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®

#31 Fidelity® Low-Priced Stock Fund (FLPSX)

Performance (1-yr.): 28.58% Expenses: 0.80%
Performance (1-mo.): 4.37% Total Assets: $48.2B
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#31 SEI Institutional Managed Trust Mid-Cap Fund (SEMCX)

Performance (1-yr.): 31.72% Expenses: 1.03%
Performance (1-mo.): 6.18% Total Assets: $101.02M
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#33 First Investors Opportunity Fund (FIUSX)

Performance (1-yr.): 33.09% Expenses: 1.26%
Performance (1-mo.): 5.52% Total Assets: $838.21M
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#33 Nationwide Mid Cap Market Index Fund (GMXIX)

Performance (1-yr.): 26.25% Expenses: 0.31%
Performance (1-mo.): 4.87% Total Assets: $1.27B
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#33 Shelton Capital Management S&P Midcap Index Fund (SPMIX)

Performance (1-yr.): 26.07% Expenses: 0.58%
Performance (1-mo.): 4.94% Total Assets: $170.35M
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#36 JPMorgan Mid Cap Core Fund (JMRAX)

Performance (1-yr.): 32.04% Expenses: 1.26%
Performance (1-mo.): 6.43% Total Assets: $1.12B
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#37 Ariel Appreciation Fund (CAAPX)

Performance (1-yr.): 31.35% Expenses: 1.13%
Performance (1-mo.): 4.99% Total Assets: $2.1B
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#37 Keeley All Cap Value Fund (KACVX)

Performance (1-yr.): 25.24% Expenses: 1.39%
Performance (1-mo.): 4.63% Total Assets: $122.97M
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#37 Northern Funds Mid Cap Index Fund (NOMIX)

Performance (1-yr.): 26.44% Expenses: 0.16%
Performance (1-mo.): 4.90% Total Assets: $1.3B
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#40 Fenimore Asset Management Trust Equity Income Fund (FAMEX)

Performance (1-yr.): 19.41% Expenses: 1.32%
Performance (1-mo.): 3.91% Total Assets: $146.96M
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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