Mid-Cap Blend: Total Returns

Data through 12/13/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Mid-Cap Blend 3.25 14.59 6.70 12.80 9.09 13.39
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX 3.17 15.30 7.38 13.54 --- ---
Thrivent Mid Cap Stock A AASCX 3.91 16.63 9.13 16.26 15.90 18.10
Cavanal Mid Cap Core Equity A AAWVX 2.75 12.18 6.74 --- --- ---
American Century Adaptive All Cap R ACMEX 3.43 17.16 7.22 16.05 9.91 14.07
American Century Adaptive All Cap Adv ACMFX 3.48 17.44 7.32 16.34 10.19 14.36
American Century Adaptive All Cap I ACMHX 3.51 17.96 7.42 16.85 10.69 14.88
American Century Adaptive All Cap R6 ACMMX 3.51 18.13 7.48 17.00 --- ---
American Century Adaptive All Cap Inv ACMNX 3.54 17.75 7.38 16.65 10.47 14.65
American Century Adaptive All Cap R5 ACMUX 3.55 --- 7.47 --- --- ---
Cavanal Mid Cap Core Equity C ACWVX 2.60 10.70 6.54 --- --- ---
Voya Mid Cap Research Enhanced Index A AIMAX 3.85 12.03 7.94 10.58 7.42 11.99
Voya Mid Cap Research Enhanced Index I AIMIX 3.85 12.26 8.02 10.88 7.68 12.30
Voya Mid Cap Research Enhanced Index R AIMRX 3.80 11.77 7.83 10.26 7.14 11.71
Voya Mid Cap Research Enhanced Index W AIMWX 3.86 12.35 8.03 10.91 7.70 12.27
Cavanal Mid Cap Core Equity Instl AIWVX 2.76 12.19 6.80 --- --- ---
Voya Mid Cap Research Enhanced Index C APMCX 3.77 11.51 7.84 10.02 6.89 11.44
Cavanal Mid Cap Core Equity Investor APWVX 2.77 12.10 6.71 --- --- ---
Invesco Endeavor A ATDAX 4.50 16.61 9.94 15.09 9.43 11.95
Invesco Endeavor B ATDBX 4.48 15.83 9.76 14.25 8.63 11.13
Invesco Endeavor C ATDCX 4.42 15.82 9.76 14.25 8.62 11.12
Invesco Endeavor R6 ATDFX 4.56 17.14 10.09 15.63 9.96 12.47
Invesco Endeavor R5 ATDIX 4.53 17.05 10.09 15.54 9.85 12.37
Invesco Endeavor R ATDRX 4.47 16.37 9.89 14.79 9.15 11.67
Invesco Endeavor Y ATDYX 4.52 16.94 10.02 15.39 9.72 12.24
Ave Maria Value AVEMX 2.71 15.12 6.53 12.53 5.10 7.64
Barrow Value Opportunity Institutional BALIX 6.18 15.36 8.18 14.07 8.93 ---
Bridge Builder Small/Mid Cap Value BBVSX 3.01 11.23 6.58 9.70 --- ---
The Texas I BIGTX 3.88 7.96 9.32 5.99 3.42 ---
MFS® Blended Research Mid Cap Eq B BMSBX 2.72 16.49 6.53 14.73 --- ---
MFS® Blended Research Mid Cap Eq C BMSDX 2.72 16.49 6.53 14.73 --- ---
MFS® Blended Research Mid Cap Eq A BMSFX 2.79 17.36 6.75 15.57 --- ---
MFS® Blended Research Mid Cap Eq I BMSLX 2.78 17.55 6.74 15.86 --- ---
MFS® Blended Research Mid Cap Eq R1 BMSRX 2.72 16.49 6.53 14.73 --- ---
MFS® Blended Research Mid Cap Eq R2 BMSSX 2.71 16.97 6.59 15.19 --- ---
MFS® Blended Research Mid Cap Eq R3 BMSTX 2.79 17.26 6.67 15.47 --- ---
MFS® Blended Research Mid Cap Eq R4 BMSVX 2.78 17.55 6.74 15.86 --- ---
MFS® Blended Research Mid Cap Eq R6 BMSYX 2.78 17.55 6.74 15.86 --- ---
Bridgeway Aggressive Investors 1 BRAGX 2.90 15.86 8.56 14.21 9.27 15.89
iShares Russell Mid-Cap Index Inv A BRMAX 2.86 16.67 6.39 14.69 --- ---
iShares Russell Mid-Cap Index Instl BRMIX 2.93 16.92 6.47 14.99 --- ---
iShares Russell Mid-Cap Index K BRMKX 2.93 17.01 6.48 15.10 --- ---
Boston Trust SMID Cap BTSMX 3.86 17.04 9.87 15.24 12.44 13.81
Catalyst Buyback Strategy A BUYAX 3.47 18.83 5.00 17.36 12.65 ---
Catalyst Buyback Strategy C BUYCX 3.46 18.05 4.84 16.51 11.84 ---
Catalyst Buyback Strategy I BUYIX 3.54 19.15 5.14 17.67 12.95 ---
Bullfinch Greater Western New York BWNYX 3.45 4.61 4.47 2.98 4.70 10.50
Cambiar SMID Investor CAMMX 3.92 10.74 5.83 8.66 7.99 13.99
Cambiar SMID Institutional CAMUX 3.92 10.74 5.76 8.64 8.01 ---
Calvert Mid-Cap C CCACX 2.26 9.73 4.03 8.27 4.53 9.01
Calvert Mid-Cap A CCAFX 2.31 10.50 4.24 9.11 5.34 9.85
Calvert Mid-Cap I CCPIX 2.36 10.90 4.34 9.49 5.82 10.42
Clarkston Partners Founders CFSMX 3.46 12.24 5.77 10.87 --- ---
CGM Realty CGMRX 3.85 27.82 9.30 23.13 9.93 12.08
Clarkston Founders Institutional CIMDX 3.07 --- 5.63 --- --- ---
Clarkston Partners Institutional CISMX 3.47 12.07 5.78 10.76 --- ---
Columbia Mid Cap Index Inst3 CMDYX 3.17 --- 8.11 --- --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX 3.68 17.48 6.49 15.24 --- ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX 3.71 17.85 6.58 15.60 --- ---
Columbia Mid Cap Index Inst2 CPXRX 3.11 14.83 8.07 13.16 11.86 14.94
CRM Small/Mid Cap Value Inst CRIAX 3.27 13.85 7.54 11.88 8.84 11.93
CRM Mid Cap Value Instl CRIMX 2.69 17.92 5.79 15.91 11.70 14.04
CRM Small/Mid Cap Value Inv CRMAX 3.20 13.58 7.48 11.65 8.58 11.69
CRM Mid Cap Value Inv CRMMX 2.66 17.65 5.74 15.64 11.47 13.81
Carillon Scout Mid Cap A CSMEX --- --- --- --- --- ---
Carillon Scout Mid Cap C CSMFX --- --- --- --- --- ---
Carillon Scout Mid Cap R-3 CSMRX --- --- --- --- --- ---
Carillon Scout Mid Cap R-5 CSMSX --- --- --- --- --- ---
Carillon Scout Mid Cap R-6 CSMUX --- --- --- --- --- ---
Carillon Scout Mid Cap Y CSMZX --- --- --- --- --- ---
13D Activist A DDDAX 7.20 21.22 9.59 20.21 10.98 15.30
13D Activist C DDDCX 7.15 20.37 9.43 19.37 10.14 14.51
13D Activist I DDDIX 7.17 21.53 9.69 20.54 11.26 15.60
DFA CSTG&E US Social Core Equity 2 DFCUX 3.98 17.09 9.16 15.41 11.78 14.75
DFA US Core Equity 2 I DFQTX 3.89 17.59 8.19 15.82 11.38 15.24
DFA T.A. US Core Equity 2 I DFTCX 3.83 17.47 8.12 15.80 11.44 15.30
DFA US Social Core Equity 2 Portfolio DFUEX 4.06 17.43 8.57 15.54 11.23 14.76
Dreyfus Opportunistic Midcap Value A DMCVX 6.17 13.27 7.28 11.87 7.24 13.41
Dreyfus Opportunistic Midcap Value Y DMCYX 6.20 13.71 7.40 12.30 7.66 ---
Dreyfus Mid Cap Index I DMIDX 3.14 14.83 8.11 13.20 --- ---
Dreyfus Active MidCap C DNLCX 3.29 14.44 8.31 11.96 8.75 13.95
Dreyfus Active MidCap A DNLDX 3.36 15.36 8.54 12.91 9.67 14.92
Dreyfus Active MidCap I DNLRX 3.37 15.61 8.60 13.16 9.90 15.15
Dreyfus Active MidCap Y DNLYX 3.38 15.64 8.60 13.19 --- ---
Dreyfus Structured Midcap A DPSAX 4.11 15.97 9.61 14.52 10.31 14.57
Dreyfus Structured Midcap C DPSCX 4.01 15.14 9.41 13.70 9.50 13.72
Dreyfus Structured Midcap I DPSRX 4.14 16.26 9.70 14.85 10.59 14.86
Dreyfus Structured MidCap Y DPSYX 4.15 16.38 9.71 14.97 10.74 ---
Dreyfus Small Cap Equity A DSEAX 3.76 11.11 7.72 9.21 9.02 12.88
Dreyfus Small Cap Equity C DSECX 3.67 10.25 7.47 8.32 8.12 11.95
Dreyfus Small Cap Equity I DSERX 3.77 11.34 7.74 9.45 9.27 13.15
Destinations Small-Mid Cap Equity I DSMFX 3.07 --- 5.73 --- --- ---
Dreyfus Opportunistic Midcap Value C DVLCX 6.13 12.52 7.12 11.04 6.46 12.56
Dreyfus Opportunistic Midcap Value I DVLIX 6.21 13.60 7.41 12.19 7.55 13.72
Russell 1000 Equal Weight TR USD F00000MFRK 2.80 15.62 5.92 13.49 10.23 14.43
Russell 1000 Equal Weight PR USD F00000MFRL 2.61 13.87 5.48 11.68 8.37 12.52
Russell 1000 Equal Weight NR USD F00000MFRN 2.75 15.10 5.79 12.95 9.69 13.87
Russell Mid Cap Equal Weight PR USD F00000MFRQ 2.61 12.90 5.40 10.55 7.87 12.22
Russell Mid Cap Equal Weight TR USD F00000MFRR 2.78 14.46 5.79 12.17 9.55 13.94
Russell Mid Cap Equal Weight NR USD F00000MFRS 2.73 14.00 5.68 11.69 9.06 13.44
Russell Midcap Dynamic PR USD F00000OS15 2.64 14.62 5.63 12.24 7.38 12.67
Russell Midcap Dynamic TR USD F00000OS16 2.82 16.40 6.07 14.10 9.16 14.46
Russell Midcap Defensive PR USD F00000OS17 2.81 16.83 6.94 15.60 11.08 14.11
Russell Midcap Defensive TR USD F00000OS18 3.00 18.78 7.41 17.69 13.14 16.22
Russell Midcap Dynamic NR USD F00000P2PE 2.77 15.87 5.94 13.55 8.64 13.94
Russell Midcap Defensive NR USD F00000P2PF 2.94 18.21 7.27 17.07 12.54 15.61
Russell Mid Cap NR USD F00000U3UH 2.82 16.59 6.34 14.62 9.85 14.50
Russell 1000 Size Fctr PR USD F00000WEOX 3.01 14.74 6.66 12.23 9.21 13.45
Russell 1000 Size Fctr TR USD F00000WEOY 3.16 16.49 7.10 14.07 11.08 15.35
Russell 1000 Cmprhnsv Fctr TR USD F00000WICU 3.57 19.67 7.96 17.87 12.60 17.16
Russell 1000 Mmntm Fcsd Fctr TR USD F00000WKEM 3.98 20.03 8.42 17.79 11.76 16.45
Russell 1000 Mmntm Fcs Fctr USRIC NR USD F00000WKEO 3.98 20.03 8.42 17.78 11.76 16.45
Russell 1000 Mmntm Fcsd Fctr PR USD F00000WKEP 3.77 18.00 7.97 15.68 9.74 14.40
Russell 1000 Cmprhnsv Fctr PR USD F00000X4NC 3.36 17.56 7.47 15.66 10.42 14.91
Russell Midcap Div Factor TR USD F00000X55A 3.15 18.42 6.57 16.72 12.52 16.43
Russell Midcap Div Factor PR USD F00000X55B 2.96 16.50 6.10 14.70 10.41 14.22
Russell 1000 Cmprhnsv Fctr NC USD F00000XHDU 3.55 20.56 7.89 18.73 12.68 17.09
Russell 1000 Enhanced Value EW PR USD F00000Z2QW 3.84 16.83 7.31 14.97 10.39 14.36
Russell 1000 Enhanced Value EW TR USD F00000Z2QX 4.05 18.90 7.81 17.15 12.64 16.64
Russell 1000 Enhanced Value EW NR USD F00000Z2QY 3.99 18.28 7.66 16.50 11.89 15.91
FAM Equity-Income Investor FAMEX 2.37 11.43 6.45 10.41 11.20 13.80
First Eagle Fund of America Y FEAFX 1.92 20.06 6.17 17.70 5.70 10.86
First Eagle Fund of America I FEAIX 1.96 20.43 6.27 18.05 6.02 ---
First Eagle Fund of America C FEAMX 1.82 19.19 5.99 16.80 4.91 10.03
First Eagle Fund of America A FEFAX 1.93 20.09 6.21 17.70 5.71 10.87
First Eagle Fund of America R6 FEFRX 2.05 --- 5.88 --- --- ---
Federated MDT Mid Cap Growth A FGSAX 3.11 23.19 10.26 21.44 10.09 15.74
Federated MDT Mid Cap Growth B FGSBX 3.03 22.31 10.05 20.54 9.26 14.87
Federated MDT Mid Cap Growth C FGSCX 3.06 22.33 10.07 20.55 9.27 14.88
Federated MDT Mid Cap Growth Instl FGSIX 3.14 23.48 10.34 21.73 10.36 16.03
Federated MDT Mid Cap Growth R6 FGSKX 3.14 23.48 10.34 21.77 9.90 15.41
First Investors Opportunity B FIMBX 4.19 16.33 6.71 14.09 8.26 13.22
First Investors Opportunity A FIUSX 4.23 17.18 6.92 14.95 9.09 14.09
First Investors Opportunity Adv FIVUX 4.28 17.52 7.00 15.32 9.41 ---
First Investors Opportunity Instl FIVVX 4.29 17.64 7.03 15.46 9.56 ---
Fidelity® Flex Mid Cap Index FLAPX 2.92 --- 6.42 --- --- ---
JPMorgan Mid Cap Value L FLMVX 3.46 12.78 5.18 10.51 9.28 14.15
Federated Mid-Cap Index R6 FMCLX 3.08 14.77 8.07 13.14 --- ---
Federated Mid-Cap Index Instl FMCRX 3.13 14.79 8.09 13.11 11.81 14.96
Federated Mid-Cap Index Svc FMDCX 3.09 14.51 8.00 12.81 11.54 14.67
Fidelity® Mid Cap Enhanced Index FMEIX 3.74 16.89 8.40 14.77 10.16 15.68
FMI Common Stock FMIMX 3.30 12.55 5.98 10.76 9.16 12.44
FMI Common Stock Institutional FMIUX 3.33 12.66 6.05 10.89 --- ---
Frank Value C FNKCX -0.34 -3.39 -3.23 -4.74 -1.80 5.85
Frank Value Instl FNKIX -0.24 -2.48 -3.00 -3.76 -0.82 6.92
Russell Developed x CA MC TR USD FOUSA093N7 2.52 20.95 5.58 19.44 10.86 13.66
Russell Developed x CA MC NR USD FOUSA093N9 2.48 20.45 5.47 18.91 10.36 13.14
Russell Developed x CA MC PR USD FOUSA093NB 2.37 18.72 5.12 17.11 8.68 11.42
Russell Developed x CA MC TR Hdg USD FOUSA093ND 2.31 18.74 6.40 17.87 11.62 15.43
Russell Developed xJPN MC TR USD FOUSA093QJ 2.44 20.10 5.04 18.62 10.28 12.90
Russell Developed xJPN MC NR USD FOUSA093QL 2.40 19.57 4.93 18.06 9.74 12.35
Russell Developed xJPN MC PR USD FOUSA093QN 2.27 17.85 4.61 16.27 8.05 10.61
Russell Developed xJPN MC TR Hdg USD FOUSA093QP 2.31 17.77 5.83 16.90 11.43 14.22
Russell North America MC TR USD FOUSA09BDU 2.66 16.89 6.15 14.90 10.04 13.93
Russell North America MC NR USD FOUSA09BDW 2.61 16.34 6.02 14.33 9.49 13.37
Russell North America MC PR USD FOUSA09BDY 2.48 15.02 5.69 12.93 8.13 11.99
Russell USA MC TR USD FOUSA09CSK 2.87 17.12 6.47 15.18 10.39 15.05
Russell USA MC NR USD FOUSA09CSM 2.82 16.58 6.34 14.61 9.84 14.50
Russell USA MC PR USD FOUSA09CSO 2.69 15.29 6.02 13.25 8.52 13.17
Frank Value Inv FRNKX -0.32 -2.74 -3.04 -4.03 -1.07 6.63
Fidelity® Mid Cap Index Premium FSCKX 2.87 17.04 6.50 15.10 10.35 14.99
Fidelity® Mid Cap Index Investor FSCLX 2.83 16.89 6.41 14.93 10.19 14.83
Fidelity® Extended Market Index Investor FSEMX 3.07 16.76 6.82 15.34 10.88 14.77
Fidelity® Extended Market Index Premium FSEVX 3.07 16.79 6.82 15.37 10.91 14.81
Fidelity® Extended Market Index InstlPrm FSMAX 3.07 16.82 6.84 15.40 10.93 14.83
Fidelity® Mid Cap Index Instl Prem FSMDX 2.87 17.05 6.45 15.13 10.39 15.03
Fidelity® Mid Cap Index Institutional FSTPX 2.87 17.04 6.45 15.11 10.36 15.01
Fidelity® SAI Small-Mid Cap 500 Index FZFLX 2.88 16.65 7.36 14.66 --- ---
Gabelli Value 25 A GABVX 3.30 11.05 0.93 9.96 5.08 9.06
Gotham Enhanced Return Institutional GENIX 3.52 16.59 8.73 14.14 6.46 ---
Nationwide Mid Cap Market Idx C GMCCX 3.07 13.58 7.82 11.86 10.60 13.67
Goldman Sachs Small/Mid Cap Value R6 GMCUX 3.51 12.86 8.03 11.74 --- ---
Glenmede Mid Cap Equity Advisor GMQAX 5.07 11.16 8.35 8.98 6.59 ---
Goldman Sachs Small/Mid Cap Value A GMVAX 3.48 12.47 7.87 11.19 8.99 ---
Goldman Sachs Small/Mid Cap Value C GMVCX 3.39 11.62 7.70 10.35 8.21 ---
Goldman Sachs Small/Mid Cap Value Inv GMVIX 3.53 12.75 7.99 11.56 9.24 ---
Goldman Sachs Small/Mid Cap Value R GMVRX 3.49 12.13 7.81 10.95 8.71 ---
Nationwide Mid Cap Market Idx A GMXAX 3.12 14.35 8.00 12.64 11.36 14.42
Nationwide Mid Cap Market Idx R6 GMXIX 3.17 14.77 8.15 13.14 11.84 14.89
Nationwide Mid Cap Market Idx R GMXRX 3.10 14.00 7.93 12.29 11.03 14.15
Goldman Sachs Small/Mid Cap Value Instl GSMVX 3.52 12.78 7.95 11.66 9.48 ---
Invesco Mid Cap Core Equity B GTABX 1.05 12.61 3.91 11.49 7.02 9.90
Invesco Mid Cap Core Equity C GTACX 1.12 12.58 3.93 11.54 7.03 9.90
Invesco Mid Cap Core Equity R6 GTAFX 1.21 13.92 4.28 12.85 8.33 11.23
Invesco Mid Cap Core Equity A GTAGX 1.15 13.44 4.13 12.34 7.83 10.73
Invesco Mid Cap Core Equity R GTARX 1.15 13.19 4.11 12.11 7.58 10.46
Invesco Mid Cap Core Equity R5 GTAVX 1.17 13.83 4.24 12.76 8.24 11.14
Invesco Mid Cap Core Equity Y GTAYX 1.17 13.70 4.19 12.62 8.10 11.01
Aberdeen US Mid Cap Equity A GUEAX 3.98 22.01 8.62 19.96 --- ---
Aberdeen US Mid Cap Equity C GUECX 3.87 21.04 8.39 18.99 --- ---
Aberdeen US Mid Cap Equity Institutional GUEIX 3.97 22.27 8.69 20.25 --- ---
Aberdeen US Mid Cap Equity R GUERX 3.91 21.67 8.57 19.61 --- ---
Aberdeen US Mid Cap Equity Instl Svc GUESX 3.97 22.27 8.69 20.25 --- ---
Gabelli Value 25 AAA GVCAX 3.31 11.02 0.93 9.91 5.09 9.06
Gabelli Value 25 C GVCCX 3.26 10.20 0.70 9.12 4.31 8.25
Gabelli Value 25 I GVCIX 3.36 11.41 0.99 10.35 5.39 9.36
Gabelli Value 25 T GVCTX 3.37 --- 0.93 --- --- ---
Government Street Mid-Cap GVMCX 1.36 18.95 6.12 17.57 12.10 14.43
Gabelli Focus Five A GWSAX 4.70 13.49 -2.09 11.55 2.06 6.88
Gabelli Focus Five C GWSCX 4.60 12.61 -2.34 10.70 1.28 6.07
Gabelli Focus Five I GWSIX 4.69 13.75 -2.06 11.74 2.29 7.14
Gabelli Focus Five T GWSTX 4.68 --- -2.11 --- --- ---
Gabelli Focus Five AAA GWSVX 4.68 13.47 -2.11 11.51 2.03 6.86
Hartford MidCap Value HLS IB HBMVX 3.01 11.73 6.47 9.17 9.05 12.90
Hennessy Cornerstone Growth Investor HFCGX 3.55 15.30 8.84 12.21 9.09 14.45
Hartford Schroders US S/M-Cap Opps C HFDCX 3.23 13.33 6.13 11.46 --- ---
Hartford Schroders US S/M-Cap Opps F HFDFX 3.33 --- 6.43 --- --- ---
Hartford Schroders US S/M-Cap Opps R3 HFDRX 3.21 13.69 6.25 11.87 --- ---
Hartford Schroders US S/M-Cap Opps R4 HFDSX 3.27 14.15 6.38 12.25 --- ---
Hartford Schroders US S/M-Cap Opps R5 HFDTX 3.26 14.30 6.37 12.53 --- ---
Hartford Schroders US S/M-Cap Opps Y HFDYX 3.33 14.45 6.43 12.61 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX 3.27 17.09 8.41 13.31 8.31 13.81
Hennessy Cornerstone Growth Inst HICGX 3.58 15.67 8.91 12.55 9.38 14.78
Hennessy Cornerstone Mid Cap 30 Instl HIMDX 3.27 17.50 8.48 13.69 8.64 14.17
Hartford MidCap Value A HMVAX 2.91 11.51 6.29 8.89 8.80 12.59
Hartford MidCap Value C HMVCX 2.87 10.70 6.09 8.05 8.02 11.79
Hartford MidCap Value F HMVFX 2.95 --- 6.44 --- --- ---
Hartford MidCap Value HLS IA HMVIX 2.98 11.94 6.51 9.38 9.30 13.18
Hartford MidCap Value I HMVJX 2.96 11.65 6.38 9.02 9.09 12.93
Hartford MidCap Value R3 HMVRX 2.84 11.13 6.18 8.50 8.51 12.30
Hartford MidCap Value R4 HMVSX 2.85 11.51 6.27 8.85 8.84 12.64
Hartford MidCap Value R5 HMVTX 2.94 11.85 6.44 9.26 9.18 12.98
Hartford MidCap Value Y HMVYX 2.93 11.88 6.42 9.32 9.29 13.10
Voya Mid Cap Research Enhanced Index O IDMOX 3.84 12.05 7.98 10.60 7.41 11.99
Voya Russell Mid Cap Index Port I IIRMX 2.88 16.67 6.41 14.69 9.96 14.60
VY® JPMorgan Mid Cap Value A IJMAX 3.52 12.52 5.13 10.20 8.78 13.61
VY® JPMorgan Mid Cap Value I IJMIX 3.57 13.07 5.24 10.70 9.32 14.19
VY® JPMorgan Mid Cap Value S IJMSX 3.56 12.82 5.25 10.49 9.06 13.90
VY® JPMorgan Mid Cap Value S2 IJPMX 3.53 12.61 5.14 10.27 8.88 13.72
Poplar Forest Outliers Institutional IPFOX 3.51 3.55 4.79 0.75 --- ---
Voya Index Plus MidCap Port I IPMIX 3.84 12.44 8.05 11.02 10.54 14.40
Voya Index Plus MidCap Port S IPMSX 3.81 12.18 7.98 10.74 10.26 14.12
Voya Russell Mid Cap Index Port A IRMAX 2.83 16.05 6.26 14.10 9.40 14.02
Voya Russell Mid Cap Index Port S IRMCX 2.84 16.35 6.35 14.35 9.67 14.30
Voya Russell Mid Cap Index Port S2 IRMTX 2.81 16.14 6.29 14.20 9.51 14.14
Janus Henderson Contrarian D JACNX 3.20 4.69 2.99 2.47 1.08 10.49
JPMorgan Mid Cap Value A JAMCX 3.51 12.37 5.14 10.09 8.79 13.62
JPMorgan Mid Cap Value C JCMVX 3.50 11.84 5.02 9.52 8.23 13.04
Janus Henderson Contrarian A JCNAX 3.21 4.55 2.95 2.31 0.88 10.29
Janus Henderson Contrarian C JCNCX 3.14 3.81 2.75 1.56 0.14 9.45
Janus Henderson Contrarian S JCNIX 3.22 4.39 2.90 2.19 0.76 10.14
Janus Henderson Contrarian N JCNNX 3.26 --- 2.99 --- --- ---
Janus Henderson Contrarian R JCNRX 3.18 4.11 2.81 1.92 0.50 9.85
Janus Henderson Contrarian I JCONX 3.25 4.79 3.04 2.63 1.15 10.60
JPMorgan Mid Cap Value R3 JMVPX 3.41 12.26 5.01 9.95 --- ---
JPMorgan Mid Cap Value R4 JMVQX 3.44 12.50 5.10 10.23 --- ---
JPMorgan Mid Cap Value R5 JMVRX 3.44 12.68 5.14 10.41 --- ---
JPMorgan Mid Cap Value I JMVSX 3.57 12.66 5.23 10.37 9.06 13.91
JPMorgan Mid Cap Value R6 JMVYX 3.46 12.79 5.16 10.50 --- ---
JPMorgan Mid Cap Value R2 JMVZX 3.49 12.12 5.08 9.79 8.50 13.32
Johnson Opportunity JOPPX 4.75 15.76 8.51 14.27 11.47 15.09
Janus Henderson Contrarian T JSVAX 3.21 4.64 2.94 2.44 1.00 10.42
Janus Henderson Select Value D JSVDX 3.30 13.22 6.58 12.60 11.65 12.50
Janus Henderson Select Value S JSVSX 3.24 12.95 6.47 12.33 11.39 12.17
Janus Henderson Select Value T JSVTX 3.23 13.14 6.59 12.50 11.57 12.41
JHancock Disciplined Value Mid Cap A JVMAX 2.47 13.98 6.53 11.97 11.42 16.55
JHancock Disciplined Value Mid Cap C JVMCX 2.38 13.19 6.28 11.14 10.56 15.68
JHancock Disciplined Value Mid Cap I JVMIX 2.46 14.30 6.56 12.26 11.71 16.88
JHancock Disciplined Value Mid Cap R6 JVMRX 2.46 14.35 6.56 12.35 11.80 16.98
JHancock Disciplined Value Mid Cap R2 JVMSX 2.39 13.81 6.46 11.78 11.23 16.40
JHancock Disciplined Value Mid Cap R4 JVMTX 2.43 14.07 6.52 12.08 11.52 ---
JHancock Disciplined Value Mid Cap Adv JVMVX 2.43 14.02 6.50 12.00 11.38 16.50
Janus Henderson Select Value A JVSAX 3.24 13.03 6.54 12.36 11.40 12.23
Janus Henderson Select Value C JVSCX 3.17 12.15 6.32 11.50 10.50 11.34
Janus Henderson Select Value I JVSIX 3.22 13.20 6.50 12.65 11.68 12.58
Janus Henderson Select Value N JVSNX 3.29 --- 6.65 --- --- ---
Keeley All Cap Value I KACIX 2.75 9.61 6.36 8.26 6.65 10.69
Keeley All Cap Value A KACVX 2.78 9.37 6.29 8.06 6.39 10.41
Miller Opportunity A LGOAX 9.95 27.11 5.75 22.52 9.75 19.91
Linde Hansen Contrarian Value A LHVAX 0.73 -0.15 1.55 -3.03 3.33 7.71
Linde Hansen Contrarian Value I LHVIX 0.73 0.15 1.61 -2.79 3.60 7.96
Longleaf Partners Small-Cap LLSCX 2.29 8.36 3.18 6.98 7.37 12.63
Miller Opportunity I LMNOX 10.01 27.42 5.87 22.87 10.08 20.25
Miller Opportunity FI LMOFX 10.00 27.08 5.78 22.51 9.74 19.88
Miller Opportunity C LMOPX 9.90 26.16 5.57 21.58 8.93 19.00
Miller Opportunity R LMORX 9.95 26.70 5.68 22.16 9.41 19.47
ClearBridge Mid Cap R LMREX 2.82 10.78 3.84 8.71 8.19 12.75
Kinetics Spin-Off and Corp Rest Adv A LSHAX 0.93 12.62 1.69 10.85 4.49 9.09
Kinetics Spin-Off and Corp Rest Adv C LSHCX 0.88 11.81 1.47 9.99 3.70 8.31
Kinetics Spin-Off and Corp Rest No Load LSHEX --- --- --- --- --- ---
Kinetics Spin-Off and Corp Rest Instl LSHUX 0.93 12.90 1.78 11.14 4.75 9.37
ClearBridge Mid Cap IS LSIRX 2.84 11.52 4.00 9.49 8.94 13.55
Leuthold Select Industries LSLTX 1.61 21.33 7.04 19.22 9.57 16.12
Lord Abbett Value Opportunities T LVATX 2.80 --- 5.42 --- --- ---
Lord Abbett Value Opportunities A LVOAX 2.79 8.78 5.36 7.12 8.52 13.33
Lord Abbett Value Opportunities B LVOBX 2.72 8.03 5.16 6.34 7.71 12.52
Lord Abbett Value Opportunities C LVOCX 2.78 8.03 5.22 6.34 7.73 12.54
Lord Abbett Value Opportunities F LVOFX 2.83 8.93 5.40 7.30 8.68 13.55
Lord Abbett Value Opportunities F3 LVOOX 2.84 --- 5.51 --- --- ---
Lord Abbett Value Opportunities P LVOPX 2.84 8.60 5.35 6.97 8.32 13.15
Lord Abbett Value Opportunities R2 LVOQX 2.79 8.44 5.29 6.79 8.15 12.98
Lord Abbett Value Opportunities R3 LVORX 2.77 8.52 5.30 6.88 8.25 13.09
Lord Abbett Value Opportunities R4 LVOSX 2.83 8.82 5.40 7.16 --- ---
Lord Abbett Value Opportunities R5 LVOTX 2.85 9.04 5.47 7.43 --- ---
Lord Abbett Value Opportunities R6 LVOVX 2.84 9.17 5.51 7.52 --- ---
Lord Abbett Value Opportunities I LVOYX 2.84 9.03 5.42 7.38 8.80 13.66
Mutual of America Instl Mid-Cap Eq Idx MAMQX 3.16 14.86 8.13 13.22 11.91 15.01
MM S&P® Mid Cap Index A MDKAX 3.12 14.13 7.99 12.39 11.19 14.23
MM S&P® Mid Cap Index R4 MDKFX 3.06 14.19 7.94 12.47 11.27 ---
MM S&P® Mid Cap Index R5 MDKIX 3.16 14.68 8.15 12.98 11.74 14.77
MM S&P® Mid Cap Index Svc MDKSX 3.11 14.42 8.04 12.74 11.56 14.62
MM S&P® Mid Cap Index R3 MDKTX 3.08 13.91 7.91 12.26 11.04 ---
MM S&P® Mid Cap Index Adm MDKYX 3.11 14.34 8.04 12.69 11.46 14.51
MM S&P® Mid Cap Index I MDKZX 3.15 14.71 8.12 13.02 11.85 14.91
ProFunds Mid Cap Inv MDPIX 3.00 13.12 7.69 11.40 10.15 13.14
ProFunds Mid Cap Svc MDPSX 2.92 12.05 7.43 10.29 9.04 12.01
Morgan Stanley Inst Insight A MFPHX 5.07 16.46 6.47 16.39 13.51 16.54
Morgan Stanley Inst Insight I MFPIX 5.05 16.85 6.52 16.75 13.90 16.92
Morgan Stanley Inst Insight L MFPLX 5.01 15.89 6.31 15.83 12.96 15.96
Shelton S&P Midcap Index K MIDKX 3.20 14.04 8.04 12.24 11.41 14.39
Principal MidCap S&P 400 Index Inst MPSIX 3.18 14.79 8.13 13.19 11.84 14.88
Morgan Stanley Inst Insight C MSSPX 4.97 15.60 6.29 15.54 --- ---
Great-West S&P Mid Cap 400® Index L MXBUX 3.08 --- 8.03 --- --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX 3.15 14.49 8.02 12.80 11.44 14.48
Great-West S&P Mid Cap 400® Index Instl MXNZX 3.08 14.86 8.06 13.18 --- ---
Neiman Opportunities A NEOMX -0.16 18.60 6.44 19.04 --- ---
Columbia Mid Cap Index Inst NMPAX 3.18 14.84 8.17 13.22 11.87 14.92
Northern Mid Cap Index NOMIX 3.16 14.92 8.15 13.25 11.93 14.98
Columbia Mid Cap Index A NTIAX 3.14 14.57 8.05 12.96 11.60 14.65
Nationwide Mid Cap Market Idx Instl Svc NWXQX 3.17 14.66 8.10 13.02 --- ---
JPMorgan Intrepid Mid Cap C ODMCX 2.52 15.06 6.17 12.83 7.34 14.01
Oppenheimer Main Street Mid Cap B OPMBX 3.78 12.56 4.33 11.12 12.14 15.38
Oppenheimer Main Street Mid Cap C OPMCX 3.80 12.57 4.35 11.14 12.14 15.38
Oppenheimer Main Street Mid Cap I OPMIX 3.88 13.85 4.66 12.42 12.66 16.28
Oppenheimer Main Street Mid Cap R OPMNX 3.85 13.14 4.49 11.69 12.18 15.63
Oppenheimer Main Street Mid Cap A OPMSX 3.81 13.35 4.53 11.96 12.31 15.85
Oppenheimer Main Street Mid Cap Y OPMYX 3.86 13.66 4.64 12.24 12.38 16.02
Sterling Capital Mid Value A OVEAX 4.58 11.88 6.59 9.60 9.63 14.48
Sterling Capital Mid Value C OVECX 4.52 11.08 6.38 8.85 8.83 13.64
Sterling Capital Mid Value I OVEIX 4.51 12.13 6.61 9.83 9.89 14.75
Sterling Capital Mid Value R OVERX 4.56 11.64 6.52 9.24 9.31 13.99
Pacific Advisors Mid Cap Value A PAMVX 5.67 9.17 8.98 4.98 -0.13 2.93
Parnassus Mid-Cap PARMX 2.67 15.72 5.16 14.10 11.57 13.98
JPMorgan Intrepid Mid Cap A PECAX 2.53 15.65 6.28 13.37 7.98 14.70
Principal EDGE MidCap Institutional PEDGX 2.87 12.84 5.50 11.74 --- ---
Principal EDGE MidCap R-6 PEDMX 2.85 --- 5.47 --- --- ---
Dreyfus Mid Cap Index Inv PESPX 3.14 14.57 8.08 12.93 11.60 14.66
T. Rowe Price Extended Equity Market Idx PEXMX 3.04 16.66 6.77 15.25 10.82 14.80
Parnassus Mid Cap Institutional PFPMX 2.69 15.95 5.21 14.35 --- ---
Principal MidCap S&P 400 Index R-6 PMAPX 3.18 14.80 8.14 13.18 --- ---
Principal MidCap S&P 400 Index J PMFJX 3.17 14.65 8.10 12.97 11.54 14.51
Principal MidCap S&P 400 Index R3 PMFMX 3.13 14.24 7.97 12.56 11.25 14.27
Principal MidCap S&P 400 Index R2 PMFNX 3.13 14.08 7.95 12.41 11.06 14.08
Principal MidCap S&P 400 Index R5 PMFPX 3.19 14.59 8.06 12.93 11.60 14.64
Principal MidCap S&P 400 Index R4 PMFSX 3.17 14.50 8.03 12.81 11.46 14.50
Pax Mid Cap Institutional PMIDX 2.31 12.96 3.82 10.68 --- ---
Principal MidCap S&P 400 Index R1 PMSSX 3.13 13.92 7.94 12.29 10.91 13.93
Pacific Advisors Mid Cap Value C PMVCX 5.61 8.45 8.86 4.15 -0.87 2.15
Prudential QMA Mid-Cap Core Equity Q PQCCX 3.32 14.97 7.22 13.34 --- ---
Pax Mid Cap Individual Investor PWMDX 2.22 12.56 3.64 10.36 --- ---
Putnam Equity Spectrum A PYSAX 2.17 8.68 -0.87 8.29 -0.52 8.78
Putnam Equity Spectrum C PYSCX 2.11 7.92 -1.06 7.48 -1.26 7.96
Putnam Equity Spectrum M PYSMX 2.14 8.16 -0.98 7.76 -1.01 8.23
Putnam Equity Spectrum B PYSOX 2.13 7.91 -1.06 7.46 -1.26 7.96
Putnam Equity Spectrum R PYSRX 2.15 8.42 -0.94 8.02 -0.77 8.50
Putnam Equity Spectrum Y PYSYX 2.18 8.91 -0.83 8.52 -0.26 9.04
Quantified All-Cap Equity Advisor QACAX 1.76 16.41 5.57 15.09 --- ---
Quantified All-Cap Equity Investor QACFX 1.74 17.11 5.60 15.68 9.16 ---
Rock Oak Core Growth RCKSX 3.51 23.08 7.05 21.78 9.92 13.88
Schwartz Value Focused RCMFX 2.83 11.79 5.39 9.64 4.94 5.75
Royce Dividend Value Institutional RDIIX 3.59 19.39 7.86 16.81 10.92 11.67
Royce Dividend Value Consultant RDVCX 3.46 17.97 7.52 15.38 9.73 ---
Royce Dividend Value Invmt RDVIX 3.55 18.99 7.63 16.58 10.83 11.55
Royce Small/Mid-Cap Premier Service RGFAX 3.68 19.66 9.94 17.49 10.86 11.02
Royce Small/Mid-Cap Premier Investment RHFHX 3.66 19.88 10.03 17.72 11.10 11.29
Royce Small/Mid-Cap Premier R RHFRX 3.65 19.08 9.86 16.90 10.30 10.50
Victory RS Investors C RIVCX 2.02 14.61 3.92 14.61 7.53 12.45
Russell Inv US Mid Cap Equity A RMCAX 3.02 13.81 5.56 12.11 9.37 13.85
Russell Inv US Mid Cap Equity C RMCCX 2.95 13.05 5.37 11.31 8.58 13.01
Russell Inv US Mid Cap Equity S RMCSX 3.01 14.15 5.60 12.43 9.66 14.13
Victory RS Investors R RSIKX 2.01 14.65 3.88 14.65 7.71 12.70
Victory RS Investors A RSINX 2.08 15.40 4.11 15.40 8.34 13.30
Victory RS Investors Y RSIYX 2.11 15.72 4.19 15.78 8.63 13.59
Victory RS Value A RSVAX 2.78 16.54 4.63 16.33 8.07 13.48
Victory RS Value R RSVKX 2.75 16.09 4.53 15.84 7.63 13.02
Victory RS Value Y RSVYX 2.79 16.87 4.70 16.66 8.32 13.75
Victory RS Value C RVACX 2.73 15.72 4.44 15.42 7.24 12.61
Royce Dividend Value Svc RYDVX 3.60 18.86 7.73 16.33 10.59 11.30
Royce Small/Mid-Cap Premier Consultant RYGCX 3.60 18.58 9.65 16.48 9.87 9.99
ClearBridge Mid Cap A SBMAX 2.81 11.08 3.91 9.03 8.47 13.04
ClearBridge Mid Cap C SBMLX 2.77 10.31 3.74 8.23 7.71 12.25
Wells Fargo Common Stock Inst SCNSX 3.64 16.21 7.47 14.28 10.90 13.08
Wells Fargo Common Stock A SCSAX 3.62 15.82 7.33 13.83 10.46 12.64
Wells Fargo Common Stock Admin SCSDX 3.64 15.96 7.39 13.99 10.63 12.81
Wells Fargo Common Stock R6 SCSRX 3.67 16.31 7.49 14.34 10.96 ---
SEI Mid-Cap F (SIMT) SEMCX 3.01 18.32 7.79 16.13 11.94 15.88
SEI Mid-Cap Y (SIMT) SFDYX 3.04 18.57 7.89 16.45 --- ---
SEI Mid-Cap I (SIMT) SIPIX 2.97 18.05 7.75 15.85 11.69 15.62
ClearBridge Mid Cap I SMBYX 2.84 11.40 4.00 9.38 8.84 13.44
ClearBridge Mid Cap 1 SMCPX 2.84 11.41 3.98 9.38 8.82 13.31
Hartford Schroders US S/M-Cap Opps I SMDIX 3.26 14.37 6.36 12.53 12.59 16.11
Sterling Capital SMID OpportunitiesInstl SMDOX 3.85 13.38 1.89 12.02 --- ---
Sterling Capital SMID Opportunities A SMDPX 3.86 13.20 1.80 11.68 --- ---
Sterling Capital SMID Opportunities C SMDQX 3.80 12.45 1.64 10.96 --- ---
Hartford Schroders US S/M-Cap Opps SDR SMDRX 3.32 14.50 6.42 12.67 --- ---
Hartford Schroders US S/M-Cap Opps A SMDVX 3.25 14.11 6.32 12.27 12.30 15.81
Saratoga Mid Capitalization I SMIPX 3.63 11.19 5.30 9.28 5.65 12.56
Saratoga Mid Capitalization A SPMAX 3.59 10.80 5.26 8.90 5.21 12.11
Saratoga Mid Capitalization C SPMCX 3.52 10.09 4.96 8.12 4.56 11.47
Shelton S&P Midcap Index Direct SPMIX 3.19 14.54 8.18 12.76 11.96 14.96
AMG SouthernSun US Equity C SSECX 4.17 8.78 3.00 4.80 5.35 8.89
AMG SouthernSun US Equity N SSEFX 4.25 9.55 3.12 5.63 6.13 9.71
AMG SouthernSun US Equity I SSEIX 4.31 9.84 3.25 5.86 6.42 9.98
Sterling Capital Stratton MdCp Val Instl STRGX 2.56 20.22 8.18 18.34 11.15 14.74
Sterling Capital Stratton MdCp Val A STRLX 2.53 19.93 8.10 18.02 --- ---
Sterling Capital Stratton MdCp Val C STRNX 2.46 19.06 7.83 17.10 --- ---
Wells Fargo Common Stock C STSAX 3.53 14.96 7.16 12.97 9.64 11.80
Thompson MidCap THPMX 6.67 13.82 6.10 10.88 8.57 13.52
Timothy Plan Large/Mid Cap Value A TLVAX 3.26 16.18 8.17 14.34 8.28 12.90
Timothy Plan Large/Mid Cap Value C TLVCX 3.15 15.34 7.89 13.46 7.47 12.06
Touchstone Mid Cap A TMAPX 4.97 18.89 9.87 16.89 10.28 13.79
Touchstone Mid Cap C TMCJX 4.93 18.05 9.65 16.04 9.47 12.93
Touchstone Mid Cap Y TMCPX 5.03 19.20 9.95 17.24 10.56 14.07
Touchstone Mid Cap Z TMCTX 4.97 18.89 9.86 16.93 10.28 13.78
Touchstone Mid Cap Institutional TMPIX 4.99 19.26 9.94 17.29 10.63 14.14
Thrivent Mid Cap Stock S TMSIX 3.95 17.01 9.20 16.65 16.34 18.55
Timothy Plan Large/Mid Cap Value I TMVIX 3.28 16.46 8.20 14.63 8.55 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX 2.75 14.15 7.33 12.97 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX 2.81 14.63 7.46 13.46 --- ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX 2.74 14.47 7.39 13.30 --- ---
Thomas White American Opportunities Inv TWAOX 3.40 15.77 7.93 14.55 9.25 13.60
Carillon Scout Mid Cap I UMBMX 1.95 22.91 9.69 21.76 15.18 16.48
USAA Extended Market Index USMIX 3.05 16.42 6.75 14.97 10.41 14.23
Vanguard Capital Value Inv VCVLX 2.75 11.99 6.07 10.18 5.74 11.71
Vanguard Extended Market Index InstlPlus VEMPX 3.09 16.77 6.82 15.37 10.95 14.87
Vanguard Extended Market Index Admiral VEXAX 3.09 16.75 6.80 15.34 10.91 14.83
Vanguard Extended Market Index Investor VEXMX 3.07 16.60 6.77 15.18 10.77 14.68
Vanguard Extended Market Index Instl VIEIX 3.09 16.77 6.81 15.37 10.93 14.85
Vanguard Mid Cap Index Admiral VIMAX 2.98 18.02 5.90 15.61 10.28 15.13
Vanguard Mid Cap Index Investor VIMSX 2.97 17.90 5.87 15.48 10.16 14.99
Vanguard Mid Cap Index Institutional VMCIX 2.96 18.03 5.89 15.62 10.29 15.14
Vanguard Mid Cap Index InstitutionalPlus VMCPX 2.97 18.04 5.91 15.64 10.31 15.16
VALIC Company I Mid Cap Index VMIDX 3.19 14.76 8.13 13.14 11.84 14.86
Natixis Vaughan Nelson Value Opp A VNVAX 3.60 10.75 5.27 8.88 5.69 12.51
Natixis Vaughan Nelson Value Opp C VNVCX 3.52 9.99 5.09 8.06 4.90 11.67
Natixis Vaughan Nelson Value Opp N VNVNX 3.59 11.13 5.39 9.25 6.06 ---
Natixis Vaughan Nelson Value Opp Y VNVYX 3.59 11.03 5.34 9.18 5.96 12.79
Volumetric VOLMX 2.46 16.60 6.24 13.99 8.07 11.04
Voya Russell Mid Cap Index P2 VRMPX 2.87 --- 6.47 --- --- ---
Vanguard Extended Market Index Instl Sel VSEMX 3.09 16.82 6.83 15.41 --- ---
Vanguard Strategic Equity Inv VSEQX 2.80 12.11 7.37 10.36 10.65 16.45
Vanguard S&P Mid-Cap 400 Index I VSPMX 3.17 15.03 8.16 13.40 12.04 15.10
Virtus Horizon Wealth Masters A VWMAX 4.57 15.38 6.20 12.51 8.42 12.73
Virtus Horizon Wealth Masters C VWMCX 4.56 14.61 6.05 11.70 7.61 11.89
Virtus Horizon Wealth Masters I VWMIX 4.61 15.62 6.25 12.82 8.68 13.00
Walden SMID Cap WASMX 3.75 15.61 9.75 13.67 11.99 13.34
Weitz Hickory WEHIX 0.20 7.20 -2.08 5.60 3.88 7.67
Westwood SMidCap Institutional WHGMX 1.15 9.67 6.61 9.57 7.44 11.10
Westwood SMidCap Plus Institutional WHGPX 2.46 10.64 5.33 10.25 7.21 11.51
JPMorgan Intrepid Mid Cap R3 WOOOX 2.58 15.66 6.33 13.39 --- ---
JPMorgan Intrepid Mid Cap I WOOPX 2.61 15.92 6.40 13.70 8.26 15.00
JPMorgan Intrepid Mid Cap R4 WOOQX 2.57 15.89 6.36 13.62 --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX 2.56 16.20 6.43 13.94 --- ---
Wright Selected Blue Chip Equities WSBEX 1.83 15.75 8.46 14.13 8.11 13.37
Russell Mid Cap TR USD XIUSA000L2 2.87 17.12 6.47 15.18 10.39 15.05
Russell 1000 Equal Weighted TR USD XIUSA000L3 --- --- --- --- --- ---
Russell Mid Cap PR USD XIUSA04FN1 2.69 15.29 6.02 13.25 8.52 13.17
Yorktown Mid-Cap A YWBAX 4.22 3.23 4.42 1.61 --- ---
Yorktown Mid-Cap Institutional YWBIX 4.30 3.70 4.50 1.99 --- ---
Yorktown Mid-Cap L YWBLX 4.16 2.77 4.26 1.04 --- ---