Mid-Cap Blend: Total Returns

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Data through 4/19/2018. 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 -0.32 0.68 -3.47 13.17 7.08 11.43
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX 0.11 1.68 -1.87 14.81 --- ---
Thrivent Mid Cap Stock A AASCX -0.39 1.26 -2.18 17.40 14.49 16.38
Cavanal Mid Cap Core Equity A AAWVX -0.09 0.18 -3.58 11.79 --- ---
American Century Adaptive All Cap R ACMEX 0.29 2.36 -1.75 16.14 7.89 12.61
American Century Adaptive All Cap Adv ACMFX 0.33 2.43 -1.68 16.46 8.16 12.90
American Century Adaptive All Cap I ACMHX 0.37 2.58 -1.56 16.97 8.65 13.40
American Century Adaptive All Cap R6 ACMMX 0.37 2.60 -1.54 17.11 --- ---
American Century Adaptive All Cap Inv ACMNX 0.33 2.50 -1.62 16.69 8.42 13.18
American Century Adaptive All Cap R5 ACMUX 0.37 2.58 -1.56 17.01 --- ---
Cavanal Mid Cap Core Equity C ACWVX -0.18 -0.09 -3.80 9.74 --- ---
Voya Mid Cap Research Enhanced Index A AIMAX -0.87 -0.29 -3.86 10.19 5.95 10.01
Voya Mid Cap Research Enhanced Index I AIMIX -0.84 -0.23 -3.81 10.46 6.23 10.31
Voya Mid Cap Research Enhanced Index R AIMRX -0.82 -0.29 -3.87 9.95 5.72 9.74
Voya Mid Cap Research Enhanced Index W AIMWX -0.79 -0.17 -3.77 10.53 6.25 10.30
Cavanal Mid Cap Core Equity Instl AIWVX -0.05 0.31 -3.47 11.79 --- ---
Voya Mid Cap Research Enhanced Index C APMCX -0.87 -0.44 -3.98 9.67 5.44 9.47
Cavanal Mid Cap Core Equity Investor APWVX -0.09 0.18 -3.52 11.57 --- ---
Invesco Endeavor A ATDAX -0.95 -1.29 -5.43 13.21 7.13 9.29
Invesco Endeavor C ATDCX -0.98 -1.50 -5.57 12.39 6.33 8.48
Invesco Endeavor R6 ATDFX -0.93 -1.21 -5.35 13.68 7.62 9.78
Invesco Endeavor R5 ATDIX -0.94 -1.22 -5.34 13.58 7.53 9.70
Invesco Endeavor R ATDRX -0.99 -1.40 -5.51 12.91 6.85 9.01
Invesco Endeavor Y ATDYX -0.92 -1.21 -5.36 13.49 7.40 9.56
Ave Maria Value AVEMX 0.70 4.02 -1.09 20.26 5.16 7.66
Barrow Value Opportunity Institutional BALIX 0.18 1.48 -2.90 13.06 6.10 ---
Bridge Builder Small/Mid Cap Value BBVSX -0.08 -0.17 -3.86 11.21 --- ---
The Texas I BIGTX 3.46 2.41 -1.95 16.56 3.35 ---
MFS® Blended Research Mid Cap Eq B BMSBX -0.25 0.42 -3.47 14.84 --- ---
MFS® Blended Research Mid Cap Eq C BMSDX -0.25 0.50 -3.39 14.88 --- ---
MFS® Blended Research Mid Cap Eq A BMSFX -0.17 0.67 -3.23 15.71 --- ---
MFS® Blended Research Mid Cap Eq I BMSLX -0.17 0.75 -3.22 15.92 --- ---
MFS® Blended Research Mid Cap Eq R1 BMSRX -0.25 0.42 -3.47 14.84 --- ---
MFS® Blended Research Mid Cap Eq R2 BMSSX -0.17 0.59 -3.30 15.42 --- ---
MFS® Blended Research Mid Cap Eq R3 BMSTX -0.17 0.67 -3.22 15.67 --- ---
MFS® Blended Research Mid Cap Eq R4 BMSVX -0.17 0.75 -3.22 15.92 --- ---
MFS® Blended Research Mid Cap Eq R6 BMSYX -0.17 0.75 -3.14 16.04 --- ---
Bridgeway Aggressive Investors 1 BRAGX -1.58 0.15 -6.96 15.81 7.93 13.72
iShares Russell Mid-Cap Index Inv A BRMAX -0.54 0.82 -3.06 14.13 --- ---
iShares Russell Mid-Cap Index Instl BRMIX -0.59 0.87 -3.01 14.41 --- ---
iShares Russell Mid-Cap Index K BRMKX -0.56 0.89 -2.98 14.52 --- ---
Boston Trust SMID Cap BTSMX -0.12 2.34 -2.77 16.83 10.90 12.79
Catalyst Buyback Strategy A BUYAX 0.37 1.78 -3.04 16.37 10.68 ---
Catalyst Buyback Strategy C BUYCX 0.28 1.54 -3.21 15.50 9.83 ---
Catalyst Buyback Strategy I BUYIX 0.37 1.87 -3.02 16.60 10.91 ---
Bullfinch Greater Western New York BWNYX -1.17 1.39 -1.35 7.02 3.85 8.71
Cambiar SMID Investor CAMMX -0.58 1.96 -1.15 11.31 6.24 12.25
Cambiar SMID Institutional CAMUX -0.58 1.97 -1.15 11.26 6.27 ---
Calvert Mid-Cap C CCACX -0.04 2.10 -1.80 10.69 1.79 7.95
Calvert Mid-Cap A CCAFX 0.00 2.28 -1.65 11.50 2.56 8.78
Calvert Mid-Cap I CCPIX 0.05 2.44 -1.53 11.95 3.02 9.33
Clarkston Partners Founders CFSMX -0.54 1.72 -0.92 12.81 --- ---
CGM Realty CGMRX 0.26 -3.88 -6.98 22.49 8.06 9.63
Clarkston Founders Institutional CIMDX -1.16 0.36 -2.28 9.57 --- ---
Clarkston Partners Institutional CISMX -0.54 1.73 -0.92 12.70 --- ---
Columbia Mid Cap Index Inst3 CMDYX -0.12 1.05 -3.02 13.78 --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX -1.51 1.39 -3.30 14.43 --- ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX -1.46 1.50 -3.20 14.83 --- ---
Columbia Mid Cap Index Inst2 CPXRX -0.12 1.01 -3.03 13.75 9.58 12.79
CRM Small/Mid Cap Value Inst CRIAX 0.62 2.71 -1.00 16.26 7.19 10.49
CRM Mid Cap Value Instl CRIMX 1.35 3.26 0.22 18.56 10.81 13.04
CRM Small/Mid Cap Value Inv CRMAX 0.72 2.69 -1.02 16.13 6.99 10.26
CRM Mid Cap Value Inv CRMMX 1.36 3.24 0.19 18.36 10.60 12.82
Carillon Scout Mid Cap A CSMEX -0.21 1.53 -3.60 --- --- ---
Carillon Scout Mid Cap C CSMFX -0.26 1.32 -3.75 --- --- ---
Carillon Scout Mid Cap R-3 CSMRX -0.21 1.42 -3.74 --- --- ---
Carillon Scout Mid Cap R-5 CSMSX -0.16 1.58 -3.59 --- --- ---
Carillon Scout Mid Cap R-6 CSMUX -0.21 1.58 -3.59 --- --- ---
Carillon Scout Mid Cap Y CSMZX -0.21 1.53 -3.60 --- --- ---
13D Activist A DDDAX -0.32 0.92 -3.18 17.55 8.15 13.10
13D Activist C DDDCX -0.37 0.69 -3.37 16.63 7.35 12.27
13D Activist I DDDIX -0.31 1.00 -3.13 17.81 8.43 13.39
DFA CSTG&E US Social Core Equity 2 DFCUX -0.33 1.15 -3.68 17.47 10.48 13.07
DFA US Core Equity 2 I DFQTX -0.34 1.13 -3.82 17.16 9.79 13.34
DFA T.A. US Core Equity 2 I DFTCX -0.35 1.24 -3.75 17.10 9.91 13.43
DFA US Social Core Equity 2 Portfolio DFUEX -0.17 1.26 -3.77 17.63 10.01 13.04
Dreyfus Opportunistic Midcap Value A DMCVX 0.00 1.62 -3.33 14.35 6.80 11.61
Dreyfus Opportunistic Midcap Value Y DMCYX 0.00 1.68 -3.29 14.70 7.22 ---
Dreyfus Mid Cap Index I DMIDX -0.11 1.02 -2.98 13.77 --- ---
Dreyfus Active MidCap C DNLCX -0.45 -0.05 -3.95 11.38 5.98 11.50
Dreyfus Active MidCap A DNLDX -0.37 0.22 -3.73 12.34 6.89 12.45
Dreyfus Active MidCap I DNLRX -0.35 0.28 -3.68 12.60 7.13 12.68
Dreyfus Active MidCap Y DNLYX -0.34 0.26 -3.69 12.57 --- ---
Dreyfus Structured Midcap A DPSAX -0.35 -1.18 -5.39 11.94 7.35 12.05
Dreyfus Structured Midcap C DPSCX -0.44 -1.38 -5.57 11.12 6.56 11.23
Dreyfus Structured Midcap I DPSRX -0.35 -1.09 -5.34 12.23 7.62 12.33
Dreyfus Structured MidCap Y DPSYX -0.35 -1.06 -5.32 12.34 7.77 ---
Destinations Small-Mid Cap Equity I DSMFX 0.27 1.71 -1.22 13.13 --- ---
Dreyfus Opportunistic Midcap Value C DVLCX -0.07 1.37 -3.51 13.46 6.01 10.77
Dreyfus Opportunistic Midcap Value I DVLIX 0.03 1.66 -3.27 14.63 7.10 11.92
Russell 1000 Equal Weight TR USD F00000MFRK 0.86 0.59 -2.88 13.44 8.16 12.39
Russell 1000 Equal Weight PR USD F00000MFRL 0.75 0.13 -3.30 11.61 6.31 10.50
Russell 1000 Equal Weight NR USD F00000MFRN 0.83 0.46 -3.01 12.90 7.62 11.83
Russell Mid Cap Equal Weight PR USD F00000MFRQ 0.72 0.27 -2.97 11.25 5.76 10.24
Russell Mid Cap Equal Weight TR USD F00000MFRR 0.82 0.68 -2.59 12.91 7.42 11.94
Russell Mid Cap Equal Weight NR USD F00000MFRS 0.79 0.56 -2.70 12.42 6.93 11.45
Russell Midcap Dynamic PR USD F00000OS15 -0.41 0.51 -3.77 12.97 5.36 10.53
Russell Midcap Dynamic TR USD F00000OS16 -0.30 0.95 -3.37 14.87 7.14 12.31
Russell Midcap Defensive PR USD F00000OS17 -1.19 0.37 -2.61 11.95 9.33 11.70
Russell Midcap Defensive TR USD F00000OS18 -1.08 0.86 -2.16 13.97 11.40 13.77
Russell Midcap Dynamic NR USD F00000P2PE -0.33 0.82 -3.49 14.31 6.62 11.79
Russell Midcap Defensive NR USD F00000P2PF -1.11 0.72 -2.29 13.37 10.79 13.17
Russell Mid Cap NR USD F00000U3UH -0.57 0.79 -3.13 14.03 7.89 12.27
Russell 1000 Size Fctr PR USD F00000WEOX -0.12 0.84 -2.90 13.40 7.10 11.44
Russell 1000 Size Fctr TR USD F00000WEOY 0.00 1.28 -2.50 15.31 8.95 13.32
Russell 1000 Cmprhnsv Fctr TR USD F00000WICU -0.50 0.76 -3.19 15.13 10.65 14.70
Russell 1000 Mmntm Fcsd Fctr TR USD F00000WKEM -0.61 1.25 -3.29 17.08 9.98 14.33
Russell 1000 Mmntm Fcs Fctr USRIC NR USD F00000WKEO -0.61 1.25 -3.29 17.08 9.97 14.33
Russell 1000 Mmntm Fcsd Fctr PR USD F00000WKEP -0.71 0.79 -3.70 15.03 8.00 12.32
Russell 1000 Cmprhnsv Fctr PR USD F00000X4NC -0.62 0.25 -3.65 13.01 8.52 12.51
Russell Midcap Div Factor TR USD F00000X55A -0.29 0.96 -2.74 13.58 10.64 13.97
Russell Midcap Div Factor PR USD F00000X55B -0.40 0.48 -3.18 11.60 8.57 11.82
Russell 1000 Cmprhnsv Fctr NC USD F00000XHDU -0.52 0.70 -3.24 16.00 10.74 14.64
Russell 1000 Enhanced Value EW PR USD F00000Z2QW -0.69 -0.88 -4.56 11.93 8.11 11.90
Russell 1000 Enhanced Value EW TR USD F00000Z2QX -0.55 -0.35 -4.09 14.09 10.32 14.13
Russell 1000 Enhanced Value EW NR USD F00000Z2QY -0.59 -0.50 -4.23 13.45 9.59 13.41
Russell Mid Cap TR Hdg USD F0000104NG -0.53 0.92 -3.01 14.60 8.44 12.81
FAM Equity-Income Investor FAMEX -1.26 0.25 -3.71 10.34 9.94 11.37
First Eagle Fund of America Y FEAFX -1.19 -1.29 -5.21 11.30 3.68 8.69
First Eagle Fund of America I FEAIX -1.15 -1.21 -5.15 11.64 4.00 9.00
First Eagle Fund of America C FEAMX -1.25 -1.49 -5.37 10.48 2.91 7.88
First Eagle Fund of America A FEFAX -1.19 -1.30 -5.21 11.31 3.68 8.69
First Eagle Fund of America R6 FEFRX -1.18 -1.21 -5.15 11.64 --- ---
Federated MDT Mid Cap Growth A FGSAX -1.15 6.69 -0.38 23.61 10.42 15.08
Federated MDT Mid Cap Growth C FGSCX -1.23 6.40 -0.57 22.65 9.58 14.22
Federated MDT Mid Cap Growth Instl FGSIX -1.14 6.75 -0.32 23.91 10.68 15.36
Federated MDT Mid Cap Growth R6 FGSKX -1.15 6.76 -0.33 23.95 10.32 14.80
First Investors Opportunity B FIMBX -0.76 -1.84 -6.15 12.18 4.61 10.70
First Investors Opportunity A FIUSX -0.68 -1.61 -5.97 13.05 5.41 11.56
First Investors Opportunity Adv FIVUX -0.67 -1.51 -5.91 13.39 5.73 11.86
First Investors Opportunity Instl FIVVX -0.67 -1.49 -5.87 13.52 5.87 12.03
Fidelity® Flex Mid Cap Index FLAPX -0.52 0.97 -2.96 14.76 --- ---
JPMorgan Mid Cap Value L FLMVX -0.55 -0.94 -4.02 9.07 7.09 11.57
Federated Mid-Cap Index R6 FMCLX -0.05 1.12 -2.94 13.74 --- ---
Federated Mid-Cap Index Instl FMCRX -0.09 1.08 -2.98 13.71 9.55 12.80
Federated Mid-Cap Index Svc FMDCX -0.07 1.07 -2.99 13.49 9.29 12.53
Fidelity® Mid Cap Enhanced Index FMEIX -0.57 0.51 -4.09 14.77 8.20 13.34
FMI Common Stock FMIMX 0.00 1.17 -2.04 12.60 8.43 11.10
FMI Common Stock Institutional FMIUX 0.04 1.20 -2.00 12.75 --- ---
Frank Value C FNKCX 0.17 1.28 -1.17 -3.35 -0.93 4.07
Frank Value Instl FNKIX 0.16 1.59 -0.93 -2.44 0.05 5.10
Russell Developed x CA MC TR USD FOUSA093N7 0.48 1.62 -2.67 17.78 8.98 12.06
Russell Developed x CA MC NR USD FOUSA093N9 0.42 1.50 -2.78 17.26 8.47 11.55
Russell Developed x CA MC PR USD FOUSA093NB 0.19 1.03 -3.21 15.44 6.80 9.85
Russell Developed x CA MC TR Hdg USD FOUSA093ND 0.67 0.64 -2.97 15.38 8.44 12.92
Russell Developed xJPN MC TR USD FOUSA093QJ 0.44 1.37 -2.69 17.02 8.56 11.75
Russell Developed xJPN MC NR USD FOUSA093QL 0.40 1.25 -2.81 16.47 8.03 11.20
Russell Developed xJPN MC PR USD FOUSA093QN 0.23 0.82 -3.20 14.66 6.35 9.48
Russell Developed xJPN MC TR Hdg USD FOUSA093QP 0.27 0.94 -2.60 14.16 8.45 12.66
Russell North America MC TR USD FOUSA09BDU -0.22 0.73 -3.04 14.49 8.06 12.10
Russell North America MC NR USD FOUSA09BDW -0.25 0.60 -3.16 13.91 7.51 11.55
Russell North America MC PR USD FOUSA09BDY -0.33 0.27 -3.46 12.51 6.16 10.18
Russell USA MC TR USD FOUSA09CSK -0.53 0.92 -3.01 14.59 8.44 12.81
Russell USA MC NR USD FOUSA09CSM -0.57 0.79 -3.13 14.02 7.89 12.26
Russell USA MC PR USD FOUSA09CSO -0.65 0.46 -3.43 12.65 6.57 10.95
Frank Value Inv FRNKX 0.16 1.53 -1.02 -2.70 -0.18 4.84
Fidelity® Mid Cap Index Premium FSCKX -0.56 0.86 -3.02 14.48 8.39 12.75
Fidelity® Mid Cap Index Investor FSCLX -0.56 0.86 -3.07 14.37 8.24 12.58
Fidelity® Extended Market Index Investor FSEMX -0.03 2.54 -1.54 16.86 8.83 12.99
Fidelity® Extended Market Index Premium FSEVX 0.00 2.56 -1.52 16.90 8.87 13.03
Fidelity® Extended Market Index InstlPrm FSMAX 0.00 2.57 -1.51 16.93 8.89 13.05
Fidelity® Mid Cap Index Instl Prem FSMDX -0.52 0.91 -3.02 14.56 8.42 12.78
Fidelity® Mid Cap Index Institutional FSTPX -0.52 0.91 -3.02 14.55 8.40 12.76
Fidelity® SAI Small-Mid Cap 500 Index FZFLX -0.24 1.14 -2.67 15.05 --- ---
Gabelli Value 25 A GABVX 0.78 0.06 -3.91 5.92 4.13 7.00
Gotham Enhanced Return Institutional GENIX -1.59 1.02 -5.87 15.30 7.06 ---
Nationwide Mid Cap Market Idx C GMCCX -0.24 0.73 -3.23 12.42 8.35 11.54
Goldman Sachs Small/Mid Cap Value R6 GMCUX 0.23 -0.45 -3.42 12.64 --- ---
Glenmede Mid Cap Equity Advisor GMQAX -1.25 -1.08 -6.18 10.21 3.16 ---
Goldman Sachs Small/Mid Cap Value A GMVAX 0.15 -0.53 -3.53 12.23 7.38 ---
Goldman Sachs Small/Mid Cap Value C GMVCX 0.16 -0.77 -3.66 11.41 6.62 ---
Goldman Sachs Small/Mid Cap Value Inv GMVIX 0.15 -0.53 -3.44 12.50 7.66 ---
Goldman Sachs Small/Mid Cap Value R GMVRX 0.15 -0.61 -3.53 11.95 7.13 ---
Nationwide Mid Cap Market Idx A GMXAX -0.17 0.92 -3.07 13.23 9.09 12.28
Nationwide Mid Cap Market Idx R6 GMXIX -0.16 1.06 -2.98 13.67 9.54 12.75
Nationwide Mid Cap Market Idx R GMXRX -0.17 0.86 -3.18 12.92 8.79 12.03
Goldman Sachs Small/Mid Cap Value Instl GSMVX 0.15 -0.45 -3.43 12.63 7.79 ---
Invesco Mid Cap Core Equity C GTACX -1.49 -1.80 -5.36 8.25 4.87 7.79
Invesco Mid Cap Core Equity R6 GTAFX -1.39 -1.44 -5.12 9.49 6.12 9.07
Invesco Mid Cap Core Equity A GTAGX -1.44 -1.58 -5.23 9.01 5.65 8.58
Invesco Mid Cap Core Equity R GTARX -1.46 -1.65 -5.28 8.72 5.38 8.31
Invesco Mid Cap Core Equity R5 GTAVX -1.39 -1.48 -5.12 9.41 6.05 8.99
Invesco Mid Cap Core Equity Y GTAYX -1.41 -1.50 -5.17 9.28 5.90 8.85
Aberdeen US Mid Cap Equity A GUEAX -0.23 -0.55 -4.49 15.86 --- ---
Aberdeen US Mid Cap Equity C GUECX -0.32 -0.71 -4.63 14.98 --- ---
Aberdeen US Mid Cap Equity Institutional GUEIX -0.31 -0.54 -4.48 16.07 --- ---
Aberdeen US Mid Cap Equity R GUERX -0.31 -0.63 -4.58 15.49 --- ---
Aberdeen US Mid Cap Equity Instl Svc GUESX -0.31 -0.54 -4.48 16.08 --- ---
Gabelli Value 25 AAA GVCAX 0.72 0.06 -3.93 5.90 4.11 6.99
Gabelli Value 25 C GVCCX 0.67 -0.17 -4.12 5.12 3.33 6.19
Gabelli Value 25 I GVCIX 0.78 0.19 -3.79 6.36 4.46 7.32
Gabelli Value 25 T GVCTX 0.78 0.06 -3.92 --- --- ---
Government Street Mid-Cap GVMCX -0.41 2.47 -2.46 16.84 11.07 12.93
Gabelli Focus Five A GWSAX -0.49 -3.94 -7.16 6.07 -1.99 4.38
Gabelli Focus Five C GWSCX -0.57 -4.18 -7.33 5.28 -2.72 3.59
Gabelli Focus Five I GWSIX -0.48 -3.87 -7.10 6.34 -1.74 4.63
Gabelli Focus Five T GWSTX -0.57 -3.98 -7.17 --- --- ---
Gabelli Focus Five AAA GWSVX -0.57 -3.98 -7.23 5.98 -1.99 4.37
Hartford MidCap Value HLS IB HBMVX -0.95 -0.08 -3.18 10.86 5.87 11.18
Henssler Equity Institutional HEQCX -0.98 -2.41 -5.01 6.98 6.50 10.94
Henssler Equity Investor HEQFX -0.87 -2.56 -4.99 6.47 5.99 10.38
Hennessy Cornerstone Growth Investor HFCGX 1.14 -0.91 -5.86 20.67 6.55 12.18
Hartford Schroders US S/M-Cap Opps C HFDCX -1.24 -1.91 -5.28 8.59 --- ---
Hartford Schroders US S/M-Cap Opps F HFDFX -1.15 -1.55 -5.02 9.80 --- ---
Hartford Schroders US S/M-Cap Opps R3 HFDRX -1.16 -1.77 -5.12 9.09 --- ---
Hartford Schroders US S/M-Cap Opps R4 HFDSX -1.16 -1.69 -5.10 9.34 --- ---
Hartford Schroders US S/M-Cap Opps R5 HFDTX -1.09 -1.56 -4.96 9.75 --- ---
Hartford Schroders US S/M-Cap Opps Y HFDYX -1.09 -1.55 -4.96 9.78 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX 2.13 -2.89 -5.43 14.96 5.64 11.16
Hennessy Cornerstone Growth Inst HICGX 1.15 -0.80 -5.81 21.06 6.88 12.50
Hennessy Cornerstone Mid Cap 30 Instl HIMDX 2.18 -2.76 -5.33 15.37 6.01 11.50
Hartford MidCap Value A HMVAX -0.88 -0.19 -3.15 10.64 5.65 10.91
Hartford MidCap Value C HMVCX -0.92 -0.38 -3.28 9.82 4.89 10.12
Hartford MidCap Value F HMVFX -0.88 -0.06 -3.07 11.09 --- ---
Hartford MidCap Value HLS IA HMVIX -0.87 0.00 -3.08 11.15 6.14 11.46
Hartford MidCap Value I HMVJX -0.88 -0.06 -3.07 10.85 5.91 11.23
Hartford MidCap Value R3 HMVRX -0.90 -0.24 -3.18 10.31 5.38 10.61
Hartford MidCap Value R4 HMVSX -0.89 -0.18 -3.12 10.61 5.69 10.96
Hartford MidCap Value R5 HMVTX -0.88 -0.06 -3.03 10.98 6.01 11.29
Hartford MidCap Value Y HMVYX -0.87 0.00 -3.02 11.04 6.10 11.40
Voya Mid Cap Research Enhanced Index O IDMOX -0.81 -0.29 -3.85 10.17 5.96 10.01
Voya Russell Mid Cap Index Port I IIRMX -0.55 0.86 -3.07 14.13 8.02 12.36
VY® JPMorgan Mid Cap Value A IJMAX -0.61 -1.16 -4.21 8.71 6.59 11.05
VY® JPMorgan Mid Cap Value I IJMIX -0.59 -1.03 -4.11 9.26 7.11 11.60
VY® JPMorgan Mid Cap Value S IJMSX -0.60 -1.09 -4.15 9.03 6.86 11.32
VY® JPMorgan Mid Cap Value S2 IJPMX -0.61 -1.12 -4.18 8.86 6.69 11.15
Poplar Forest Outliers Institutional IPFOX -0.95 -0.20 -5.39 8.36 0.98 ---
Voya Index Plus MidCap Port I IPMIX -0.78 -0.17 -3.78 10.65 7.94 12.06
Voya Index Plus MidCap Port S IPMSX -0.84 -0.22 -3.84 10.37 7.68 11.78
Voya Russell Mid Cap Index Port A IRMAX -0.63 0.63 -3.23 13.48 7.47 11.79
Voya Russell Mid Cap Index Port S IRMCX -0.61 0.75 -3.17 13.80 7.73 12.07
Voya Russell Mid Cap Index Port S2 IRMTX -0.62 0.69 -3.21 13.65 7.58 11.91
Janus Henderson Contrarian D JACNX -0.40 5.19 -0.40 8.93 1.58 9.16
JPMorgan Mid Cap Value A JAMCX -0.61 -1.12 -4.13 8.52 6.56 11.02
JPMorgan Mid Cap Value C JCMVX -0.64 -1.24 -4.24 7.97 6.03 10.46
Janus Henderson Contrarian A JCNAX -0.45 5.13 -0.45 8.68 1.37 8.94
Janus Henderson Contrarian C JCNCX -0.48 4.91 -0.59 7.92 0.67 8.13
Janus Henderson Contrarian S JCNIX -0.40 5.14 -0.45 8.58 1.25 8.80
Janus Henderson Contrarian N JCNNX -0.40 5.25 -0.35 --- --- ---
Janus Henderson Contrarian R JCNRX -0.51 4.99 -0.57 8.23 0.98 8.52
Janus Henderson Contrarian I JCONX -0.40 5.24 -0.35 9.02 1.67 9.24
JPMorgan Mid Cap Value R3 JMVPX -0.59 -1.10 -4.14 8.54 --- ---
JPMorgan Mid Cap Value R4 JMVQX -0.58 -1.01 -4.08 8.78 --- ---
JPMorgan Mid Cap Value R5 JMVRX -0.57 -0.99 -4.05 8.95 --- ---
JPMorgan Mid Cap Value I JMVSX -0.58 -1.03 -4.09 8.79 6.83 11.30
JPMorgan Mid Cap Value R6 JMVYX -0.55 -0.94 -4.02 9.07 --- ---
JPMorgan Mid Cap Value R2 JMVZX -0.64 -1.19 -4.20 8.23 6.29 10.74
Johnson Opportunity JOPPX -0.23 0.30 -3.04 15.47 9.01 12.76
Janus Henderson Contrarian T JSVAX -0.45 5.19 -0.40 8.83 1.50 9.07
Janus Henderson Select Value D JSVDX -0.50 -0.85 -3.86 10.84 9.61 11.05
Janus Henderson Select Value S JSVSX -0.57 -0.93 -3.94 10.50 9.38 10.74
Janus Henderson Select Value T JSVTX -0.50 -0.85 -3.87 10.76 9.51 10.97
JHancock Disciplined Value Mid Cap A JVMAX -0.57 1.11 -2.87 13.77 9.47 14.45
JHancock Disciplined Value Mid Cap C JVMCX -0.65 0.89 -3.07 12.88 8.64 13.60
JHancock Disciplined Value Mid Cap I JVMIX -0.59 1.16 -2.80 14.01 9.74 14.76
JHancock Disciplined Value Mid Cap R6 JVMRX -0.55 1.25 -2.76 14.15 9.86 14.87
JHancock Disciplined Value Mid Cap R2 JVMSX -0.59 1.03 -2.93 13.53 9.29 14.29
JHancock Disciplined Value Mid Cap R4 JVMTX -0.59 1.12 -2.85 13.85 9.57 ---
JHancock Disciplined Value Mid Cap Adv JVMVX -0.57 1.12 -2.87 13.75 9.45 14.40
Janus Henderson Select Value A JVSAX -0.50 -0.86 -3.87 10.59 9.38 10.79
Janus Henderson Select Value C JVSCX -0.66 -1.17 -4.12 9.70 8.48 9.91
Janus Henderson Select Value I JVSIX -0.57 -0.85 -3.86 10.87 9.65 11.15
Janus Henderson Select Value N JVSNX -0.50 -0.78 -3.79 --- --- ---
Keeley All Cap Value I KACIX 1.33 1.21 -2.39 13.59 5.59 8.98
Keeley All Cap Value A KACVX 1.34 1.16 -2.41 13.32 5.34 8.71
Miller Opportunity A LGOAX -2.08 -1.26 -7.89 17.08 4.86 14.61
Linde Hansen Contrarian Value A LHVAX -0.80 -0.80 -4.61 0.37 1.20 5.27
Linde Hansen Contrarian Value I LHVIX -0.79 -0.72 -4.56 0.59 1.47 5.53
Longleaf Partners Small-Cap LLSCX 1.12 1.05 -2.58 7.51 4.91 10.73
Miller Opportunity I LMNOX -2.10 -1.20 -7.85 17.38 5.15 14.92
Miller Opportunity FI LMOFX -2.13 -1.30 -7.91 17.04 4.83 14.56
Miller Opportunity C LMOPX -2.16 -1.51 -8.07 16.16 4.06 13.72
Miller Opportunity R LMORX -2.11 -1.33 -7.94 16.78 4.54 14.19
ClearBridge Mid Cap R LMREX -1.20 -1.72 -4.21 7.22 5.13 10.66
Kinetics Spin-Off and Corp Rest Adv A LSHAX 2.09 5.06 -2.10 21.52 4.83 7.20
Kinetics Spin-Off and Corp Rest Adv C LSHCX 2.11 4.92 -2.29 20.65 4.05 6.43
Kinetics Spin-Off and Corp Rest No Load LSHEX 2.18 5.12 -2.09 --- --- ---
Kinetics Spin-Off and Corp Rest Instl LSHUX 2.09 5.15 -2.09 21.74 5.07 7.46
ClearBridge Mid Cap IS LSIRX -1.15 -1.52 -4.06 7.97 5.85 11.43
Leuthold Select Industries LSLTX -1.84 1.60 -5.82 19.25 7.61 14.02
Lord Abbett Value Opportunities T LVATX -0.95 -1.30 -5.03 --- --- ---
Lord Abbett Value Opportunities A LVOAX -1.00 -1.34 -5.08 9.06 5.87 10.58
Lord Abbett Value Opportunities B LVOBX -1.06 -1.61 -5.25 8.22 5.05 9.78
Lord Abbett Value Opportunities C LVOCX -1.06 -1.56 -5.25 8.22 5.09 9.79
Lord Abbett Value Opportunities F LVOFX -0.93 -1.27 -5.03 9.21 6.03 10.78
Lord Abbett Value Opportunities F3 LVOOX -0.96 -1.24 -4.97 9.44 --- ---
Lord Abbett Value Opportunities P LVOPX -1.02 -1.42 -5.12 8.83 5.65 10.39
Lord Abbett Value Opportunities R2 LVOQX -1.04 -1.50 -5.18 8.67 5.48 10.22
Lord Abbett Value Opportunities R3 LVORX -1.03 -1.43 -5.13 8.76 5.60 10.33
Lord Abbett Value Opportunities R4 LVOSX -1.00 -1.35 -5.08 9.05 --- ---
Lord Abbett Value Opportunities R5 LVOTX -0.96 -1.29 -5.02 9.31 --- ---
Lord Abbett Value Opportunities R6 LVOVX -0.96 -1.24 -5.01 9.44 --- ---
Lord Abbett Value Opportunities I LVOYX -0.96 -1.25 -4.98 9.36 6.14 10.89
Mutual of America Instl Mid-Cap Eq Idx MAMQX -0.13 1.03 -3.01 13.80 9.62 12.84
MM S&P® Mid Cap Index A MDKAX -0.14 0.85 -3.13 13.20 8.92 12.09
MM S&P® Mid Cap Index R4 MDKFX -0.14 0.93 -3.08 13.27 9.05 ---
MM S&P® Mid Cap Index R5 MDKIX -0.14 1.06 -2.98 13.70 9.48 12.66
MM S&P® Mid Cap Index Svc MDKSX -0.14 0.99 -2.99 13.60 9.30 12.49
MM S&P® Mid Cap Index R3 MDKTX -0.14 0.86 -3.16 13.03 8.77 ---
MM S&P® Mid Cap Index Adm MDKYX -0.21 0.92 -3.13 13.42 9.17 12.38
MM S&P® Mid Cap Index I MDKZX -0.14 1.05 -3.04 13.78 9.57 12.77
ProFunds Mid Cap Inv MDPIX -0.26 0.49 -3.45 11.81 7.85 11.04
ProFunds Mid Cap Svc MDPSX -0.34 0.19 -3.68 10.70 6.77 9.93
Morgan Stanley Inst Insight A MFPHX -1.59 -1.88 -5.67 11.05 12.35 13.34
Morgan Stanley Inst Insight I MFPIX -1.58 -1.81 -5.64 11.43 12.71 13.70
Morgan Stanley Inst Insight L MFPLX -1.63 -2.06 -5.83 10.48 11.77 12.75
Shelton S&P Midcap Index K MIDKX -0.25 0.74 -3.23 13.03 9.18 12.22
Principal MidCap S&P 400 Index Inst MPSIX -0.09 0.98 -3.05 13.71 9.54 12.74
Morgan Stanley Inst Insight C MSSPX -1.64 -2.14 -5.87 10.19 --- ---
Great-West S&P Mid Cap 400® Index L MXBUX -0.19 0.87 -3.15 13.19 --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX -0.18 0.89 -3.09 13.36 9.18 12.36
Great-West S&P Mid Cap 400® Index Instl MXNZX -0.20 1.00 -3.07 13.75 --- ---
Neiman Opportunities A NEOMX -0.90 2.18 -2.88 20.28 --- ---
Columbia Mid Cap Index Inst NMPAX -0.12 1.03 -2.97 13.75 9.60 12.79
Northern Mid Cap Index NOMIX -0.10 1.09 -2.98 13.86 9.65 12.84
Columbia Mid Cap Index A NTIAX -0.18 0.91 -3.08 13.42 9.29 12.50
Nationwide Mid Cap Market Idx Instl Svc NWXQX -0.11 1.02 -3.01 13.55 --- ---
JPMorgan Intrepid Mid Cap C ODMCX -0.36 1.00 -3.21 13.38 5.75 11.56
Oppenheimer Main Street Mid Cap B OPMBX -0.63 1.33 -2.47 9.57 5.08 10.23
Oppenheimer Main Street Mid Cap C OPMCX -0.63 1.37 -2.46 9.65 5.11 10.26
Oppenheimer Main Street Mid Cap I OPMIX -0.51 1.71 -2.22 10.93 6.35 11.57
Oppenheimer Main Street Mid Cap R OPMNX -0.58 1.51 -2.37 10.19 5.62 10.80
Oppenheimer Main Street Mid Cap A OPMSX -0.55 1.58 -2.28 10.47 5.90 11.09
Oppenheimer Main Street Mid Cap Y OPMYX -0.55 1.67 -2.24 10.75 6.16 11.37
Sterling Capital Mid Value A OVEAX -0.31 0.74 -4.18 9.53 7.52 11.62
Sterling Capital Mid Value C OVECX -0.41 0.54 -4.37 8.70 6.71 10.79
Sterling Capital Mid Value I OVEIX -0.26 0.89 -4.07 9.84 7.80 11.90
Sterling Capital Mid Value R OVERX -0.33 0.66 -4.22 9.25 7.25 11.16
Pacific Advisors Mid Cap Value A PAMVX 0.08 -1.06 -6.92 14.27 -1.07 1.24
Parnassus Mid-Cap PARMX -0.31 -0.59 -2.69 9.49 9.29 12.02
JPMorgan Intrepid Mid Cap A PECAX -0.35 1.11 -3.10 13.95 6.37 12.24
Principal EDGE MidCap Institutional PEDGX 1.17 1.91 -1.63 11.83 --- ---
Principal EDGE MidCap R-6 PEDMX 1.16 1.90 -1.63 12.66 --- ---
Dreyfus Mid Cap Index Inv PESPX -0.16 0.94 -3.05 13.45 9.31 12.52
T. Rowe Price Extended Equity Market Idx PEXMX 0.00 2.41 -1.70 16.47 8.76 12.97
Parnassus Mid Cap Institutional PFPMX -0.28 -0.53 -2.62 9.73 --- ---
Principal MidCap S&P 400 Index R-6 PMAPX -0.14 0.98 -3.05 13.77 --- ---
Principal MidCap S&P 400 Index J PMFJX -0.14 0.96 -3.08 13.51 9.26 12.38
Principal MidCap S&P 400 Index R3 PMFMX -0.14 0.87 -3.13 13.14 8.98 12.15
Principal MidCap S&P 400 Index R2 PMFNX -0.18 0.78 -3.20 12.95 8.77 11.95
Principal MidCap S&P 400 Index R5 PMFPX -0.13 0.95 -3.09 13.52 9.31 12.50
Principal MidCap S&P 400 Index R4 PMFSX -0.14 0.91 -3.12 13.35 9.18 12.36
Pax Mid Cap Institutional PMIDX 0.27 -0.54 -3.48 9.18 --- ---
Principal MidCap S&P 400 Index R1 PMSSX -0.19 0.75 -3.21 12.82 8.65 11.80
Pacific Advisors Mid Cap Value C PMVCX -0.09 -1.30 -7.15 13.28 -1.83 0.48
Prudential QMA Mid-Cap Core Equity Q PQCCX 0.00 0.85 -3.59 13.00 --- ---
Pax Mid Cap Individual Investor PWMDX 0.18 -0.63 -3.57 8.86 --- ---
Putnam Equity Spectrum A PYSAX -0.83 -2.42 -4.95 -9.22 -2.03 6.11
Putnam Equity Spectrum C PYSCX -0.88 -2.64 -5.14 -9.89 -2.77 5.32
Putnam Equity Spectrum M PYSMX -0.86 -2.55 -5.07 -9.65 -2.52 5.59
Putnam Equity Spectrum B PYSOX -0.91 -2.66 -5.15 -9.92 -2.78 5.32
Putnam Equity Spectrum R PYSRX -0.85 -2.47 -5.02 -9.45 -2.29 5.85
Putnam Equity Spectrum Y PYSYX -0.82 -2.36 -4.89 -9.00 -1.79 6.38
Quantified All-Cap Equity Advisor QACAX -1.08 -4.47 -9.13 10.04 --- ---
Quantified All-Cap Equity Investor QACFX -0.97 -4.33 -8.95 10.73 5.84 ---
Rock Oak Core Growth RCKSX -1.08 11.26 3.20 26.04 11.91 15.06
Schwartz Value Focused RCMFX 1.68 3.10 -3.50 16.17 6.01 5.54
Royce Dividend Value Institutional RDIIX 0.40 1.41 -3.63 19.88 10.12 10.72
Royce Dividend Value Consultant RDVCX 0.22 1.07 -3.91 18.47 8.93 ---
Royce Dividend Value Invmt RDVIX 0.39 1.39 -3.58 19.78 10.09 10.62
Royce Small/Mid-Cap Premier Service RGFAX -1.48 -1.92 -5.73 14.86 8.92 9.50
Royce Small/Mid-Cap Premier Investment RHFHX -1.48 -1.92 -5.71 15.06 9.15 9.76
Victory RS Investors C RIVCX 1.27 0.55 -2.82 13.01 6.35 10.67
Russell Inv US Mid Cap Equity A RMCAX -0.18 0.91 -2.39 10.92 7.69 12.09
Russell Inv US Mid Cap Equity C RMCCX -0.26 0.61 -2.54 10.04 6.87 11.24
Russell Inv US Mid Cap Equity S RMCSX -0.12 0.97 -2.24 11.23 7.95 12.37
Victory RS Investors R RSIKX 1.34 0.70 -2.71 13.23 6.57 10.92
Victory RS Investors A RSINX 1.38 0.79 -2.65 13.87 7.14 11.50
Victory RS Investors Y RSIYX 1.35 0.92 -2.53 14.20 7.43 11.81
Victory RS Value A RSVAX 0.99 1.26 -2.39 13.68 5.44 11.04
Victory RS Value R RSVKX 0.96 1.12 -2.50 13.23 5.01 10.59
Victory RS Value Y RSVYX 1.04 1.34 -2.30 13.95 5.68 11.30
Victory RS Value C RVACX 0.93 1.01 -2.60 12.77 4.62 10.18
Royce Dividend Value Svc RYDVX 0.26 1.29 -3.67 19.40 9.77 10.35
Royce Small/Mid-Cap Premier Consultant RYGCX -1.64 -2.26 -6.00 13.79 7.94 8.49
ClearBridge Mid Cap A SBMAX -1.20 -1.65 -4.17 7.53 5.39 10.95
ClearBridge Mid Cap C SBMLX -1.24 -1.83 -4.33 6.77 4.66 10.17
Wells Fargo Common Stock Inst SCNSX -0.08 1.33 -3.19 14.91 9.02 12.06
Wells Fargo Common Stock A SCSAX -0.09 1.22 -3.28 14.46 8.58 11.62
Wells Fargo Common Stock Admin SCSDX -0.08 1.24 -3.27 14.61 8.74 11.78
Wells Fargo Common Stock R6 SCSRX -0.04 1.33 -3.18 14.86 9.04 ---
SEI Mid-Cap F (SIMT) SEMCX 0.11 0.76 -3.73 15.77 9.71 13.85
SEI Mid-Cap Y (SIMT) SFDYX 0.14 0.83 -3.66 16.04 --- ---
SEI Mid-Cap I (SIMT) SIPIX 0.10 0.68 -3.78 15.49 9.47 13.59
ClearBridge Mid Cap I SMBYX -1.16 -1.54 -4.10 7.88 5.75 11.33
ClearBridge Mid Cap 1 SMCPX -1.15 -1.55 -4.08 7.87 5.73 11.23
Hartford Schroders US S/M-Cap Opps I SMDIX -1.09 -1.62 -5.02 9.73 9.23 13.85
Sterling Capital SMID OpportunitiesInstl SMDOX -0.45 -1.72 -5.27 5.73 --- ---
Sterling Capital SMID Opportunities A SMDPX -0.52 -1.79 -5.35 5.48 --- ---
Sterling Capital SMID Opportunities C SMDQX -0.59 -2.04 -5.54 4.71 --- ---
Hartford Schroders US S/M-Cap Opps SDR SMDRX -1.08 -1.55 -5.01 9.86 9.33 ---
Hartford Schroders US S/M-Cap Opps A SMDVX -1.13 -1.68 -5.08 9.41 8.94 13.56
Saratoga Mid Capitalization I SMIPX 0.78 -0.15 -4.58 10.71 2.47 10.28
Saratoga Mid Capitalization A SPMAX 0.78 -0.26 -4.59 10.38 2.09 9.85
Saratoga Mid Capitalization C SPMCX 0.62 -0.51 -4.78 9.62 1.46 9.23
Shelton S&P Midcap Index Direct SPMIX -0.22 0.90 -3.13 13.59 9.74 12.78
AMG SouthernSun US Equity C SSECX -0.30 -3.61 -8.94 3.57 0.53 6.59
AMG SouthernSun US Equity N SSEFX -0.29 -3.42 -8.82 4.39 1.28 7.38
AMG SouthernSun US Equity I SSEIX -0.29 -3.34 -8.75 4.63 1.53 7.65
Sterling Capital Stratton MdCp Val Instl STRGX -0.90 -1.74 -5.11 14.76 7.64 12.49
Sterling Capital Stratton MdCp Val A STRLX -0.90 -1.80 -5.17 14.49 --- ---
Sterling Capital Mid Value R6 STRMX -0.31 --- --- --- --- ---
Sterling Capital Stratton MdCp Val C STRNX -0.99 -2.05 -5.35 13.60 --- ---
Wells Fargo Common Stock C STSAX -0.17 0.98 -3.48 13.59 7.77 10.78
Schwab ® US Mid-Cap Index SWMCX -0.52 0.92 -2.99 --- --- ---
Thompson MidCap THPMX -1.07 -1.44 -5.26 10.44 6.48 11.74
Timothy Plan Large/Mid Cap Value A TLVAX -0.87 1.51 -2.65 14.55 7.17 11.05
Timothy Plan Large/Mid Cap Value C TLVCX -0.94 1.22 -2.83 13.63 6.35 10.21
Touchstone Mid Cap A TMAPX -0.67 1.58 -2.93 19.02 8.67 11.55
Touchstone Mid Cap C TMCJX -0.77 1.34 -3.12 18.07 7.85 10.71
Touchstone Mid Cap Y TMCPX -0.66 1.66 -2.88 19.30 8.94 11.83
Touchstone Mid Cap Z TMCTX -0.70 1.56 -2.95 18.99 8.67 11.55
Touchstone Mid Cap Institutional TMPIX -0.66 1.69 -2.85 19.39 9.03 11.91
Thrivent Mid Cap Stock S TMSIX -0.38 1.33 -2.10 17.75 14.91 16.83
Timothy Plan Large/Mid Cap Value I TMVIX -0.86 1.55 -2.58 14.81 7.43 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX -0.34 1.05 -3.15 13.62 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX -0.28 1.19 -3.01 14.08 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX -0.28 1.19 -3.08 13.92 --- ---
Thomas White American Opportunities Inv TWAOX -1.22 -1.05 -5.60 11.73 6.86 11.32
Carillon Scout Mid Cap I UMBMX -0.21 1.63 -3.54 20.60 12.43 14.58
USAA Extended Market Index USMIX -0.05 2.48 -1.62 16.47 8.39 12.48
Vanguard Capital Value Inv VCVLX -1.06 -1.95 -5.57 9.06 0.94 8.90
Vanguard Extended Market Index InstlPlus VEMPX 0.01 2.57 -1.52 16.85 8.91 13.11
Vanguard Extended Market Index Admiral VEXAX 0.01 2.55 -1.53 16.81 8.87 13.07
Vanguard Extended Market Index Investor VEXMX -0.01 2.52 -1.57 16.65 8.73 12.92
Vanguard Extended Market Index Instl VIEIX 0.01 2.57 -1.52 16.84 8.90 13.09
Vanguard Mid Cap Index Admiral VIMAX -0.69 1.45 -2.80 14.70 8.25 12.89
Vanguard Mid Cap Index Investor VIMSX -0.70 1.41 -2.82 14.57 8.12 12.74
Vanguard Mid Cap Index Institutional VMCIX -0.69 1.44 -2.78 14.71 8.26 12.89
Vanguard Mid Cap Index InstitutionalPlus VMCPX -0.69 1.46 -2.79 14.73 8.27 12.91
VALIC Company I Mid Cap Index VMIDX -0.15 0.97 -3.05 13.64 9.54 12.71
Natixis Vaughan Nelson Value Opp A VNVAX 0.86 -0.12 -4.50 10.59 2.59 10.27
Natixis Vaughan Nelson Value Opp C VNVCX 0.82 -0.31 -4.66 9.80 1.83 9.45
Natixis Vaughan Nelson Value Opp N VNVNX 0.90 0.01 -4.42 10.98 2.94 ---
Natixis Vaughan Nelson Value Opp Y VNVYX 0.85 -0.03 -4.45 10.81 2.84 10.54
Volumetric VOLMX -0.14 0.57 -4.04 13.06 7.19 9.39
Voya Russell Mid Cap Index P2 VRMPX -0.54 0.86 -3.06 --- --- ---
Vanguard Extended Market Index Instl Sel VSEMX 0.01 2.58 -1.51 16.89 --- ---
Vanguard Strategic Equity Inv VSEQX -0.06 2.36 -2.61 14.62 8.80 14.49
Vanguard S&P Mid-Cap 400 Index I VSPMX -0.11 1.08 -2.96 13.95 9.76 12.95
Virtus Horizon Wealth Masters A VWMAX 0.72 1.01 -2.85 14.36 7.17 11.41
Virtus Horizon Wealth Masters C VWMCX 0.69 0.75 -2.98 13.51 6.39 10.57
Virtus Horizon Wealth Masters I VWMIX 0.78 1.06 -2.79 14.65 7.45 11.68
Walden SMID Cap WASMX -0.12 2.28 -2.90 15.57 10.46 12.37
Weitz Hickory WEHIX -0.63 -0.46 -3.77 2.46 1.46 6.14
Westwood SMidCap Institutional WHGMX 0.19 0.89 -2.09 9.12 4.86 9.23
Westwood SMidCap Plus Institutional WHGPX -0.25 0.50 -2.39 8.80 4.41 9.43
JPMorgan Intrepid Mid Cap R3 WOOOX -0.35 1.11 -3.07 13.94 --- ---
JPMorgan Intrepid Mid Cap I WOOPX -0.33 1.18 -3.03 14.21 6.63 12.52
JPMorgan Intrepid Mid Cap R4 WOOQX -0.33 1.18 -3.03 14.21 --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX -0.33 1.26 -2.98 14.53 --- ---
Wright Selected Blue Chip Equities WSBEX -4.88 -3.30 -7.74 9.17 3.96 9.87
Russell Mid Cap TR USD XIUSA000L2 -0.53 0.92 -3.01 14.60 8.44 12.81
Russell 1000 Equal Weighted TR USD XIUSA000L3 --- --- --- --- --- ---
Russell Mid Cap PR USD XIUSA04FN1 -0.65 0.46 -3.43 12.66 6.57 10.95
Yorktown Mid-Cap A YWBAX -0.46 -1.27 -6.12 7.19 --- ---
Yorktown Mid-Cap Institutional YWBIX -0.45 -1.17 -6.01 7.35 --- ---
Yorktown Mid-Cap L YWBLX -0.55 -1.47 -6.27 6.34 --- ---
Content Partners