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.): 30.15% Expenses: 0.29%
Performance (1-mo.): 0.71% Total Assets: $5.09B
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#2 Fidelity® Mid Cap Enhanced Index Fund (FMEIX)

Performance (1-yr.): 26.15% Expenses: 0.62%
Performance (1-mo.): 0.44% Total Assets: $270.16M
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#3 Vanguard Extended Market Index Fund (VEXMX)

Performance (1-yr.): 25.70% Expenses: 0.28%
Performance (1-mo.): 0.72% Total Assets: $38.33B
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#4 T. Rowe Price Extended Equity Market Index Fund (PEXMX)

Performance (1-yr.): 25.54% Expenses: 0.44%
Performance (1-mo.): 0.63% Total Assets: $740.72M
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#5 American Century Legacy Multi Cap Fund (ACMHX)

Performance (1-yr.): 26.04% Expenses: 0.98%
Performance (1-mo.): 0.74% Total Assets: $13.61M
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#5 Putnam Capital Spectrum Fund (PVSAX)

Performance (1-yr.): 32.65% Expenses: 1.29%
Performance (1-mo.): 0.65% Total Assets: $7.47B
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#7 Wasatch Strategic Income Fund (WASIX)

Performance (1-yr.): 22.49% Expenses: 0.99%
Performance (1-mo.): 0.07% Total Assets: $72.01M
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#8 First Eagle Fund of America (FEFAX)

Performance (1-yr.): 24.15% Expenses: 1.42%
Performance (1-mo.): 0.16% Total Assets: $2.95B
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#9 Bretton Fund (BRTNX)

Performance (1-yr.): 17.98% Expenses: 1.50%
Performance (1-mo.): 1.89% Total Assets: $8.45M
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#10 Pin Oak Equity (POGSX)

Performance (1-yr.): 29.37% Expenses: 1.16%
Performance (1-mo.): 2.10% Total Assets: $85.7M
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Top Performing Mid-Cap Blend Funds As of 04.22.2014

Gotham Enhanced Return Fund (GENIX)

Total Return: 3.22%

Invesco Endeavor Fund (ATDAX)

Total Return: 2.67%

SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX)

Total Return: 2.29%

Hodges Fund (HDPMX)

Total Return: 41.04%

RS Investors Fund (RSINX)

Total Return: 36.22%

Dreyfus Opportunistic U.S. Stock Fund (DOSAX)

Total Return: 34.69%

Putnam Capital Spectrum Fund (PVSAX)

Total Return: 19.47%

RS Investors Fund (RSINX)

Total Return: 18.39%

Vanguard Strategic Equity Fund (VSEQX)

Total Return: 17.18%

* Annualized