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®

SEI Institutional Managed Trust Mid-Cap Fund (SEMCX)

Performance (1-yr.): 28.34% Expenses: 1.03%
Performance (1-mo.): 3.48% Total Assets: $106.2M
See all details for SEMCX »

Shelton Capital Management S&P Midcap Index Fund (SPMIX)

Performance (1-yr.): 24.63% Expenses: 0.58%
Performance (1-mo.): 4.10% Total Assets: $178.79M
See all details for SPMIX »

Stewart Capital Mid Cap Fund (SCMFX)

Performance (1-yr.): 25.51% Expenses: 1.21%
Performance (1-mo.): 3.59% Total Assets: $80.47M
See all details for SCMFX »

TDAM U.S. Small-Mid Cap Equity Fund (TDUSX)

Performance (1-yr.): 23.42% Expenses: 1.00%
Performance (1-mo.): 4.52% Total Assets: $7.76M
See all details for TDUSX »

The Texas Fund (TEXCX)

Performance (1-yr.): Expenses: 2.62%
Performance (1-mo.): 4.17% Total Assets: $11.7M
See all details for TEXCX »

T. Rowe Price Extended Equity Market Index Fund (PEXMX)

Performance (1-yr.): 26.94% Expenses: 0.45%
Performance (1-mo.): 4.52% Total Assets: $744.79M
See all details for PEXMX »

USAA Extended Market Index Fund (USMIX)

Performance (1-yr.): 26.13% Expenses: 0.50%
Performance (1-mo.): 4.36% Total Assets: $667.83M
See all details for USMIX »

VALIC Company I Mid Cap Index Fund (VMIDX)

Performance (1-yr.): 24.82% Expenses: 0.38%
Performance (1-mo.): 4.11% Total Assets: $3.29B
See all details for VMIDX »

Vanguard Mid Cap Index Fund (VMCIX)

Performance (1-yr.): 26.24% Expenses: 0.08%
Performance (1-mo.): 2.98% Total Assets: $51.46B
See all details for VMCIX »

Vantagepoint Mid/Small Company Index Fund (VPSIX)

Performance (1-yr.): 25.21% Expenses: 0.42%
Performance (1-mo.): 4.76% Total Assets: $741.35M
See all details for VPSIX »

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