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.): — |
Expenses: 1.50% |
| Performance (1-mo.): — |
Total Assets: $179,161 |
| Performance (1-yr.): 14.76% |
Expenses: 2.10% |
| Performance (1-mo.): 2.34% |
Total Assets: $46.27M |
| Performance (1-yr.): 18.46% |
Expenses: 0.38% |
| Performance (1-mo.): 0.59% |
Total Assets: $2.87B |
| Performance (1-yr.): — |
Expenses: 1.45% |
| Performance (1-mo.): 0.96% |
Total Assets: $3.76M |
| Performance (1-yr.): 19.40% |
Expenses: 1.01% |
| Performance (1-mo.): 1.48% |
Total Assets: $29.17M |
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- Top Performing Mid-Cap Blend Funds as of 05.03.2013
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