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®

#19 Weitz Partners III Opportunity Fund (WPOPX)

Performance (1-yr.): 16.14% Expenses: 1.33%
Performance (1-mo.): 0.97% Total Assets: $977.7M
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#22 SEI Institutional Investments Trust Small/Mid Cap Equity Fund (SSMAX)

Performance (1-yr.): 26.11% Expenses: 0.47%
Performance (1-mo.): 4.75% Total Assets: $1.93B
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#23 American Century Veedot® Fund (AMVIX)

Performance (1-yr.): 24.65% Expenses: 1.27%
Performance (1-mo.): 2.75% Total Assets: $94.29M
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#24 FMI Common Stock Fund (FMIMX)

Performance (1-yr.): 27.45% Expenses: 1.19%
Performance (1-mo.): 3.76% Total Assets: $1.47B
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#24 Transamerica Partners Mid Value Fund (DVMVX)

Performance (1-yr.): 24.10% Expenses: 1.25%
Performance (1-mo.): 3.32% Total Assets: $164.08M
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#26 Fenimore Asset Management Trust Equity Income Fund (FAMEX)

Performance (1-yr.): 19.75% Expenses: 1.29%
Performance (1-mo.): 2.90% Total Assets: $157.01M
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#27 First Investors Opportunity Fund (FIUSX)

Performance (1-yr.): 27.99% Expenses: 1.26%
Performance (1-mo.): 3.94% Total Assets: $882.21M
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#28 Osterweis Fund (OSTFX)

Performance (1-yr.): 23.49% Expenses: 1.01%
Performance (1-mo.): 1.36% Total Assets: $1.24B
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#29 Keeley All Cap Value Fund (KACVX)

Performance (1-yr.): 25.41% Expenses: 1.39%
Performance (1-mo.): 4.35% Total Assets: $130.97M
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#30 Thomas White American Opportunities Fund (TWAOX)

Performance (1-yr.): 29.45% Expenses: 1.34%
Performance (1-mo.): 2.82% Total Assets: $34.09M
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Top Performing Mid-Cap Blend Funds As of 07.03.2014

Marketocracy Masters 100 Fund (MOFQX)

Total Return: 6.39%

Ariel Fund (ARGFX)

Total Return: 5.79%

GuideMark SM Small/Mid Cap Core Fund (GMSMX)

Total Return: 5.68%

Hodges Fund (HDPMX)

Total Return: 36.41%

Columbia Global Infrastructure Fund (RRIAX)

Total Return: 35.13%

Gotham Enhanced Return Fund (GENIX)

Total Return: 34.97%

Putnam Equity Spectrum Fund (PYSAX)

Total Return: 20.63%

RS Investors Fund (RSINX)

Total Return: 20.07%

Hodges Fund (HDPMX)

Total Return: 19.54%

* Annualized