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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
Virtus KAR Small-Mid Cap Value FundMid Cap Blend EquitiesAug 2, 20210.94%
-2.89%
0.24%
3
Vanguard Mid-Cap Index Fund Institutional SharesMid Cap Blend EquitiesMay 21, 19980.04%
-0.05%
10.73%
1.50%
27
Vanguard Mid-Cap Index Fund Institutional Plus Sha...Mid Cap Blend EquitiesDec 15, 20100.03%
-0.06%
10.74%
1.51%
27
VALIC Company I Mid Cap Index FundMid Cap Blend EquitiesOct 1, 19910.34%
3.16%
8.04%
13.80%
33
Natixis Funds Trust II Vaughan Nelson Mid Cap FundMid Cap Blend EquitiesOct 31, 20080.90%
4.53%
10.14%
43.07%
35
Vanguard Strategic Equity FundMid Cap Blend EquitiesAug 14, 19950.17%
2.83%
11.93%
10.85%
66
Vanguard S&P Mid-Cap 400 Index Fund Institutional ...Mid Cap Blend EquitiesMar 28, 20110.08%
3.38%
10.52%
1.35%
35
Voya Mid Cap Research Enhanced Index FundMid Cap Blend EquitiesFeb 3, 19980.82%
-0.75%
9.20%
29.99%
12
Boston Trust Walden Midcap FundMid Cap Blend EquitiesAug 1, 20110.99%
-2.27%
9.91%
7.40%
7
Boston Trust Walden SMID Cap FundMid Cap Blend EquitiesJun 28, 20121.00%
-4.27%
9.44%
1.72%
3
Westwood Quality SMidCap FundMid Cap Blend EquitiesDec 19, 20050.88%
6.12%
9.40%
4.90%
47
JPMorgan SMID Cap Equity FundMid Cap Blend EquitiesMay 31, 19910.84%
-1.73%
6.65%
7.11%
4

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121–132 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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