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Data through 11/20/2009. Our favorite Mid-Cap Blend funds
Fund Category : Mid-Cap Blend : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Mid-Cap Blend -2.59 31.22 6.81 66.72 -6.04 1.10
AIM Mid Cap Basic Value Inst -6.14 73.07 6.55 125.08 -1.36 3.68
AIM Mid Cap Basic Value Y -6.17 72.39 6.45 123.76 --- ---
AIM Mid Cap Basic Value A Load Waived -6.18 72.04 6.46 89.84 -13.81 -4.62
AIM Mid Cap Basic Value A -6.18 72.04 6.46 123.30 -1.99 3.02
AIM Mid Cap Basic Value R -6.16 71.74 6.43 123.10 -2.20 2.81
Legg Mason Cap Mgmt Special Inv I -1.11 71.23 9.23 133.26 -7.95 -0.05
AIM Mid Cap Basic Value C -6.21 70.94 6.21 121.89 -2.71 2.29
AIM Mid Cap Basic Value B -6.21 70.94 6.21 121.89 -2.74 2.27
Legg Mason Cap Mgmt Special Inv FI -1.13 70.46 9.19 132.18 -8.32 -0.41
Legg Mason Cap Mgmt Special Inv R -1.17 70.13 9.08 131.55 --- ---
Legg Mason Cap Mgmt Special Inv C -1.21 69.62 8.91 130.75 -8.92 -1.09
Alpine Dynamic Transformations 0.72 59.77 12.10 100.02 --- ---
Tilson Focus -2.53 53.93 7.07 83.63 -7.21 ---
Kinetics Small Cap Opportunities Inst -0.20 53.07 9.19 85.35 -7.32 ---
Fidelity Advisor Leveraged Co Stk I -3.28 53.03 8.04 99.20 -4.68 4.02
Kinetics Small Cap Opportunities No Load -0.25 52.77 9.11 84.88 -7.49 3.26
Ariel Appreciation -1.36 52.66 12.26 103.64 -3.42 1.54
Fidelity Advisor Leveraged Co Stk A -3.36 52.56 7.92 98.56 -4.95 3.71
Symons Capital Appreciation Instl -0.82 52.53 8.72 100.28 --- ---
Fidelity Advisor Leveraged Co Stk A LW -3.36 52.52 7.89 98.51 -5.95 2.64
Kinetics Small Cap Opportunities Adv A -0.25 52.50 9.07 84.51 -7.72 3.00
Kinetics Small Cap Opportunities Ad A LW -0.25 52.50 9.07 80.69 -8.43 1.96
Ariel -3.02 52.50 10.94 99.62 -7.72 -2.18
Fidelity Leveraged Company Stock K -3.35 52.48 8.01 100.57 --- ---
Fidelity Advisor Leveraged Co Stk T -3.34 52.34 7.89 98.09 -5.16 3.47
Fidelity Leveraged Company Stock -3.35 52.22 8.01 100.20 -6.00 3.35
Aston/Optimum Mid Cap I -2.70 52.02 13.87 96.00 0.40 5.00
Aston/Optimum Mid Cap N -2.69 51.68 13.78 95.49 0.16 4.73
Fidelity Advisor Leveraged Co Stk C -3.38 51.64 7.76 97.06 -5.65 2.96
Fidelity Advisor Leveraged Co Stk B -3.42 51.58 7.70 97.07 -5.70 2.89
AIM Trimark Endeavor Inst -4.90 50.59 6.84 92.61 -2.08 4.88
Fidelity Value Strategies K -5.49 50.58 6.11 104.20 --- ---
Fidelity Advisor Value Strategies I -5.49 50.41 6.06 103.95 -7.61 0.04
Fidelity Value Strategies -5.48 50.32 6.04 103.79 -7.67 -0.04
Dreyfus Midcap Value I -3.28 50.15 6.88 97.19 --- ---
Nuveen Tradewinds Value Opportunities I 0.65 50.03 13.44 105.54 5.27 ---
AIM Trimark Endeavor Y -4.93 50.00 6.80 92.08 --- ---
Fidelity Advisor Value Strategies A LW -5.49 49.96 5.99 103.29 -7.91 -0.30
Fidelity Advisor Value Strategies A -5.49 49.96 5.99 103.29 -7.91 -0.30
Nuveen Tradewinds Value Opportunities A 0.65 49.72 13.34 104.99 5.01 ---
Nuveen Tradewinds Value Opportuniti A LW 0.65 49.72 13.34 104.99 5.01 ---
Dreyfus Midcap Value A Load Waived -3.32 49.70 6.78 96.66 -1.10 3.67
Dreyfus Midcap Value A -3.32 49.70 6.78 96.66 -1.10 3.67
AIM Trimark Endeavor A Load Waived -4.95 49.70 6.73 91.42 -2.63 4.32
AIM Trimark Endeavor A -4.95 49.70 6.73 91.42 -2.63 4.32
Fidelity Advisor Value Strategies T -5.54 49.69 5.94 102.87 -8.09 -0.50
Nuveen Tradewinds Value Opportunities R3 0.65 49.44 13.32 104.56 --- ---
AIM Trimark Endeavor R -4.91 49.41 6.70 91.25 -2.83 4.10
Gabelli SRI Green I -2.25 49.06 13.71 78.03 --- ---
Fidelity Advisor Value Strategies B -5.56 49.02 5.81 101.85 -8.60 -1.07
Fidelity Advisor Value Strategies C -5.57 48.97 5.75 101.87 -8.61 -1.08
AIM Trimark Endeavor B -4.97 48.91 6.62 90.06 -3.33 3.57
AIM Trimark Endeavor C -4.97 48.85 6.61 90.22 -3.31 3.58
Nuveen Tradewinds Value Opportunities C 0.59 48.69 13.15 103.44 4.23 ---
Nuveen Tradewinds Value Opportunities B 0.59 48.69 13.15 103.44 4.23 ---
Gabelli SRI Green A Load Waived -2.26 48.67 13.50 77.20 --- ---
Gabelli SRI Green A -2.26 48.67 13.50 77.20 --- ---
Dreyfus Midcap Value C -3.36 48.66 6.61 95.24 --- ---
Gabelli SRI Green AAA -2.36 48.59 13.48 77.28 --- ---
ProFunds UltraMid Cap Inv -6.49 48.41 11.50 135.25 -20.56 -5.68
Gabelli SRI Green C -2.39 47.64 13.27 75.84 --- ---
ProFunds UltraMid Cap Svc -6.60 47.25 11.22 133.16 -21.32 -6.60
RS Investors Y -4.06 46.89 4.42 92.59 --- ---
RS Investors A Load Waived -4.24 46.28 4.27 92.51 -9.07 ---
RS Investors A -4.24 46.28 4.27 92.51 -9.07 ---
Frank Value 0.00 44.64 4.99 81.90 -1.83 3.49
RS Investors K -4.40 44.58 3.71 88.95 -11.38 ---
Tilson Dividend 2.97 42.44 10.82 77.77 4.52 ---
Neuberger Berman Regency Tr -2.91 41.72 8.71 92.32 -7.13 0.78
Lifetime Achievement Load Waived -3.10 41.67 11.72 79.17 -7.10 2.01
Lifetime Achievement -3.10 41.67 11.72 79.17 -7.10 2.01
Neuberger Berman Regency Inv -2.95 41.53 8.61 91.94 -7.09 0.85
Matthew 25 -1.21 41.09 8.99 76.84 -11.75 -4.79
Wells Fargo Advantage Opportunity Adm -2.32 40.75 7.61 72.70 -3.56 2.18
ICON Materials 0.96 40.69 12.51 60.04 0.40 7.76
Thompson Plumb MidCap -3.80 40.48 7.45 93.00 --- ---
Wells Fargo Advantage Opportunity A LW -2.32 40.45 7.55 72.31 -3.79 1.92
Wells Fargo Advantage Opportunity A -2.32 40.45 7.55 72.31 -3.79 1.92
Wells Fargo Advantage Opportunity Inv -2.33 40.34 7.52 72.18 -3.85 1.89
Keeley Small-Mid Cap Value I -4.07 40.14 5.78 94.34 --- ---
MassMutual Premier Discovery Value S -2.96 39.93 4.86 85.56 -7.69 ---
Gabelli Value I 2.03 39.82 15.11 86.64 --- ---
Keeley Small-Mid Cap Value A LW -4.10 39.76 5.68 94.08 --- ---
Keeley Small-Mid Cap Value A -4.10 39.76 5.68 94.08 --- ---
MassMutual Premier Discovery Value Y -2.96 39.69 4.86 85.37 -7.73 ---
Gabelli Value A Load Waived 2.11 39.67 15.00 86.11 -5.80 0.83
Gabelli Value A 2.11 39.67 15.00 86.11 -5.80 0.83
Rydex Mid-Cap 1.5x Strategy H -4.75 39.53 9.03 101.26 -13.54 -2.37
Rydex Mid-Cap 1.5x Strategy A LW -4.75 39.53 9.03 101.26 -13.51 -2.37
Rydex Mid-Cap 1.5x Strategy A -4.75 39.53 9.03 101.26 -13.51 -2.37
Scout Mid Cap -2.07 39.51 10.87 73.98 3.15 ---
Wells Fargo Advantage Opportunity C -2.39 39.48 7.35 71.04 --- ---
Oppenheimer Small & Mid Cap Value Y -3.09 39.48 4.75 85.56 -7.82 ---
MassMutual Premier Discovery Value L -3.08 39.42 4.74 85.29 -7.87 ---
MassMutual Premier Discovery Value A LW -3.10 39.21 4.77 84.79 -8.14 ---
MassMutual Premier Discovery Value A -3.10 39.21 4.77 84.79 -8.14 ---
Oppenheimer Small & Mid Cap Value A LW -3.11 38.90 4.63 84.73 -12.60 -4.41
Oppenheimer Small & Mid Cap Value A -3.11 38.90 4.63 84.84 -8.19 1.61
MassMutual Premier Discovery Value N -3.00 38.83 4.80 84.05 -8.39 ---
Oppenheimer Small & Mid Cap Value N -3.13 38.72 4.61 84.45 -8.46 1.29
Gabelli Value C 1.96 38.67 14.86 84.67 -6.51 0.08
Rydex Mid-Cap 1.5x Strategy C -4.77 38.62 8.88 99.79 -14.17 -3.09
Gabelli Value B 1.96 38.59 14.77 84.65 -6.52 0.07
Oppenheimer Small & Mid Cap Value C -3.20 38.01 4.44 83.46 -8.88 0.83
Oppenheimer Small & Mid Cap Value B -3.20 37.89 4.35 83.29 -8.92 0.78
JHT Value Trust Ser I -3.28 35.58 8.50 73.66 -3.97 4.62
Nuveen Santa Barbara Growth Opps I -1.31 34.43 9.10 68.45 -8.11 ---
Nuveen Santa Barbara Growth Opps A LW -1.31 34.14 9.08 67.90 -8.32 ---
Nuveen Santa Barbara Growth Opps A -1.31 34.14 9.08 67.90 -8.32 ---
Olstein All Cap Value Adv 0.26 34.03 9.07 69.03 -9.28 -1.46
RS Value Y -3.38 33.96 4.66 72.29 --- ---
Ave Maria Catholic Values -0.82 33.80 10.22 72.43 -6.53 0.44
Fidelity Low-Priced Stock K -1.86 33.77 6.71 70.23 --- ---
Fidelity Low-Priced Stock -1.86 33.59 6.69 69.98 -3.14 3.71
Weitz Hickory -2.97 33.45 3.56 69.11 -11.39 -2.48
RS Value A Load Waived -3.43 33.42 4.55 71.48 -5.98 2.21
RS Value A -3.43 33.42 4.55 71.48 -5.98 2.21
Nuveen Santa Barbara Growth Opps C -1.35 33.24 8.88 66.74 -9.01 ---
Nuveen Santa Barbara Growth Opps B -1.42 33.24 8.88 66.74 -9.01 ---
Olstein All Cap Value C 0.19 33.09 8.91 67.79 -9.94 -2.19
RS Value K -3.49 33.04 4.41 70.99 -6.32 ---
Managers AMG Chicago Eq Part Midcap I -2.67 32.65 6.74 65.71 -7.94 -0.13
RS Value C -3.52 32.64 4.34 70.32 --- ---
ING Russell Mid Cap Index I -2.77 32.58 7.46 69.85 --- ---
Sentinel Mid Cap Value Instl -2.33 32.47 7.80 61.55 -4.75 3.19
Managers AMG Chicago Eq Part Midcap A LW -2.73 32.35 6.70 65.07 -10.35 -1.82
Managers AMG Chicago Eq Part Midcap A -2.73 32.35 6.70 65.25 -8.08 -0.34
Thrivent Mid Cap Stock I -3.72 32.28 5.37 66.60 -5.71 3.17
API Efficient Frontier Value A LW -3.10 32.22 8.31 71.35 -9.14 -0.58
API Efficient Frontier Value A -3.10 32.22 8.31 71.35 -9.14 -0.58
ING Russell Mid Cap Index S -2.78 32.18 7.36 69.25 --- ---
Vanguard Mid Capitalization Index Ins -2.99 32.01 7.96 71.58 -6.26 2.41
Vanguard Mid Capitalization Index Signal -2.96 31.97 7.95 71.56 --- ---
Vanguard Mid Capitalization Index Adm -3.00 31.97 7.94 71.45 -6.29 2.37
Northern Multi-Manager Mid Cap -2.52 31.95 8.03 68.36 -5.00 ---
ING Russell Mid Cap Index Adv -2.78 31.83 7.24 69.08 --- ---
Vanguard Mid Capitalization Index -3.00 31.81 7.92 71.38 -6.39 2.26
Wright Selected Blue Chip Equities -3.27 31.68 7.84 67.30 -4.14 1.63
Thrivent Mid Cap Stock A Load Waived -3.74 31.63 5.20 65.48 -6.20 2.64
Thrivent Mid Cap Stock A -3.74 31.63 5.20 65.48 -6.20 2.64
Sentinel Mid Cap Value A Load Waived -2.37 31.51 7.66 60.49 -5.30 2.75
Sentinel Mid Cap Value A -2.37 31.51 7.66 60.49 -5.30 2.75
Managers AMG Chicago Eq Part Midcap C -2.83 31.42 6.42 63.78 -8.84 -1.13
Managers AMG Chicago Eq Part Midcap B -2.83 31.38 6.53 63.95 -8.78 -1.09
API Efficient Frontier Value C -3.18 31.13 8.11 69.78 -9.98 0.85
Keeley All Cap Value I -4.36 30.81 5.76 84.05 --- ---
Fidelity Mid Cap Enhanced Index -2.34 30.80 7.30 67.06 --- ---
Sentinel Mid Cap Value C -2.40 30.71 7.44 59.36 -5.97 2.00
Kirr Marbach Partners Value -2.02 30.69 7.65 68.58 -11.50 -2.20
VALIC Company I Mid Cap Index -2.90 30.63 6.70 69.19 -3.98 3.00
FMI Common Stock -4.48 30.62 3.09 68.29 1.10 6.28
Keeley All Cap Value A Load Waived -4.38 30.61 5.79 83.61 -6.66 ---
Keeley All Cap Value A -4.38 30.61 5.79 83.61 -6.66 ---
Al Frank Adv -2.72 29.97 6.72 64.19 -8.10 ---
Nicholas -0.95 29.92 8.25 62.76 -2.99 1.96
Nuveen Symphony Mid-Cap Core I -2.70 29.82 7.89 59.26 -4.23 ---
Al Frank Fund -2.73 29.72 6.64 63.77 -8.35 -0.17
Northern Mid Cap Index -2.87 29.65 6.65 67.58 -4.05 ---
Dreyfus Structured Midcap I -1.47 29.60 7.77 61.25 -7.53 0.75
First American Mid Cap Index Y -2.92 29.48 6.52 67.17 -3.86 3.06
Columbia Mid Cap Index Z -2.86 29.47 6.64 67.94 -3.78 3.24
Nuveen Symphony Mid-Cap Core A LW -2.73 29.46 7.76 58.71 -4.48 ---
Nuveen Symphony Mid-Cap Core A -2.73 29.46 7.76 58.71 -4.48 ---
Dreyfus MidCap Index -2.93 29.46 6.52 67.44 -4.07 2.89
Nationwide Mid Cap Market Index Instl -2.90 29.45 6.54 67.51 -4.04 2.97
California Investment S&P MidCap Idx Dir -2.62 29.45 6.92 66.87 -4.28 2.67
Principal MidCap S&P 400 Index Inst -2.87 29.43 6.60 67.03 -3.94 3.07
Federated Mid-Cap Index -2.90 29.41 6.56 67.29 -4.08 2.90
Principal MidCap Blend Inst -0.45 29.38 8.58 58.15 -1.76 4.27
Intrepid All Cap 1.31 29.35 9.93 62.64 --- ---
Dreyfus Structured Midcap A Load Waived -1.49 29.30 7.72 60.88 -10.46 -2.08
Dreyfus Structured Midcap A -1.49 29.30 7.72 60.88 -7.73 0.60
JHT Mid Cap Index Trust Ser I -2.87 29.20 6.54 67.09 -4.10 2.81
Columbia Mid Cap Index A -2.96 29.20 6.50 67.43 -3.99 2.99
Principal MidCap S&P 400 Index R5 -2.91 29.19 6.58 66.65 -4.16 2.82
Pacific Capital Mid Cap Y -3.20 29.19 6.02 59.59 -8.96 -0.95
First American Mid Cap Index A LW -3.02 29.09 6.42 54.69 -11.36 -3.72
First American Mid Cap Index A -3.02 29.09 6.42 66.95 -4.11 2.80
Principal MidCap S&P 400 Index R4 -2.92 29.06 6.50 66.30 -4.28 2.70
Principal MidCap Blend R5 -0.54 29.02 8.42 57.61 -2.00 3.99
Pacific Capital Mid Cap A Load Waived -3.14 29.02 6.11 59.39 -9.13 -1.17
Pacific Capital Mid Cap A -3.14 29.02 6.11 59.39 -9.13 -1.17
Nationwide Mid Cap Market Index A LW -2.92 29.00 6.45 66.61 -4.43 2.56
Nationwide Mid Cap Market Index A -2.92 29.00 6.45 66.61 -4.43 2.56
Dreyfus Active MidCap A Load Waived -3.55 28.99 6.74 68.90 -19.10 -9.35
Dreyfus Active MidCap A -3.55 28.99 6.74 68.90 -11.81 -1.35
Principal MidCap Blend R4 -0.53 28.98 8.45 57.68 -2.10 3.87
First American Mid Cap Index R -2.96 28.93 6.49 66.40 -4.33 2.54
California Investment S&P MidCap Idx K -2.63 28.86 6.83 66.12 -4.71 2.19
Principal MidCap S&P 400 Index R3 -2.93 28.82 6.41 65.95 -4.47 2.49
Principal MidCap Blend A Load Waived -0.54 28.77 8.37 57.20 -2.21 ---
Principal MidCap Blend A -0.54 28.77 8.37 57.20 -2.21 ---
Fidelity Spartan Extnd Mkt Idx Advtg -3.33 28.76 5.60 66.44 -5.59 ---
Vanguard Extended Market Idx Instl -4.01 28.73 5.28 66.80 -6.02 2.22
Dreyfus Active MidCap I -3.55 28.72 6.72 68.45 -12.01 -1.45
Principal MidCap Blend R3 -0.55 28.71 8.32 57.32 -2.29 3.69
Fidelity Spartan Extended Mkt Index Inv -3.36 28.70 5.57 66.34 -5.62 2.46
Vanguard Extended Market Idx Adm -4.01 28.69 5.25 66.67 -6.06 2.18
USAA Extended Market Index -3.39 28.69 5.33 65.94 -6.23 2.06
Vanguard Extended Market Idx Signal -4.01 28.67 5.28 66.72 -6.06 ---
Principal MidCap Blend J -0.56 28.67 8.32 57.20 -2.36 3.58
JPMorgan Intrepid Mid Cap Select -1.58 28.65 7.79 65.17 -6.80 2.44
Vantagepoint Mid/Small Company Index II -3.36 28.59 5.26 66.26 -5.71 2.36
Principal MidCap S&P 400 Index R2 -2.93 28.59 6.43 65.73 -4.62 2.32
Principal MidCap S&P 400 Index R1 -2.98 28.55 6.43 65.54 -4.76 2.18
Principal MidCap Blend R2 -0.65 28.55 8.25 56.99 -2.48 3.49
Vanguard Extended Market Idx -4.01 28.53 5.22 66.42 -6.20 2.03
Nuveen Symphony Mid-Cap Core C -2.80 28.53 7.58 57.54 -5.21 ---
Legg Mason ClearBridge Mid Cap Core IS -2.33 28.53 5.40 60.90 --- ---
Principal MidCap S&P 400 Index J -3.02 28.45 6.31 65.59 -4.58 2.33
Dreyfus Structured Midcap C -1.59 28.44 7.49 59.53 -8.46 -0.20
Principal MidCap Blend R1 -0.56 28.38 8.28 56.64 -2.61 3.33
Legg Mason ClearBridge Mid Cap Core I -2.34 28.38 5.34 60.71 -3.40 3.07
FBR Pegasus Mid Cap I -1.59 28.38 8.68 55.52 --- ---
Vantagepoint Mid/Small Company Index I -3.45 28.35 5.18 65.97 -5.91 2.15
Nationwide Mid Cap Market Index B -2.97 28.35 6.26 65.85 -5.00 1.93
JPMorgan Intrepid Mid Cap A Load Waived -1.55 28.35 7.71 60.00 -14.02 -9.59
JPMorgan Intrepid Mid Cap A -1.55 28.35 7.71 64.65 -7.02 2.20
WHG SMidCap Inst -1.69 28.34 6.20 63.85 1.78 ---
FBR Pegasus Mid Cap -1.48 28.28 8.71 55.23 --- ---
Nationwide Mid Cap Market Index C -2.99 28.27 6.30 65.82 -5.00 1.93
BlackRock Mid Cap Value Opportunities I -2.67 28.23 6.23 64.00 -5.03 3.09
First American Mid Cap Index C -3.01 28.21 6.26 65.61 -4.83 2.03
Evergreen Golden Mid Cap Core I -1.57 28.21 5.93 62.83 --- ---
Legg Mason ClearBridge Mid Cap Core 1 -2.37 28.20 5.29 60.44 -3.61 2.90
Dreyfus Structured Midcap B -1.59 28.18 7.42 59.25 -8.55 -0.27
Credit Suisse Mid-Cap Core Common -3.02 28.10 5.80 71.56 -4.17 0.55
Pacific Capital Mid Cap C -3.18 28.07 5.80 58.07 -9.84 -1.91
Royce Premier Instl -3.14 28.05 6.56 64.78 1.39 6.47
Quaker Mid-Cap Value I -0.92 28.02 7.03 62.96 -9.85 -2.01
Royce Premier W -3.21 28.00 6.52 64.57 1.33 ---
Dreyfus Active MidCap C -3.64 28.00 6.51 67.47 -12.51 -2.11
T. Rowe Price Extended Equity Market Idx -4.04 27.98 5.12 65.85 -6.17 2.13
Dreyfus Active MidCap B -3.61 27.96 6.48 67.30 -12.56 -2.15
RidgeWorth Mid-Cap Core Equity I -1.36 27.95 7.03 58.43 -7.27 1.17
Royce Premier Invmt -3.15 27.94 6.53 64.53 1.27 6.35
Legg Mason ClearBridge Mid Cap Core A LW -2.41 27.94 5.19 60.12 -3.84 2.69
Legg Mason ClearBridge Mid Cap Core A -2.41 27.94 5.19 60.12 -3.84 2.69
Columbia Mid Cap Core Z -4.01 27.94 4.19 58.80 -12.50 -2.94
Principal MidCap Blend C -0.65 27.89 8.17 56.10 --- ---
Legg Mason ClearBridge Mid Cap Core R -2.41 27.87 5.19 60.02 --- ---
Evergreen Golden Mid Cap Core A LW -1.58 27.86 5.95 62.26 --- ---
Evergreen Golden Mid Cap Core A -1.58 27.86 5.95 62.26 --- ---
Westport I -3.16 27.75 7.85 48.01 0.82 6.22
Gabelli Asset I 0.05 27.74 10.41 57.64 --- ---
Credit Suisse Mid-Cap Core A LW -3.06 27.74 5.70 71.00 -4.40 0.30
Credit Suisse Mid-Cap Core A -3.06 27.74 5.70 71.00 -4.40 0.30
BlackRock Mid Cap Value Opportunities A -2.72 27.72 6.11 63.30 -5.39 2.75
BlackRock Mid Cap Value Opportuniti A LW -2.72 27.72 6.11 63.30 -5.39 2.75
Quaker Mid-Cap Value A Load Waived -0.95 27.70 6.99 62.38 -11.83 -7.67
Quaker Mid-Cap Value A -0.95 27.70 6.99 62.38 -10.07 -2.26
Westport R -3.20 27.68 7.77 47.86 0.76 6.17
JPMorgan Intrepid Mid Cap B -1.61 27.62 7.63 63.59 -7.58 1.56
Royce Premier Service -3.19 27.59 6.46 64.13 1.07 6.15
RidgeWorth Mid-Cap Core Equity A LW -1.44 27.59 6.98 57.89 -7.57 0.85
RidgeWorth Mid-Cap Core Equity A -1.44 27.59 6.98 57.89 -7.57 0.85
JPMorgan Intrepid Mid Cap C -1.61 27.59 7.52 63.76 -7.57 1.57
Columbia Mid Cap Core A Load Waived -4.02 27.55 4.06 58.34 --- ---
Columbia Mid Cap Core A -4.02 27.55 4.06 58.34 --- ---
Principal MidCap Blend B -0.64 27.54 8.01 55.62 -2.80 ---
Credit Suisse Mid-Cap Core Adv -3.07 27.46 5.61 70.65 -4.66 0.04
Gabelli Asset AAA 0.03 27.44 10.33 57.26 -2.94 3.67
Gabelli Asset A Load Waived 0.03 27.42 10.33 57.22 -2.94 3.67
Gabelli Asset A 0.03 27.42 10.33 57.22 -2.94 3.67
Westcore Mid-Cap Value -3.64 27.38 5.25 72.16 -9.06 0.74
Royce Premier K -3.19 27.33 6.36 63.74 --- ---
Osterweis 0.81 27.27 7.67 39.67 -1.33 3.55
Lord Abbett Value Opportunities I -3.79 27.27 4.73 56.44 1.05 ---
BlackRock Mid Cap Value Opportunities R -2.83 27.24 5.99 62.69 -5.75 2.41
Lord Abbett Value Opportunities F -3.82 27.23 4.76 56.34 --- ---
Columbia Mid Cap Core R -4.07 27.21 3.94 57.99 -12.97 ---
ProFunds Mid Cap Inv -2.98 27.18 6.20 62.85 -6.13 0.93
Credit Suisse Mid-Cap Core C -3.12 27.14 5.51 69.96 -5.08 -0.44
SEI Instl Mgd Mid-Cap A -2.65 27.10 6.55 66.90 -8.38 1.25
Royce Premier R -3.26 27.08 6.26 63.25 --- ---
Legg Mason ClearBridge Mid Cap Core C -2.50 26.99 5.03 58.84 -4.57 1.91
Evergreen Golden Mid Cap Core C -1.73 26.98 5.72 61.00 --- ---
Evergreen Golden Mid Cap Core B -1.73 26.98 5.72 61.00 --- ---
Credit Suisse Mid-Cap Core B -3.12 26.97 5.52 69.86 -5.13 -0.46
Quaker Mid-Cap Value C -0.94 26.96 6.82 61.29 -10.73 -2.98
Lord Abbett Value Opportunities A LW -3.81 26.91 4.66 55.92 0.70 ---
Lord Abbett Value Opportunities A -3.81 26.91 4.66 55.92 0.70 ---
JPMorgan Mid Cap Equity Select -2.48 26.88 7.23 61.01 -4.92 2.46
RidgeWorth Mid-Cap Core Equity C -1.35 26.85 6.85 57.12 -8.18 0.16
Royce Premier Consult -3.30 26.84 6.24 62.82 0.25 5.28
BlackRock Mid Cap Value Opportunities B -2.76 26.83 5.92 61.98 -6.13 1.95
Legg Mason ClearBridge Mid Cap Core B -2.51 26.74 4.91 58.49 -4.72 1.81
Lord Abbett Value Opportunities P -3.82 26.73 4.58 55.80 0.61 ---
Lord Abbett Value Opportunities R3 -3.83 26.71 4.60 55.63 --- ---
Huntington Mid Corp America Instl -2.71 26.69 5.98 55.87 -4.92 1.48
Gabelli Asset C 0.00 26.69 10.15 56.20 -3.64 2.91
Lord Abbett Value Opportunities R2 -3.83 26.68 4.60 55.41 --- ---
Columbia Mid Cap Core C -4.19 26.68 3.75 57.23 --- ---
First Investors Opportunity A LW -2.70 26.63 7.72 55.08 -10.24 -2.82
First Investors Opportunity A -2.70 26.63 7.72 61.02 -5.89 1.27
Gabelli Asset B -0.03 26.58 10.13 56.06 -3.71 2.89
BlackRock Mid Cap Value Opportunities C -2.81 26.47 5.84 61.53 -6.31 1.82
Nuveen Enhanced Mid-Cap I -2.16 26.46 7.75 61.98 --- ---
Huntington Mid Corp America A LW -2.69 26.41 5.94 55.50 -5.14 1.24
Huntington Mid Corp America A -2.69 26.41 5.94 55.50 -5.14 1.24
JPMorgan Market Expansion Index Select -3.20 26.31 5.59 64.29 -5.59 2.38
JPMorgan Market Expansion Index A LW -3.21 26.21 5.56 64.05 -5.79 2.13
JPMorgan Market Expansion Index A -3.21 26.21 5.56 64.05 -5.79 2.13
Lord Abbett Value Opportunities B -3.81 26.20 4.50 54.90 0.06 ---
Natixis Vaughan Nelson Value Opp Y -3.74 26.17 4.76 60.23 --- ---
Nuveen Enhanced Mid-Cap A Load Waived -2.16 26.15 7.67 61.61 --- ---
Nuveen Enhanced Mid-Cap A -2.16 26.15 7.67 61.61 --- ---
Lord Abbett Value Opportunities C -3.90 26.09 4.41 54.77 0.03 ---
Saratoga Mid Capitalization I -3.83 26.02 5.37 59.84 -3.10 2.03
ProFunds Mid Cap Svc -3.08 25.98 5.95 61.08 -7.08 -0.09
Marketocracy Masters 100 -2.34 25.90 6.71 60.05 -8.52 -0.55
Huntington Mid Corp America B -2.74 25.86 5.87 54.75 -5.64 0.71
JPMorgan Market Expansion Index R2 -3.21 25.85 5.51 63.66 --- ---
Pioneer Equity Opportunity A LW -3.55 25.81 5.28 59.50 -7.05 ---
Pioneer Equity Opportunity A -3.55 25.81 5.28 59.50 -7.05 ---
First Investors Opportunity B -2.76 25.81 7.51 59.78 -6.56 0.56
Natixis Vaughan Nelson Value Opp A LW -3.82 25.75 4.59 59.67 --- ---
Natixis Vaughan Nelson Value Opp A -3.82 25.75 4.59 59.67 --- ---
CRM All Cap Value Inst -2.56 25.71 3.98 52.25 -5.80 ---
Saratoga Mid Capitalization A LW -3.86 25.69 5.31 59.38 -3.47 1.59
Saratoga Mid Capitalization A -3.86 25.69 5.31 59.38 -3.47 1.59
AIM Mid Cap Core Equity I -0.95 25.67 7.88 48.19 0.76 4.68
CRM All Cap Value Inv -2.57 25.41 3.99 51.91 -6.06 ---
AIM Mid Cap Core Equity Y -0.98 25.40 7.79 47.86 --- ---
Wells Fargo Advantage Mid Cap Discp I -1.85 25.39 10.25 49.15 -4.99 ---
Nuveen Enhanced Mid-Cap C -2.23 25.34 7.44 60.41 --- ---
Government Street Mid-Cap -2.66 25.30 6.08 50.79 -2.04 3.35
JPMorgan Market Expansion Index C -3.30 25.16 5.25 62.77 -6.52 1.36
JPMorgan Market Expansion Index B -3.30 25.16 5.33 62.67 -6.53 1.37
ING Index Plus MidCap Port I -2.55 25.15 6.45 62.41 -6.35 1.15
Wells Fargo Advantage Mid Cap Discp Adm -1.86 25.13 10.15 48.82 -5.22 ---
Accessor Small to Mid Cap Instl -3.37 25.09 6.06 57.29 -9.86 -0.12
AIM Mid Cap Core Equity A Load Waived -0.98 25.08 7.75 47.47 0.32 4.21
AIM Mid Cap Core Equity A -0.98 25.08 7.75 47.47 0.32 4.21
Victory Special Value I -3.41 25.03 5.89 58.23 --- ---
Saratoga Mid Capitalization C -3.97 25.00 5.22 58.30 -4.04 1.01
Wells Fargo Advantage Mid Cap Discp A LW -1.87 24.96 10.11 48.64 --- ---
Wells Fargo Advantage Mid Cap Discp A -1.87 24.96 10.11 48.64 --- ---
ING Index Plus MidCap Port S -2.50 24.96 6.43 62.10 -6.55 0.90
Wells Fargo Advantage Mid Cap Dis Inv -1.86 24.94 10.15 48.47 -5.39 2.17
Natixis Vaughan Nelson Value Opp C -3.85 24.94 4.45 58.41 --- ---
Saratoga Mid Capitalization B -3.96 24.91 5.21 58.39 -4.06 1.03
Madison Mosaic Small/Mid-Cap -3.40 24.90 3.74 --- --- ---
ING Index Plus MidCap I -2.57 24.89 6.45 62.19 -6.59 0.91
Accessor Small to Mid Cap A Load Waived -3.39 24.85 6.02 56.93 -10.16 -0.46
Accessor Small to Mid Cap A -3.39 24.85 6.02 56.93 -10.16 -0.46
Pioneer Equity Opportunity B -3.67 24.82 5.10 58.02 -7.89 ---
AIM Mid Cap Core Equity R -0.99 24.81 7.68 47.09 0.07 3.95
Pioneer Equity Opportunity C -3.78 24.78 4.97 57.92 -7.88 ---
Electric City Value 0.70 24.75 9.26 40.07 -7.81 -2.39
ING Index Plus Mid Cap O -2.60 24.72 6.33 61.89 -6.81 0.65
ING Index Plus MidCap A Load Waived -2.61 24.69 6.36 61.90 -15.02 -5.58
ING Index Plus MidCap A -2.61 24.69 6.36 61.90 -6.82 0.64
Accessor Small to Mid Cap Inv -3.40 24.64 5.96 56.63 -10.28 -0.57
Victory Special Value A Load Waived -3.41 24.61 5.81 57.68 -6.88 2.99
Victory Special Value A -3.41 24.61 5.81 57.68 -6.88 2.99
Evergreen Golden Core Opp I -2.43 24.45 6.73 56.78 --- ---
ING Index Plus MidCap R -2.54 24.38 6.31 61.34 -7.06 0.39
Wells Fargo Advantage Mid Cap Discp C -1.89 24.29 9.91 47.54 --- ---
TCW Value Opportunities I -5.15 24.27 3.56 54.17 -8.68 -0.85
AIM Mid Cap Core Equity C -1.03 24.26 7.55 46.41 -0.42 3.44
AIM Mid Cap Core Equity B -1.08 24.21 7.53 46.29 -0.43 3.43
ING Index Plus MidCap C -2.62 24.19 6.21 61.12 -7.30 0.15
Victory Special Value R -3.42 24.14 5.69 56.98 -7.22 2.66
Evergreen Golden Core Opp A Load Waived -2.44 24.13 6.76 56.45 --- ---
Evergreen Golden Core Opp A -2.44 24.13 6.76 56.45 --- ---
Accessor Small to Mid Cap C -3.44 24.07 5.83 55.83 -10.75 -1.11
TCW Value Opportunities N -5.12 24.00 3.48 53.77 -8.97 -1.16
ING Index Plus MidCap B -2.69 23.82 6.17 60.56 -7.54 -0.12
James Mid Cap 0.94 23.81 11.96 56.28 -6.25 ---
DFA US Core Equity 2 I -2.70 23.81 6.57 55.86 -7.28 ---
CRM Mid Cap Value Instl -1.01 23.80 5.49 47.84 -3.55 3.38
Aston/Cardinal Mid Cap Value N -0.93 23.75 8.13 55.11 --- ---
Vanguard Strategic Equity -2.55 23.72 6.46 61.89 -10.71 -1.22
Victory Special Value C -3.49 23.58 5.56 56.10 -7.75 2.08
CRM Mid Cap Value Inv -1.03 23.58 5.44 47.55 -3.75 3.16
Evergreen Golden Core Opp C -2.47 23.35 6.51 55.32 --- ---
Evergreen Golden Core Opp B -2.62 23.16 6.35 55.09 --- ---
DFA T.A. US Core Equity 2 Instl -2.72 23.07 6.42 54.66 --- ---
Nuveen Symphony Small-Mid Cap Core I -3.43 22.86 5.59 53.56 -8.60 ---
Calvert Mid Cap Value I -3.12 22.75 6.59 52.72 -7.32 ---
Paradigm Select -2.78 22.67 5.04 48.56 -4.70 ---
Wells Fargo Advantage C&B Mid Cap Val I -3.23 22.62 4.37 56.32 -8.82 1.26
Nuveen Symphony Small-Mid Cap Core A LW -3.46 22.59 5.49 53.13 -8.84 ---
Nuveen Symphony Small-Mid Cap Core A -3.46 22.59 5.49 53.13 -8.84 ---
DFA US Vector Equity I -4.12 22.54 5.04 58.06 -8.93 ---
Wells Fargo Advantage C&B Mid Cap Val Ad -3.29 22.33 4.27 55.88 -9.05 1.01
Wells Fargo Advantage C&B Mid Cap Val A -3.33 22.30 4.24 55.82 -9.18 0.82
Wells Fargo Advantage C&B Mid Cap V A LW -3.33 22.30 4.24 55.82 -9.18 0.82
Wells Fargo Advantage C&B Mid Cp Val Inv -3.32 22.19 4.22 55.80 -9.15 0.91
Gabelli Entpr Mergers and Acquisitions Y -0.82 22.17 4.08 48.58 -2.17 2.86
Westport Select Cap I -6.85 21.90 4.15 48.41 -3.59 2.41
Calvert Mid Cap Value A Load Waived -3.21 21.90 6.40 51.52 -7.96 -0.86
Calvert Mid Cap Value A -3.21 21.90 6.40 51.52 -7.96 -0.86
Royce SMid-Cap Value Svc -2.93 21.81 3.24 56.78 --- ---
Nuveen Symphony Small-Mid Cap Core C -3.54 21.81 5.35 51.97 -9.52 ---
Gabelli Entpr Mergers and Acquisitions A -0.84 21.76 3.98 47.86 -0.25 3.88
Gabelli Entpr Mergers and Acquisiti A LW -0.84 21.76 3.98 47.86 -0.25 3.88
Westport Select Cap R -6.87 21.72 4.08 48.02 -3.81 2.17
Wells Fargo Advantage C&B Mid Cap Val C -3.35 21.47 4.03 54.59 -9.87 0.07
Wells Fargo Advantage C&B Mid Cap Val B -3.35 21.45 4.11 54.62 -9.85 0.09
CRM Small/Mid Cap Value Inst -2.19 21.19 3.85 50.84 -3.35 3.96
Gabelli Entpr Mergers and Acquisitions C -0.88 21.05 3.82 47.10 -3.17 1.84
Gabelli Entpr Mergers and Acquisitions B -0.88 21.05 3.82 47.10 -3.14 1.84
Alpine Dynamic Dividend 0.06 21.05 10.13 41.79 -11.96 -2.18
CRM Small/Mid Cap Value Inv -2.21 20.88 3.78 50.41 -3.58 3.70
Calvert Mid Cap Value C -3.28 20.87 6.13 50.11 -8.87 ---
First Eagle of America Y -1.06 20.85 6.85 40.74 -1.26 4.08
First Eagle of America A Load Waived -1.08 20.85 6.81 31.71 -10.64 -4.96
First Eagle of America A -1.08 20.85 6.81 40.76 -1.23 4.08
First American Mid Cap Select Y -4.38 20.29 3.49 48.57 -6.50 -0.34
Frontegra IronBridge SMID Instl -3.94 20.26 3.58 48.91 -4.21 ---
First Eagle of America C -1.15 20.09 6.62 39.69 -1.99 3.31
First American Mid Cap Select A LW -4.33 20.06 3.51 48.28 -6.75 -0.59
First American Mid Cap Select A -4.33 20.06 3.51 48.28 -6.75 -0.59
Credit Suisse Trust US Eq Flex I -0.50 19.87 6.68 54.57 -7.93 -3.32
First American Mid Cap Select B -4.51 19.37 3.20 47.07 -7.44 -1.33
First American Mid Cap Select C -4.39 19.35 3.35 47.12 -7.40 -1.30
Madison Mosaic Mid-Cap -3.28 19.30 4.69 49.51 -6.22 0.29
Hennessy Focus 30 Inst -1.62 19.24 4.23 52.09 --- ---
CAMCO Investors 0.46 19.08 9.05 43.49 -11.23 -4.23
Hennessy Focus 30 -1.63 18.90 4.14 51.51 -5.30 5.46
FAM Value Inv -1.68 18.00 4.57 43.71 -5.83 0.01
Volumetric -1.96 17.75 4.99 28.36 -4.96 -0.77
Royce SMid-Cap Select Invmt -2.15 17.74 3.23 37.76 --- ---
Meridian Value -2.69 17.21 4.82 37.62 -4.47 2.08
FAM Equity-Income Inv -2.28 16.68 3.59 42.69 -7.65 -1.38
Thomas White American Opportunities -1.58 15.75 5.04 41.06 -8.45 -0.52
Keeley Mid Cap Value I -5.42 15.71 4.29 52.08 --- ---
Keeley Mid Cap Value A Load Waived -5.44 15.46 4.31 51.90 -11.20 ---
Keeley Mid Cap Value A -5.44 15.46 4.31 51.90 -11.20 ---
IMS Capital Value -2.34 15.02 4.52 45.44 -8.24 0.20
Adaptive Allocation -2.78 14.36 6.57 18.77 -4.07 ---
SEI Instl Mgd US Managed Volatility A 0.25 12.06 6.87 31.53 -4.45 1.53
Stadion Core Advantage Portfolio A LW -2.18 11.93 3.03 24.46 -2.56 ---
Stadion Core Advantage Portfolio A -2.18 11.93 3.03 24.46 -2.56 ---
SEI Instl Mgd US Managed Volatility I 0.23 11.72 6.80 31.09 --- ---
Integrity Growth & Income A -1.16 10.92 7.51 35.27 -4.19 2.82
BlackRock Aurora Instl -4.02 7.81 2.54 35.46 -12.12 -3.81
BlackRock Aurora Inv A Load Waived -4.07 7.48 2.50 34.93 -27.63 -19.32
BlackRock Aurora Inv A -4.07 7.48 2.50 34.93 -12.44 -4.16
BlackRock Aurora Inv R -4.18 7.16 2.30 34.56 -12.57 ---
BlackRock Aurora Inv C -4.14 6.67 2.25 33.80 -13.10 -4.88
BlackRock Aurora Inv B -4.14 6.67 2.25 33.80 -13.13 -4.90
Hennessy Cornerstone Growth Inst 0.22 5.93 4.62 35.42 --- ---
Hennessy Cornerstone Growth 0.11 5.60 4.52 35.09 -16.28 -5.14
Gabelli ABC -0.31 5.06 1.04 10.05 3.56 5.30
Gabelli ABC Advisor -0.31 4.86 1.04 9.72 --- ---
Virtus Mid-Cap Core I -1.30 --- 4.69 --- --- ---
Virtus Mid-Cap Core C -1.48 --- 4.33 --- --- ---
Virtus Mid-Cap Core A Load Waived -1.30 --- 4.60 --- --- ---
Virtus Mid-Cap Core A -1.30 --- 4.60 --- --- ---
Stadion Core Advantage Portfolio C -2.18 --- --- --- --- ---
Putnam Equity Spectrum Y -1.09 --- 13.25 --- --- ---
Putnam Equity Spectrum R -1.15 --- 13.09 --- --- ---
Putnam Equity Spectrum M -1.15 --- 13.04 --- --- ---
Putnam Equity Spectrum C -1.15 --- 12.99 --- --- ---
Putnam Equity Spectrum B -1.15 --- 12.99 --- --- ---
Putnam Equity Spectrum A Load Waived -1.10 --- 13.20 --- --- ---
Putnam Equity Spectrum A -1.10 --- 13.20 --- --- ---
Nuveen Santa Barbara Growth Opp R3 -1.38 --- 8.98 --- --- ---
Legg Mason Cap Mgmt Special Inv A LW -1.13 --- 9.15 --- --- ---
Legg Mason Cap Mgmt Special Inv A -1.13 --- 9.15 --- --- ---
ING Russell Mid Cap Index S2 -2.78 --- 7.36 --- --- ---
Clear River Investor -0.29 --- 8.16 --- --- ---
BNY Mellon Small/Mid Cap Inv -0.68 --- --- --- --- ---
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