Mid-Cap Blend: Total Returns

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Data through 9/17/2019. 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 4.78 19.34 3.84 -0.32 9.68 6.23
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX 3.32 15.63 2.66 -1.42 10.82 ---
Thrivent Mid Cap Stock A AASCX 5.50 19.02 4.04 0.52 13.06 10.44
Cavanal Mid Cap Core Equity A AAWVX 2.85 19.62 2.89 1.44 --- ---
Cavanal Mid Cap Core Equity C ACWVX 3.01 19.83 3.20 1.50 --- ---
AMG River Road Focused Absolute Value I AFAVX 5.99 24.48 6.35 8.84 13.75 ---
Voya Mid Cap Research Enhanced Index A AIMAX 5.69 18.52 3.35 -2.92 7.89 4.99
Voya Mid Cap Research Enhanced Index I AIMIX 5.70 18.75 3.43 -2.66 8.16 5.26
Voya Mid Cap Research Enhanced Index R AIMRX 5.57 18.27 3.20 -3.21 7.63 4.74
Voya Mid Cap Research Enhanced Index W AIMWX 5.67 18.73 3.39 -2.67 8.04 5.19
Cavanal Mid Cap Core Equity Instl AIWVX 2.86 19.77 2.95 1.64 --- ---
Alambic Mid Cap Plus ALMGX 4.92 16.98 2.59 -2.50 --- ---
Voya Mid Cap Research Enhanced Index C APMCX 5.59 18.10 3.21 -3.42 7.36 4.48
Cavanal Mid Cap Core Equity Investor APWVX 2.87 19.58 2.87 1.36 --- ---
AMG River Road Focused Absolute Value N ARRFX 5.85 24.16 6.21 8.47 13.45 ---
AMG River Road Focused Absolute Value Z ARRZX 5.90 24.48 6.35 8.88 --- ---
Invesco Endeavor A ATDAX 4.37 15.96 2.37 -5.44 8.65 3.97
Invesco Endeavor C ATDCX 4.29 15.26 2.06 -6.19 7.83 3.18
Invesco Endeavor R6 ATDFX 4.42 16.23 2.45 -5.06 9.13 4.43
Invesco Endeavor R5 ATDIX 4.39 16.23 2.42 -5.14 9.02 4.34
Invesco Endeavor R ATDRX 4.34 15.72 2.25 -5.69 8.37 3.70
Invesco Endeavor Y ATDYX 4.38 16.15 2.39 -5.21 8.92 4.23
Ave Maria Value AVEMX 1.88 19.49 2.80 -0.37 11.45 4.38
Bridge Builder Small/Mid Cap Value BBVSX 5.71 21.06 5.15 -0.40 8.57 ---
The Texas I BIGTX 4.04 7.47 0.90 -12.22 5.73 -0.11
MFS Blended Research Mid Cap Eq B BMSBX 3.81 22.62 3.01 4.07 10.50 ---
MFS Blended Research Mid Cap Eq C BMSDX 3.90 22.57 3.09 4.14 10.51 ---
MFS Blended Research Mid Cap Eq A BMSFX 3.96 23.29 3.25 4.91 11.37 ---
MFS Blended Research Mid Cap Eq I BMSLX 3.95 23.47 3.33 5.14 11.64 ---
MFS Blended Research Mid Cap Eq R1 BMSRX 3.90 22.57 3.09 4.11 10.51 ---
MFS Blended Research Mid Cap Eq R2 BMSSX 3.87 23.04 3.16 4.62 11.07 ---
MFS Blended Research Mid Cap Eq R3 BMSTX 3.96 23.24 3.25 4.84 11.35 ---
MFS Blended Research Mid Cap Eq R4 BMSVX 3.95 23.45 3.33 5.14 11.64 ---
MFS Blended Research Mid Cap Eq R6 BMSYX 4.03 23.55 3.32 5.28 11.72 ---
BMT Multi-Cap BMTMX 4.10 19.65 3.66 2.76 --- ---
Bridgeway Aggressive Investors 1 BRAGX 4.34 18.28 3.27 -6.76 6.94 3.89
iShares Russell Mid-Cap Index Inv A BRMAX 4.28 23.12 3.74 4.08 11.66 ---
iShares Russell Mid-Cap Index Instl BRMIX 4.36 23.40 3.87 4.41 11.93 ---
iShares Russell Mid-Cap Index K BRMKX 4.35 23.52 3.88 4.47 11.99 ---
Boston Trust Midcap BTMFX 4.85 21.99 4.17 6.87 14.06 10.71
Boston Trust SMID Cap BTSMX 4.44 20.51 4.69 3.09 14.02 10.48
Catalyst Buyback Strategy A BUYAX 3.93 12.33 2.75 -3.11 10.36 7.46
Catalyst Buyback Strategy C BUYCX 3.78 11.67 2.46 -3.85 9.53 6.65
Catalyst Buyback Strategy I BUYIX 3.89 12.54 2.72 -2.91 10.64 7.73
Bullfinch Greater Western New York BWNYX 3.87 16.78 3.35 0.38 6.28 4.46
Cambiar SMID Investor CAMMX 5.54 21.96 3.49 6.59 14.60 7.20
Cambiar SMID Institutional CAMUX 5.54 22.04 3.49 6.65 14.62 ---
Calvert Mid-Cap C CCACX 1.40 23.29 4.08 6.44 11.54 5.81
Calvert Mid-Cap A CCAFX 1.48 23.96 4.33 7.29 12.39 6.63
Calvert Mid-Cap I CCPIX 1.49 24.17 4.38 7.58 12.77 7.08
Clarkston Partners Founders CFSMX 6.63 17.93 4.83 4.71 9.53 ---
Clarkston Founders Institutional CIMDX 5.08 18.14 4.99 5.74 --- ---
Clarkston Partners Institutional CISMX 6.58 17.71 4.68 4.52 9.36 ---
Columbia Mid Cap Index Inst3 CMDYX 4.79 19.11 3.57 -1.92 --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX 4.21 22.76 3.06 2.48 12.04 ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX 4.25 23.01 3.11 2.76 12.39 ---
Columbia Mid Cap Index Inst2 CPXRX 4.73 19.10 3.56 -1.96 10.31 8.09
CRM Small/Mid Cap Value Inst CRIAX 3.06 19.07 2.70 -2.17 10.76 6.26
CRM Mid Cap Value Instl CRIMX 3.55 19.92 2.12 -0.01 11.60 8.92
CRM Small/Mid Cap Value Inv CRMAX 3.06 18.88 2.69 -2.35 10.54 6.04
CRM Mid Cap Value Inv CRMMX 3.52 19.71 2.07 -0.24 11.36 8.71
Carillon Scout Mid Cap A CSMEX 3.32 16.19 2.00 -3.09 --- ---
Carillon Scout Mid Cap C CSMFX 3.29 15.49 1.79 -3.86 --- ---
Carillon Scout Mid Cap R-3 CSMRX 3.33 15.90 1.95 -3.41 --- ---
Carillon Scout Mid Cap R-5 CSMSX 3.32 16.28 2.00 -2.91 --- ---
Carillon Scout Mid Cap R-6 CSMUX 3.42 16.41 2.10 -2.81 --- ---
Carillon Scout Mid Cap Y CSMZX 3.32 16.13 2.00 -3.13 --- ---
13D Activist A DDDAX 7.07 16.19 3.13 -3.55 10.75 6.52
13D Activist C DDDCX 7.02 15.61 2.97 -4.23 9.94 5.72
13D Activist I DDDIX 7.07 16.36 3.21 -3.31 11.04 6.77
BNY Mellon Opportunistic Midcap Value A DMCVX 7.08 20.79 5.56 -5.91 8.05 4.28
BNY Mellon Opportunistic Midcap Value Y DMCYX 7.09 21.08 5.66 -5.60 8.43 4.68
DWS US Multi-Factor Inst DMFJX 3.91 22.02 4.36 4.27 --- ---
DWS US Multi-Factor R6 DMFRX 3.91 22.05 4.37 4.32 --- ---
BNY Mellon MidCap Index I DMIDX 4.76 19.03 3.55 -1.97 10.32 ---
BNY Mellon Active MidCap C DNLCX 4.01 11.59 -0.29 -6.33 5.87 4.24
BNY Mellon Active MidCap A DNLDX 4.11 12.28 -0.06 -5.49 6.79 5.14
BNY Mellon Active MidCap I DNLRX 4.12 12.47 0.00 -5.28 7.03 5.36
BNY Mellon Active MidCap Y DNLYX 4.11 12.49 -0.02 -5.25 7.06 ---
BNY Mellon Structured Midcap A DPSAX 4.30 11.74 1.36 -6.96 7.07 4.37
BNY Mellon Structured Midcap C DPSCX 4.22 11.15 1.18 -7.63 6.29 3.61
BNY Mellon Structured Midcap I DPSRX 4.32 11.94 1.44 -6.71 7.35 4.64
BNY Mellon Structured Midcap Y DPSYX 4.33 12.02 1.48 -6.64 7.46 4.76
Destinations Small-Mid Cap Equity I DSMFX 4.24 21.40 3.33 -0.73 --- ---
Destinations Small-Mid Cap Equity Z DSMZX 4.23 21.37 3.23 -0.62 --- ---
BNY Mellon Opportunistic Midcap Value C DVLCX 6.98 20.10 5.36 -6.64 7.24 3.51
BNY Mellon Opportunistic Midcap Value I DVLIX 7.06 20.96 5.58 -5.72 8.33 4.57
First Eagle Fund of America R4 EAFRX 3.90 --- --- --- --- ---
First Eagle Fund of America R3 EARFX 3.97 23.57 6.60 -3.42 --- ---
Frost Mid Cap Equity Investor FAKSX 3.66 20.07 3.52 4.76 12.49 6.94
FAM Dividend Focus Fund Investor FAMEX 2.53 25.56 4.45 13.50 15.60 12.22
First Eagle Fund of America Y FEAFX 3.98 23.75 6.57 -3.32 4.91 1.88
First Eagle Fund of America I FEAIX 3.98 23.95 6.64 -3.05 5.21 2.17
First Eagle Fund of America C FEAMX 3.91 23.06 6.37 -4.05 4.13 1.12
First Eagle Fund of America A FEFAX 3.99 23.72 6.59 -3.32 4.91 1.88
First Eagle Fund of America R6 FEFRX 3.98 24.02 6.67 -2.95 --- ---
First Eagle Fund of America R5 FERFX 3.94 --- --- --- --- ---
Fidelity Advisor® Mid Cap II A FIIAX 5.47 16.45 2.35 -6.45 8.36 5.57
Fidelity Advisor® Mid Cap II C FIICX 5.43 15.84 2.12 -7.18 7.54 4.77
Fidelity Advisor® Mid Cap II I FIIMX 5.51 16.64 2.37 -6.20 8.68 5.88
Frost Mid Cap Equity Inst FIKSX 3.59 19.78 3.44 4.84 12.53 7.08
Fidelity Advisor® Mid Cap II M FITIX 5.46 16.20 2.24 -6.69 8.09 5.32
First Investors Opportunity A FIUSX 4.41 21.88 4.41 0.93 8.73 5.47
First Investors Opportunity Adv FIVUX 4.44 22.08 4.41 1.19 9.05 5.78
First Investors Opportunity Instl FIVVX 4.44 22.27 4.50 1.38 9.21 5.93
Fidelity® Mid-Cap Stock K FKMCX 4.01 19.48 3.50 2.58 11.82 8.48
Fidelity® Flex Mid Cap Index FLAPX 4.36 23.59 3.92 4.43 --- ---
Fidelity® Leveraged Company Stock K FLCKX 3.83 24.11 3.47 2.20 10.06 4.18
Fidelity Advisor® Leveraged Co Stk A FLSAX 7.36 20.07 4.65 -1.33 8.32 3.26
Fidelity Advisor® Leveraged Co Stk C FLSCX 7.27 19.43 4.44 -2.07 7.51 2.49
Fidelity Advisor® Leveraged Co Stk M FLSTX 7.34 19.86 4.59 -1.57 8.06 3.01
Fidelity® Leveraged Company Stock FLVCX 3.81 24.02 3.45 2.06 9.93 4.06
Fidelity Advisor® Leveraged Co StkI FLVIX 7.40 20.30 4.74 -1.04 8.61 3.53
Fidelity Advisor® Stock Selec Mid Cp M FMCAX 5.70 21.83 3.86 0.87 12.40 7.79
Fidelity Advisor® Stock Selec Mid Cp I FMCCX 5.78 22.26 3.99 1.36 12.95 8.29
Fidelity Advisor® Stock Selec Mid Cp A FMCDX 5.74 22.05 3.95 1.12 12.68 8.05
Fidelity Advisor® Stock Selec Mid Cp C FMCEX 5.65 21.38 3.72 0.35 11.82 7.23
Federated Mid-Cap Index R6 FMCLX 4.74 18.86 3.48 -2.19 --- ---
Federated Mid-Cap Index Instl FMCRX 4.80 18.88 3.54 -2.16 10.28 8.02
Fidelity® Mid-Cap Stock FMCSX 3.98 19.41 3.47 2.49 11.70 8.36
Federated Mid-Cap Index Svc FMDCX 4.69 18.61 3.42 -2.45 10.00 7.75
FMI Common Stock FMIMX 2.74 20.64 2.30 5.29 11.44 7.37
FMI Common Stock Institutional FMIUX 2.73 20.72 2.34 5.41 --- ---
Frank Value C FNKCX -0.35 2.46 2.18 -0.68 -1.33 -1.27
Fidelity® Mid-Cap Stock K6 FNKFX 4.13 --- 3.82 --- --- ---
Frank Value Instl FNKIX -0.32 3.19 2.42 0.31 -0.36 -0.30
Frank Value Inv FRNKX -0.33 2.97 2.36 0.03 -0.62 -0.55
Fidelity Advisor® Stock Selec Mid Cp Z FSLZX 5.76 22.37 4.03 1.50 --- ---
Fidelity® Extended Market Index FSMAX 4.28 20.77 3.19 -1.37 11.81 8.29
Fidelity® Mid Cap Index FSMDX 4.32 23.51 3.85 4.36 12.00 8.80
Fidelity® Stock Selector Mid Cap FSSMX 5.74 22.20 3.98 1.30 12.88 8.27
Fuller & Thaler Behvrl S-M Cor Eq Instl FTSIX 5.84 18.26 4.65 --- --- ---
Fidelity Advisor® Leveraged Co Stk Z FZAKX 7.39 20.42 4.76 -0.92 8.75 3.67
Fidelity Advisor® Mid Cap II Z FZAMX 5.50 16.78 2.43 -6.06 8.81 6.01
Fidelity® SAI Small-Mid Cap 500 Index FZFLX 3.92 22.35 3.33 1.22 11.72 ---
Fidelity ZERO Extended Market Index FZIPX 5.21 19.31 3.52 -1.94 --- ---
Gabelli Value 25 A GABVX 3.82 13.27 -0.88 -2.38 7.22 3.56
Goldman Sachs Mid Cap Value A GCMAX 4.99 25.52 5.75 7.82 10.19 5.39
Goldman Sachs Mid Cap Value C GCMCX 4.92 24.81 5.56 6.97 9.37 4.60
Goldman Sachs Mid Cap Value R GCMRX 4.95 25.28 5.66 7.51 9.91 5.12
Goldman Sachs Mid Cap Value Inv GCMTX 5.02 25.74 5.83 8.08 10.47 5.65
Goldman Sachs Mid Cap Value R6 GCMUX 5.02 25.86 5.87 8.21 10.63 ---
Gotham Enhanced Return Institutional GENIX 3.94 14.24 3.71 3.46 11.50 5.72
Nationwide Mid Cap Market Idx C GMCCX 4.61 18.00 3.20 -3.07 9.08 6.87
Goldman Sachs Small/Mid Cap Value R6 GMCUX 5.57 20.27 4.44 0.10 9.22 ---
Goldman Sachs Mid Cap Value P GMPPX 5.03 25.87 5.84 8.22 --- ---
Goldman Sachs Small/Mid Cap Value A GMVAX 5.48 19.81 4.33 -0.36 8.74 5.57
Goldman Sachs Small/Mid Cap Value C GMVCX 5.37 19.20 4.11 -1.07 7.93 4.80
Goldman Sachs Small/Mid Cap Value Inv GMVIX 5.43 20.08 4.30 -0.09 9.03 5.81
Goldman Sachs Small/Mid Cap Value R GMVRX 5.41 19.65 4.17 -0.60 8.50 5.31
Nationwide Mid Cap Market Idx A GMXAX 4.72 18.66 3.37 -2.40 9.83 7.61
Nationwide Mid Cap Market Idx R6 GMXIX 4.80 19.00 3.54 -1.97 10.28 8.06
Nationwide Mid Cap Market Idx R GMXRX 4.65 18.38 3.28 -2.75 9.49 7.29
Goldman Sachs Mid Cap Value Instl GSMCX 5.02 25.84 5.87 8.23 10.63 5.81
Goldman Sachs Mid Cap Value Svc GSMSX 4.95 25.38 5.69 7.64 10.06 5.27
Goldman Sachs Small/Mid Cap Value Instl GSMVX 5.48 20.13 4.35 0.01 9.18 6.00
Goldman Sachs Small/Mid Cap Value P GSVPX 5.49 20.17 4.36 0.04 --- ---
Invesco Mid Cap Core Equity C GTACX 3.72 17.62 4.41 1.53 6.68 3.71
Invesco Mid Cap Core Equity R6 GTAFX 3.81 18.58 4.69 2.74 7.93 4.96
Invesco Mid Cap Core Equity A GTAGX 3.76 18.26 4.57 2.30 7.46 4.49
Invesco Mid Cap Core Equity R GTARX 3.80 18.00 4.53 2.03 7.20 4.23
Invesco Mid Cap Core Equity R5 GTAVX 3.86 18.57 4.73 2.70 7.87 4.88
Invesco Mid Cap Core Equity Y GTAYX 3.83 18.48 4.68 2.54 7.74 4.76
Gabelli Value 25 AAA GVCAX 3.76 13.17 -0.88 -2.40 7.20 3.55
Gabelli Value 25 C GVCCX 3.66 12.65 -1.08 -3.14 6.39 2.78
Gabelli Value 25 I GVCIX 3.82 13.53 -0.81 -1.97 7.65 3.91
Government Street Mid-Cap GVMCX 3.29 23.70 5.90 6.45 13.72 10.25
Gabelli Focus Five A GWSAX 8.44 21.68 8.88 -4.43 0.43 -1.49
Gabelli Focus Five C GWSCX 8.50 21.11 8.81 -5.09 -0.31 -2.23
Gabelli Focus Five I GWSIX 8.58 21.94 9.01 -4.13 0.69 -1.23
Gabelli Focus Five AAA GWSVX 8.53 21.71 8.98 -4.40 0.44 -1.48
Hodges Small-Mid Cap Retail HDSMX 11.12 19.18 3.72 -10.66 6.59 3.36
Monteagle Opportunity Equity Instl HEQCX 5.01 20.33 3.26 2.89 9.14 6.21
Monteagle Opportunity Equity Inv HEQFX 4.86 19.82 3.00 2.32 8.55 5.67
Hartford Schroders US MidCap Opps C HFDCX 3.91 19.79 4.27 1.40 --- ---
Hartford Schroders US MidCap Opps F HFDFX 4.02 20.75 4.58 2.52 --- ---
Hartford Schroders US MidCap Opps R3 HFDRX 3.86 20.06 4.36 1.79 --- ---
Hartford Schroders US MidCap Opps R4 HFDSX 3.98 20.36 4.47 2.08 --- ---
Hartford Schroders US MidCap Opps R5 HFDTX 3.96 20.53 4.52 2.32 --- ---
Hartford Schroders US MidCap Opps Y HFDYX 3.95 20.59 4.51 2.43 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX 4.58 10.11 1.43 -10.34 2.42 1.91
Hennessy Cornerstone Mid Cap 30 Instl HIMDX 4.59 10.30 1.46 -10.01 2.78 2.24
Voya Mid Cap Research Enhanced Index O IDMOX 5.60 18.47 3.30 -2.89 7.90 5.00
Voya Russell Mid Cap Index Port I IIRMX 4.35 23.17 3.77 3.99 11.57 8.38
VY® JPMorgan Mid Cap Value A IJMAX 5.75 19.31 2.79 0.52 8.07 6.75
VY® JPMorgan Mid Cap Value I IJMIX 5.74 19.71 2.92 0.99 8.59 7.28
VY® JPMorgan Mid Cap Value S IJMSX 5.76 19.54 2.84 0.79 8.34 7.02
VY® JPMorgan Mid Cap Value S2 IJPMX 5.77 19.43 2.85 0.64 8.16 6.85
Voya Index Plus MidCap Port I IPMIX 5.68 18.80 3.40 -2.67 8.28 6.42
Voya Index Plus MidCap Port S IPMSX 5.66 18.60 3.35 -2.91 8.03 6.16
Voya Russell Mid Cap Index Port A IRMAX 4.29 22.67 3.59 3.41 11.01 7.84
Voya Russell Mid Cap Index Port S IRMCX 4.34 22.96 3.74 3.67 11.30 8.11
Voya Russell Mid Cap Index Port S2 IRMTX 4.33 22.87 3.73 3.55 11.14 7.95
Janus Henderson Contrarian D JACNX 5.60 33.53 9.33 13.27 14.00 5.70
Janus Henderson Contrarian A JCNAX 5.57 33.21 9.26 12.94 13.74 5.47
Janus Henderson Contrarian C JCNCX 5.56 32.69 9.10 12.29 12.99 4.74
Janus Henderson Contrarian S JCNIX 5.54 33.05 9.19 12.71 13.52 5.29
Janus Henderson Contrarian N JCNNX 5.60 33.65 9.39 13.39 --- ---
Janus Henderson Contrarian R JCNRX 5.52 32.71 9.12 12.40 13.19 5.01
Janus Henderson Contrarian I JCONX 5.59 33.55 9.37 13.33 14.07 5.77
Johnson Opportunity JOPPX 5.18 21.90 4.89 -2.46 10.43 7.10
Janus Henderson Contrarian T JSVAX 5.60 33.41 9.34 13.15 13.90 5.62
Janus Henderson Small-Mid Cap Value D JSVDX 5.49 20.58 4.84 5.61 11.73 9.33
Janus Henderson Small-Mid Cap Value S JSVSX 5.48 20.70 4.82 5.57 11.54 9.11
Janus Henderson Small-Mid Cap Value T JSVTX 5.50 20.51 4.93 5.55 11.65 9.23
Janus Henderson Small-Mid Cap Value A JVSAX 5.44 20.41 4.87 5.50 11.53 9.10
Janus Henderson Small-Mid Cap Value C JVSCX 5.39 19.73 4.63 4.66 10.67 8.22
Janus Henderson Small-Mid Cap Value I JVSIX 5.44 20.58 4.87 5.68 11.78 9.36
Janus Henderson Small-Mid Cap Value N JVSNX 5.56 20.78 5.00 5.85 --- ---
Kirr Marbach Partners Value KMVAX 6.65 21.66 5.94 -4.59 7.35 3.48
Keeley Small-Mid Cap Value I KSMIX 7.69 22.09 5.40 -3.27 9.74 4.89
Keeley Small-Mid Cap Value A KSMVX 7.71 21.92 5.36 -3.50 9.48 4.63
Miller Opportunity A LGOAX 9.05 18.01 6.09 -12.68 12.03 6.65
Longleaf Partners Small-Cap LLSCX 6.78 11.90 3.60 -6.38 6.20 5.76
Miller Opportunity I LMNOX 9.05 18.22 6.17 -12.45 12.31 6.94
Miller Opportunity FI LMOFX 9.03 17.91 6.03 -12.75 11.98 6.60
Miller Opportunity C LMOPX 9.02 17.38 5.90 -13.31 11.19 5.86
Miller Opportunity R LMORX 9.01 17.76 6.01 -12.92 11.69 6.32
ClearBridge Mid Cap R LMREX 4.22 25.28 5.78 4.99 9.98 6.89
ClearBridge Mid Cap IS LSIRX 4.28 25.92 6.00 5.75 10.75 7.63
Leuthold Select Industries LSLTX 3.71 19.87 4.95 0.94 11.46 7.21
Lord Abbett Value Opportunities A LVOAX 4.26 15.87 4.20 -4.61 6.62 5.78
Lord Abbett Value Opportunities C LVOCX 4.17 15.27 3.97 -5.29 5.82 4.99
Lord Abbett Value Opportunities F LVOFX 4.32 16.01 4.27 -4.36 6.80 5.96
Lord Abbett Value Opportunities F3 LVOOX 4.27 16.16 4.27 -4.22 --- ---
Lord Abbett Value Opportunities P LVOPX 4.30 15.77 4.18 -4.75 6.42 5.58
Lord Abbett Value Opportunities R2 LVOQX 4.29 15.63 4.10 -4.87 6.30 5.44
Lord Abbett Value Opportunities R3 LVORX 4.23 15.70 4.11 -4.77 6.37 5.54
Lord Abbett Value Opportunities R4 LVOSX 4.32 15.89 4.20 -4.58 6.64 ---
Lord Abbett Value Opportunities R5 LVOTX 4.29 16.11 4.29 -4.35 6.88 ---
Lord Abbett Value Opportunities R6 LVOVX 4.27 16.17 4.27 -4.26 7.00 ---
Lord Abbett Value Opportunities I LVOYX 4.29 16.06 4.24 -4.35 6.88 6.05
Mutual of America Instl Mid-Cap Eq Idx MAMQX 4.75 19.17 3.54 -1.87 10.37 8.14
MM S&P® Mid Cap Index A MDKAX 4.72 18.62 3.38 -2.49 9.68 7.47
MM S&P® Mid Cap Index R4 MDKFX 4.74 18.73 3.40 -2.38 9.78 7.58
MM S&P® Mid Cap Index R5 MDKIX 4.68 19.06 3.51 -1.96 10.22 8.01
MM S&P® Mid Cap Index Svc MDKSX 4.70 18.97 3.53 -2.12 10.05 7.86
MM S&P® Mid Cap Index R3 MDKTX 4.69 18.54 3.34 -2.62 9.53 7.32
MM S&P® Mid Cap Index Adm MDKYX 4.71 18.78 3.45 -2.24 9.93 7.73
MM S&P® Mid Cap Index I MDKZX 4.74 19.18 3.57 -1.87 10.36 8.13
ProFunds Mid Cap Inv MDPIX 4.60 17.55 3.13 -3.71 8.47 6.34
ProFunds Mid Cap Svc MDPSX 4.51 16.73 2.89 -4.64 7.39 5.28
Meridian Contrarian A MFCAX 5.36 16.13 1.98 -5.09 12.50 9.04
Meridian Contrarian C MFCCX 5.27 15.61 1.81 -5.65 11.85 ---
Meridian Contrarian Investor MFCIX 5.37 16.40 2.03 -4.78 12.79 9.33
Shelton S&P Midcap Index K MIDKX 4.71 18.40 3.47 -2.63 9.89 7.55
Principal MidCap S&P 400 Index Inst MPSIX 4.75 19.14 3.57 -1.89 10.34 8.08
Invesco Oppenheimer Main Strt Md Cp R5 MSMJX 4.11 --- 5.12 --- --- ---
Meridian Contrarian Legacy MVALX 5.39 16.47 2.07 -4.69 12.99 9.52
Miller Opportunity IS MVISX 9.08 18.34 6.20 -12.33 --- ---
Great-West S&P Mid Cap 400® Index L MXBUX 4.61 18.52 3.31 -2.57 --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX 4.70 18.71 3.40 -2.30 9.95 7.71
Great-West S&P Mid Cap 400® Index Instl MXNZX 4.77 19.04 3.54 -1.94 10.35 ---
Columbia Mid Cap Index Inst NMPAX 4.77 19.14 3.57 -1.88 10.33 8.10
Northern Mid Cap Index NOMIX 4.77 19.06 3.55 -1.90 10.39 8.15
Columbia Mid Cap Index A NTIAX 4.75 18.92 3.45 -2.15 10.06 7.82
Nationwide Mid Cap Market Idx Instl Svc NWXQX 4.75 18.82 3.50 -2.19 --- ---
JPMorgan Intrepid Mid Cap C ODMCX 5.38 18.47 5.38 -0.89 8.17 5.43
Invesco Oppenheimer MainStrt MdCp C OPMCX 4.01 23.75 4.86 0.04 8.68 5.31
Invesco Oppenheimer MainStrt MdCp R6 OPMIX 4.11 24.75 5.12 1.14 9.93 6.55
Invesco Oppenheimer MainStrt MdCp R OPMNX 4.08 24.21 4.94 0.52 9.21 5.84
Invesco Oppenheimer MainStrt MdCp A OPMSX 4.07 24.37 5.00 0.76 9.47 6.11
Invesco Oppenheimer MainStrt MdCp Y OPMYX 4.10 24.60 5.07 0.99 9.75 6.37
Pacific Advisors Mid Cap Value A PAMVX 10.12 12.39 1.77 -17.16 4.49 -3.74
Parnassus Mid-Cap PARMX 2.10 24.71 4.26 9.89 12.04 10.18
JPMorgan Intrepid Mid Cap A PECAX 5.33 18.86 5.51 -0.45 8.71 6.03
Principal EDGE MidCap Institutional PEDGX 5.30 25.96 7.79 7.45 12.54 ---
Principal EDGE MidCap R-6 PEDMX 5.22 26.08 7.76 7.52 --- ---
Principal EDGE MidCap A PEMCX 5.24 25.71 7.65 --- --- ---
BNY Mellon MidCap Index Inv PESPX 4.72 18.78 3.48 -2.23 10.04 7.83
T. Rowe Price Extended Equity Market Idx PEXMX 4.63 20.60 3.36 -1.46 11.56 8.12
Parnassus Mid Cap Institutional PFPMX 2.12 24.84 4.31 10.14 12.28 ---
Principal MidCap S&P 400 Index R-6 PMAPX 4.75 19.22 3.58 -1.80 --- ---
Principal MidCap S&P 400 Index J PMFJX 4.74 19.00 3.53 -2.08 10.11 7.81
Principal MidCap S&P 400 Index R3 PMFMX 4.72 18.68 3.41 -2.39 9.76 7.52
Principal MidCap S&P 400 Index R2 PMFNX 4.69 18.57 3.39 -2.55 9.57 7.33
Principal MidCap S&P 400 Index R5 PMFPX 4.70 18.99 3.51 -2.06 10.11 7.85
Principal MidCap S&P 400 Index R4 PMFSX 4.75 18.91 3.49 -2.16 9.98 7.72
Principal MidCap S&P 400 Index R1 PMSSX 4.70 18.45 3.35 -2.65 9.43 7.19
Pacific Advisors Mid Cap Value C PMVCX 10.05 11.73 1.51 -17.82 3.68 -4.46
Prospector Opportunity POPFX 3.70 21.33 3.80 7.75 12.80 10.24
PGIM QMA Mid-Cap Core Equity R6 PQCCX 5.84 17.13 3.82 -4.84 --- ---
Putnam Equity Spectrum A PYSAX 6.75 14.40 2.20 -10.83 2.88 -1.55
Putnam Equity Spectrum C PYSCX 6.70 13.82 2.00 -11.48 2.11 -2.28
Putnam Equity Spectrum M PYSMX 6.73 14.02 2.07 -11.25 2.38 -2.03
Putnam Equity Spectrum B PYSOX 6.72 13.82 2.00 -11.46 2.12 -2.28
Putnam Equity Spectrum R PYSRX 6.75 14.23 2.13 -11.03 2.63 -1.79
Putnam Equity Spectrum Y PYSYX 6.81 14.65 2.27 -10.58 3.14 -1.30
Quantified All-Cap Equity Advisor QACAX 1.48 3.00 1.48 -13.66 5.01 ---
Quantified All-Cap Equity Investor QACFX 1.45 3.41 1.56 -13.10 5.63 3.54
Schwartz Value Focused RCMFX 3.14 12.70 3.06 -5.68 7.82 1.72
Royce Dividend Value Institutional RDIIX 6.28 21.41 5.27 -0.36 10.80 6.11
Royce Dividend Value Consultant RDVCX 6.06 20.68 5.07 -1.36 9.61 4.98
Royce Dividend Value Invmt RDVIX 6.26 21.55 5.26 -0.29 10.76 6.07
Victory RS Investors C RIVCX 3.88 23.71 4.24 4.80 10.53 5.83
Victory RS Investors R RSIKX 3.91 23.81 4.27 4.99 10.69 6.00
Victory RS Investors A RSINX 3.99 24.34 4.40 5.61 11.37 6.61
Victory RS Investors Y RSIYX 4.05 24.59 4.52 5.94 11.69 6.91
Victory RS Value A RSVAX 4.02 25.00 5.27 6.64 11.63 7.13
Victory RS Value R RSVKX 3.98 24.73 5.17 6.28 11.21 6.71
Victory RS Value Y RSVYX 4.04 25.23 5.35 6.88 11.90 7.37
Victory RS Value C RVACX 3.93 24.28 5.05 5.83 10.78 6.30
Redwood Activist Leaders I RWLIX 11.89 15.20 4.27 -8.38 --- ---
Redwood Activist Leaders N RWLNX 11.94 14.67 4.28 -8.83 --- ---
Royce Dividend Value Svc RYDVX 6.22 21.33 5.25 -0.56 10.48 5.82
ClearBridge Mid Cap A SBMAX 4.25 25.53 5.87 5.31 10.29 7.17
ClearBridge Mid Cap C SBMLX 4.20 24.95 5.69 4.57 9.54 6.43
Wells Fargo Common Stock Inst SCNSX 4.60 22.47 4.22 3.57 12.00 7.98
Wells Fargo Common Stock A SCSAX 4.53 22.07 4.07 3.15 11.55 7.55
Wells Fargo Common Stock Admin SCSDX 4.57 22.27 4.13 3.31 11.71 7.71
Wells Fargo Common Stock R6 SCSRX 4.59 22.45 4.20 3.60 12.00 8.01
SEI Mid-Cap F (SIMT) SEMCX 5.22 17.56 3.15 -1.96 10.04 7.85
SEI Mid-Cap Y (SIMT) SFDYX 5.26 17.74 3.21 -1.71 10.33 ---
SEI Mid-Cap I (SIMT) SIPIX 5.18 17.35 3.10 -2.20 9.81 7.61
Saratoga Large Capitalization Value I SLCVX 7.45 28.47 6.88 5.08 8.03 3.38
Saratoga Large Capitalization Value C SLVCX 7.33 27.57 6.62 3.98 6.94 2.37
Saratoga Large Capitalization Value A SLVYX 7.39 28.06 6.79 4.57 7.59 2.96
ClearBridge Mid Cap I SMBYX 4.26 25.79 5.94 5.60 10.64 7.52
ClearBridge Mid Cap 1 SMCPX 4.26 25.82 5.96 5.60 10.64 7.51
Hartford Schroders US MidCap Opps I SMDIX 4.02 20.67 4.58 2.42 9.88 9.22
Sterling Capital SMID OpportunitiesInstl SMDOX 2.89 30.16 6.44 9.36 --- ---
Sterling Capital SMID Opportunities A SMDPX 2.90 29.99 6.39 9.15 --- ---
Sterling Capital SMID Opportunities C SMDQX 2.87 29.30 6.17 8.35 --- ---
Hartford Schroders US MidCap Opps SDR SMDRX 3.94 20.62 4.57 2.51 9.95 ---
Hartford Schroders US MidCap Opps A SMDVX 3.97 20.44 4.48 2.18 9.56 8.93
Saratoga Mid Capitalization I SMIPX 4.18 24.17 5.37 -0.29 6.87 4.05
Saratoga Mid Capitalization A SPMAX 4.11 23.75 5.25 -0.77 6.44 3.63
Saratoga Mid Capitalization C SPMCX 4.09 23.22 5.10 -1.34 5.79 3.05
Shelton S&P Midcap Index Direct SPMIX 4.76 18.80 3.63 -2.15 10.45 8.08
AMG SouthernSun US Equity N SSEFX 7.95 17.84 2.28 -9.33 1.69 -0.69
AMG SouthernSun US Equity I SSEIX 7.98 17.92 2.29 -9.16 1.93 -0.46
Sterling Capital Stratton MdCp Val Instl STRGX 4.81 20.56 5.82 1.84 10.60 6.63
Sterling Capital Stratton MdCp Val A STRLX 4.78 20.35 5.76 1.60 10.32 ---
Sterling Capital Stratton MdCp Val C STRNX 4.71 19.74 5.53 0.86 9.51 ---
Wells Fargo Common Stock C STSAX 4.46 21.38 3.88 2.34 10.69 6.74
Schwab ® US Mid-Cap Index SWMCX 4.35 23.46 3.86 4.22 --- ---
Thompson MidCap THPMX 8.47 25.68 6.93 -2.95 7.11 4.77
Timothy Plan Large/Mid Cap Value A TLVAX 4.12 20.16 4.18 2.07 10.18 6.79
Timothy Plan Large/Mid Cap Value C TLVCX 4.12 19.58 4.05 1.31 9.38 5.99
Touchstone Mid Cap A TMAPX 5.96 29.72 8.90 13.16 16.65 10.93
Touchstone Mid Cap C TMCJX 5.90 29.02 8.69 12.29 15.77 10.10
Touchstone Mid Cap Y TMCPX 5.97 29.96 8.96 13.42 16.93 11.21
Touchstone Mid Cap Z TMCTX 5.94 29.71 8.90 13.13 16.65 10.93
Touchstone Mid Cap Institutional TMPIX 5.99 30.05 9.00 13.51 17.02 11.29
Thrivent Mid Cap Stock S TMSIX 5.54 19.27 4.14 0.82 13.42 10.82
Timothy Plan Large/Mid Cap Value I TMVIX 4.19 20.36 4.30 2.37 10.47 7.06
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX 3.24 22.34 3.80 0.85 11.17 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX 3.23 22.72 3.86 1.31 11.67 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX 3.23 22.56 3.86 1.09 11.48 ---
Thomas White American Opportunities Inv TWAOX 5.17 22.50 4.37 3.78 10.90 7.38
Carillon Scout Mid Cap I UMBMX 3.36 16.33 2.10 -2.87 13.07 8.88
USAA Extended Market Index USMIX 4.29 20.45 3.13 -1.75 11.37 7.80
Vanguard Extended Market Index InstlPlus VEMPX 4.27 20.81 3.19 -1.35 11.79 8.28
Vanguard Extended Market Index Admiral VEXAX 4.27 20.79 3.18 -1.37 11.76 8.25
Vanguard Extended Market Index Investor VEXMX 4.25 20.68 3.14 -1.49 11.62 8.11
Vanguard US Multifactor Admiral™ VFMFX 5.57 14.04 3.55 -5.62 --- ---
Vanguard Extended Market Index Instl VIEIX 4.27 20.81 3.18 -1.35 11.78 8.27
Vanguard Mid Cap Index Admiral VIMAX 4.40 24.20 4.08 4.93 12.00 8.96
Vanguard Mid Cap Index Investor VIMSX 4.40 24.10 4.07 4.82 11.88 8.83
Vanguard Mid Cap Index Institutional VMCIX 4.39 24.22 4.07 4.93 12.01 8.98
Vanguard Mid Cap Index InstitutionalPlus VMCPX 4.40 24.22 4.09 4.96 12.03 8.99
VALIC Company I Mid Cap Index VMIDX 4.75 18.96 3.48 -2.12 10.22 8.01
Voya Mid Cap Research Enhanced Index P3 VMRPX 5.68 19.23 3.52 -1.79 --- ---
Natixis Vaughan Nelson Value Opp A VNVAX 4.11 23.90 5.28 0.00 7.01 4.21
Natixis Vaughan Nelson Value Opp C VNVCX 4.01 23.20 5.03 -0.77 6.20 3.44
Natixis Vaughan Nelson Value Opp N VNVNX 4.11 24.18 5.32 0.35 7.37 4.57
Natixis Vaughan Nelson Value Opp Y VNVYX 4.15 24.14 5.36 0.28 7.29 4.49
Voya Russell Mid Cap Index P2 VRMPX 4.32 23.39 3.82 4.18 --- ---
Vanguard Extended Market Index Instl Sel VSEMX 4.27 20.83 3.19 -1.33 11.82 ---
Vanguard Strategic Equity Inv VSEQX 4.87 19.77 3.40 -3.68 10.66 7.54
Vanguard S&P Mid-Cap 400 Index I VSPMX 4.77 19.19 3.58 -1.79 10.51 8.27
Virtus Horizon Wealth Masters A VWMAX 6.96 18.88 4.75 -3.33 8.73 5.10
Virtus Horizon Wealth Masters C VWMCX 6.92 18.26 4.56 -4.09 7.93 4.32
Virtus Horizon Wealth Masters I VWMIX 6.97 19.03 4.78 -3.14 9.00 5.35
Walden Midcap WAMFX 4.64 21.71 3.95 6.53 13.82 10.51
Walden SMID Cap WASMX 4.37 20.04 4.31 2.79 13.46 10.08
Weitz Hickory WEHIX 6.71 30.68 7.30 10.56 8.23 5.24
Westwood SMidCap Institutional WHGMX 5.56 21.71 5.87 -0.10 9.12 5.21
Westwood SMidCap Plus Institutional WHGPX 4.82 25.58 6.32 3.24 9.43 5.66
JPMorgan Intrepid Mid Cap R3 WOOOX 5.36 18.92 5.54 -0.39 8.72 ---
JPMorgan Intrepid Mid Cap I WOOPX 5.35 19.04 5.58 -0.17 8.99 6.29
JPMorgan Intrepid Mid Cap R4 WOOQX 5.37 19.05 5.60 -0.16 8.98 ---
JPMorgan Intrepid Mid Cap R6 WOOSX 5.40 19.29 5.62 0.07 9.26 ---
Yorktown Mid-Cap A YWBAX 5.95 11.01 6.76 -17.34 -3.14 ---
Yorktown Mid-Cap Institutional YWBIX 6.04 11.21 6.84 -17.14 -2.86 ---
Yorktown Mid-Cap L YWBLX 6.10 10.54 6.79 -17.84 -3.78 ---
Content Partners