Mid-Cap Blend: Total Returns

Data through 8/22/2019. 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 -2.35 15.03 0.74 -3.90 7.49 5.56
Aasgard Dividend Growth Sm & Md-Cp N/L AADGX -1.95 13.04 1.29 -3.63 9.31 ---
Thrivent Mid Cap Stock A AASCX -3.18 13.56 -0.44 -4.59 10.96 9.33
Cavanal Mid Cap Core Equity A AAWVX -1.90 17.54 1.84 -0.15 --- ---
Cavanal Mid Cap Core Equity C ACWVX -1.86 17.71 2.30 -0.38 --- ---
AMG River Road Focused Absolute Value I AFAVX -1.64 18.93 2.13 5.43 11.14 ---
Voya Mid Cap Research Enhanced Index A AIMAX -3.22 13.37 -0.47 -8.11 5.34 4.12
Voya Mid Cap Research Enhanced Index I AIMIX -3.17 13.62 -0.39 -7.82 5.64 4.40
Voya Mid Cap Research Enhanced Index R AIMRX -3.20 13.27 -0.48 -8.29 5.12 3.89
Voya Mid Cap Research Enhanced Index W AIMWX -3.19 13.56 -0.46 -7.86 5.49 4.32
Cavanal Mid Cap Core Equity Instl AIWVX -2.00 17.69 1.89 0.04 --- ---
Alambic Mid Cap Plus ALMGX -4.12 12.97 0.09 -6.52 --- ---
Voya Mid Cap Research Enhanced Index C APMCX -3.21 13.01 -0.59 -8.57 4.82 3.61
Cavanal Mid Cap Core Equity Investor APWVX -2.00 17.50 1.81 -0.23 --- ---
AMG River Road Focused Absolute Value N ARRFX -1.65 18.69 2.05 5.22 10.87 ---
AMG River Road Focused Absolute Value Z ARRZX -1.64 18.93 2.13 5.47 --- ---
Invesco Endeavor A ATDAX -4.89 11.81 -1.19 -7.83 6.70 3.20
Invesco Endeavor C ATDCX -4.95 11.28 -1.33 -8.50 5.91 2.44
Invesco Endeavor R6 ATDFX -4.83 12.09 -1.05 -7.43 7.19 3.68
Invesco Endeavor R5 ATDIX -4.86 12.11 -1.05 -7.48 7.09 3.59
Invesco Endeavor R ATDRX -4.90 11.64 -1.24 -8.03 6.44 2.95
Invesco Endeavor Y ATDYX -4.82 12.02 -1.09 -7.58 6.99 3.47
Ave Maria Value AVEMX -1.41 18.15 2.16 -0.39 9.93 3.91
Bridge Builder Small/Mid Cap Value BBVSX -1.65 15.75 0.80 -5.30 6.42 ---
The Texas I BIGTX -2.72 3.50 -5.38 -17.56 3.70 -1.10
MFS Blended Research Mid Cap Eq B BMSBX -2.26 19.55 1.74 1.30 8.72 ---
MFS Blended Research Mid Cap Eq C BMSDX -2.26 19.41 1.74 1.20 8.70 ---
MFS Blended Research Mid Cap Eq A BMSFX -2.16 20.12 1.99 2.05 9.55 ---
MFS Blended Research Mid Cap Eq I BMSLX -2.16 20.31 2.08 2.29 9.82 ---
MFS Blended Research Mid Cap Eq R1 BMSRX -2.26 19.41 1.74 1.26 8.71 ---
MFS Blended Research Mid Cap Eq R2 BMSSX -2.24 19.88 1.91 1.77 9.26 ---
MFS Blended Research Mid Cap Eq R3 BMSTX -2.16 20.08 1.99 2.07 9.54 ---
MFS Blended Research Mid Cap Eq R4 BMSVX -2.16 20.29 2.08 2.37 9.82 ---
MFS Blended Research Mid Cap Eq R6 BMSYX -2.16 20.29 2.08 2.41 9.87 ---
BMT Multi-Cap BMTMX -2.07 15.91 1.64 0.65 --- ---
Bridgeway Aggressive Investors 1 BRAGX -4.78 14.67 0.91 -11.31 5.13 3.19
iShares Russell Mid-Cap Index Inv A BRMAX -2.30 19.30 1.87 1.41 9.55 ---
iShares Russell Mid-Cap Index Instl BRMIX -2.20 19.59 2.01 1.75 9.82 ---
iShares Russell Mid-Cap Index K BRMKX -2.19 19.72 2.02 1.80 9.88 ---
Boston Trust Midcap BTMFX -2.01 17.17 1.93 4.63 11.37 9.79
Boston Trust SMID Cap BTSMX -1.73 16.27 1.98 0.73 11.70 9.48
Catalyst Buyback Strategy A BUYAX -4.08 9.74 0.95 -4.84 8.71 6.61
Catalyst Buyback Strategy C BUYCX -4.14 9.21 0.79 -5.54 7.92 5.81
Catalyst Buyback Strategy I BUYIX -4.04 9.97 0.94 -4.63 9.00 6.86
Bullfinch Greater Western New York BWNYX -1.02 12.78 -0.58 -3.09 4.10 3.76
Cambiar SMID Investor CAMMX -3.15 16.67 -0.06 2.29 12.28 6.17
Cambiar SMID Institutional CAMUX -3.15 16.74 0.00 2.35 12.33 ---
Calvert Mid-Cap C CCACX 0.00 22.52 5.26 6.73 10.26 5.87
Calvert Mid-Cap A CCAFX 0.09 23.11 5.47 7.54 11.10 6.69
Calvert Mid-Cap I CCPIX 0.10 23.30 5.50 7.86 11.48 7.14
Clarkston Partners Founders CFSMX -2.61 11.59 -1.12 -1.07 6.56 ---
Clarkston Founders Institutional CIMDX -1.05 13.03 0.00 1.44 --- ---
Clarkston Partners Institutional CISMX -2.62 11.44 -1.21 -1.20 6.45 ---
Columbia Mid Cap Index Inst3 CMDYX -2.32 14.60 0.58 -5.80 --- ---
Calvert US Mid Cap Core Rspnb Idx A CMJAX -3.47 19.15 1.73 0.39 10.18 ---
Calvert US Mid Cap Core Rspnb Idx I CMJIX -3.44 19.38 1.83 0.68 10.54 ---
Columbia Mid Cap Index Inst2 CPXRX -2.36 14.62 0.56 -5.81 7.97 7.25
CRM Small/Mid Cap Value Inst CRIAX -1.63 15.54 0.26 -5.94 8.88 5.78
CRM Mid Cap Value Instl CRIMX -2.45 16.62 0.56 -3.24 9.94 8.33
CRM Small/Mid Cap Value Inv CRMAX -1.68 15.35 0.27 -6.13 8.64 5.56
CRM Mid Cap Value Inv CRMMX -2.41 16.49 0.54 -3.42 9.72 8.13
Carillon Scout Mid Cap A CSMEX -3.07 13.73 0.33 -3.89 --- ---
Carillon Scout Mid Cap C CSMFX -3.15 13.08 0.11 -4.70 --- ---
Carillon Scout Mid Cap R-3 CSMRX -3.08 13.43 0.22 -4.25 --- ---
Carillon Scout Mid Cap R-5 CSMSX -3.07 13.81 0.34 -3.75 --- ---
Carillon Scout Mid Cap R-6 CSMUX -3.01 13.89 0.39 -3.65 --- ---
Carillon Scout Mid Cap Y CSMZX -3.07 13.66 0.34 -3.93 --- ---
13D Activist A DDDAX -5.54 8.85 -3.57 -10.36 7.24 4.89
13D Activist C DDDCX -5.62 8.31 -3.77 -11.07 6.42 4.09
13D Activist I DDDIX -5.52 9.00 -3.50 -10.16 7.49 5.16
BNY Mellon Opportunistic Midcap Value A DMCVX -2.71 14.77 0.84 -10.50 5.67 3.20
BNY Mellon Opportunistic Midcap Value Y DMCYX -2.64 15.03 0.93 -10.19 6.05 3.60
DWS US Multi-Factor Inst DMFJX -1.02 18.86 3.45 1.91 --- ---
DWS US Multi-Factor R6 DMFRX -1.02 18.88 3.46 1.96 --- ---
BNY Mellon MidCap Index I DMIDX -2.32 14.56 0.55 -5.84 --- ---
BNY Mellon Active MidCap C DNLCX -5.32 8.64 -3.00 -9.11 3.83 3.98
BNY Mellon Active MidCap A DNLDX -5.25 9.24 -2.78 -8.30 4.72 4.88
BNY Mellon Active MidCap I DNLRX -5.23 9.40 -2.73 -8.11 4.95 5.10
BNY Mellon Active MidCap Y DNLYX -5.26 9.42 -2.75 -8.07 4.98 ---
BNY Mellon Structured Midcap A DPSAX -4.01 8.37 -1.05 -10.41 5.04 3.95
BNY Mellon Structured Midcap C DPSCX -4.05 7.85 -1.19 -11.08 4.28 3.19
BNY Mellon Structured Midcap I DPSRX -4.03 8.52 -0.99 -10.20 5.31 4.21
BNY Mellon Structured Midcap Y DPSYX -4.00 8.58 -0.95 -10.14 5.43 4.34
Destinations Small-Mid Cap Equity I DSMFX -1.97 17.90 1.15 -3.51 --- ---
Destinations Small-Mid Cap Equity Z DSMZX -1.89 17.95 1.19 -3.41 --- ---
BNY Mellon Opportunistic Midcap Value C DVLCX -2.80 14.17 0.61 -11.20 4.87 2.44
BNY Mellon Opportunistic Midcap Value I DVLIX -2.69 14.95 0.93 -10.25 5.95 3.49
First Eagle Fund of America R4 EAFRX --- --- --- --- --- ---
First Eagle Fund of America R3 EARFX -2.21 19.88 2.70 -7.89 --- ---
Frost Mid Cap Equity Investor FAKSX -1.51 17.13 1.99 1.89 10.95 6.40
FAM Dividend Focus Fund Investor FAMEX -0.49 23.36 4.92 13.08 14.19 11.76
First Eagle Fund of America Y FEAFX -2.47 20.09 3.58 -7.59 3.16 1.15
First Eagle Fund of America I FEAIX -2.41 20.31 3.67 -7.30 3.46 1.45
First Eagle Fund of America C FEAMX -2.50 19.50 3.35 -8.27 2.39 0.39
First Eagle Fund of America A FEFAX -2.47 20.08 3.58 -7.58 3.16 1.15
First Eagle Fund of America R6 FEFRX -2.44 20.35 3.63 -7.24 --- ---
First Eagle Fund of America R5 FERFX --- --- --- --- --- ---
Fidelity Advisor® Mid Cap II A FIIAX -4.20 11.62 -2.45 -10.70 5.98 4.65
Fidelity Advisor® Mid Cap II C FIICX -4.33 11.04 -2.68 -11.44 5.15 3.84
Fidelity Advisor® Mid Cap II I FIIMX -4.16 11.79 -2.36 -10.46 6.29 4.95
Frost Mid Cap Equity Inst FIKSX -1.48 16.91 1.95 2.02 11.02 6.54
Fidelity Advisor® Mid Cap II M FITIX -4.22 11.42 -2.52 -10.91 5.73 4.40
First Investors Opportunity A FIUSX -1.26 18.07 1.35 -3.79 6.86 4.82
First Investors Opportunity Adv FIVUX -1.28 18.24 1.34 -3.54 7.17 5.13
First Investors Opportunity Instl FIVVX -1.23 18.42 1.45 -3.36 7.32 5.27
Fidelity® Mid-Cap Stock K FKMCX -2.19 16.04 1.52 0.28 9.98 7.72
Fidelity® Flex Mid Cap Index FLAPX -2.27 19.73 1.97 1.74 --- ---
Fidelity® Leveraged Company Stock K FLCKX -2.82 20.78 0.14 -2.60 8.37 3.53
JPMorgan Mid Cap Value L FLMVX -2.78 14.58 -1.25 -3.19 6.29 6.44
Fidelity Advisor® Leveraged Co Stk A FLSAX -4.19 12.90 -3.12 -9.42 5.46 1.92
Fidelity Advisor® Leveraged Co Stk C FLSCX -4.27 12.33 -3.30 -10.13 4.67 1.15
Fidelity Advisor® Leveraged Co Stk M FLSTX -4.23 12.70 -3.19 -9.65 5.20 1.67
Fidelity® Leveraged Company Stock FLVCX -2.79 20.72 0.14 -2.71 8.26 3.41
Fidelity Advisor® Leveraged Co StkI FLVIX -4.18 13.08 -3.06 -9.17 5.74 2.18
Fidelity Advisor® Stock Selec Mid Cp M FMCAX -2.94 16.51 0.15 -3.95 9.92 6.75
Fidelity Advisor® Stock Selec Mid Cp I FMCCX -2.89 16.87 0.28 -3.50 10.45 7.25
Fidelity Advisor® Stock Selec Mid Cp A FMCDX -2.90 16.68 0.21 -3.72 10.19 7.01
Fidelity Advisor® Stock Selec Mid Cp C FMCEX -2.96 16.14 0.07 -4.44 9.35 6.21
Federated Mid-Cap Index R6 FMCLX -2.34 14.45 0.55 -5.95 --- ---
Federated Mid-Cap Index Instl FMCRX -2.35 14.41 0.55 -5.98 7.94 7.19
Fidelity® Mid-Cap Stock FMCSX -2.19 15.98 1.49 0.17 9.85 7.60
Federated Mid-Cap Index Svc FMDCX -2.39 14.21 0.48 -6.24 7.67 6.92
FMI Common Stock FMIMX -1.70 18.06 0.23 2.71 9.73 6.79
FMI Common Stock Institutional FMIUX -1.69 18.14 0.27 2.82 --- ---
Frank Value C FNKCX 0.53 2.83 3.01 0.18 -1.79 -0.93
Frank Value Instl FNKIX 0.65 3.53 3.27 1.20 -0.83 0.06
Frank Value Inv FRNKX 0.58 3.31 3.23 0.93 -1.06 -0.19
Fidelity Advisor® Stock Selec Mid Cp Z FSLZX -2.86 17.00 0.34 -3.32 --- ---
Fidelity® Extended Market Index FSMAX -2.58 16.97 0.63 -4.80 10.14 7.55
Fidelity® Mid Cap Index FSMDX -2.20 19.74 2.00 1.77 9.89 8.19
Fidelity® Stock Selector Mid Cap FSSMX -2.90 16.83 0.26 -3.55 10.39 7.23
Fuller & Thaler Behvrl S-M Cor Eq Instl FTSIX -2.56 13.24 1.39 --- --- ---
Fidelity Advisor® Leveraged Co Stk Z FZAKX -4.18 13.16 -3.03 -9.08 5.87 2.31
Fidelity Advisor® Mid Cap II Z FZAMX -4.16 11.91 -2.36 -10.33 6.42 5.09
Fidelity® SAI Small-Mid Cap 500 Index FZFLX -2.28 18.98 2.06 -1.00 9.89 ---
Fidelity ZERO Extended Market Index FZIPX -2.61 14.64 -0.11 --- --- ---
Gabelli Value 25 A GABVX -6.02 8.41 -4.23 -6.05 4.18 2.45
Goldman Sachs Mid Cap Value A GCMAX -0.65 20.56 3.03 3.52 7.67 4.59
Goldman Sachs Mid Cap Value C GCMCX -0.67 19.98 2.86 2.77 6.88 3.81
Goldman Sachs Mid Cap Value R GCMRX -0.67 20.38 2.97 3.27 7.41 4.33
Goldman Sachs Mid Cap Value Inv GCMTX -0.63 20.76 3.11 3.80 7.95 4.85
Goldman Sachs Mid Cap Value R6 GCMUX -0.61 20.87 3.15 3.95 8.11 ---
Gotham Enhanced Return Institutional GENIX -2.54 11.64 3.13 0.91 9.27 5.21
Nationwide Mid Cap Market Idx C GMCCX -2.43 13.75 0.26 -6.83 6.78 6.06
Goldman Sachs Small/Mid Cap Value R6 GMCUX -1.78 15.15 0.66 -5.13 6.98 ---
Goldman Sachs Mid Cap Value P GMPPX -0.61 20.88 3.15 3.93 --- ---
Goldman Sachs Small/Mid Cap Value A GMVAX -1.80 14.74 0.59 -5.56 6.54 4.81
Goldman Sachs Small/Mid Cap Value C GMVCX -1.85 14.30 0.43 -6.21 5.75 4.08
Goldman Sachs Small/Mid Cap Value Inv GMVIX -1.79 15.03 0.67 -5.33 6.80 5.08
Goldman Sachs Small/Mid Cap Value R GMVRX -1.81 14.67 0.50 -5.79 6.29 4.57
Nationwide Mid Cap Market Idx A GMXAX -2.39 14.24 0.45 -6.24 7.49 6.78
Nationwide Mid Cap Market Idx R6 GMXIX -2.34 14.55 0.54 -5.84 7.95 7.23
Nationwide Mid Cap Market Idx R GMXRX -2.36 14.07 0.38 -6.47 7.18 6.48
Goldman Sachs Mid Cap Value Instl GSMCX -0.61 20.86 3.15 3.94 8.10 5.01
Goldman Sachs Mid Cap Value Svc GSMSX -0.63 20.50 3.04 3.42 7.56 4.48
Goldman Sachs Small/Mid Cap Value Instl GSMVX -1.78 15.03 0.66 -5.21 6.94 5.26
Goldman Sachs Small/Mid Cap Value P GSVPX -1.78 15.15 0.66 -5.12 --- ---
Invesco Mid Cap Core Equity C GTACX -1.48 15.14 3.30 -0.62 5.18 3.34
Invesco Mid Cap Core Equity R6 GTAFX -1.40 16.03 3.65 0.61 6.44 4.58
Invesco Mid Cap Core Equity A GTAGX -1.45 15.74 3.52 0.16 5.99 4.12
Invesco Mid Cap Core Equity R GTARX -1.47 15.47 3.42 -0.11 5.71 3.85
Invesco Mid Cap Core Equity R5 GTAVX -1.44 15.97 3.60 0.54 6.36 4.50
Invesco Mid Cap Core Equity Y GTAYX -1.47 15.89 3.55 0.39 6.24 4.38
Gabelli Value 25 AAA GVCAX -5.98 8.37 -4.24 -6.03 4.20 2.45
Gabelli Value 25 C GVCCX -6.13 7.86 -4.43 -6.83 3.38 1.68
Gabelli Value 25 I GVCIX -5.96 8.66 -4.10 -5.66 4.62 2.81
Government Street Mid-Cap GVMCX -0.29 20.80 5.10 4.78 11.66 9.74
Gabelli Focus Five A GWSAX -1.18 14.21 3.38 -10.10 -2.13 -2.75
Gabelli Focus Five C GWSCX -1.30 13.65 3.09 -10.79 -2.87 -3.49
Gabelli Focus Five I GWSIX -1.23 14.36 3.39 -9.90 -1.89 -2.53
Gabelli Focus Five AAA GWSVX -1.19 14.17 3.33 -10.07 -2.15 -2.77
Hodges Small-Mid Cap Retail HDSMX -3.11 11.63 -3.93 -17.95 2.81 2.34
Monteagle Opportunity Equity Instl HEQCX -2.13 15.76 0.61 -0.71 6.58 5.47
Monteagle Opportunity Equity Inv HEQFX -2.11 15.51 0.58 -1.20 6.13 4.97
Hartford Schroders US MidCap Opps C HFDCX -0.74 16.71 2.72 -0.62 --- ---
Hartford Schroders US MidCap Opps F HFDFX -0.59 17.56 3.07 0.52 --- ---
Hartford Schroders US MidCap Opps R3 HFDRX -0.67 17.01 2.82 -0.22 --- ---
Hartford Schroders US MidCap Opps R4 HFDSX -0.66 17.24 2.95 0.08 --- ---
Hartford Schroders US MidCap Opps R5 HFDTX -0.66 17.34 2.93 0.26 --- ---
Hartford Schroders US MidCap Opps Y HFDYX -0.59 17.48 3.07 0.44 --- ---
Hennessy Cornerstone Mid Cap 30 Inv HFMDX -4.96 6.47 -1.93 -16.73 0.31 1.08
Hennessy Cornerstone Mid Cap 30 Instl HIMDX -4.95 6.60 -1.86 -16.46 0.66 1.40
Voya Mid Cap Research Enhanced Index O IDMOX -3.17 13.40 -0.47 -8.01 5.38 4.15
Voya Russell Mid Cap Index Port I IIRMX -2.26 19.36 1.95 1.30 9.47 7.77
VY® JPMorgan Mid Cap Value A IJMAX -2.90 14.13 -1.40 -4.05 5.79 5.88
VY® JPMorgan Mid Cap Value I IJMIX -2.86 14.49 -1.31 -3.57 6.31 6.40
VY® JPMorgan Mid Cap Value S IJMSX -2.90 14.32 -1.38 -3.81 6.05 6.14
VY® JPMorgan Mid Cap Value S2 IJPMX -2.85 14.24 -1.41 -3.94 5.90 5.98
Voya Index Plus MidCap Port I IPMIX -3.16 13.66 -0.40 -7.85 5.75 5.68
Voya Index Plus MidCap Port S IPMSX -3.16 13.50 -0.41 -8.01 5.50 5.42
Voya Russell Mid Cap Index Port A IRMAX -2.27 19.01 1.86 0.87 8.94 7.24
Voya Russell Mid Cap Index Port S IRMCX -2.29 19.20 1.81 1.10 9.19 7.50
Voya Russell Mid Cap Index Port S2 IRMTX -2.25 19.14 1.84 0.95 9.02 7.34
Janus Henderson Contrarian D JACNX -0.28 28.19 4.75 9.10 12.14 5.40
JPMorgan Mid Cap Value A JAMCX -2.82 14.21 -1.39 -3.69 5.77 5.92
JPMorgan Mid Cap Value C JCMVX -2.84 13.85 -1.48 -4.14 5.25 5.39
Janus Henderson Contrarian A JCNAX -0.33 27.93 4.67 8.86 11.87 5.18
Janus Henderson Contrarian C JCNCX -0.40 27.44 4.51 8.18 11.14 4.44
Janus Henderson Contrarian S JCNIX -0.33 27.81 4.58 8.58 11.67 5.00
Janus Henderson Contrarian N JCNNX -0.28 28.31 4.76 9.26 --- ---
Janus Henderson Contrarian R JCNRX -0.34 27.51 4.52 8.31 11.36 4.72
Janus Henderson Contrarian I JCONX -0.28 28.22 4.75 9.21 12.22 5.47
JPMorgan Mid Cap Value R3 JMVPX -2.82 14.20 -1.38 -3.69 --- ---
JPMorgan Mid Cap Value R4 JMVQX -2.78 14.40 -1.30 -3.41 --- ---
JPMorgan Mid Cap Value R5 JMVRX -2.78 14.51 -1.28 -3.28 --- ---
JPMorgan Mid Cap Value I JMVSX -2.82 14.39 -1.32 -3.45 6.03 6.18
JPMorgan Mid Cap Value R6 JMVYX -2.78 14.59 -1.25 -3.19 --- ---
JPMorgan Mid Cap Value R2 JMVZX -2.84 14.03 -1.43 -3.93 5.50 5.65
Johnson Opportunity JOPPX -0.37 17.32 2.04 -6.23 8.44 6.35
Janus Henderson Contrarian T JSVAX -0.33 28.07 4.71 9.03 12.04 5.31
Janus Henderson Small-Mid Cap Value D JSVDX -1.43 15.55 1.08 1.75 9.43 8.38
Janus Henderson Small-Mid Cap Value S JSVSX -1.45 15.59 1.26 1.65 9.19 8.15
Janus Henderson Small-Mid Cap Value T JSVTX -1.44 15.38 1.08 1.61 9.32 8.27
Janus Henderson Small-Mid Cap Value A JVSAX -1.44 15.35 1.09 1.55 9.22 8.15
Janus Henderson Small-Mid Cap Value C JVSCX -1.49 14.70 0.80 0.69 8.34 7.27
Janus Henderson Small-Mid Cap Value I JVSIX -1.42 15.50 1.07 1.71 9.46 8.43
Janus Henderson Small-Mid Cap Value N JVSNX -1.43 15.65 1.16 1.84 --- ---
Kirr Marbach Partners Value KMVAX -3.16 15.33 0.48 -10.01 4.70 2.27
Keeley Small-Mid Cap Value I KSMIX -2.01 15.55 -1.69 -10.72 7.03 3.69
Keeley Small-Mid Cap Value A KSMVX -1.98 15.42 -1.73 -10.89 6.76 3.43
Miller Opportunity A LGOAX -3.03 11.28 1.18 -18.75 10.06 5.43
Longleaf Partners Small-Cap LLSCX -1.92 6.20 -0.55 -9.63 4.02 4.83
Miller Opportunity I LMNOX -3.04 11.43 1.24 -18.53 10.35 5.71
Miller Opportunity FI LMOFX -3.06 11.21 1.15 -18.80 10.01 5.38
Miller Opportunity C LMOPX -3.16 10.70 0.95 -19.37 9.23 4.62
Miller Opportunity R LMORX -3.07 11.08 1.10 -18.97 9.74 5.09
ClearBridge Mid Cap R LMREX -0.69 21.90 3.57 2.83 8.08 6.19
ClearBridge Mid Cap IS LSIRX -0.62 22.48 3.79 3.60 8.84 6.94
Leuthold Select Industries LSLTX -1.03 17.28 4.10 -3.04 9.55 6.66
Lord Abbett Value Opportunities A LVOAX -0.66 12.07 1.41 -6.83 4.86 5.08
Lord Abbett Value Opportunities C LVOCX -0.76 11.51 1.16 -7.57 4.07 4.29
Lord Abbett Value Opportunities F LVOFX -0.70 12.11 1.43 -6.68 5.03 5.24
Lord Abbett Value Opportunities F3 LVOOX -0.68 12.30 1.50 -6.49 --- ---
Lord Abbett Value Opportunities P LVOPX -0.73 11.89 1.32 -7.06 4.62 4.86
Lord Abbett Value Opportunities R2 LVOQX -0.75 11.78 1.30 -7.13 4.51 4.73
Lord Abbett Value Opportunities R3 LVORX -0.69 11.90 1.34 -7.00 4.62 4.83
Lord Abbett Value Opportunities R4 LVOSX -0.66 12.02 1.41 -6.85 4.86 ---
Lord Abbett Value Opportunities R5 LVOTX -0.69 12.23 1.46 -6.63 5.11 ---
Lord Abbett Value Opportunities R6 LVOVX -0.63 12.31 1.50 -6.53 5.21 ---
Lord Abbett Value Opportunities I LVOYX -0.69 12.18 1.46 -6.63 5.09 5.33
Mutual of America Instl Mid-Cap Eq Idx MAMQX -2.31 14.70 0.59 -5.72 8.02 7.31
MM S&P® Mid Cap Index A MDKAX -2.36 14.22 0.45 -6.29 7.34 6.63
MM S&P® Mid Cap Index R4 MDKFX -2.30 14.31 0.46 -6.20 7.45 6.74
MM S&P® Mid Cap Index R5 MDKIX -2.27 14.68 0.60 -5.75 7.91 7.17
MM S&P® Mid Cap Index Svc MDKSX -2.35 14.48 0.53 -6.00 7.71 7.01
MM S&P® Mid Cap Index R3 MDKTX -2.31 14.19 0.38 -6.45 7.19 6.50
MM S&P® Mid Cap Index Adm MDKYX -2.28 14.38 0.53 -6.05 7.62 6.90
MM S&P® Mid Cap Index I MDKZX -2.26 14.73 0.60 -5.72 8.00 7.29
ProFunds Mid Cap Inv MDPIX -2.39 13.29 0.09 -7.47 6.16 5.52
ProFunds Mid Cap Svc MDPSX -2.46 12.57 -0.16 -8.38 5.11 4.47
Meridian Contrarian A MFCAX -4.67 11.12 -2.31 -8.69 10.31 8.06
Meridian Contrarian C MFCCX -4.69 10.70 -2.46 -9.24 9.68 ---
Meridian Contrarian Investor MFCIX -4.63 11.38 -2.23 -8.38 10.61 8.35
Shelton S&P Midcap Index K MIDKX -2.36 14.04 0.43 -6.42 7.61 6.72
Principal MidCap S&P 400 Index Inst MPSIX -2.30 14.68 0.62 -5.72 7.99 7.25
Invesco Oppenheimer Main Strt Md Cp R5 MSMJX -1.61 --- --- --- --- ---
Meridian Contrarian Legacy MVALX -4.63 11.42 -2.22 -8.32 10.79 8.54
Miller Opportunity IS MVISX -3.04 11.52 1.24 -18.47 --- ---
Great-West S&P Mid Cap 400® Index L MXBUX -2.59 14.06 -0.47 -6.37 --- ---
Great-West S&P Mid Cap 400® Index Inv MXMDX -2.49 14.25 -0.36 -6.21 7.62 6.86
Great-West S&P Mid Cap 400® Index Instl MXNZX -2.57 14.41 -0.37 -5.89 7.96 ---
Columbia Mid Cap Index Inst NMPAX -2.34 14.64 0.57 -5.81 7.97 7.25
Northern Mid Cap Index NOMIX -2.34 14.60 0.56 -5.76 8.03 7.31
Columbia Mid Cap Index A NTIAX -2.33 14.44 0.46 -6.05 7.69 6.98
Nationwide Mid Cap Market Idx Instl Svc NWXQX -2.34 14.34 0.49 -6.09 --- ---
JPMorgan Intrepid Mid Cap C ODMCX -1.69 14.07 1.04 -4.67 5.99 4.79
Invesco Oppenheimer MainStrt MdCp C OPMCX -1.73 20.12 2.58 -2.31 7.12 4.70
Invesco Oppenheimer MainStrt MdCp R6 OPMIX -1.62 21.02 2.86 -1.21 8.37 5.93
Invesco Oppenheimer MainStrt MdCp R OPMNX -1.67 20.51 2.66 -1.86 7.64 5.21
Invesco Oppenheimer MainStrt MdCp A OPMSX -1.61 20.71 2.79 -1.59 7.92 5.49
Invesco Oppenheimer MainStrt MdCp Y OPMYX -1.62 20.89 2.82 -1.35 8.18 5.75
Pacific Advisors Mid Cap Value A PAMVX -10.97 3.26 -7.68 -25.04 1.35 -5.90
Parnassus Mid-Cap PARMX 0.11 22.87 5.04 9.92 10.71 9.94
JPMorgan Intrepid Mid Cap A PECAX -1.63 14.49 1.23 -4.14 6.55 5.39
Principal EDGE MidCap Institutional PEDGX 0.00 20.37 3.59 2.95 9.87 ---
Principal EDGE MidCap R-6 PEDMX 0.00 20.50 3.58 3.04 --- ---
Principal EDGE MidCap A PEMCX 0.00 20.20 3.52 --- --- ---
BNY Mellon MidCap Index Inv PESPX -2.32 14.36 0.52 -6.05 7.71 7.00
T. Rowe Price Extended Equity Market Idx PEXMX -2.72 16.43 0.50 -5.26 9.78 7.33
Parnassus Mid Cap Institutional PFPMX 0.14 23.01 5.08 10.17 10.96 ---
Principal MidCap S&P 400 Index R-6 PMAPX -2.30 14.76 0.62 -5.64 --- ---
Principal MidCap S&P 400 Index J PMFJX -2.32 14.58 0.58 -5.88 7.77 6.98
Principal MidCap S&P 400 Index R3 PMFMX -2.31 14.31 0.51 -6.18 7.43 6.69
Principal MidCap S&P 400 Index R2 PMFNX -2.39 14.17 0.40 -6.37 7.24 6.50
Principal MidCap S&P 400 Index R5 PMFPX -2.33 14.55 0.55 -5.91 7.76 7.02
Principal MidCap S&P 400 Index R4 PMFSX -2.30 14.50 0.55 -5.99 7.65 6.90
Principal MidCap S&P 400 Index R1 PMSSX -2.38 14.07 0.42 -6.50 7.12 6.37
Pacific Advisors Mid Cap Value C PMVCX -10.94 2.81 -7.78 -25.51 0.59 -6.60
Prospector Opportunity POPFX -1.59 17.65 1.83 4.43 10.92 9.64
PGIM QMA Mid-Cap Core Equity R6 PQCCX -2.35 11.85 -0.48 -9.87 --- ---
Putnam Equity Spectrum A PYSAX -7.70 7.52 -2.66 -17.66 0.93 -2.60
Putnam Equity Spectrum C PYSCX -7.76 7.01 -2.86 -18.28 0.17 -3.33
Putnam Equity Spectrum M PYSMX -7.75 7.16 -2.78 -18.08 0.42 -3.09
Putnam Equity Spectrum B PYSOX -7.78 7.00 -2.85 -18.28 0.17 -3.33
Putnam Equity Spectrum R PYSRX -7.71 7.35 -2.72 -17.87 0.68 -2.85
Putnam Equity Spectrum Y PYSYX -7.67 7.71 -2.60 -17.45 1.19 -2.36
Quantified All-Cap Equity Advisor QACAX -1.44 2.53 1.02 -15.20 4.14 ---
Quantified All-Cap Equity Investor QACFX -1.53 2.84 1.12 -14.72 4.76 3.24
Schwartz Value Focused RCMFX -3.97 9.57 -1.63 -7.73 5.90 0.75
Royce Dividend Value Institutional RDIIX -4.10 16.07 1.20 -4.67 8.10 4.90
Royce Dividend Value Consultant RDVCX -4.33 15.31 1.07 -5.64 6.86 3.74
Royce Dividend Value Invmt RDVIX -4.04 16.20 1.50 -4.49 8.02 4.86
Victory RS Investors C RIVCX -1.89 19.52 -0.87 1.32 8.38 4.83
Victory RS Investors R RSIKX -1.87 19.67 -0.77 1.55 8.55 5.02
Victory RS Investors A RSINX -1.76 20.13 -0.62 2.17 9.23 5.62
Victory RS Investors Y RSIYX -1.79 20.29 -0.60 2.42 9.51 5.92
Victory RS Value A RSVAX -0.93 20.91 1.03 3.45 9.81 6.25
Victory RS Value R RSVKX -0.98 20.62 0.91 3.02 9.37 5.82
Victory RS Value Y RSVYX -0.91 21.09 1.09 3.67 10.06 6.49
Victory RS Value C RVACX -1.00 20.30 0.83 2.65 8.96 5.43
Redwood Activist Leaders I RWLIX -8.39 3.51 -6.03 -18.75 --- ---
Redwood Activist Leaders N RWLNX -8.44 2.99 -6.07 -19.18 --- ---
Royce Dividend Value Svc RYDVX -4.20 15.80 1.30 -4.91 7.66 4.54
ClearBridge Mid Cap A SBMAX -0.64 22.13 3.69 3.14 8.37 6.48
ClearBridge Mid Cap C SBMLX -0.74 21.60 3.49 2.43 7.64 5.74
Wells Fargo Common Stock Inst SCNSX -2.80 18.05 0.78 -0.13 10.00 7.23
Wells Fargo Common Stock A SCSAX -2.86 17.69 0.68 -0.55 9.56 6.80
Wells Fargo Common Stock Admin SCSDX -2.85 17.87 0.71 -0.40 9.74 6.96
Wells Fargo Common Stock R6 SCSRX -2.83 18.05 0.78 -0.12 10.02 7.25
SEI Mid-Cap F (SIMT) SEMCX -2.77 13.17 -0.45 -5.97 7.79 7.12
SEI Mid-Cap Y (SIMT) SFDYX -2.76 13.31 -0.43 -5.76 8.06 ---
SEI Mid-Cap I (SIMT) SIPIX -2.77 13.01 -0.51 -6.17 7.56 6.89
Saratoga Large Capitalization Value I SLCVX -0.56 22.22 2.42 0.90 5.33 2.04
Saratoga Large Capitalization Value C SLVCX -0.71 21.45 2.12 -0.15 4.29 1.04
Saratoga Large Capitalization Value A SLVYX -0.59 21.91 2.33 0.46 4.91 1.63
ClearBridge Mid Cap I SMBYX -0.63 22.38 3.77 3.49 8.73 6.84
ClearBridge Mid Cap 1 SMCPX -0.64 22.39 3.76 3.47 8.72 6.81
Hartford Schroders US MidCap Opps I SMDIX -0.66 17.48 3.00 0.36 8.55 8.61
Sterling Capital SMID OpportunitiesInstl SMDOX 0.76 26.80 5.77 8.02 --- ---
Sterling Capital SMID Opportunities A SMDPX 0.69 26.62 5.63 7.71 --- ---
Sterling Capital SMID Opportunities C SMDQX 0.62 25.98 5.48 6.97 --- ---
Hartford Schroders US MidCap Opps SDR SMDRX -0.66 17.44 2.99 0.46 8.66 ---
Hartford Schroders US MidCap Opps A SMDVX -0.68 17.29 2.91 0.12 8.26 8.31
Saratoga Mid Capitalization I SMIPX 0.61 20.75 2.83 -2.97 5.41 3.56
Saratoga Mid Capitalization A SPMAX 0.58 20.49 2.78 -3.30 5.01 3.15
Saratoga Mid Capitalization C SPMCX 0.60 20.09 2.68 -3.85 4.40 2.58
Shelton S&P Midcap Index Direct SPMIX -2.33 14.36 0.55 -5.97 8.15 7.25
AMG SouthernSun US Equity N SSEFX -5.96 9.16 -5.49 -16.99 -2.35 -2.48
AMG SouthernSun US Equity I SSEIX -5.99 9.21 -5.51 -16.81 -2.10 -2.25
Sterling Capital Stratton MdCp Val Instl STRGX 0.14 16.36 2.53 -2.17 8.49 5.81
Sterling Capital Stratton MdCp Val A STRLX 0.13 16.20 2.48 -2.40 8.23 ---
Sterling Capital Stratton MdCp Val C STRNX 0.07 15.67 2.28 -3.07 7.43 ---
Wells Fargo Common Stock C STSAX -2.95 17.09 0.42 -1.33 8.72 6.00
Schwab ® US Mid-Cap Index SWMCX -2.23 19.66 1.99 1.57 --- ---
Thompson MidCap THPMX -1.49 17.64 -1.14 -9.43 3.77 3.62
Timothy Plan Large/Mid Cap Value A TLVAX -2.14 16.23 1.38 0.44 8.33 6.13
Timothy Plan Large/Mid Cap Value C TLVCX -2.17 15.73 1.19 -0.28 7.51 5.35
Touchstone Mid Cap A TMAPX -0.72 23.23 5.24 7.25 13.17 10.02
Touchstone Mid Cap C TMCJX -0.75 22.64 5.07 6.48 12.33 9.20
Touchstone Mid Cap Y TMCPX -0.69 23.42 5.32 7.51 13.45 10.30
Touchstone Mid Cap Z TMCTX -0.70 23.24 5.27 7.27 13.18 10.03
Touchstone Mid Cap Institutional TMPIX -0.69 23.49 5.34 7.60 13.53 10.37
Thrivent Mid Cap Stock S TMSIX -3.15 13.75 -0.38 -4.35 11.31 9.70
Timothy Plan Large/Mid Cap Value I TMVIX -2.06 16.40 1.48 0.75 8.59 6.40
T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv TQSAX -0.99 19.78 3.39 -1.45 9.85 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX -0.92 20.16 3.51 -1.00 10.37 ---
T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX -0.92 20.00 3.45 -1.21 10.19 ---
Thomas White American Opportunities Inv TWAOX -2.27 17.65 1.18 0.84 8.16 6.61
Carillon Scout Mid Cap I UMBMX -3.06 13.81 0.39 -3.76 11.40 8.54
USAA Extended Market Index USMIX -2.54 16.60 0.48 -5.20 9.66 7.03
Vanguard Extended Market Index InstlPlus VEMPX -2.58 17.02 0.63 -4.76 10.11 7.55
Vanguard Extended Market Index Admiral VEXAX -2.58 17.00 0.63 -4.78 10.09 7.52
Vanguard Extended Market Index Investor VEXMX -2.59 16.91 0.60 -4.89 9.95 7.39
Vanguard US Multifactor Admiral™ VFMFX -3.34 9.36 -0.49 -10.53 --- ---
Vanguard Extended Market Index Instl VIEIX -2.58 17.02 0.63 -4.77 10.10 7.54
Vanguard Mid Cap Index Admiral VIMAX -2.16 20.43 2.27 2.40 9.96 8.34
Vanguard Mid Cap Index Investor VIMSX -2.15 20.34 2.26 2.28 9.83 8.21
Vanguard Mid Cap Index Institutional VMCIX -2.16 20.44 2.27 2.40 9.96 8.35
Vanguard Mid Cap Index InstitutionalPlus VMCPX -2.15 20.45 2.28 2.42 9.98 8.37
VALIC Company II Mid Cap Value VMCVX -1.21 16.74 1.42 -3.92 6.42 5.09
VALIC Company I Mid Cap Index VMIDX -2.34 14.49 0.53 -5.96 7.88 7.18
Voya Mid Cap Research Enhanced Index P3 VMRPX -3.07 14.08 -0.19 -7.00 --- ---
Natixis Vaughan Nelson Value Opp A VNVAX 0.62 20.68 2.75 -2.48 5.61 3.75
Natixis Vaughan Nelson Value Opp C VNVCX 0.56 20.10 2.55 -3.19 4.82 2.98
Natixis Vaughan Nelson Value Opp N VNVNX 0.62 20.93 2.81 -2.11 5.97 4.11
Natixis Vaughan Nelson Value Opp Y VNVYX 0.62 20.84 2.81 -2.22 5.87 4.01
Voya Russell Mid Cap Index P2 VRMPX -2.24 19.61 1.94 1.57 --- ---
Vanguard Extended Market Index Instl Sel VSEMX -2.57 17.04 0.63 -4.74 10.15 ---
Vanguard Strategic Equity Inv VSEQX -2.06 15.76 1.00 -7.13 8.48 6.86
Vanguard S&P Mid-Cap 400 Index I VSPMX -2.29 14.71 0.61 -5.64 8.16 7.43
Virtus Horizon Wealth Masters A VWMAX -3.59 12.56 -0.56 -9.43 6.11 3.86
Virtus Horizon Wealth Masters C VWMCX -3.67 12.00 -0.78 -10.15 5.29 3.08
Virtus Horizon Wealth Masters I VWMIX -3.62 12.68 -0.50 -9.22 6.36 4.12
Walden Midcap WAMFX -2.04 17.08 1.79 4.52 11.13 9.60
Walden SMID Cap WASMX -1.96 15.81 1.63 0.48 11.21 9.09
Weitz Hickory WEHIX -1.02 23.48 1.83 4.91 5.81 3.90
Westwood SMidCap Institutional WHGMX -0.15 17.18 2.62 -3.71 7.06 4.44
Westwood SMidCap Plus Institutional WHGPX 0.22 21.49 4.27 0.30 7.38 5.07
JPMorgan Intrepid Mid Cap R3 WOOOX -1.59 14.52 1.24 -4.15 --- ---
JPMorgan Intrepid Mid Cap I WOOPX -1.58 14.65 1.26 -3.89 6.84 5.66
JPMorgan Intrepid Mid Cap R4 WOOQX -1.58 14.64 1.26 -3.89 --- ---
JPMorgan Intrepid Mid Cap R6 WOOSX -1.58 14.84 1.31 -3.70 7.09 ---
Yorktown Mid-Cap A YWBAX -1.61 5.57 -1.73 -23.51 -5.74 ---
Yorktown Mid-Cap Institutional YWBIX -1.72 5.67 -1.72 -23.38 -5.49 ---
Yorktown Mid-Cap L YWBLX -1.77 5.00 -2.02 -24.16 -6.40 ---