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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 135 Mid Cap Blend Equities mutual funds.

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


Category: Mid Cap Blend Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AASCX
Thrivent Mid Cap Stock FundMid Cap Blend EquitiesJun 30, 19930.98%
5.75%
7.59%
1.46%
AMG River Road Focused Absolute Value FundMid Cap Blend EquitiesNov 3, 20150.82%
8.36%
2.57%
Aquila Opportunity Growth FundMid Cap Blend EquitiesJul 22, 19941.50%
5.43%
7.55%
0.11%
Ave Maria Value FundMid Cap Blend EquitiesMay 1, 20010.97%
10.44%
6.22%
4.00%
Acclivity Mid Cap Multi-Style FundMid Cap Blend EquitiesDec 31, 20190.45%
8.65%
0.56%
The Texas FundMid Cap Blend EquitiesSep 17, 20131.67%
9.41%
4.74%
2.30%
MFS Blended Research Mid Cap Equity FundMid Cap Blend EquitiesAug 19, 20160.59%
11.09%
2.09%
Bridgeway Aggressive Investors 1 FundMid Cap Blend EquitiesAug 5, 19940.39%
14.80%
6.62%
0.76%
iShares Russell Mid-Cap Index FundMid Cap Blend EquitiesMay 13, 20150.06%
6.92%
2.94%
Boston Trust Midcap FundMid Cap Blend Equities1.00%
5.05%
9.54%
0.91%
Boston Trust SMID Cap FundMid Cap Blend EquitiesNov 30, 20110.75%
4.90%
24.40%
0.75%
Bullfinch Greater Western New York SeriesMid Cap Blend EquitiesDec 30, 19971.52%
12.39%
3.14%
0.59%
Cambiar SMID FundMid Cap Blend EquitiesMay 31, 20110.93%
0.21%
8.18%
0.70%
Calvert Mid-Cap FundMid Cap Blend EquitiesOct 31, 19941.18%
4.04%
5.95%
0.00%
Calvert US Mid-Cap Core Responsible Index Fund Cla...Mid Cap Blend EquitiesOct 30, 20150.49%
5.51%
0.79%
Calvert US Mid-Cap Core Responsible Index FundMid Cap Blend EquitiesOct 30, 20150.24%
5.67%
1.01%
CRM Mid Cap Value FundMid Cap Blend EquitiesJan 6, 19980.98%
7.98%
9.23%
5.79%
CRM Small/Mid Cap Value FundMid Cap Blend EquitiesSep 1, 20041.19%
7.44%
7.89%
0.59%
CRM All Cap Value FundMid Cap Blend EquitiesOct 24, 20061.34%
10.20%
7.78%
1.74%
13D Activist FundMid Cap Blend EquitiesDec 28, 20111.51%
-1.42%
6.86%
3.95%

1–20 of 135

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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