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 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
The Best Mid Cap Blend Equities Mutual Funds
130 results
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.
Loading charts...
5 Years
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 |
|---|---|---|---|---|
| Paradigm Select Fund | 88 | — | Jan 2005 | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | |
| Hartford Schroders US MidCap Opportunities Fund | 82 | — | Mar 2006 | |
| Thompson MidCap Fund | 81 | — | Mar 2008 | |
| 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 |
|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund Institutional... | 17.63% | — | Mar 2008 | |
| Gotham Enhanced Return Fund | 17.24% | — | May 2013 | |
| Hennessy Cornerstone Mid Cap 30 Fund | 17.22% | — | Sep 2003 | |
| Hodges Fund | 16.71% | — | Oct 1992 | |
| 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 |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | |
| 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 |
|---|---|---|---|---|
| Royce Dividend Value Fund | 157.93% | — | May 2004 | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 45.32% | — | Aug 2015 | |
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 38.63% | — | Oct 2008 | |
| Voya Russell Mid Cap Index Portfolio | 37.01% | — | Mar 2008 | |
| Cambiar SMID Fund | 29.10% | — | May 2011 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 501 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 428 Mutual fundsLarge Cap Blend Equities · 416 Mutual fundsLarge Cap Value Equities · 332 Mutual fundsGlobal Equities · 260 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 105 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 95 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsNontraditional Bonds · 76 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VIMAX vs. VSMAXVIMAX vs. VOVIMAX vs. VTSAXVIMAX vs. VOOVIMAX vs. SSSYXFSMDX vs. FMDGXFSMDX vs. VOOFSMDX vs. FLAPXFSMDX vs. FSMSXFSMDX vs. FLPSXFSMAX vs. FXAIXFSMAX vs. FSKAXFSMAX vs. FTIHXFSMAX vs. VOFSMAX vs. VOOFZIPX vs. FZROXFZIPX vs. FNILXFZIPX vs. VXFFZIPX vs. FZILXFZIPX vs. VBVEXAX vs. VOOVEXAX vs. VTIVEXAX vs. VEMAXVEXAX vs. VINIXVEXAX vs. VASVXVMCIX vs. VSCIXVMCIX vs. VIIIXVMCIX vs. VFIAXVMCIX vs. FXAIXVMCIX vs. FLPKXVSEQX vs. SCHMVSEQX vs. VFIAXVSEQX vs. VFMFXVSEQX vs. FOCKXVSEQX vs. VTIVIEIX vs. VOOVIEIX vs. VEXRXVIEIX vs. VSCIXVIEIX vs. SPYVIEIX vs. AVUVSWMCX vs. SCHMSWMCX vs. SWPPXSWMCX vs. SPMDSWMCX vs. IVOOSWMCX vs. SCHDFMCSX vs. VOFMCSX vs. FLPSXFMCSX vs. FLCSXFMCSX vs. FDVLXFMCSX vs. FSSMX