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®
Dreyfus Opportunistic U.S. Stock Fund (DOSAX)
| Performance (1-yr.): 20.09% | Expenses: 1.20% |
| Performance (1-mo.): 0.49% | Total Assets: $5.45M |
Fidelity Spartan Extended Market Index Fund (FSEMX)
| Performance (1-yr.): 18.30% | Expenses: 0.10% |
| Performance (1-mo.): 0.64% | Total Assets: $9.08B |
Fidelity Spartan Mid Cap Index Fund (FSTPX)
| Performance (1-yr.): 19.04% | Expenses: 0.08% |
| Performance (1-mo.): 1.26% | Total Assets: $246.71M |
Formula Investing U.S. Value 1000 Fund (FVVAX)
| Performance (1-yr.): 15.76% | Expenses: 1.28% |
| Performance (1-mo.): 0.50% | Total Assets: $50.11M |
Formula Investing U.S. Value Select Fund (FNSAX)
| Performance (1-yr.): 16.78% | Expenses: 1.35% |
| Performance (1-mo.): 2.99% | Total Assets: $219.14M |
Great-West Ariel Mid Cap Value Fund (MXMCX)
| Performance (1-yr.): 26.08% | Expenses: 1.10% |
| Performance (1-mo.): 1.39% | Total Assets: $49.86M |
Great-West SP Mid Cap 400® Index Fund (MXMDX)
| Performance (1-yr.): 18.18% | Expenses: 0.60% |
| Performance (1-mo.): 0.56% | Total Assets: $333.76M |
Hartford Small/Mid Cap Equity HLS Fund (HMCSX)
| Performance (1-yr.): 19.36% | Expenses: 0.87% |
| Performance (1-mo.): 0.55% | Total Assets: $143.26M |
Hennessy Cornerstone Mid Cap 30 Fund (HFMDX)
| Performance (1-yr.): 20.78% | Expenses: 1.38% |
| Performance (1-mo.): 0.06% | Total Assets: $209.9M |
ING Index Plus MidCap Portfolio (IPMIX)
| Performance (1-yr.): 18.50% | Expenses: 0.50% |
| Performance (1-mo.): 1.20% | Total Assets: $676.56M |
