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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 Mid Cap Blend Equities mutual funds.


Category is Mid Cap Blend Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
BNY Mellon Opportunistic Midcap Value FundMid Cap Blend EquitiesSep 29, 19951.09%
-0.24%
8.81%
13.80%
26
BNY Mellon Active MidCap FundMid Cap Blend EquitiesJan 29, 19851.00%
1.40%
9.01%
14.82%
40
Destinations Small-Mid Cap Equity FundMid Cap Blend EquitiesMar 20, 20171.10%
3.77%
6.88%
69
Eaton Vance Atlanta Capital SMID-Cap Fund Class AMid Cap Blend EquitiesSep 30, 20090.81%
-4.80%
10.54%
6.76%
2
Eventide Dividend Opportunities FundMid Cap Blend EquitiesSep 29, 20170.95%
6.28%
3.36%
29
FAM Dividend Focus FundMid Cap Blend EquitiesApr 1, 19961.23%
-3.37%
10.30%
3.85%
2
Federated Hermes U.S. SMID FundMid Cap Blend EquitiesJul 5, 20200.79%
0.28%
8.53%
9
Fidelity Advisor Mid Cap II Fund Class AMid Cap Blend EquitiesAug 12, 20041.00%
6.23%
10.85%
6.65%
60
Fidelity Advisor Mid Cap II Fund Class CMid Cap Blend EquitiesAug 12, 20041.83%
4.72%
9.94%
8.83%
55
Fidelity Advisor Mid Cap II Fund Class IMid Cap Blend EquitiesAug 12, 20040.73%
4.95%
10.60%
6.55%
63
Fidelity Advisor Mid Cap II Fund Class MMid Cap Blend EquitiesAug 12, 20041.25%
6.16%
11.55%
7.01%
59
Fidelity Mid-Cap Stock Fund Class KMid Cap Blend EquitiesMay 9, 20080.76%
5.95%
11.77%
1.75%
65
Fidelity Flex Mid Cap Index FundMid Cap Blend EquitiesMar 9, 20170.00%
3.68%
0.00%
55
Fidelity Advisor Stock Selector Mid Cap Fund Class...Mid Cap Blend EquitiesFeb 20, 19961.29%
5.24%
10.47%
7.77%
43
Fidelity Advisor Stock Selector Mid Cap Fund Class...Mid Cap Blend EquitiesFeb 20, 19960.82%
4.19%
10.80%
7.76%
46
Fidelity Advisor Stock Selector Mid Cap Fund Class...Mid Cap Blend EquitiesSep 3, 19961.05%
5.28%
10.68%
8.15%
45
Fidelity Advisor Stock Selector Mid Cap Fund Class...Mid Cap Blend EquitiesNov 3, 19971.84%
3.96%
9.75%
9.11%
41
Fidelity Mid-Cap Stock FundMid Cap Blend EquitiesMar 29, 19940.85%
5.92%
12.12%
1.73%
65
Federated Hermes Mid Cap Index FundMid Cap Blend EquitiesNov 5, 19920.57%
3.37%
10.19%
10.32%
24
FMI Common Stock FundMid Cap Blend EquitiesDec 18, 19811.01%
1.38%
10.53%
13.06%
10

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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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