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®

#38 Thompson MidCap Fund (THPMX)

Performance (1-yr.): 28.13% Expenses: 1.30%
Performance (1-mo.): 3.73% Total Assets: $39.36M
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#42 RS Value Fund (RSVAX)

Performance (1-yr.): 25.24% Expenses: 1.30%
Performance (1-mo.): 3.96% Total Assets: $1.34B
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#43 Saratoga Mid Capitalization Portfolio (SPMAX)

Performance (1-yr.): 28.53% Expenses: 2.21%
Performance (1-mo.): 2.93% Total Assets: $18.3M
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#44 ClearBridge Mid Cap Core Fund (SBMAX)

Performance (1-yr.): 26.91% Expenses: 1.28%
Performance (1-mo.): 3.20% Total Assets: $1.54B
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#45 Fidelity® Leveraged Company Stock Fund (FLVCX)

Performance (1-yr.): 24.88% Expenses: 0.82%
Performance (1-mo.): 2.73% Total Assets: $5.47B
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#46 Columbia Global Infrastructure Fund (RRIAX)

Performance (1-yr.): 35.13% Expenses: 1.17%
Performance (1-mo.): 2.40% Total Assets: $476.3M
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#47 CRM Small/Mid Cap Value Fund (CRIAX)

Performance (1-yr.): 25.34% Expenses: 0.88%
Performance (1-mo.): 4.01% Total Assets: $1.18B
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#48 Oppenheimer Main Street Mid Cap Fund (OPMSX)

Performance (1-yr.): 27.31% Expenses: 1.10%
Performance (1-mo.): 3.90% Total Assets: $3.93B
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#49 Touchstone Mid Cap Fund (TMAPX)

Performance (1-yr.): 17.80% Expenses: 1.25%
Performance (1-mo.): 2.98% Total Assets: $457.28M
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#50 Ariel Appreciation Fund (CAAPX)

Performance (1-yr.): 25.87% Expenses: 1.13%
Performance (1-mo.): 4.03% Total Assets: $2.03B
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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