The Best Mid Cap Blend Equities Mutual Funds

Documentation

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

Number of Funds: 131
Avg. Expense Ratio: 0.87%
Avg. Yield: 7.79%
Avg. 1 Year Return: 20.10%
Median Risk/Return Score: 45 / 100

130 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HEQFX	Monteagle Opportunity Equity Fund	Mid Cap Blend Equities	Jun 10, 1998	1.71%	13.13%	9.71%	9.54%	51
HFMDX	Hennessy Cornerstone Mid Cap 30 Fund	Mid Cap Blend Equities	Sep 17, 2003	1.36%	15.50%	13.94%	0.62%	24
HIMDX	Hennessy Cornerstone Mid Cap 30 Fund Institutional...	Mid Cap Blend Equities	Mar 3, 2008	0.95%	15.70%	14.35%	0.91%	27
HMCNX	Harbor Mid Cap Fund	Mid Cap Blend Equities	Dec 2, 2019	1.24%	15.28%	—	2.17%	64
IIRMX	Voya Russell Mid Cap Index Portfolio	Mid Cap Blend Equities	Mar 10, 2008	0.40%	19.21%	11.46%	37.01%	55
IPMIX	Voya Index Plus MidCap Portfolio	Mid Cap Blend Equities	Dec 16, 1997	0.60%	15.53%	10.33%	6.53%	34
JACNX	Janus Henderson Contrarian Fund	Mid Cap Blend Equities	Feb 29, 2000	0.90%	16.03%	13.39%	9.57%	15
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Mid Cap Blend Equities	Nov 2, 2009	1.14%	9.97%	11.41%	5.60%	25
JECIX	John Hancock Variable Insurance Trust Mid Cap Inde...	Mid Cap Blend Equities	May 1, 2000	0.45%	15.38%	—	7.66%	65
JNVSX	Jensen Quality Value Fund	Mid Cap Blend Equities	Mar 31, 2010	1.05%	3.58%	10.95%	10.87%	4
JOPPX	Johnson Opportunity Fund	Mid Cap Blend Equities	May 16, 1994	1.00%	11.97%	9.56%	4.38%	27
JPPEX	JPMorgan Mid Cap Equity Fund Class R6	Mid Cap Blend Equities	—	0.64%	10.27%	11.95%	5.85%	26
KESGX	Kennedy Capital ESG SMID Cap Fund	Mid Cap Blend Equities	Jun 28, 2019	0.82%	22.34%	—	4.27%	64
KMVAX	Kirr Marbach Partners Value Fund	Mid Cap Blend Equities	Dec 31, 1998	1.45%	13.51%	11.40%	4.66%	20
LLSCX	Longleaf Partners Small-Cap Fund	Mid Cap Blend Equities	Feb 21, 1989	0.95%	-3.27%	5.79%	1.21%	2
LMOPX	Miller Opportunity Trust	Mid Cap Blend Equities	Dec 30, 1999	1.95%	11.60%	13.23%	0.00%	36
LVOYX	Lord Abbett Value Opportunities Fund	Mid Cap Blend Equities	Dec 30, 2005	0.90%	13.59%	8.44%	5.30%	32
MAMEX	Mutual of America Mid-Cap Equity Index Fund	Mid Cap Blend Equities	Nov 29, 2021	0.16%	15.54%	—	10.27%	58
MASPX	BlackRock Advantage SMID Cap Fund, Inc.	Mid Cap Blend Equities	May 5, 1978	0.48%	22.55%	11.92%	2.09%	79
MDPIX	ProFunds Mid Cap Fund	Mid Cap Blend Equities	Sep 3, 2001	1.82%	14.34%	8.90%	0.36%	39

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.

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Time Period

Best Mid Cap Blend Equities Mutual funds by Risk/Return Score

The top Mid Cap Blend Equities Mutual funds by PortfoliosLab Risk/Return Score are PFSLX (88) and VSEQX (86). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
PFSLX	Paradigm Select Fund	88	—	Jan 2005
VSEQX	Vanguard Strategic Equity Fund	86	11.50B	Aug 1995
SMDIX	Hartford Schroders US MidCap Opportunities Fund	82	—	Mar 2006
THPMX	Thompson MidCap Fund	81	—	Mar 2008
FTHMX	FullerThaler Behavioral Mid-Cap Equity Fund Instit...	80	—	Oct 2023

Best-Performing Mid Cap Blend Equities Mutual funds Over 5 Years

The top Mid Cap Blend Equities Mutual funds is HIMDX (17.63%). Across the lineup, Mid Cap Blend Equities Mutual funds show an average 1-year return of 20.10% and an average 5-year return of 8.96%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
HIMDX	Hennessy Cornerstone Mid Cap 30 Fund Institutional...	17.63%	—	Mar 2008
GENIX	Gotham Enhanced Return Fund	17.24%	—	May 2013
HFMDX	Hennessy Cornerstone Mid Cap 30 Fund	17.22%	—	Sep 2003
HDPMX	Hodges Fund	16.71%	—	Oct 1992
PQCCX	PGIM Quant Solutions Mid-Cap Core Equity Fund	14.55%	—	Nov 2016

Lowest-Cost Mid Cap Blend Equities Mutual funds

The top Mid Cap Blend Equities Mutual funds is FSMDX (0.03%). With an average expense ratio of 0.87%, Mid Cap Blend Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FSMDX	Fidelity Mid Cap Index Fund	0.03%	—	Sep 2011
VMCPX	Vanguard Mid-Cap Index Fund Institutional Plus Sha...	0.03%	218.80B	Dec 2010
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	0.03%	218.80B	May 1998
VEMPX	Vanguard Extended Market Index Fund Institutional ...	0.04%	93.70B	Jan 2011
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	—

Highest-Yield Mid Cap Blend Equities Mutual funds

The top Mid Cap Blend Equities Mutual funds is RYDVX (157.93%). Across the lineup, Mid Cap Blend Equities Mutual funds show an average dividend yield of 7.79%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
RYDVX	Royce Dividend Value Fund	157.93%	—	May 2004
FZFLX	Fidelity SAI Small-Mid Cap 500 Index Fund	45.32%	—	Aug 2015
VNVYX	Natixis Funds Trust II Vaughan Nelson Mid Cap Fund	38.63%	—	Oct 2008
IIRMX	Voya Russell Mid Cap Index Portfolio	37.01%	—	Mar 2008
CAMMX	Cambiar SMID Fund	29.10%	—	May 2011

Top Mutual funds Categories

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