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The Best Mid Cap Blend Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 130 Mid Cap Blend Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Year-to-Date Return

< 0.0%
> 10.0%

10-Year Annualized Return

< 0.0%
> 10.0%

Sharpe Ratio

< 0.0
> 0.1

Omega ratio

< 0.0
> 0.1

Sortino ratio

< 0.0
> 0.1

Calmar ratio

< 0.0
> 0.1

Ulcer Index

< 0.0%
> 10.0%

10Y Volatility

< 0.0%
> 10.0%

Maximum Drawdown

< 0.0%
> 10.0%

Dividend Yield

< 0.0%
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AASCXThrivent Mid Cap Stock FundMid Cap Blend EquitiesJun 30, 19930.98%7.0%7.7%2.9%-56.4%0.0
AFAVXAMG River Road Focused Absolute Value FundMid Cap Blend EquitiesNov 3, 20150.82%8.0%N/A0.9%-40.8%0.3
APWVXCavanal Hill Mid Cap Diverse Leadership FundMid Cap Blend EquitiesDec 30, 20161.06%N/AN/AN/AN/AN/A
ATGAXAquila Opportunity Growth FundMid Cap Blend EquitiesJul 22, 19941.50%6.6%7.8%9.6%-62.1%-0.4
AVEMXAve Maria Value FundMid Cap Blend EquitiesMay 1, 20010.97%1.3%5.6%1.1%-59.8%-0.2
AXMIXAcclivity Mid Cap Multi-Style FundMid Cap Blend EquitiesDec 31, 20190.45%9.8%N/A2.9%-42.2%0.2
BIGTXThe Texas FundMid Cap Blend EquitiesSep 17, 20131.67%4.9%3.7%2.8%-43.4%-0.1
BMSLXMFS Blended Research Mid Cap Equity FundMid Cap Blend EquitiesAug 19, 20160.59%12.8%N/A4.6%-41.1%0.4
BRAGXBridgeway Aggressive Investors 1 FundMid Cap Blend EquitiesAug 5, 19940.39%17.5%6.0%1.2%-67.0%0.5
BRMKXiShares Russell Mid-Cap Index FundMid Cap Blend EquitiesMay 13, 20150.06%10.9%N/A3.5%-40.2%0.3
BTMFXBoston Trust Midcap FundMid Cap Blend Equities1.00%8.1%9.6%4.4%-50.6%0.2
BTSMXBoston Trust SMID Cap FundMid Cap Blend EquitiesNov 30, 20110.75%6.6%23.0%3.9%-38.0%0.2
BWNYXBullfinch Greater Western New York SeriesMid Cap Blend EquitiesDec 30, 19971.52%5.7%2.1%1.8%-51.0%-0.0
CAMMXCambiar SMID FundMid Cap Blend EquitiesMay 31, 20110.93%7.5%9.1%0.9%-41.9%0.3
CCAFXCalvert Mid-Cap FundMid Cap Blend EquitiesOct 31, 19941.18%7.5%5.6%0.0%-60.6%0.2
CMJIXCalvert US Mid-Cap Core Responsible Index FundMid Cap Blend EquitiesOct 30, 20150.24%8.4%N/A0.9%-38.1%0.2
CRIMXCRM Mid Cap Value FundMid Cap Blend EquitiesJan 6, 19980.98%1.8%8.8%4.3%-49.7%-0.2
CRMAXCRM Small/Mid Cap Value FundMid Cap Blend EquitiesSep 1, 20041.19%2.5%7.4%6.3%-49.4%-0.1
CRMEXCRM All Cap Value FundMid Cap Blend EquitiesOct 24, 20061.34%0.2%6.9%7.2%-53.7%-0.3
DDDIX13D Activist FundMid Cap Blend EquitiesDec 28, 20111.51%1.2%7.4%9.3%-43.8%-0.2

1–20 of 130

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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