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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
Meridian Contrarian FundMid Cap Blend EquitiesFeb 10, 19941.12%
2.01%
12.28%
12.56%
55
Great-West S&P Mid Cap 400 Index FundMid Cap Blend EquitiesJan 20, 20110.55%
3.23%
9.41%
6.45%
31
Neuberger Berman U.S. Equity Impact FundMid Cap Blend EquitiesMar 22, 20210.90%38.25%
Columbia Mid Cap Index FundMid Cap Blend EquitiesMar 31, 20000.20%
3.31%
9.91%
9.04%
34
Northern Mid Cap Index FundMid Cap Blend EquitiesMar 22, 20050.10%
3.37%
10.41%
6.71%
30
Invesco Main Street Mid Cap FundMid Cap Blend EquitiesAug 2, 19990.81%
-1.05%
9.52%
8.08%
20
Parnassus Mid Cap FundMid Cap Blend EquitiesApr 29, 20050.96%
-1.38%
8.51%
10.39%
28
Principal MidCap Fund Class AMid Cap Blend EquitiesJun 28, 20050.91%
-11.05%
11.46%
6.87%
1
BNY Mellon MidCap Index FundMid Cap Blend EquitiesJun 29, 19980.50%
3.23%
10.24%
11.86%
33
Paradigm Select FundMid Cap Blend EquitiesJan 3, 20051.16%
15.20%
14.62%
0.12%
87
Principal MidCap S&P 400 Index FundMid Cap Blend EquitiesDec 6, 20000.73%
3.22%
11.22%
7.94%
33
Prospector Opportunity FundMid Cap Blend EquitiesSep 28, 20071.35%65.42%
PGIM Quant Solutions Mid-Cap Core Equity FundMid Cap Blend EquitiesNov 17, 20160.81%
3.25%
3.42%
33
Quantified Common Ground FundMid Cap Blend EquitiesDec 26, 20191.68%
6.59%
0.65%
24
Schwartz Value Focused FundMid Cap Blend EquitiesDec 30, 19831.26%0.00%
Victory RS Investors FundMid Cap Blend EquitiesNov 15, 20051.33%
0.24%
10.04%
4.45%
11
Royce Dividend Value FundMid Cap Blend EquitiesMay 3, 20041.34%
4.18%
-1.47%
0.96%
0
ClearBridge Mid Cap FundMid Cap Blend EquitiesSep 1, 19981.13%
-2.10%
7.44%
9.11%
13
Allspring Common Stock FundMid Cap Blend EquitiesNov 30, 20001.25%
-2.21%
9.41%
4.52%
12
SEI Institutional Managed Trust Mid-Cap FundMid Cap Blend EquitiesFeb 16, 19930.98%
3.34%
9.91%
21.65%
39

Rows per page

81–100 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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