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®
| Performance (1-yr.): 21.15% |
Expenses: 1.01% |
| Performance (1-mo.): 2.40% |
Total Assets: $785.45M |
| Performance (1-yr.): 19.49% |
Expenses: 0.62% |
| Performance (1-mo.): 0.66% |
Total Assets: $186.03M |
| Performance (1-yr.): 27.40% |
Expenses: 0.92% |
| Performance (1-mo.): 0.68% |
Total Assets: $4.01B |
| Performance (1-yr.): 18.16% |
Expenses: 0.08% |
| Performance (1-mo.): 1.73% |
Total Assets: $38.12B |
| Performance (1-yr.): 17.97% |
Expenses: 1.28% |
| Performance (1-mo.): 0.24% |
Total Assets: $433.01M |
| Performance (1-yr.): 17.10% |
Expenses: 1.04% |
| Performance (1-mo.): 1.55% |
Total Assets: $61.6M |
| Performance (1-yr.): 19.16% |
Expenses: 1.31% |
| Performance (1-mo.): 0.74% |
Total Assets: $84.8M |
| Performance (1-yr.): 18.70% |
Expenses: 0.90% |
| Performance (1-mo.): 0.44% |
Total Assets: $392.98M |
| Performance (1-yr.): 10.35% |
Expenses: 1.20% |
| Performance (1-mo.): 0.38% |
Total Assets: $1.18B |
| Performance (1-yr.): 24.49% |
Expenses: 1.37% |
| Performance (1-mo.): 0.00% |
Total Assets: $377.08M |
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- Top Performing Mid-Cap Blend Funds as of 05.03.2013
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