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®

Private Capital Management Value Fund (VFPAX)

Performance (1-yr.): 26.13% Expenses: 1.25%
Performance (1-mo.): 3.40% Total Assets: $58.48M
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Quantified All-Cap Equity Fund (QACFX)

Performance (1-yr.): Expenses: 1.51%
Performance (1-mo.): 3.56% Total Assets: $8.82M
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Russell US Mid Cap Equity Fund (RMCAX)

Performance (1-yr.): 28.23% Expenses: 1.22%
Performance (1-mo.): 5.65% Total Assets: $182.94M
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SEI Institutional Investments Trust Small/Mid Cap Equity Fund (SSMAX)

Performance (1-yr.): 33.18% Expenses: 0.47%
Performance (1-mo.): 5.15% Total Assets: $1.89B
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SouthernSun U.S. Equity Fund (SSECX)

Performance (1-yr.): 26.88% Expenses: 2.12%
Performance (1-mo.): 4.85% Total Assets: $389.8M
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TDAM U.S. Small-Mid Cap Equity Fund (TDUSX)

Performance (1-yr.): Expenses: 1.00%
Performance (1-mo.): 4.70% Total Assets: $6.47M
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VALIC Company I Mid Cap Index Fund (VMIDX)

Performance (1-yr.): 26.21% Expenses: 0.38%
Performance (1-mo.): 4.85% Total Assets: $3.22B
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Westwood SMidCap Plus Fund (WHGPX)

Performance (1-yr.): 29.58% Expenses: 1.00%
Performance (1-mo.): 6.48% Total Assets: $93.26M
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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