Mid-Cap Blend: Total Returns

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Data through 3/18/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Mid-Cap Blend 0.37 14.47 12.62 -0.24 10.08 6.30
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX 0.47 10.82 8.44 2.93 --- ---
Thrivent Mid Cap Stock A AASCX 1.04 15.44 13.14 0.42 16.21 10.61
Cavanal Mid Cap Core Equity A AAWVX 1.00 14.49 12.89 0.82 --- ---
Cavanal Mid Cap Core Equity C ACWVX 1.03 14.32 12.58 -0.60 --- ---
AMG River Road Focused Absolute Value I AFAVX 2.77 17.64 14.75 10.50 14.44 ---
Voya Mid Cap Research Enhanced Index A AIMAX -0.07 15.99 13.63 -2.50 9.34 5.23
Voya Mid Cap Research Enhanced Index I AIMIX 0.00 16.07 13.70 -2.21 9.62 5.52
Voya Mid Cap Research Enhanced Index R AIMRX -0.07 15.93 13.53 -2.70 9.08 4.98
Voya Mid Cap Research Enhanced Index W AIMWX -0.06 16.03 13.73 -2.66 9.50 5.43
Cavanal Mid Cap Core Equity Instl AIWVX 1.01 14.57 12.93 1.07 --- ---
Alambic Mid Cap Growth Plus ALMGX 0.00 16.03 13.49 -2.36 --- ---
Voya Mid Cap Research Enhanced Index C APMCX -0.07 15.85 13.48 -2.98 8.79 4.71
Cavanal Mid Cap Core Equity Investor APWVX 1.01 14.48 12.82 0.79 --- ---
AMG River Road Focused Absolute Value N ARRFX 2.78 17.59 14.68 10.21 14.19 ---
AMG River Road Focused Absolute Value Z ARRZX 2.77 17.64 14.80 10.54 --- ---
Invesco Endeavor A ATDAX 1.76 17.94 16.82 -2.44 10.57 5.32
Invesco Endeavor C ATDCX 1.69 17.67 16.53 -3.25 9.72 4.52
Invesco Endeavor R6 ATDFX 1.79 17.95 16.91 -2.09 11.06 5.79
Invesco Endeavor R5 ATDIX 1.80 18.02 16.90 -2.15 10.98 5.70
Invesco Endeavor R ATDRX 1.79 17.86 16.69 -2.71 10.29 5.05
Invesco Endeavor Y ATDYX 1.76 17.94 16.79 -2.27 10.84 5.57
Ave Maria Value AVEMX 1.72 13.26 12.46 -0.96 11.89 3.34
Barrow Value Opportunity Institutional BALIX -3.20 9.33 7.61 -5.36 6.47 4.68
Bridge Builder Small/Mid Cap Value BBVSX -0.18 14.52 12.69 -2.82 9.30 ---
The Texas I BIGTX 0.56 12.07 11.95 -0.82 9.14 0.68
MFS Blended Research Mid Cap Eq B BMSBX 0.18 14.74 13.58 -0.69 --- ---
MFS Blended Research Mid Cap Eq C BMSDX 0.18 14.71 13.66 -0.69 --- ---
MFS Blended Research Mid Cap Eq A BMSFX 0.27 14.91 13.75 0.04 --- ---
MFS Blended Research Mid Cap Eq I BMSLX 0.27 15.00 13.84 0.35 --- ---
MFS Blended Research Mid Cap Eq R1 BMSRX 0.27 14.71 13.66 -0.64 --- ---
MFS Blended Research Mid Cap Eq R2 BMSSX 0.27 14.88 13.72 -0.14 --- ---
MFS Blended Research Mid Cap Eq R3 BMSTX 0.27 14.88 13.84 0.06 --- ---
MFS Blended Research Mid Cap Eq R4 BMSVX 0.27 14.98 13.94 0.35 --- ---
MFS Blended Research Mid Cap Eq R6 BMSYX 0.27 14.98 13.94 0.48 --- ---
BMT Multi-Cap BMTMX 0.96 13.65 12.33 6.05 --- ---
Bridgeway Aggressive Investors 1 BRAGX -1.63 13.87 12.39 -14.29 8.31 4.34
iShares Russell Mid-Cap Index Inv A BRMAX 1.16 16.28 14.49 3.05 11.79 ---
iShares Russell Mid-Cap Index Instl BRMIX 1.16 16.33 14.55 3.33 12.03 ---
iShares Russell Mid-Cap Index K BRMKX 1.16 16.43 14.52 3.37 12.08 ---
Boston Trust Midcap BTMFX 1.47 13.88 12.59 7.20 12.69 9.98
Boston Trust SMID Cap BTSMX 0.67 13.67 12.21 4.05 13.72 8.74
Catalyst Buyback Strategy A BUYAX -2.20 10.78 9.64 -0.08 11.43 6.83
Catalyst Buyback Strategy C BUYCX -2.27 10.60 9.43 -0.84 10.62 6.03
Catalyst Buyback Strategy I BUYIX -2.18 10.89 9.77 0.19 11.72 7.09
Bullfinch Greater Western New York BWNYX -0.44 13.24 11.46 0.93 4.54 4.15
Cambiar SMID Investor CAMMX -0.39 16.54 15.41 9.51 14.05 7.66
Cambiar SMID Institutional CAMUX -0.34 16.61 15.49 9.58 14.11 ---
Calvert Mid-Cap C CCACX 1.96 14.86 13.00 5.95 8.03 4.83
Calvert Mid-Cap A CCAFX 1.98 15.02 13.25 6.75 8.84 5.63
Calvert Mid-Cap I CCPIX 2.04 15.11 13.34 7.13 9.25 6.12
Clarkston Partners Founders CFSMX 1.07 11.50 10.41 0.58 9.34 ---
Clarkston Founders Institutional CIMDX 1.37 11.02 10.30 0.17 --- ---
Clarkston Partners Institutional CISMX 0.99 11.35 10.31 0.38 9.19 ---
Columbia Mid Cap Index Inst3 CMDYX -0.07 15.16 13.09 0.06 --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX 0.97 16.85 15.14 1.73 12.55 ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX 0.97 16.92 15.17 2.05 12.92 ---
Columbia Mid Cap Index Inst2 CPXRX -0.13 15.15 13.00 0.00 11.62 8.06
CRM Small/Mid Cap Value Inst CRIAX 3.01 17.56 16.50 5.71 13.14 6.67
CRM Mid Cap Value Instl CRIMX 1.47 15.86 14.68 5.02 14.05 8.76
CRM Small/Mid Cap Value Inv CRMAX 3.00 17.53 16.56 5.59 12.93 6.44
CRM Mid Cap Value Inv CRMMX 1.48 15.81 14.65 4.81 13.82 8.54
Carillon Scout Mid Cap A CSMEX 1.11 15.31 13.67 0.94 --- ---
Carillon Scout Mid Cap C CSMFX 1.06 15.05 13.45 0.14 --- ---
Carillon Scout Mid Cap R-3 CSMRX 1.11 15.20 13.54 0.64 --- ---
Carillon Scout Mid Cap R-5 CSMSX 1.11 15.26 13.66 0.87 --- ---
Carillon Scout Mid Cap R-6 CSMUX 1.11 15.28 13.66 1.16 --- ---
Carillon Scout Mid Cap Y CSMZX 1.11 15.24 13.63 0.95 --- ---
DFA US Core Equity 2 I DFQTX 0.98 14.17 12.40 0.49 12.27 8.27
DFA T.A. US Core Equity 2 I DFTCX 0.94 14.13 12.38 0.59 12.29 8.39
DFA US Social Core Equity 2 Portfolio DFUEX 1.13 14.80 12.96 0.65 12.58 8.04
Dreyfus Opportunistic Midcap Value A DMCVX -0.44 18.55 15.89 -5.62 9.81 4.32
Dreyfus Opportunistic Midcap Value Y DMCYX -0.40 18.63 16.01 -5.27 10.21 4.76
DWS US Multi-Factor Inst DMFJX 0.81 13.26 11.45 0.99 --- ---
DWS US Multi-Factor R6 DMFRX 0.81 13.26 11.45 1.03 --- ---
Dreyfus Mid Cap Index I DMIDX -0.12 15.10 13.01 0.00 --- ---
Dreyfus Active MidCap C DNLCX -0.06 13.26 12.09 -4.98 6.24 6.03
Dreyfus Active MidCap A DNLDX 0.02 13.45 12.33 -4.17 7.13 6.94
Dreyfus Active MidCap I DNLRX 0.05 13.52 12.40 -3.95 7.37 7.16
Dreyfus Active MidCap Y DNLYX 0.04 13.53 12.44 -3.90 7.42 ---
Dreyfus Structured Midcap A DPSAX -0.26 14.13 12.67 -3.97 8.51 6.37
Dreyfus Structured Midcap C DPSCX -0.35 13.90 12.44 -4.73 7.70 5.59
Dreyfus Structured Midcap I DPSRX -0.29 14.15 12.70 -3.76 8.79 6.63
Dreyfus Structured MidCap Y DPSYX -0.26 14.20 12.73 -3.63 8.93 6.77
Destinations Small-Mid Cap Equity I DSMFX 1.61 16.87 14.86 5.47 --- ---
Destinations Small-Mid Cap Equity Z DSMZX 1.65 16.81 14.93 --- --- ---
Dreyfus Opportunistic Midcap Value C DVLCX -0.53 18.32 15.65 -6.32 8.99 3.54
Dreyfus Opportunistic Midcap Value I DVLIX -0.40 18.61 15.98 -5.36 10.11 4.61
First Eagle Fund of America R3 EARFX 1.73 19.96 17.20 --- --- ---
Russell 1000 Equal Weight TR USD F00000MFRK 0.82 15.42 13.65 4.32 11.71 7.99
Russell 1000 Equal Weight PR USD F00000MFRL 0.62 14.96 13.12 2.51 9.84 6.16
Russell 1000 Equal Weight NR USD F00000MFRN 0.76 15.28 13.49 3.77 11.16 7.45
Russell Mid Cap Equal Weight PR USD F00000MFRQ 0.62 15.73 13.81 2.38 9.67 5.69
Russell Mid Cap Equal Weight TR USD F00000MFRR 0.81 16.13 14.29 4.00 11.35 7.33
Russell Mid Cap Equal Weight NR USD F00000MFRS 0.76 16.01 14.15 3.51 10.85 6.85
Russell Mid Cap NR USD F00000U3UH 1.10 16.27 14.24 2.71 11.55 8.08
Russell 1000 Size Fctr PR USD F00000WEOX 0.75 15.86 13.81 2.40 10.87 6.97
Russell 1000 Size Fctr TR USD F00000WEOY 0.93 16.25 14.33 4.15 12.76 8.81
Russell 1000 Comprehensive Factor TR USD F00000WICU 0.86 13.27 11.43 1.29 10.85 9.84
Russell 1000 Mmntm Fcsd Fctr TR USD F00000WKEM 0.49 13.46 11.62 -2.75 10.04 8.07
Russell 1000 Mmntm Fcs Fctr USRIC NR USD F00000WKEO 0.49 13.46 11.62 -2.75 10.04 8.06
Russell 1000 Mmntm Fcsd Fctr PR USD F00000WKEP 0.27 13.01 11.09 -4.40 8.11 6.16
Russell 1000 Cmprhnsv Fctr PR USD F00000X4NC 0.62 12.78 10.84 -0.61 8.74 7.73
JPM Div Factor US MC Eq TR USD F00000X55A 0.83 13.65 11.88 2.00 11.54 9.71
JPM Div Factor US MC Eq PR USD F00000X55B 0.59 13.19 11.28 0.03 9.49 7.63
Russell 1000 Cmprhnsv Fctr NC USD F00000XHDU 0.85 13.23 11.38 1.12 10.66 9.65
Russell 1000 Enhanced Value EW PR USD F00000Z2QW 0.40 13.91 12.07 -0.23 9.69 7.21
Russell 1000 Enhanced Value EW TR USD F00000Z2QX 0.64 14.41 12.69 1.78 11.87 9.38
Russell 1000 Enhanced Value EW NR USD F00000Z2QY 0.57 14.26 12.51 1.17 11.20 8.69
Russell Mid Cap TR Hdg USD F0000104NG 1.16 16.38 14.40 3.24 12.11 8.61
Morningstar US Mid Core NR USD F000010SBX 0.84 16.51 14.08 2.17 10.72 8.22
Morningstar US Mid Cap NR USD F000010SBY 1.30 16.62 14.58 3.49 12.45 8.65
Frost Mid Cap Equity Investor FAKSX 0.72 13.70 12.38 1.65 12.37 5.83
FAM Equity-Income Investor FAMEX 1.76 14.87 13.81 12.18 14.17 10.85
First Eagle Fund of America Y FEAFX 1.74 20.04 17.22 -9.51 4.14 2.17
First Eagle Fund of America I FEAIX 1.77 20.09 17.28 -9.24 4.46 2.47
First Eagle Fund of America C FEAMX 1.64 19.81 16.96 -10.18 3.37 1.41
First Eagle Fund of America A FEFAX 1.76 20.04 17.23 -9.51 4.16 2.18
First Eagle Fund of America R6 FEFRX 1.80 20.12 17.37 -9.17 --- ---
Federated MDT Mid Cap Growth A FGSAX 0.64 18.09 16.87 4.74 15.84 10.36
Federated MDT Mid Cap Growth C FGSCX 0.58 17.90 16.70 3.98 14.98 9.54
Federated MDT Mid Cap Growth Instl FGSIX 0.66 18.17 16.96 5.02 16.14 10.64
Federated MDT Mid Cap Growth R6 FGSKX 0.65 18.18 16.99 5.00 16.01 10.24
Fidelity Advisor® Mid Cap II A FIIAX 0.72 16.26 14.08 -4.85 10.19 6.04
Fidelity Advisor® Mid Cap II C FIICX 0.69 16.13 13.89 -5.52 9.35 5.23
Fidelity Advisor® Mid Cap II I FIIMX 0.80 16.34 14.16 -4.53 10.52 6.33
Frost Mid Cap Equity Inst FIKSX 0.71 13.40 12.24 1.76 12.42 5.98
First Investors Opportunity B FIMBX 1.26 15.17 13.32 -3.67 7.36 4.51
Fidelity Advisor® Mid Cap II M FITIX 0.74 16.20 14.03 -5.08 9.93 5.79
First Investors Opportunity A FIUSX 1.35 15.36 13.51 -2.96 8.17 5.32
First Investors Opportunity Adv FIVUX 1.37 15.45 13.60 -2.64 8.51 5.65
First Investors Opportunity Instl FIVVX 1.40 15.51 13.68 -2.49 8.65 5.77
Fidelity® Flex Mid Cap Index FLAPX 1.12 16.42 14.49 3.29 --- ---
Fidelity® Leveraged Company Stock K FLCKX 0.81 19.45 17.01 -4.64 10.03 5.08
JPMorgan Mid Cap Value L FLMVX 1.17 15.16 13.05 1.06 8.68 7.65
Fidelity Advisor® Leveraged Co Stk A FLSAX 1.39 19.86 16.39 -1.71 9.59 4.84
Fidelity Advisor® Leveraged Co Stk C FLSCX 1.35 19.69 16.22 -2.41 8.79 4.06
Fidelity Advisor® Leveraged Co Stk M FLSTX 1.39 19.81 16.35 -1.92 9.34 4.59
Fidelity® Leveraged Company Stock FLVCX 0.81 19.42 16.98 -4.72 9.91 4.96
Fidelity Advisor® Leveraged Co StkI FLVIX 1.41 19.92 16.46 -1.43 9.89 5.12
Fidelity Advisor® Stock Selec Mid Cp M FMCAX 0.80 17.02 15.19 2.86 12.43 7.34
Fidelity Advisor® Stock Selec Mid Cp I FMCCX 0.83 17.13 15.30 3.33 12.97 7.83
Fidelity Advisor® Stock Selec Mid Cp A FMCDX 0.81 17.06 15.23 3.08 12.70 7.59
Fidelity Advisor® Stock Selec Mid Cp C FMCEX 0.74 16.87 15.00 2.29 11.85 6.77
Federated Mid-Cap Index R6 FMCLX -0.05 15.12 13.07 0.09 --- ---
Federated Mid-Cap Index Instl FMCRX -0.10 15.08 13.02 0.07 11.62 8.03
Federated Mid-Cap Index Svc FMDCX -0.10 15.07 12.95 -0.18 11.35 7.77
FMI Common Stock FMIMX 1.11 15.35 13.95 3.53 11.37 7.07
FMI Common Stock Institutional FMIUX 1.11 15.38 14.04 3.65 --- ---
Frank Value C FNKCX -0.45 1.73 1.20 -2.56 -1.65 -1.30
Frank Value Instl FNKIX -0.41 1.93 1.41 -1.69 -0.67 -0.33
Morningstar Narrow Moat EW TR USD FOUSA08P2V 0.50 15.11 13.43 4.86 12.62 9.70
Morningstar Narrow Moat EW PR USD FOUSA08P2W 0.29 14.65 12.92 3.05 10.66 7.76
Morningstar No Moat EW TR USD FOUSA08P2Z 0.35 16.66 14.21 0.14 12.38 6.42
Morningstar No Moat EW PR USD FOUSA08P30 --- --- --- --- --- ---
Frank Value Inv FRNKX -0.42 1.87 1.39 -1.90 -0.92 -0.58
Fidelity Advisor® Stock Selec Mid Cp Z FSLZX 0.86 17.16 15.38 3.51 --- ---
Fidelity® Extended Market Index FSMAX 0.44 17.02 15.30 2.35 14.14 7.70
Fidelity® Mid Cap Index FSMDX 1.17 16.37 14.47 3.28 12.10 8.61
Fidelity® Stock Selector Mid Cap FSSMX 0.83 17.13 15.30 3.25 12.92 7.82
Fuller & Thaler Behvrl S-M Cor Eq Instl FTSIX 0.13 13.49 --- --- --- ---
Fidelity Advisor® Leveraged Co Stk Z FZAKX 1.43 19.97 16.51 -1.29 10.03 5.26
Fidelity Advisor® Mid Cap II Z FZAMX 0.80 16.41 14.22 -4.44 10.66 6.49
Fidelity® SAI Small-Mid Cap 500 Index FZFLX 0.74 17.07 15.34 3.69 12.69 ---
Fidelity ZERO Extended Market Index FZIPX 0.32 16.36 14.29 --- --- ---
Gabelli Value 25 A GABVX -0.62 11.88 9.29 2.19 7.78 3.59
Goldman Sachs Mid Cap Value A GCMAX 1.18 14.85 12.64 1.91 8.86 4.81
Goldman Sachs Mid Cap Value C GCMCX 1.13 14.65 12.44 1.12 8.05 4.02
Goldman Sachs Mid Cap Value R GCMRX 1.16 14.78 12.56 1.62 8.59 4.54
Goldman Sachs Mid Cap Value Inv GCMTX 1.21 14.94 12.73 2.16 9.15 5.07
Goldman Sachs Mid Cap Value R6 GCMUX 1.20 14.92 12.74 2.30 9.30 ---
Gotham Enhanced Return Institutional GENIX 0.51 9.60 7.57 -0.81 10.06 7.02
Nationwide Mid Cap Market Idx C GMCCX -0.22 14.82 12.79 -1.05 10.39 6.86
Goldman Sachs Small/Mid Cap Value R6 GMCUX -0.08 14.58 12.83 -2.77 9.92 ---
Goldman Sachs Mid Cap Value P GMPPX 1.24 14.97 12.79 --- --- ---
Goldman Sachs Small/Mid Cap Value A GMVAX -0.17 14.35 12.67 -3.24 9.45 5.47
Goldman Sachs Small/Mid Cap Value C GMVCX -0.17 14.30 12.54 -3.90 8.66 4.72
Goldman Sachs Small/Mid Cap Value Inv GMVIX -0.08 14.56 12.80 -2.89 9.75 5.76
Goldman Sachs Small/Mid Cap Value R GMVRX -0.17 14.38 12.61 -3.47 9.20 5.22
Nationwide Mid Cap Market Idx A GMXAX -0.13 15.05 12.95 -0.38 11.16 7.59
Nationwide Mid Cap Market Idx R6 GMXIX -0.11 15.15 13.09 0.03 11.61 8.04
Nationwide Mid Cap Market Idx R GMXRX -0.14 14.98 12.85 -0.70 10.82 7.28
Goldman Sachs Mid Cap Value Instl GSMCX 1.20 14.91 12.76 2.29 9.29 5.22
Goldman Sachs Mid Cap Value Svc GSMSX 1.18 14.81 12.62 1.78 8.74 4.70
Goldman Sachs Small/Mid Cap Value Instl GSMVX -0.16 14.46 12.73 -2.78 9.88 5.94
Goldman Sachs Small/Mid Cap Value P GSVPX -0.08 14.58 12.85 --- --- ---
Invesco Mid Cap Core Equity C GTACX 1.25 13.84 12.62 -0.97 7.44 4.02
Invesco Mid Cap Core Equity R6 GTAFX 1.37 14.12 12.98 0.20 8.73 5.28
Invesco Mid Cap Core Equity A GTAGX 1.36 14.09 12.90 -0.21 8.28 4.82
Invesco Mid Cap Core Equity R GTARX 1.32 14.00 12.88 -0.44 8.01 4.56
Invesco Mid Cap Core Equity R5 GTAVX 1.37 14.11 12.97 0.13 8.66 5.20
Invesco Mid Cap Core Equity Y GTAYX 1.38 14.16 12.99 0.05 8.53 5.08
Gabelli Value 25 AAA GVCAX -0.69 11.77 9.24 2.18 7.78 3.58
Gabelli Value 25 C GVCCX -0.64 11.73 9.06 1.44 6.99 2.81
Gabelli Value 25 I GVCIX -0.62 11.91 9.43 2.67 8.20 3.93
Government Street Mid-Cap GVMCX 0.87 13.58 12.04 1.46 12.12 8.94
Gabelli Focus Five A GWSAX -4.60 13.39 8.54 -13.53 -0.08 -1.72
Gabelli Focus Five C GWSCX -4.67 13.22 8.37 -14.21 -0.83 -2.47
Gabelli Focus Five I GWSIX -4.65 13.38 8.54 -13.41 0.15 -1.49
Gabelli Focus Five AAA GWSVX -4.64 13.34 8.55 -13.60 -0.08 -1.74
Hartford MidCap Value HLS IB HBMVX 0.26 15.28 13.24 -3.67 8.15 4.99
Henssler Equity Institutional HEQCX 1.19 15.25 14.37 3.51 7.87 6.93
Henssler Equity Investor HEQFX 1.27 15.26 14.31 3.18 7.39 6.42
Hartford Schroders US S/M-Cap Opps C HFDCX 0.07 13.54 11.60 -0.16 --- ---
Hartford Schroders US S/M-Cap Opps F HFDFX 0.21 13.83 11.96 1.00 --- ---
Hartford Schroders US S/M-Cap Opps R3 HFDRX 0.14 13.64 11.80 0.32 --- ---
Hartford Schroders US S/M-Cap Opps R4 HFDSX 0.21 13.73 11.82 0.62 --- ---
Hartford Schroders US S/M-Cap Opps R5 HFDTX 0.21 13.76 11.90 0.94 --- ---
Hartford Schroders US S/M-Cap Opps Y HFDYX 0.21 13.75 11.94 0.98 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX -1.97 13.48 11.15 -8.67 2.87 4.16
Hennessy Cornerstone Mid Cap 30 Instl HIMDX -1.90 13.47 11.22 -8.33 3.24 4.49
Hartford MidCap Value A HMVAX 0.22 15.10 13.04 -3.71 8.00 4.80
Hartford MidCap Value C HMVCX 0.18 14.90 12.88 -4.38 7.22 4.04
Hartford MidCap Value F HMVFX 0.29 15.24 13.17 -3.27 --- ---
Hartford MidCap Value HLS IA HMVIX 0.35 15.41 13.40 -3.40 8.45 5.27
Hartford MidCap Value I HMVJX 0.22 15.14 13.10 -3.40 8.26 5.10
Hartford MidCap Value R3 HMVRX 0.21 15.09 13.00 -3.98 7.69 4.50
Hartford MidCap Value R4 HMVSX 0.27 15.17 13.04 -3.69 8.03 4.84
Hartford MidCap Value R5 HMVTX 0.20 15.13 13.13 -3.43 8.34 5.14
Hartford MidCap Value Y HMVYX 0.27 15.25 13.14 -3.31 8.42 5.24
Voya Mid Cap Research Enhanced Index O IDMOX -0.07 15.97 13.65 -2.44 9.36 5.24
Voya Russell Mid Cap Index Port I IIRMX 1.07 16.20 14.35 2.86 11.67 8.19
VY® JPMorgan Mid Cap Value A IJMAX 1.12 14.99 12.86 0.26 8.19 7.08
VY® JPMorgan Mid Cap Value I IJMIX 1.14 15.14 13.05 0.77 8.71 7.62
VY® JPMorgan Mid Cap Value S IJMSX 1.15 15.12 12.98 0.53 8.46 7.35
VY® JPMorgan Mid Cap Value S2 IJPMX 1.12 15.11 12.97 0.39 8.30 7.20
Voya Index Plus MidCap Port I IPMIX 0.00 16.09 13.71 -2.23 9.58 6.86
Voya Index Plus MidCap Port S IPMSX -0.05 16.01 13.66 -2.48 9.32 6.59
Voya Russell Mid Cap Index Port A IRMAX 1.11 16.15 14.23 2.36 11.13 7.65
Voya Russell Mid Cap Index Port S IRMCX 1.09 16.18 14.22 2.58 11.39 7.92
Voya Russell Mid Cap Index Port S2 IRMTX 1.10 16.19 14.20 2.48 11.24 7.76
Janus Henderson Contrarian D JACNX 3.50 20.70 19.05 8.20 11.22 4.83
JPMorgan Mid Cap Value A JAMCX 1.12 15.04 12.91 0.57 8.15 7.13
JPMorgan Mid Cap Value C JCMVX 1.11 14.91 12.79 0.09 7.61 6.58
Janus Henderson Contrarian A JCNAX 3.51 20.60 19.03 7.96 10.97 4.62
Janus Henderson Contrarian C JCNCX 3.45 20.45 18.84 7.27 10.24 3.86
Janus Henderson Contrarian S JCNIX 3.46 20.59 18.94 7.67 10.78 4.44
Janus Henderson Contrarian N JCNNX 3.56 20.73 19.16 8.37 --- ---
Janus Henderson Contrarian R JCNRX 3.46 20.45 18.90 7.29 10.47 4.17
Janus Henderson Contrarian I JCONX 3.49 20.67 19.10 8.27 11.30 4.90
JPMorgan Mid Cap Value R3 JMVPX 1.13 15.05 12.90 0.57 --- ---
JPMorgan Mid Cap Value R4 JMVQX 1.14 15.08 12.99 0.82 --- ---
JPMorgan Mid Cap Value R5 JMVRX 1.17 15.14 13.04 0.98 --- ---
JPMorgan Mid Cap Value I JMVSX 1.13 15.10 12.96 0.84 8.42 7.39
JPMorgan Mid Cap Value R6 JMVYX 1.17 15.17 13.03 1.07 --- ---
JPMorgan Mid Cap Value R2 JMVZX 1.14 15.00 12.86 0.33 7.88 6.85
Johnson Opportunity JOPPX 0.58 15.26 13.64 -2.36 10.23 6.62
Janus Henderson Contrarian T JSVAX 3.50 20.64 19.06 8.08 11.12 4.74
Janus Henderson Select Value D JSVDX 1.59 13.16 11.62 4.59 12.00 8.25
Janus Henderson Select Value S JSVSX 1.61 13.17 11.64 4.33 11.70 8.00
Janus Henderson Select Value T JSVTX 1.59 13.09 11.58 4.53 11.89 8.16
JHancock Disciplined Value Mid Cap A JVMAX 0.31 14.81 13.33 -4.80 9.40 7.62
JHancock Disciplined Value Mid Cap C JVMCX 0.26 14.69 13.15 -5.51 8.60 6.82
JHancock Disciplined Value Mid Cap I JVMIX 0.40 14.95 13.46 -4.54 9.69 7.90
JHancock Disciplined Value Mid Cap R6 JVMRX 0.40 14.95 13.46 -4.41 9.81 8.02
JHancock Disciplined Value Mid Cap R2 JVMSX 0.30 14.81 13.32 -4.94 9.25 7.47
JHancock Disciplined Value Mid Cap R4 JVMTX 0.35 14.90 13.34 -4.69 9.52 7.73
JHancock Disciplined Value Mid Cap Adv JVMVX 0.36 14.92 13.43 -4.76 9.43 7.60
Janus Henderson Select Value A JVSAX 1.59 13.04 11.53 4.40 11.74 8.02
Janus Henderson Select Value C JVSCX 1.48 12.88 11.37 3.57 10.88 7.16
Janus Henderson Select Value I JVSIX 1.57 13.13 11.66 4.63 12.05 8.32
Janus Henderson Select Value N JVSNX 1.67 13.26 11.70 4.82 --- ---
Miller Opportunity A LGOAX -2.66 17.32 9.35 2.93 13.99 6.85
Longleaf Partners Small-Cap LLSCX 2.48 12.26 8.36 3.89 9.54 6.71
Miller Opportunity I LMNOX -2.62 17.36 9.43 3.23 14.31 7.14
Miller Opportunity FI LMOFX -2.65 17.28 9.27 2.88 13.93 6.82
Miller Opportunity C LMOPX -2.71 17.14 9.14 2.20 13.12 6.05
Miller Opportunity R LMORX -2.66 17.25 9.24 2.64 13.62 6.50
ClearBridge Mid Cap R LMREX 0.51 16.70 14.19 0.99 8.21 5.54
Kinetics Spin-Off and Corp Rest Adv A LSHAX 0.26 22.72 26.00 8.18 13.82 3.74
Kinetics Spin-Off and Corp Rest Adv C LSHCX 0.19 22.61 25.66 7.25 12.97 2.95
Kinetics Spin-Off and Corp Rest No Load LSHEX 0.25 22.72 25.98 8.17 --- ---
Kinetics Spin-Off and Corp Rest Instl LSHUX 0.26 22.86 26.00 8.34 14.10 3.99
ClearBridge Mid Cap IS LSIRX 0.58 16.89 14.38 1.69 8.96 6.28
Leuthold Select Industries LSLTX -1.08 11.68 10.02 -6.04 8.97 6.64
Lord Abbett Value Opportunities A LVOAX -0.55 12.94 11.35 -0.84 7.85 5.18
Lord Abbett Value Opportunities C LVOCX -0.69 12.71 11.13 -1.63 7.02 4.39
Lord Abbett Value Opportunities F LVOFX -0.59 12.90 11.34 -0.68 7.99 5.34
Lord Abbett Value Opportunities F3 LVOOX -0.52 13.01 11.49 -0.48 --- ---
Lord Abbett Value Opportunities P LVOPX -0.56 12.91 11.28 -1.06 7.61 4.97
Lord Abbett Value Opportunities R2 LVOQX -0.63 12.83 11.23 -1.14 7.49 4.83
Lord Abbett Value Opportunities R3 LVORX -0.62 12.87 11.29 -1.08 7.57 4.93
Lord Abbett Value Opportunities R4 LVOSX -0.60 12.90 11.37 -0.85 7.83 ---
Lord Abbett Value Opportunities R5 LVOTX -0.53 13.01 11.41 -0.60 8.10 ---
Lord Abbett Value Opportunities R6 LVOVX -0.52 13.02 11.50 -0.52 8.22 ---
Lord Abbett Value Opportunities I LVOYX -0.58 12.96 11.43 -0.65 8.10 5.43
Mutual of America Instl Mid-Cap Eq Idx MAMQX -0.09 15.20 13.12 0.07 11.69 8.12
MM S&P® Mid Cap Index A MDKAX -0.15 15.00 12.96 -0.54 10.97 7.43
MM S&P® Mid Cap Index R4 MDKFX -0.15 15.00 12.95 -0.43 11.07 ---
MM S&P® Mid Cap Index R5 MDKIX -0.15 15.11 13.07 -0.04 11.51 7.94
MM S&P® Mid Cap Index Svc MDKSX -0.15 15.09 13.04 -0.19 11.35 7.81
MM S&P® Mid Cap Index R3 MDKTX -0.23 14.97 12.81 -0.72 10.81 ---
MM S&P® Mid Cap Index Adm MDKYX -0.15 14.99 12.94 -0.31 11.23 7.69
MM S&P® Mid Cap Index I MDKZX -0.15 15.15 13.03 0.03 11.63 8.08
ProFunds Mid Cap Inv MDPIX -0.26 14.73 12.57 -1.61 9.85 6.35
ProFunds Mid Cap Svc MDPSX -0.34 14.49 12.29 -2.60 8.75 5.29
Shelton S&P Midcap Index K MIDKX -0.29 14.95 12.81 -0.65 11.11 7.54
Morningstar US Mid Cap PR USD MMCP 1.16 16.34 14.22 2.29 11.15 7.42
Morningstar US Mid Cap TR USD MMCPT 1.36 16.74 14.73 4.01 13.01 9.18
Morningstar US Mid Core PR USD MMCR 0.71 16.22 13.71 0.97 9.38 6.93
Morningstar US Mid Core TR USD MMCRT 0.90 16.64 14.24 2.69 11.30 8.77
Principal MidCap S&P 400 Index Inst MPSIX -0.10 15.15 13.09 0.05 11.60 8.04
Morningstar US Small-Mid Cap TR USD MSEGSMCA 0.96 16.77 14.65 3.09 12.49 8.36
Morningstar US Small-Mid Cap PR USD MSEGSMCB 0.77 16.39 14.15 1.41 10.67 6.63
Miller Opportunity IS MVISX -2.62 17.41 9.42 --- --- ---
Great-West S&P Mid Cap 400® Index L MXBUX -0.22 14.97 12.84 -0.55 --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX -0.13 15.03 12.95 -0.29 11.26 7.69
Great-West S&P Mid Cap 400® Index Instl MXNZX -0.11 15.10 13.03 0.09 11.66 ---
Columbia Mid Cap Index Inst NMPAX -0.06 15.18 13.07 0.07 11.64 8.06
Northern Mid Cap Index NOMIX -0.11 15.11 13.03 0.08 11.70 8.11
Columbia Mid Cap Index A NTIAX -0.13 15.10 13.00 -0.21 11.36 7.78
Nationwide Mid Cap Market Idx Instl Svc NWXQX -0.18 15.01 12.95 -0.29 --- ---
JPMorgan Intrepid Mid Cap C ODMCX 0.21 14.39 12.25 -2.01 8.76 5.96
Oppenheimer Main Street Mid Cap C OPMCX -1.08 15.71 13.31 -2.41 8.39 5.00
Oppenheimer Main Street Mid Cap I OPMIX -0.98 16.01 13.59 -1.24 9.67 6.24
Oppenheimer Main Street Mid Cap R OPMNX -1.05 15.85 13.40 -1.93 8.93 5.52
Oppenheimer Main Street Mid Cap A OPMSX -1.03 15.90 13.49 -1.67 9.22 5.79
Oppenheimer Main Street Mid Cap Y OPMYX -1.02 15.95 13.54 -1.44 9.48 6.05
Sterling Capital Mid Value A OVEAX -1.27 15.59 14.38 -7.75 6.80 5.11
Sterling Capital Mid Value C OVECX -1.32 15.47 14.17 -8.40 5.99 4.32
Sterling Capital Mid Value I OVEIX -1.25 15.73 14.48 -7.48 7.07 5.37
Sterling Capital Mid Value R OVERX -1.26 15.55 14.29 -7.96 6.43 4.88
Pacific Advisors Mid Cap Value A PAMVX -0.94 15.11 12.73 -7.30 3.76 -3.23
Parnassus Mid-Cap PARMX 2.36 15.49 14.63 7.16 12.21 9.75
JPMorgan Intrepid Mid Cap A PECAX 0.28 14.56 12.40 -1.52 9.37 6.58
Principal EDGE MidCap Institutional PEDGX 0.22 14.69 13.37 6.18 12.44 ---
Principal EDGE MidCap R-6 PEDMX 0.29 14.83 13.43 6.33 --- ---
Principal EDGE MidCap A PEMCX 0.22 14.69 --- --- --- ---
Dreyfus Mid Cap Index Inv PESPX -0.12 15.04 12.96 -0.22 11.36 7.80
T. Rowe Price Extended Equity Market Idx PEXMX 0.14 16.93 15.15 2.05 13.92 7.55
Parnassus Mid Cap Institutional PFPMX 2.39 15.54 14.70 7.45 12.45 ---
Principal MidCap S&P 400 Index R-6 PMAPX -0.05 15.23 13.14 0.14 --- ---
Principal MidCap S&P 400 Index J PMFJX -0.16 15.12 13.00 -0.17 11.38 7.75
Principal MidCap S&P 400 Index R3 PMFMX -0.15 15.00 12.94 -0.46 11.03 7.48
Principal MidCap S&P 400 Index R2 PMFNX -0.20 14.97 12.88 -0.66 10.82 7.28
Principal MidCap S&P 400 Index R5 PMFPX -0.15 15.12 13.00 -0.16 11.37 7.81
Principal MidCap S&P 400 Index R4 PMFSX -0.10 15.13 13.03 -0.24 11.26 7.68
Pax Mid Cap Institutional PMIDX 1.31 13.53 12.38 -1.53 --- ---
Principal MidCap S&P 400 Index R1 PMSSX -0.15 14.96 12.86 -0.74 10.71 7.15
Pacific Advisors Mid Cap Value C PMVCX -0.99 14.92 12.56 -8.01 2.98 -3.97
Prospector Opportunity POPFX 0.49 11.86 11.17 4.75 11.71 8.85
PGIM QMA Mid-Cap Core Equity R6 PQCCX -0.37 15.73 13.29 -3.85 --- ---
Pax Mid Cap Individual Investor PWMDX 1.31 13.42 12.33 -1.88 --- ---
Putnam Equity Spectrum A PYSAX 1.19 10.36 4.99 -7.00 2.59 -2.24
Putnam Equity Spectrum C PYSCX 1.12 10.19 4.76 -7.71 1.82 -2.97
Putnam Equity Spectrum M PYSMX 1.12 10.23 4.83 -7.50 2.07 -2.73
Putnam Equity Spectrum B PYSOX 1.12 10.17 4.76 -7.73 1.81 -2.97
Putnam Equity Spectrum R PYSRX 1.15 10.29 4.88 -7.27 2.32 -2.49
Putnam Equity Spectrum Y PYSYX 1.22 10.44 5.04 -6.77 2.84 -1.99
Quantified All-Cap Equity Advisor QACAX -0.44 4.03 2.45 -6.20 6.97 ---
Quantified All-Cap Equity Investor QACFX -0.33 4.21 2.52 -5.54 7.63 3.27
Schwartz Value Focused RCMFX 0.50 11.73 10.67 -0.27 9.56 1.76
Royce Dividend Value Institutional RDIIX 2.01 16.16 15.11 -3.97 9.94 5.28
Royce Dividend Value Consultant RDVCX 1.89 15.77 14.72 -5.27 8.60 ---
Royce Dividend Value Invmt RDVIX 1.98 15.93 14.89 -4.28 9.72 5.16
Royce Small/Mid-Cap Premier Service RGFAX 0.84 12.42 12.95 -4.81 9.26 4.63
Royce Small/Mid-Cap Premier Investment RHFHX 0.92 12.47 12.99 -4.64 9.49 4.86
Victory RS Investors C RIVCX 0.92 15.63 12.58 3.41 9.76 4.46
Russell Inv US Mid Cap Equity A RMCAX 0.59 15.25 13.06 -0.23 10.20 6.82
Russell Inv US Mid Cap Equity C RMCCX 0.41 15.09 12.85 -0.99 9.37 6.03
Russell Inv US Mid Cap Equity S RMCSX 0.58 15.29 13.09 -0.05 10.46 7.09
Victory RS Investors R RSIKX 0.90 15.63 12.52 3.53 9.90 4.63
Victory RS Investors A RSINX 1.06 15.82 12.79 4.23 10.59 5.23
Victory RS Investors Y RSIYX 1.04 15.81 12.85 4.43 10.87 5.53
Victory RS Value A RSVAX 1.85 16.57 14.43 2.63 10.77 6.62
Victory RS Value R RSVKX 1.82 16.52 14.33 2.26 10.34 6.20
Victory RS Value Y RSVYX 1.85 16.61 14.40 2.86 11.04 6.86
Victory RS Value C RVACX 1.74 16.32 14.15 1.81 9.92 5.80
Redwood Activist Leaders I RWLIX -0.94 16.97 13.00 -3.34 --- ---
Redwood Activist Leaders N RWLNX -0.94 16.82 12.92 -3.63 --- ---
Royce Dividend Value Svc RYDVX 2.00 15.89 14.88 -4.53 9.47 4.92
Royce Small/Mid-Cap Premier Consultant RYGCX 0.72 12.10 12.55 -5.77 8.26 3.69
ClearBridge Mid Cap A SBMAX 0.52 16.74 14.24 1.25 8.49 5.81
ClearBridge Mid Cap C SBMLX 0.51 16.64 14.10 0.60 7.76 5.09
Wells Fargo Common Stock Inst SCNSX -0.65 14.87 13.40 1.21 11.67 7.19
Wells Fargo Common Stock A SCSAX -0.64 14.79 13.37 0.83 11.22 6.76
Wells Fargo Common Stock Admin SCSDX -0.67 14.87 13.41 0.98 11.39 6.92
Wells Fargo Common Stock R6 SCSRX -0.65 14.88 13.47 1.26 11.69 7.22
SEI Mid-Cap F (SIMT) SEMCX 0.36 15.29 13.24 -0.07 11.21 8.18
SEI Mid-Cap Y (SIMT) SFDYX 0.36 15.33 13.31 0.19 11.47 ---
SEI Mid-Cap I (SIMT) SIPIX 0.36 15.26 13.20 -0.27 10.97 7.94
ClearBridge Mid Cap I SMBYX 0.55 16.84 14.37 1.58 8.86 6.17
ClearBridge Mid Cap 1 SMCPX 0.56 16.86 14.35 1.59 8.84 6.13
Hartford Schroders US S/M-Cap Opps I SMDIX 0.21 13.83 11.93 0.90 10.51 8.69
Sterling Capital SMID OpportunitiesInstl SMDOX 0.76 15.18 14.08 3.35 --- ---
Sterling Capital SMID Opportunities A SMDPX 0.76 15.14 14.04 3.11 --- ---
Sterling Capital SMID Opportunities C SMDQX 0.68 14.94 13.83 2.29 --- ---
Hartford Schroders US S/M-Cap Opps SDR SMDRX 0.20 13.80 12.01 1.00 10.61 ---
Hartford Schroders US S/M-Cap Opps A SMDVX 0.14 13.73 11.83 0.61 10.20 8.39
Saratoga Mid Capitalization I SMIPX 0.63 15.87 13.06 -3.80 6.10 3.21
Saratoga Mid Capitalization A SPMAX 0.51 15.72 12.95 -4.27 5.65 2.80
Saratoga Mid Capitalization C SPMCX 0.62 15.67 12.78 -4.75 5.06 2.23
Shelton S&P Midcap Index Direct SPMIX -0.21 15.05 12.93 -0.14 11.67 8.08
AMG SouthernSun US Equity C SSECX -0.52 15.82 13.04 -10.10 1.43 -0.23
AMG SouthernSun US Equity N SSEFX -0.50 16.08 13.27 -9.48 2.19 0.52
AMG SouthernSun US Equity I SSEIX -0.42 16.06 13.30 -9.20 2.42 0.76
Sterling Capital Stratton MdCp Val Instl STRGX -0.16 13.52 11.94 -2.66 10.41 5.87
Sterling Capital Stratton MdCp Val A STRLX -0.18 13.46 11.87 -2.90 10.13 ---
Sterling Capital Mid Value R6 STRMX -1.25 15.65 14.43 -7.41 --- ---
Sterling Capital Stratton MdCp Val C STRNX -0.24 13.32 11.70 -3.59 9.33 ---
Wells Fargo Common Stock C STSAX -0.70 14.57 13.11 0.04 10.40 5.96
Schwab ® US Mid-Cap Index SWMCX 1.14 16.35 14.35 3.13 --- ---
Thompson MidCap THPMX 0.61 19.94 16.28 -7.03 9.24 4.46
Timothy Plan Large/Mid Cap Value A TLVAX 0.34 12.37 10.75 -0.84 8.71 6.56
Timothy Plan Large/Mid Cap Value C TLVCX 0.22 12.20 10.51 -1.58 7.90 5.76
Touchstone Mid Cap A TMAPX 1.54 14.26 15.03 7.14 13.78 9.55
Touchstone Mid Cap C TMCJX 1.48 14.07 14.80 6.34 12.93 8.73
Touchstone Mid Cap Y TMCPX 1.55 14.32 15.09 7.39 14.05 9.82
Touchstone Mid Cap Z TMCTX 1.55 14.25 15.03 7.12 13.77 9.55
Touchstone Mid Cap Institutional TMPIX 1.55 14.33 15.08 7.43 14.13 9.89
Thrivent Mid Cap Stock S TMSIX 1.07 15.53 13.22 0.73 16.60 11.00
Timothy Plan Large/Mid Cap Value I TMVIX 0.34 12.38 10.78 -0.59 8.98 6.82
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX 0.07 15.37 13.46 0.18 12.04 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX 0.07 15.52 13.61 0.63 12.54 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX 0.07 15.44 13.53 0.41 12.37 ---
Thomas White American Opportunities Inv TWAOX 1.25 16.28 14.71 2.59 9.71 7.59
Carillon Scout Mid Cap I UMBMX 1.11 15.26 13.66 1.11 15.33 8.91
USAA Extended Market Index USMIX 0.37 16.91 15.15 1.92 13.63 7.22
Vanguard Extended Market Index InstlPlus VEMPX 0.44 17.03 15.30 2.39 14.14 7.71
Vanguard Extended Market Index Admiral VEXAX 0.43 17.03 15.29 2.38 14.11 7.67
Vanguard Extended Market Index Investor VEXMX 0.43 17.01 15.27 2.25 13.96 7.53
Vanguard US Multifactor Admiral™ VFMFX -0.37 12.21 10.84 -2.71 --- ---
Vanguard Extended Market Index Instl VIEIX 0.44 17.04 15.31 2.39 14.13 7.69
Vanguard Mid Cap Index Admiral VIMAX 1.41 16.29 14.23 2.26 11.77 8.60
Vanguard Mid Cap Index Investor VIMSX 1.41 16.26 14.20 2.13 11.63 8.46
Vanguard Mid Cap Index Institutional VMCIX 1.41 16.30 14.24 2.27 11.78 8.61
Vanguard Mid Cap Index InstitutionalPlus VMCPX 1.41 16.29 14.23 2.28 11.79 8.62
VALIC Company II Mid Cap Value VMCVX 0.29 15.05 13.24 -4.42 8.87 5.45
VALIC Company I Mid Cap Index VMIDX -0.13 15.10 13.04 -0.13 11.57 7.98
Voya Mid Cap Research Enhanced Index P3 VMRPX 0.00 16.14 13.87 --- --- ---
Natixis Vaughan Nelson Value Opp A VNVAX 0.65 15.77 12.81 -3.17 6.36 3.41
Natixis Vaughan Nelson Value Opp C VNVCX 0.58 15.58 12.60 -3.86 5.57 2.64
Natixis Vaughan Nelson Value Opp N VNVNX 0.69 15.91 12.96 -2.77 6.74 3.76
Natixis Vaughan Nelson Value Opp Y VNVYX 0.64 15.82 12.89 -2.91 6.63 3.66
Volumetric VOLMX 1.40 9.93 8.91 -3.01 7.79 5.09
Voya Russell Mid Cap Index P2 VRMPX 1.14 16.37 14.44 3.13 --- ---
Vanguard Extended Market Index Instl Sel VSEMX 0.44 17.04 15.31 2.42 --- ---
Vanguard Strategic Equity Inv VSEQX -0.06 16.57 14.71 -0.71 11.39 7.96
Vanguard S&P Mid-Cap 400 Index I VSPMX -0.09 15.16 13.09 0.18 11.82 8.23
Virtus Horizon Wealth Masters A VWMAX -0.12 15.12 12.72 -3.13 9.74 4.71
Virtus Horizon Wealth Masters C VWMCX -0.19 14.95 12.55 -3.86 8.93 3.94
Virtus Horizon Wealth Masters I VWMIX -0.06 15.15 12.77 -2.90 10.04 4.98
Walden Midcap WAMFX 1.60 14.19 12.75 7.54 12.58 9.86
Walden SMID Cap WASMX 0.94 13.62 12.21 4.09 13.27 8.41
Weitz Hickory WEHIX 2.06 17.28 14.31 0.24 5.52 2.77
Westwood SMidCap Institutional WHGMX -0.59 14.36 13.06 -0.40 8.64 4.14
Westwood SMidCap Plus Institutional WHGPX 0.23 14.56 13.38 -1.61 7.56 4.16
JPMorgan Intrepid Mid Cap R3 WOOOX 0.22 14.52 12.38 -1.53 --- ---
JPMorgan Intrepid Mid Cap I WOOPX 0.31 14.59 12.53 -1.26 9.64 6.85
JPMorgan Intrepid Mid Cap R4 WOOQX 0.26 14.58 12.50 -1.26 --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX 0.31 14.66 12.53 -1.01 9.91 ---
Russell Mid Cap TR USD XIUSA000L2 1.16 16.38 14.40 3.24 12.11 8.61
Russell 1000 Equal Weighted TR USD XIUSA000L3 --- --- --- --- --- ---
Russell Mid Cap PR USD XIUSA04FN1 0.95 15.98 13.87 1.44 10.18 6.79
Yorktown Mid-Cap A YWBAX -2.51 13.13 7.57 -18.04 --- ---
Yorktown Mid-Cap Institutional YWBIX -2.50 13.19 7.62 -17.86 --- ---
Yorktown Mid-Cap L YWBLX -2.68 12.84 7.19 -18.73 --- ---
Content Partners