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U.S. Mid-Cap Blend Equity

U.S. mid-cap blend mutual funds and ETFs invest in a mix of... U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 billion. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. Growth companies are those firms that are projected to grow at a faster rate than the stock market average, based on measures such as book value, revenue, and earnings per share. Growth companies tend to trade at higher valuations (price-earnings ratios, for example), than so-called value stocks. This is because they are typically valued more for their potential years from now, rather than their current revenue or earnings. Meanwhile, some U.S. mid-cap blend mutual funds and ETFs only invest in mid-sized companies, while others own a range of small, mid, and large cap stocks that overall have a mid-cap profile. They can invest in a range of sectors, but often have significant holdings in consumer discretionary/consumer staples, energy, healthcare, and financial services. U.S. mid-cap blend mutual funds and ETFs that have a greater concentration in value stocks will tend to exhibit less volatility than a fund solely focused on growth stocks. By contrast, funds and ETFs with a greater concentration in growth stocks will tend to exhibit more volatility but offer investors the chance for higher returns. Last Updated: 03/19/2024 View more View less

U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 billion. Value stocks... U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 billion. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. Growth companies are those firms that are projected to grow at a faster rate than the stock market average, based on measures such as book value, revenue, and earnings per share. Growth companies tend to trade at higher valuations (price-earnings ratios, for example), than so-called value stocks. This is because they are typically valued more for their potential years from now, rather than their current revenue or earnings. Meanwhile, some U.S. mid-cap blend mutual funds and ETFs only invest in mid-sized companies, while others own a range of small, mid, and large cap stocks that overall have a mid-cap profile. They can invest in a range of sectors, but often have significant holdings in consumer discretionary/consumer staples, energy, healthcare, and financial services. U.S. mid-cap blend mutual funds and ETFs that have a greater concentration in value stocks will tend to exhibit less volatility than a fund solely focused on growth stocks. By contrast, funds and ETFs with a greater concentration in growth stocks will tend to exhibit more volatility but offer investors the chance for higher returns. Last Updated: 03/19/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 3/15/24

$242.35

-0.11%

$139.19 B

1.95%

$4.73

22.59%

4.63%

10.26%

9.43%

0.04%

$58.47

-0.15%

$70.75 B

8.25%

$4.82

25.20%

5.43%

10.60%

9.41%

0.05%

$161.48

-0.94%

$30.71 B

0.24%

$0.39

37.59%

11.93%

14.54%

12.81%

0.15%

$81.34

-0.16%

$27.37 B

1.67%

$1.36

24.49%

4.66%

10.13%

9.18%

0.19%

Fidelity Mid Cap Index Fund

FSMDX | Fund | Other

$31.36

-0.06%

$27.04 B

2.10%

$0.66

24.66%

4.82%

10.32%

9.46%

0.03%

$534.10

-0.30%

$18.61 B

1.42%

$7.56

25.18%

5.23%

10.42%

9.20%

-

$78.57

-0.10%

$9.48 B

1.73%

$1.36

24.34%

2.55%

8.87%

8.96%

0.04%

$15.65

+0.06%

$7.89 B

1.57%

$0.25

23.45%

2.01%

9.47%

7.71%

0.68%

Vanguard Strategic Equity Fund

VSEQX | Fund | Investor

$36.02

-0.06%

$7.03 B

1.44%

$0.52

27.35%

7.93%

11.52%

9.73%

0.17%

$51.36

-0.16%

$6.80 B

1.46%

$0.75

25.23%

5.42%

10.59%

8.70%

0.03%

$43.36

-0.87%

$3.43 B

0.83%

$0.36

42.10%

11.80%

-

-

0.30%

$55.28

-0.07%

$3.08 B

1.34%

$0.74

23.70%

4.82%

10.72%

-

0.42%

$99.08

-0.22%

$2.95 B

1.79%

$1.78

25.11%

4.67%

10.72%

9.46%

0.10%

Mid Cap Index Fund

VMIDX | Fund | Other

$25.88

-0.08%

$2.82 B

0.00%

-

18.34%

3.22%

6.66%

2.24%

0.36%

MID CAP INDEX FUND

NOMIX | Fund | Other

$21.04

-0.09%

$1.79 B

1.62%

$0.34

25.09%

5.32%

10.51%

9.30%

0.16%

$21.19

-0.09%

$1.74 B

0.00%

-

25.00%

-

-

-

0.14%

$14.33

-0.07%

$1.67 B

2.18%

$0.31

24.62%

4.85%

10.32%

-

0.06%

$14.29

-0.14%

$1.67 B

2.15%

$0.31

24.54%

4.79%

10.26%

-

0.09%

$14.23

-0.07%

$1.67 B

1.92%

$0.27

22.36%

4.00%

9.65%

-

0.36%

$25.56

-0.51%

$1.63 B

0.92%

$0.23

28.95%

-1.23%

4.84%

5.77%

0.97%

$75.80

+0.40%

$1.50 B

3.38%

$2.56

13.62%

5.08%

8.64%

-

0.40%

$6.36

-0.16%

$1.47 B

0.68%

$0.04

25.18%

3.87%

10.27%

-

0.15%

$89.16

+0.00%

$1.43 B

1.90%

$1.69

26.68%

1.75%

-

-

0.07%

$106.65

-0.39%

$1.37 B

0.62%

$0.66

54.70%

12.51%

18.23%

12.95%

0.33%

$12.59

+0.08%

$1.35 B

1.39%

$0.18

23.65%

1.69%

8.92%

-

-

$70.19

-0.64%

$1.14 B

1.43%

$1.01

33.37%

9.75%

-

-

0.09%

Schwab U.S. Mid-Cap Index Fund

SWMCX | Fund | Other

$61.82

-0.08%

$1.11 B

1.42%

$0.88

24.56%

4.79%

10.28%

-

0.04%

$108.30

-0.06%

$1.00 B

1.62%

$1.76

28.64%

5.18%

11.26%

8.94%

0.60%

$55.09

+0.20%

$844.93 M

1.78%

$0.98

11.23%

3.69%

4.28%

8.48%

0.25%

$10.09

+0.10%

$757.65 M

1.30%

$0.13

19.61%

1.98%

8.37%

5.61%

0.72%

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U.S. Mid-Cap Blend Equity In The News

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