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 Stratton Mid Cap Value Fund (STRGX)

Performance (1-yr.): 28.46% Expenses: 1.16%
Performance (1-mo.): 1.67% Total Assets: $107.64M
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#32 Ariel Fund (ARGFX)

Performance (1-yr.): 29.50% Expenses: 1.03%
Performance (1-mo.): 5.79% Total Assets: $2.13B
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#33 CRM Mid Cap Value Fund (CRIMX)

Performance (1-yr.): 23.19% Expenses: 0.82%
Performance (1-mo.): 2.43% Total Assets: $2.51B
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#34 Bridgeway Aggressive Investors 1 Fund (BRAGX)

Performance (1-yr.): 32.14% Expenses: 0.74%
Performance (1-mo.): 3.07% Total Assets: $259.55M
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#35 Westwood SMidCap Fund (WHGMX)

Performance (1-yr.): 26.82% Expenses: 0.96%
Performance (1-mo.): 3.20% Total Assets: $566.08M
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#36 Scout Mid Cap Fund (UMBMX)

Performance (1-yr.): 25.75% Expenses: 1.07%
Performance (1-mo.): 3.58% Total Assets: $2.54B
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#37 Thrivent Mid Cap Stock Fund (AASCX)

Performance (1-yr.): 30.81% Expenses: 1.15%
Performance (1-mo.): 5.06% Total Assets: $1.03B
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#38 Dreyfus Active MidCap Fund (DNLDX)

Performance (1-yr.): 24.88% Expenses: 1.15%
Performance (1-mo.): 3.18% Total Assets: $484.49M
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#38 Keeley Mid Cap Value Fund (KMCVX)

Performance (1-yr.): 24.74% Expenses: 1.39%
Performance (1-mo.): 3.17% Total Assets: $94.22M
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#38 Principal MidCap S&P 400 Index Fund (PMFNX)

Performance (1-yr.): 24.02% Expenses: 0.92%
Performance (1-mo.): 4.02% Total Assets: $1.11B
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Top Performing Mid-Cap Blend Funds As of 07.03.2014

Marketocracy Masters 100 Fund (MOFQX)

Total Return: 6.39%

Ariel Fund (ARGFX)

Total Return: 5.79%

GuideMark SM Small/Mid Cap Core Fund (GMSMX)

Total Return: 5.68%

Hodges Fund (HDPMX)

Total Return: 36.41%

Columbia Global Infrastructure Fund (RRIAX)

Total Return: 35.13%

Gotham Enhanced Return Fund (GENIX)

Total Return: 34.97%

Putnam Equity Spectrum Fund (PYSAX)

Total Return: 20.63%

RS Investors Fund (RSINX)

Total Return: 20.07%

Hodges Fund (HDPMX)

Total Return: 19.54%

* Annualized