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®
Satuit Capital U.S. Smid Cap Fund (SATDX)
| Performance (1-yr.): — | Expenses: 1.50% |
| Performance (1-mo.): — | Total Assets: $179,161 |
SouthernSun U.S. Equity Fund (SSECX)
| Performance (1-yr.): 14.76% | Expenses: 2.10% |
| Performance (1-mo.): 2.34% | Total Assets: $46.27M |
VALIC Company I Mid Cap Index Fund (VMIDX)
| Performance (1-yr.): 18.46% | Expenses: 0.38% |
| Performance (1-mo.): 0.59% | Total Assets: $2.87B |
Virtus Wealth Masters Fund (VWMAX)
| Performance (1-yr.): — | Expenses: 1.45% |
| Performance (1-mo.): 0.96% | Total Assets: $3.76M |
Westwood SMidCap Plus Fund (WHGPX)
| Performance (1-yr.): 19.40% | Expenses: 1.01% |
| Performance (1-mo.): 1.48% | Total Assets: $29.17M |
