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.): 19.00% Expenses: 1.25%
Performance (1-mo.): 1.10% Total Assets: $57.7M
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Quantified All-Cap Equity Fund (QACFX)

Performance (1-yr.): Expenses: 1.51%
Performance (1-mo.): 0.88% Total Assets: $21.67M
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Russell US Mid Cap Equity Fund (RMCAX)

Performance (1-yr.): 23.12% Expenses: 1.22%
Performance (1-mo.): 0.71% Total Assets: $183.34M
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SEI Institutional Investments Trust Small/Mid Cap Equity Fund (SSMAX)

Performance (1-yr.): 26.40% Expenses: 0.47%
Performance (1-mo.): 0.80% Total Assets: $1.86B
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TDAM U.S. Small-Mid Cap Equity Fund (TDUSX)

Performance (1-yr.): Expenses: 1.00%
Performance (1-mo.): 0.35% Total Assets: $6.46M
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VALIC Company I Mid Cap Index Fund (VMIDX)

Performance (1-yr.): 20.92% Expenses: 0.38%
Performance (1-mo.): 0.37% Total Assets: $3.22B
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Westwood SMidCap Plus Fund (WHGPX)

Performance (1-yr.): 24.47% Expenses: 1.00%
Performance (1-mo.): 0.07% Total Assets: $97.93M
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Top Performing Mid-Cap Blend Funds As of 04.22.2014

Gotham Enhanced Return Fund (GENIX)

Total Return: 3.22%

Invesco Endeavor Fund (ATDAX)

Total Return: 2.67%

SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX)

Total Return: 2.29%

Hodges Fund (HDPMX)

Total Return: 41.04%

RS Investors Fund (RSINX)

Total Return: 36.22%

Dreyfus Opportunistic U.S. Stock Fund (DOSAX)

Total Return: 34.69%

Putnam Capital Spectrum Fund (PVSAX)

Total Return: 19.47%

RS Investors Fund (RSINX)

Total Return: 18.39%

Vanguard Strategic Equity Fund (VSEQX)

Total Return: 17.18%

* Annualized