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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
Fidelity Mid-Cap Stock K6 FundMid Cap Blend EquitiesJun 13, 20190.52%
5.63%
0.55%
59
Fidelity Advisor Stock Selector Mid Cap Fund Class...Mid Cap Blend EquitiesFeb 1, 20170.67%
5.39%
7.58%
45
Tributary Small/Mid Cap FundMid Cap Blend EquitiesAug 1, 20190.90%
-0.38%
0.61%
5
Fidelity Mid Cap Index FundMid Cap Blend EquitiesSep 8, 20110.03%
1.98%
10.88%
1.08%
36
Fidelity Stock Selector Mid Cap FundMid Cap Blend EquitiesFeb 20, 19960.79%
5.38%
10.41%
0.00%
18
Fuller & Thaler Behavioral Small-Mid Core Equity F...Mid Cap Blend EquitiesDec 26, 20182.69%
7.12%
0.60%
41
Fidelity Advisor Mid Cap II Fund Class ZMid Cap Blend EquitiesAug 13, 20130.61%
6.31%
11.29%
6.63%
60
Fidelity SAI Small-Mid Cap 500 Index FundMid Cap Blend EquitiesAug 12, 20150.05%
10.04%
12.31%
52.49%
64
Fidelity ZERO Extended Market Index FundMid Cap Blend Equities0.00%
2.64%
1.21%
52
Gabelli Value 25 FundMid Cap Blend EquitiesSep 29, 19891.43%
3.39%
7.37%
10.65%
82
Gotham Enhanced Return FundMid Cap Blend EquitiesMay 31, 20131.50%
0.20%
12.38%
2.07%
71
Goldman Sachs Small/Mid Cap Value FundMid Cap Blend EquitiesJan 31, 20140.95%
4.54%
9.07%
5.53%
33
Nationwide Mid Cap Market Index FundMid Cap Blend EquitiesDec 29, 19990.68%
3.28%
8.73%
12.62%
33
Goldman Sachs Mid Cap Value FundMid Cap Blend EquitiesAug 1, 19950.84%
2.88%
11.11%
14.24%
37
Madison Mid Cap FundMid Cap Blend EquitiesJul 21, 19830.95%
-4.10%
10.17%
3.51%
5
Government Street Mid Cap FundMid Cap Blend EquitiesNov 17, 20031.03%
1.78%
12.74%
3.74%
47
Gabelli Focused Growth and Income FundMid Cap Blend EquitiesDec 31, 20021.25%
4.92%
5.98%
4.97%
9
Hodges FundMid Cap Blend EquitiesOct 9, 19921.17%
-0.54%
12.65%
9.55%
51
Monteagle Opportunity Equity FundMid Cap Blend EquitiesJun 10, 19981.71%
3.00%
8.90%
10.61%
34
Hennessy Cornerstone Mid Cap 30 FundMid Cap Blend EquitiesSep 17, 20031.36%
0.30%
12.24%
0.72%
19

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41–60 of 132

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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