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.): 19.26% |
Expenses: 0.88% |
| Performance (1-mo.): 2.87% |
Total Assets: $39.65B |
| Performance (1-yr.): 18.44% |
Expenses: 0.42% |
| Performance (1-mo.): 0.74% |
Total Assets: $559.32M |
| Performance (1-yr.): 19.27% |
Expenses: 0.44% |
| Performance (1-mo.): 0.49% |
Total Assets: $518.54M |
| Performance (1-yr.): 19.50% |
Expenses: 0.22% |
| Performance (1-mo.): 0.73% |
Total Assets: $8.4B |
| Performance (1-yr.): 20.06% |
Expenses: 0.29% |
| Performance (1-mo.): 0.82% |
Total Assets: $3.82B |
| Performance (1-yr.): 18.45% |
Expenses: 0.28% |
| Performance (1-mo.): 0.60% |
Total Assets: $28.54B |
| Performance (1-yr.): 16.97% |
Expenses: 1.59% |
| Performance (1-mo.): 3.25% |
Total Assets: $265.77M |
| Performance (1-yr.): 17.71% |
Expenses: 0.92% |
| Performance (1-mo.): 0.53% |
Total Assets: $767.38M |
| Performance (1-yr.): 10.48% |
Expenses: 1.06% |
| Performance (1-mo.): 1.43% |
Total Assets: $1.54B |
| Performance (1-yr.): 25.68% |
Expenses: 1.21% |
| Performance (1-mo.): 0.05% |
Total Assets: $159.4M |
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- Top Performing Mid-Cap Blend Funds as of 05.03.2013
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