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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
Hennessy Cornerstone Mid Cap 30 Fund Institutional...Mid Cap Blend EquitiesMar 3, 20080.95%
0.41%
12.65%
1.04%
19
Harbor Mid Cap FundMid Cap Blend EquitiesDec 2, 20191.24%
3.98%
2.41%
41
Voya Russell Mid Cap Index PortfolioMid Cap Blend EquitiesMar 10, 20080.40%
1.91%
10.38%
12.95%
23
Voya Index Plus MidCap PortfolioMid Cap Blend EquitiesDec 16, 19970.60%
3.54%
9.79%
7.33%
26
Janus Henderson Contrarian FundMid Cap Blend EquitiesFeb 29, 20000.90%
-3.65%
11.30%
11.52%
14
JPMorgan Mid Cap Equity Fund Class AMid Cap Blend EquitiesNov 2, 20091.14%
0.16%
10.78%
6.15%
20
John Hancock Variable Insurance Trust Mid Cap Inde...Mid Cap Blend EquitiesMay 1, 20000.45%
3.26%
8.56%
24
Jensen Quality Value FundMid Cap Blend EquitiesMar 31, 20101.05%
-2.31%
10.81%
11.47%
3
Johnson Opportunity FundMid Cap Blend EquitiesMay 16, 19941.00%
0.23%
8.71%
4.89%
15
JPMorgan Mid Cap Equity Fund Class R6Mid Cap Blend Equities0.64%
0.28%
11.31%
6.43%
21
Kennedy Capital ESG SMID Cap FundMid Cap Blend EquitiesJun 28, 20190.82%
3.00%
5.08%
36
Kirr Marbach Partners Value FundMid Cap Blend EquitiesDec 31, 19981.45%
3.08%
10.38%
5.14%
61
Longleaf Partners Small-Cap FundMid Cap Blend EquitiesFeb 21, 19890.95%
-2.96%
6.77%
1.21%
6
Miller Opportunity TrustMid Cap Blend EquitiesDec 30, 19991.95%
-5.18%
11.22%
0.00%
53
Lord Abbett Value Opportunities FundMid Cap Blend EquitiesDec 30, 20050.90%
1.72%
7.79%
5.91%
16
Mutual of America Mid-Cap Equity Index FundMid Cap Blend EquitiesNov 29, 20210.16%
3.33%
11.47%
28
BlackRock Advantage SMID Cap Fund, Inc.Mid Cap Blend EquitiesMay 5, 19780.48%
3.97%
11.00%
4.90%
54
ProFunds Mid Cap FundMid Cap Blend EquitiesSep 3, 20011.82%
2.82%
8.42%
0.40%
28
Madison Mid Cap AMid Cap Blend EquitiesFeb 7, 20131.39%
-4.14%
9.70%
3.54%
5
Victory Trivalent International Small-Cap Fund Cla...Mid Cap Blend Equities, Foreign Small & Mid Cap Equities0.97%
4.73%
9.83%
5.77%
93

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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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