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®
#30 Dreyfus Mid Cap Index Fund (PESPX)
| Performance (1-yr.): 29.18% | Expenses: 0.50% |
| Performance (1-mo.): 2.22% | Total Assets: $3.08B |
#32 Nuveen Mid Cap Index Fund (FDXAX)
| Performance (1-yr.): 29.11% | Expenses: 0.76% |
| Performance (1-mo.): 2.23% | Total Assets: $519.58M |
#33 Keeley Mid Cap Value Fund (KMCVX)
| Performance (1-yr.): 33.93% | Expenses: 1.39% |
| Performance (1-mo.): 2.80% | Total Assets: $67.15M |
#34 Weitz Series Fund Hickory Portfolio (WEHIX)
| Performance (1-yr.): 25.96% | Expenses: 1.28% |
| Performance (1-mo.): 2.93% | Total Assets: $449.06M |
#35 Federated Mid Cap Index Fund (FMDCX)
| Performance (1-yr.): 29.49% | Expenses: 0.55% |
| Performance (1-mo.): 2.21% | Total Assets: $1.15B |
#36 CRM Mid Cap Value Fund (CRIMX)
| Performance (1-yr.): 27.57% | Expenses: 0.82% |
| Performance (1-mo.): 4.30% | Total Assets: $3.02B |
#36 DFA U.S. Social Core Equity 2 Portfolio (DFUEX)
| Performance (1-yr.): 32.80% | Expenses: 0.33% |
| Performance (1-mo.): 3.95% | Total Assets: $347.23M |
#36 Dreyfus Structured Mid Cap Fund (DPSAX)
| Performance (1-yr.): 33.07% | Expenses: 1.25% |
| Performance (1-mo.): 2.25% | Total Assets: $91.65M |
#39 American Century Legacy Multi Cap Fund (ACMHX)
| Performance (1-yr.): 30.10% | Expenses: 0.96% |
| Performance (1-mo.): 2.69% | Total Assets: $9.01M |
#40 Hartford Small/Mid Cap Equity Fund (HSMAX)
| Performance (1-yr.): 30.46% | Expenses: 1.30% |
| Performance (1-mo.): 2.38% | Total Assets: $66.54M |
