9.36 9.41
Royce Small/Mid-Cap Premier R RHFRX -5.21 -1.48 1.04 13.25 8.60 8.64
Victory RS Investors C RIVCX -5.64 -2.36 -0.25 7.20 4.94 11.04
Russell Inv US Mid Cap Equity A RMCAX -3.68 -0.42 1.99 7.93 6.96 11.99
Russell Inv US Mid Cap Equity C RMCCX -3.64 -0.52 1.85 7.13 6.19 11.17
Russell Inv US Mid Cap Equity S RMCSX -3.59 -0.42 2.13 8.16 7.23 12.27
Victory RS Investors R RSIKX -5.66 -2.34 -0.25 7.28 5.12 11.26
Victory RS Investors A RSINX -5.57 -2.24 -0.09 7.99 5.73 11.87
Victory RS Investors Y RSIYX -5.55 -2.20 -0.02 8.23 5.99 12.17
Victory RS Value A RSVAX -5.77 -2.25 0.45 8.18 4.58 10.95
Victory RS Value R RSVKX -5.77 -2.27 0.37 7.79 4.17 10.51
Victory RS Value Y RSVYX -5.73 -2.20 0.47 8.47 4.81 11.21
Victory RS Value C RVACX -5.84 -2.36 0.26 7.35 3.77 10.10
Royce Dividend Value Svc RYDVX -4.53 0.39 4.69 16.11 9.54 10.07
Royce Small/Mid-Cap Premier Consultant RYGCX -5.30 -1.54 0.94 12.74 8.17 8.15
ClearBridge Mid Cap A SBMAX -4.49 -1.97 0.53 3.86 5.57 11.22
ClearBridge Mid Cap C SBMLX -4.55 -2.05 0.37 3.16 4.83 10.44
Wells Fargo Common Stock Inst SCNSX -4.70 -0.25 3.04 9.92 8.45 11.65
Wells Fargo Common Stock A SCSAX -4.74 -0.30 2.94 9.49 8.02 11.21
Wells Fargo Common Stock Admin SCSDX -4.74 -0.30 2.98 9.66 8.17 11.38
Wells Fargo Common Stock R6 SCSRX -4.69 -0.25 3.03 9.94 8.47 ---
SEI Mid-Cap F (SIMT) SEMCX -4.80 -0.36 2.68 12.51 9.29 14.33
SEI Mid-Cap Y (SIMT) SFDYX -4.77 -0.33 2.74 12.78 --- ---
SEI Mid-Cap I (SIMT) SIPIX -4.81 -0.40 2.63 12.28 9.06 14.07
ClearBridge Mid Cap I SMBYX -4.47 -1.92 0.64 4.21 5.93 11.62
ClearBridge Mid Cap 1 SMCPX -4.44 -1.92 0.65 4.20 5.91 11.50
Hartford Schroders US S/M-Cap Opps I SMDIX -5.08 -1.69 0.89 7.73 9.57 14.27
Sterling Capital SMID OpportunitiesInstl SMDOX -4.35 -0.77 2.86 5.61 --- ---
Sterling Capital SMID Opportunities A SMDPX -4.44 -0.85 2.78 5.26 --- ---
Sterling Capital SMID Opportunities C SMDQX -4.48 -0.95 2.62 4.46 --- ---
Hartford Schroders US S/M-Cap Opps SDR SMDRX -5.07 -1.62 0.96 7.87 9.68 ---
Hartford Schroders US S/M-Cap Opps A SMDVX -5.08 -1.68 0.87 7.42 9.29 13.98
Saratoga Mid Capitalization I SMIPX -5.17 -0.77 3.61 6.72 2.78 10.76
Saratoga Mid Capitalization A SPMAX -5.17 -0.86 3.55 6.27 2.37 10.33
Saratoga Mid Capitalization C SPMCX -5.17 -0.92 3.37 5.72 1.78 9.72
Shelton S&P Midcap Index Direct SPMIX -4.71 -0.75 1.66 9.20 9.12 13.01
AMG SouthernSun US Equity C SSECX -8.73 -3.39 -0.37 0.45 0.73 6.86
AMG SouthernSun US Equity N SSEFX -8.69 -3.28 -0.20 1.18 1.50 7.65
AMG SouthernSun US Equity I SSEIX -8.68 -3.28 -0.17 1.43 1.72 7.91
Sterling Capital Stratton MdCp Val Instl STRGX -6.21 -2.88 -0.72 10.16 7.66 12.47
Sterling Capital Stratton MdCp Val A STRLX -6.24 -2.92 -0.79 9.89 --- ---
Sterling Capital Mid Value R6 STRMX --- --- --- --- --- ---
Sterling Capital Stratton MdCp Val C STRNX -6.28 -3.01 -0.95 9.07 --- ---
Wells Fargo Common Stock C STSAX -4.81 -0.40 2.73 8.65 7.20 10.38
Schwab ® US Mid-Cap Index SWMCX -4.05 -0.17 --- --- --- ---
Thompson MidCap THPMX -5.04 -1.22 5.67 8.13 6.64 11.93
Timothy Plan Large/Mid Cap Value A TLVAX -3.30 0.83 3.52 12.61 6.73 11.59
Timothy Plan Large/Mid Cap Value C TLVCX -3.32 0.70 3.36 11.79 5.93 10.77
Touchstone Mid Cap A TMAPX -2.55 1.98 6.78 16.35 8.65 12.56
Touchstone Mid Cap C TMCJX -2.59 1.89 6.59 15.50 7.85 11.72
Touchstone Mid Cap Y TMCPX -2.53 2.03 6.84 16.61 8.94 12.84
Touchstone Mid Cap Z TMCTX -2.56 1.96 6.75 16.30 8.65 12.56
Touchstone Mid Cap Institutional TMPIX -2.52 2.03 6.83 16.71 9.01 12.91
Thrivent Mid Cap Stock S TMSIX -2.37 1.05 4.69 14.40 14.63 17.36
Timothy Plan Large/Mid Cap Value I TMVIX -3.22 0.88 3.63 12.94 7.00 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX -4.49 -0.35 1.71 9.73 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX -4.42 -0.28 1.78 10.19 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX -4.48 -0.28 1.78 10.04 --- ---
Thomas White American Opportunities Inv TWAOX -4.60 0.00 3.61 11.03 7.43 12.09
Carillon Scout Mid Cap I UMBMX -4.84 0.26 1.42 16.43 12.66 14.94
USAA Extended Market Index USMIX -3.74 0.26 2.13 11.47 7.95 12.56
Vanguard Capital Value Inv VCVLX -4.92 -1.28 1.95 6.83 2.55 9.69
Vanguard Extended Market Index InstlPlus VEMPX -3.72 0.28 2.19 11.83 8.47 13.19
Vanguard Extended Market Index Admiral VEXAX -3.73 0.27 2.18 11.79 8.44 13.15
Vanguard Extended Market Index Investor VEXMX -3.74 0.26 2.14 11.65 8.29 13.00
Vanguard Extended Market Index Instl VIEIX -3.72 0.28 2.18 11.83 8.46 13.17
Vanguard Mid Cap Index Admiral VIMAX -3.75 0.46 3.08 12.26 8.03 13.68
Vanguard Mid Cap Index Investor VIMSX -3.77 0.43 3.04 12.11 7.90 13.53
Vanguard Mid Cap Index Institutional VMCIX -3.74 0.45 3.09 12.28 8.05 13.69
Vanguard Mid Cap Index InstitutionalPlus VMCPX -3.75 0.46 3.09 12.28 8.06 13.71
VALIC Company I Mid Cap Index VMIDX -4.73 -0.78 1.67 9.04 8.96 12.93
Natixis Vaughan Nelson Value Opp A VNVAX -5.19 -0.84 3.56 6.44 2.86 10.74
Natixis Vaughan Nelson Value Opp C VNVCX -5.25 -0.93 3.34 5.65 2.09 9.91
Natixis Vaughan Nelson Value Opp N VNVNX -5.18 -0.79 3.63 6.81 3.21 ---
Natixis Vaughan Nelson Value Opp Y VNVYX -5.18 -0.79 3.62 6.70 3.11 11.01
Volumetric VOLMX -4.49 0.10 2.04 11.58 6.36 9.90
Voya Russell Mid Cap Index P2 VRMPX -4.07 -0.18 2.58 --- --- ---
Vanguard Extended Market Index Instl Sel VSEMX -3.72 0.29 2.20 11.87 --- ---
Vanguard Strategic Equity Inv VSEQX -3.87 1.03 3.34 9.25 8.47 15.00
Vanguard S&P Mid-Cap 400 Index I VSPMX -4.69 -0.72 1.71 9.36 9.16 13.17
Virtus Horizon Wealth Masters A VWMAX -4.46 -0.67 4.40 10.86 6.32 11.34
Virtus Horizon Wealth Masters C VWMCX -4.53 -0.86 4.16 10.01 5.51 10.52
Virtus Horizon Wealth Masters I VWMIX -4.45 -0.67 4.45 11.16 6.58 11.62
Walden SMID Cap WASMX -3.98 1.14 4.21 12.42 10.14 12.04
Weitz Hickory WEHIX -3.47 -0.15 -0.23 3.42 1.66 6.51
Westwood SMidCap Institutional WHGMX -3.75 -0.82 -0.62 5.66 4.36 9.25
Westwood SMidCap Plus Institutional WHGPX -3.49 -0.63 1.05 5.92 3.89 10.00
JPMorgan Intrepid Mid Cap R3 WOOOX -4.01 0.13 1.64 10.24 --- ---
JPMorgan Intrepid Mid Cap I WOOPX -3.99 0.17 1.69 10.49 5.86 13.22
JPMorgan Intrepid Mid Cap R4 WOOQX -4.00 0.17 1.67 10.48 --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX -3.99 0.21 1.73 10.75 --- ---
Wright Selected Blue Chip Equities WSBEX -4.37 0.24 1.69 10.03 5.48 11.32
Russell Mid Cap TR USD XIUSA000L2 -4.05 -0.16 2.59 11.64 7.97 13.39
Russell 1000 Equal Weighted TR USD XIUSA000L3 --- --- --- --- --- ---
Russell Mid Cap PR USD XIUSA04FN1 -4.19 -0.32 2.17 9.74 6.13 11.52
Yorktown Mid-Cap A YWBAX -5.43 -0.54 7.66 3.38 --- ---
Yorktown Mid-Cap Institutional YWBIX -5.41 -0.54 7.73 3.65 --- ---
Yorktown Mid-Cap L YWBLX -5.49 -0.64 7.54 2.74 --- ---
Content Partners