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
- 132
- Avg. Expense Ratio
- 0.88%
- Avg. Yield
- 7.70%
- Avg. 1 Year Return
- 24.48%
- Median Risk/Return Score
- 44 / 100
The Best Mid Cap Blend Equities Mutual Funds
131 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.
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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 (92) and GENIX (83).
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 | 92 | — | Jan 2005 | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | |
| The Texas Fund | 81 | — | Sep 2013 | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 76 | — | Aug 2015 |
Best-Performing Mid Cap Blend Equities Mutual funds Over 5 Years
The top Mid Cap Blend Equities Mutual funds is GENIX (17.52%).
Across the lineup, Mid Cap Blend Equities Mutual funds show an average 1-year return of 24.48% and an average 5-year return of 7.99%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Gotham Enhanced Return Fund | 17.52% | — | May 2013 | |
| Hennessy Cornerstone Mid Cap 30 Fund Institutional... | 16.71% | — | Mar 2008 | |
| Hennessy Cornerstone Mid Cap 30 Fund | 16.29% | — | Sep 2003 | |
| Hodges Fund | 16.09% | — | Oct 1992 | |
| Paradigm Select Fund | 14.77% | — | Jan 2005 |
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 0.88%, 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% | 213.90B | Dec 2010 | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 |
Highest-Yield Mid Cap Blend Equities Mutual funds
The top Mid Cap Blend Equities Mutual funds is RYDVX (169.45%).
Across the lineup, Mid Cap Blend Equities Mutual funds show an average dividend yield of 7.70%, 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 | 169.45% | — | May 2004 | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 43.06% | — | Aug 2015 | |
| Voya Russell Mid Cap Index Portfolio | 37.63% | — | Mar 2008 | |
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 36.93% | — | Oct 2008 | |
| Cambiar SMID Fund | 30.07% | — | May 2011 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional 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. FLPSXFSMDX vs. FSMSXFSMAX vs. FXAIXFSMAX vs. FSKAXFSMAX vs. FTIHXFSMAX vs. FMCSXFSMAX vs. VOFZIPX vs. FZROXFZIPX vs. FNILXFZIPX vs. VXFFZIPX vs. FZILXFZIPX vs. VBVEXAX vs. VOOVEXAX vs. VEMAXVEXAX vs. VTIVEXAX vs. VINIXVEXAX vs. VASVXVMCIX vs. VSCIXVMCIX vs. VIIIXVMCIX vs. VFIAXVMCIX vs. FXAIXVMCIX vs. FLPKXVSEQX vs. SCHMVSEQX vs. VFIAXVSEQX vs. FOCKXVSEQX vs. VFMFXVSEQX vs. FCNTXVIEIX vs. VOOVIEIX vs. VEXRXVIEIX vs. VSCIXVIEIX vs. SPYVIEIX vs. AVUVSWMCX vs. SCHMSWMCX vs. SWPPXSWMCX vs. IVOOSWMCX vs. SPMDSWMCX vs. SCHDVEMPX vs. VIIIXVEMPX vs. VMVAXVEMPX vs. VTPSXVEMPX vs. SPYVEMPX vs. VEMIX