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
SMDIX	Hartford Schroders US MidCap Opportunities Fund	Mid Cap Blend Equities	Mar 31, 2006	0.89%	4.00%	10.07%	9.48%	40
SPMAX	Saratoga Mid Capitalization Portfolio	Mid Cap Blend Equities	Jun 28, 2002	2.06%	3.87%	8.77%	31.66%	38
SPMIX	Shelton Capital Management S&P Midcap Index Fund	Mid Cap Blend Equities	Apr 20, 1992	0.62%	2.99%	11.94%	5.32%	32
SSEIX	SouthernSun U.S. Equity	Mid Cap Blend Equities	Apr 10, 2012	1.09%	5.95%	8.41%	6.83%	36
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	Aug 12, 2015	0.05%	-0.49%	11.36%	5.12%	45
STRGX	Sterling Capital Stratton Mid Cap Value Fund	Mid Cap Blend Equities	Sep 29, 1972	0.84%	6.36%	9.59%	9.44%	32
SWMCX	Schwab U.S. Mid-Cap Index Fund	Mid Cap Blend Equities	Dec 20, 2017	0.04%	1.95%	—	2.09%	35
TARKX	Tarkio Fund	Mid Cap Blend Equities	Jun 28, 2011	1.00%	5.38%	13.66%	5.22%	82
THPMX	Thompson MidCap Fund	Mid Cap Blend Equities	Mar 31, 2008	1.15%	-0.41%	10.41%	9.52%	52
TLVAX	Timothy Plan Large/Mid Cap Value Fund	Mid Cap Blend Equities	Jul 14, 1999	1.58%	3.82%	9.59%	8.83%	18
TMCPX	Touchstone Mid Cap Fund	Mid Cap Blend Equities	Jan 2, 2003	0.93%	-4.80%	10.53%	2.31%	7
TMSIX	Thrivent Mid Cap Stock Fund Class S	Mid Cap Blend Equities	Jun 30, 1993	0.74%	1.30%	11.57%	12.24%	16
TQSIX	T. Rowe Price QM U.S. Small & Mid-Cap Core Equity ...	Mid Cap Blend Equities	Feb 26, 2016	0.68%	2.25%	11.87%	1.29%	48
TSMDX	Trillium ESG Small/Mid Cap Fund	Mid Cap Blend Equities	Aug 31, 2015	1.36%	-3.67%	7.90%	0.00%	12
UMBMX	Carillon Scout Mid Cap Fund	Mid Cap Blend Equities	Oct 31, 2006	0.95%	5.10%	12.47%	9.79%	67
VEMPX	Vanguard Extended Market Index Fund Institutional ...	Mid Cap Blend Equities	Jan 14, 2011	0.04%	-0.60%	11.02%	1.18%	41
VEXAX	Vanguard Extended Market Index Fund Admiral Shares	Mid Cap Blend Equities	Nov 13, 2000	0.06%	-0.61%	11.00%	1.17%	41
VIEIX	Vanguard Extended Market Index Fund Institutional ...	Mid Cap Blend Equities	Jul 7, 1997	0.05%	-0.61%	11.01%	1.17%	41
VIMAX	Vanguard Mid-Cap Index Fund Admiral Shares	Mid Cap Blend Equities	Nov 12, 2001	0.05%	-0.07%	10.72%	1.49%	27
VIMSX	Vanguard Mid Cap Index Fund	Mid Cap Blend Equities	May 21, 1998	0.17%	-0.09%	10.54%	1.37%	27

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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