Mid-Cap Blend

The typical mid-cap blend portfolio invests in U.S. stocks of various sizes and styles, giving it a middle-of-the-road profile. Most shy away from high-priced growth stocks, but aren't so price-conscious that they land in value territory. The U.S. mid-cap range for market capitalization typically falls between $1 billion-$8 billion and represents 20% of the total capitalization of the U.S. equity market. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. Morningstar®

#1 Putnam Equity Spectrum Fund (PYSAX)

Performance (1-yr.): 32.00% Expenses: 1.46%
Performance (1-mo.): 2.99% Total Assets: $4.15B
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#2 Vanguard Strategic Equity Fund (VSEQX)

Performance (1-yr.): 32.05% Expenses: 0.29%
Performance (1-mo.): 3.34% Total Assets: $5.22B
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#3 DFA U.S. Core Equity II Fund (DFQTX)

Performance (1-yr.): 26.35% Expenses: 0.22%
Performance (1-mo.): 3.17% Total Assets: $12.23B
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#4 Putnam Capital Spectrum Fund (PVSAX)

Performance (1-yr.): 28.40% Expenses: 1.29%
Performance (1-mo.): 2.45% Total Assets: $8.04B
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#5 DFA T.A. U.S. Core Equity 2 Portfolio (DFTCX)

Performance (1-yr.): 26.21% Expenses: 0.24%
Performance (1-mo.): 3.12% Total Assets: $4.92B
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#5 Wasatch Strategic Income Fund (WASIX)

Performance (1-yr.): 30.30% Expenses: 0.99%
Performance (1-mo.): 2.61% Total Assets: $87.65M
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#7 Longleaf Partners Small Cap Fund (LLSCX)

Performance (1-yr.): 24.00% Expenses: 0.91%
Performance (1-mo.): 2.96% Total Assets: $4.42B
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#8 American Century Legacy Multi Cap Fund (ACMHX)

Performance (1-yr.): 25.33% Expenses: 0.98%
Performance (1-mo.): 2.53% Total Assets: $21.35M
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#9 RS Investors Fund (RSINX)

Performance (1-yr.): 31.33% Expenses: 1.33%
Performance (1-mo.): 3.75% Total Assets: $250.53M
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#10 Vanguard Extended Market Index Fund (VEXMX)

Performance (1-yr.): 26.83% Expenses: 0.24%
Performance (1-mo.): 4.44% Total Assets: $39.15B
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Top Performing Mid-Cap Blend Funds As of 07.03.2014

Marketocracy Masters 100 Fund (MOFQX)

Total Return: 6.39%

Ariel Fund (ARGFX)

Total Return: 5.79%

GuideMark SM Small/Mid Cap Core Fund (GMSMX)

Total Return: 5.68%

Hodges Fund (HDPMX)

Total Return: 36.41%

Columbia Global Infrastructure Fund (RRIAX)

Total Return: 35.13%

Gotham Enhanced Return Fund (GENIX)

Total Return: 34.97%

Putnam Equity Spectrum Fund (PYSAX)

Total Return: 20.63%

RS Investors Fund (RSINX)

Total Return: 20.07%

Hodges Fund (HDPMX)

Total Return: 19.54%

* Annualized