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®

#21 FMI Common Stock Fund (FMIMX)

Performance (1-yr.): 21.96% Expenses: 1.19%
Performance (1-mo.): 0.79% Total Assets: $1.41B
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#22 Northern Funds Mid Cap Index Fund (NOMIX)

Performance (1-yr.): 21.11% Expenses: 0.16%
Performance (1-mo.): 0.35% Total Assets: $1.32B
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#23 Wright Selected Blue Chip Equities Fund (WSBEX)

Performance (1-yr.): 22.80% Expenses: 1.40%
Performance (1-mo.): 0.97% Total Assets: $40.93M
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#24 Frank Value Fund (FRNKX)

Performance (1-yr.): 25.78% Expenses: 1.51%
Performance (1-mo.): 1.24% Total Assets: $49.1M
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#25 Hodges Fund (HDPMX)

Performance (1-yr.): 41.04% Expenses: 1.43%
Performance (1-mo.): 0.97% Total Assets: $416.47M
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#26 Columbia Mid Cap Index Fund (NMPAX)

Performance (1-yr.): 20.97% Expenses: 0.21%
Performance (1-mo.): 0.39% Total Assets: $3.79B
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#27 JPMorgan Intrepid Mid Cap Fund (PECAX)

Performance (1-yr.): 25.93% Expenses: 1.17%
Performance (1-mo.): 0.69% Total Assets: $569.55M
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#27 Vantagepoint Mid/Small Company Index Fund (VPSIX)

Performance (1-yr.): 24.24% Expenses: 0.42%
Performance (1-mo.): 0.39% Total Assets: $742.78M
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#29 Dreyfus Mid Cap Index Fund (PESPX)

Performance (1-yr.): 20.71% Expenses: 0.50%
Performance (1-mo.): 0.32% Total Assets: $3.62B
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#30 Fenimore Asset Management Trust Equity Income Fund (FAMEX)

Performance (1-yr.): 16.16% Expenses: 1.32%
Performance (1-mo.): 1.65% Total Assets: $149.82M
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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