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 DFA T.A. U.S. Core Equity 2 Portfolio (DFTCX)

Performance (1-yr.): 28.95% Expenses: 0.24%
Performance (1-mo.): 4.73% Total Assets: $4.48B
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#19 DFA U.S. Core Equity II Fund (DFQTX)

Performance (1-yr.): 29.00% Expenses: 0.22%
Performance (1-mo.): 4.70% Total Assets: $11.08B
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#19 SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX)

Performance (1-yr.): 22.19% Expenses: 1.00%
Performance (1-mo.): 4.38% Total Assets: $951.64M
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#24 Wright Selected Blue Chip Equities Fund (WSBEX)

Performance (1-yr.): 27.70% Expenses: 1.40%
Performance (1-mo.): 4.92% Total Assets: $40.36M
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#25 Vantagepoint Mid/Small Company Index Fund (VPSIX)

Performance (1-yr.): 30.41% Expenses: 0.42%
Performance (1-mo.): 5.03% Total Assets: $737.16M
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#26 Aston/Fairpointe Mid Cap (CHTTX)

Performance (1-yr.): 37.41% Expenses: 1.12%
Performance (1-mo.): 5.91% Total Assets: $5.41B
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#27 JPMorgan Intrepid Mid Cap Fund (PECAX)

Performance (1-yr.): 31.10% Expenses: 1.17%
Performance (1-mo.): 5.31% Total Assets: $633.26M
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#28 Nuveen Mid Cap Index Fund (FIMEX)

Performance (1-yr.): 25.97% Expenses: 0.50%
Performance (1-mo.): 4.85% Total Assets: $656.76M
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#29 Columbia Mid Cap Index Fund (NMPAX)

Performance (1-yr.): 26.25% Expenses: 0.21%
Performance (1-mo.): 4.82% Total Assets: $3.76B
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#29 Dreyfus Mid Cap Index Fund (PESPX)

Performance (1-yr.): 26.05% Expenses: 0.50%
Performance (1-mo.): 4.87% Total Assets: $3.62B
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Top Performing Mid-Cap Blend Funds As of 03.05.2014

Hodges Fund (HDPMX)

Total Return: 9.73%

Fidelity Advisor® Event Driven Opportunities Fund (FCHSX)

Total Return: 7.89%

Fidelity® Event Driven Opportunities Fund (FARNX)

Total Return: 7.78%

Hodges Fund (HDPMX)

Total Return: 52.47%

RS Investors Fund (RSINX)

Total Return: 43.45%

Dreyfus Opportunistic U.S. Stock Fund (DOSAX)

Total Return: 40.55%

Putnam Capital Spectrum Fund (PVSAX)

Total Return: 20.16%

RS Investors Fund (RSINX)

Total Return: 18.51%

Vanguard Strategic Equity Fund (VSEQX)

Total Return: 18.24%

* Annualized