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®
#41 Keeley Small-Mid Cap Value Fund (KSMVX)
| Performance (1-yr.): 28.74% | Expenses: 1.39% |
| Performance (1-mo.): 1.15% | Total Assets: $238.3M |
#42 JPMorgan Intrepid Mid Cap Fund (PECAX)
| Performance (1-yr.): 19.68% | Expenses: 1.24% |
| Performance (1-mo.): 1.58% | Total Assets: $516.36M |
#43 JPMorgan Market Expansion Enhanced Index Fund (OMEAX)
| Performance (1-yr.): 18.99% | Expenses: 0.69% |
| Performance (1-mo.): 0.67% | Total Assets: $1.41B |
#43 Keeley Mid Cap Value Fund (KMCVX)
| Performance (1-yr.): 22.12% | Expenses: 1.39% |
| Performance (1-mo.): 0.38% | Total Assets: $65.25M |
#43 Tilson Dividend Fund (TILDX)
| Performance (1-yr.): 17.06% | Expenses: 2.25% |
| Performance (1-mo.): 1.63% | Total Assets: $63.39M |
#46 Fidelity Leveraged Company Stock Fund (FLVCX)
| Performance (1-yr.): 25.78% | Expenses: 0.86% |
| Performance (1-mo.): 0.58% | Total Assets: $4.98B |
#46 Northern Multi-Manager Mid Cap Fund (NMMCX)
| Performance (1-yr.): 13.48% | Expenses: 1.00% |
| Performance (1-mo.): 0.52% | Total Assets: $918.8M |
#48 American Century Legacy Multi Cap Fund (ACMHX)
| Performance (1-yr.): 19.15% | Expenses: 0.96% |
| Performance (1-mo.): 2.14% | Total Assets: $8.75M |
#48 Nationwide Mid Cap Market Index Fund (GMXAX)
| Performance (1-yr.): 18.18% | Expenses: 0.71% |
| Performance (1-mo.): 0.60% | Total Assets: $1.1B |
#50 Keeley All Cap Value Fund (KACVX)
| Performance (1-yr.): 22.19% | Expenses: 1.39% |
| Performance (1-mo.): 0.40% | Total Assets: $100.62M |
