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 Vanguard Strategic Equity Fund (VSEQX)

Performance (1-yr.): 35.46% Expenses: 0.29%
Performance (1-mo.): 6.02% Total Assets: $5.02B
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#2 Putnam Capital Spectrum Fund (PVSAX)

Performance (1-yr.): 36.92% Expenses: 1.29%
Performance (1-mo.): 3.65% Total Assets: $6.41B
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#2 Wasatch Strategic Income Fund (WASIX)

Performance (1-yr.): 26.56% Expenses: 0.99%
Performance (1-mo.): 4.54% Total Assets: $72.64M
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#4 American Century Legacy Multi Cap Fund (ACMHX)

Performance (1-yr.): 29.86% Expenses: 0.98%
Performance (1-mo.): 5.01% Total Assets: $13.61M
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#5 Fidelity® Mid Cap Enhanced Index Fund (FMEIX)

Performance (1-yr.): 30.97% Expenses: 0.62%
Performance (1-mo.): 5.51% Total Assets: $271.72M
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#6 Vanguard Extended Market Index Fund (VEXMX)

Performance (1-yr.): 32.57% Expenses: 0.28%
Performance (1-mo.): 5.39% Total Assets: $38.44B
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#7 First Eagle Fund of America (FEFAX)

Performance (1-yr.): 29.18% Expenses: 1.42%
Performance (1-mo.): 5.55% Total Assets: $2.91B
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#8 RS Investors Fund (RSINX)

Performance (1-yr.): 43.45% Expenses: 1.30%
Performance (1-mo.): 5.70% Total Assets: $155.11M
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#9 T. Rowe Price Extended Equity Market Index Fund (PEXMX)

Performance (1-yr.): 32.31% Expenses: 0.44%
Performance (1-mo.): 5.26% Total Assets: $700.83M
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#10 Jensen Quality Value Fund (JNVIX)

Performance (1-yr.): 32.83% Expenses: 1.10%
Performance (1-mo.): 3.87% Total Assets: $26.58M
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Top Performing Mid-Cap Blend Funds As of 03.05.2014

Hodges Fund (HDPMX)

Total Return: 9.73%

Fidelity Advisor® Event Driven Opportunities Fund (FCHSX)

Total Return: 7.89%

Fidelity® Event Driven Opportunities Fund (FARNX)

Total Return: 7.78%

Hodges Fund (HDPMX)

Total Return: 52.47%

RS Investors Fund (RSINX)

Total Return: 43.45%

Dreyfus Opportunistic U.S. Stock Fund (DOSAX)

Total Return: 40.55%

Putnam Capital Spectrum Fund (PVSAX)

Total Return: 20.16%

RS Investors Fund (RSINX)

Total Return: 18.51%

Vanguard Strategic Equity Fund (VSEQX)

Total Return: 18.24%

* Annualized