Continue to site >
Trending ETFs

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: 01/29/2025 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: 01/29/2025 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 1/27/25

$277.33

-0.04%

$174.68 B

1.58%

$4.37

22.08%

9.11%

10.79%

10.11%

0.04%

$64.71

-1.06%

$101.32 B

1.65%

$1.07

19.01%

9.65%

11.19%

10.09%

0.05%

$182.55

-0.84%

$51.26 B

1.20%

$2.19

21.87%

12.66%

13.84%

13.38%

0.15%

$91.99

-0.69%

$41.61 B

1.40%

$1.29

20.66%

8.64%

10.41%

9.89%

0.19%

Fidelity Mid Cap Index Fund

FSMDX | Fund | Other

$35.40

-0.06%

$36.34 B

2.16%

$0.77

21.69%

9.09%

10.73%

10.25%

0.03%

$597.49

-0.17%

$25.69 B

1.39%

$8.33

19.89%

10.49%

11.43%

9.85%

-

$52.37

-1.49%

$13.55 B

0.96%

$0.50

28.64%

16.87%

15.09%

-

0.27%

$57.37

-0.19%

$12.72 B

1.45%

$0.83

20.23%

10.73%

11.66%

9.69%

0.03%

$29.20

+0.03%

$12.12 B

1.63%

$0.48

18.57%

8.75%

9.50%

9.52%

0.04%

Vanguard Strategic Equity Fund

VSEQX | Fund | Investor

$38.13

-0.13%

$8.03 B

1.21%

$0.46

23.98%

12.81%

13.55%

10.60%

0.17%

$103.87

-0.16%

$6.39 B

0.74%

$0.76

20.20%

15.52%

16.56%

12.04%

0.31%

$62.98

-0.16%

$4.32 B

1.17%

$0.74

21.40%

9.52%

11.13%

-

0.42%

$110.78

-0.11%

$4.30 B

1.48%

$1.64

20.31%

10.69%

11.58%

10.01%

0.10%

Mid Cap Index Fund

VMIDX | Fund | Other

$29.27

-0.07%

$2.86 B

1.33%

$0.39

19.91%

10.37%

8.82%

3.40%

0.36%

$83.94

-0.21%

$2.60 B

1.36%

$1.14

26.88%

13.87%

-

-

0.09%

MID CAP INDEX FUND

NOMIX | Fund | Other

$21.74

-0.09%

$2.10 B

1.46%

$0.32

20.23%

9.97%

11.36%

10.12%

0.16%

$101.30

-0.19%

$2.05 B

2.11%

$2.14

22.49%

9.79%

-

-

0.07%

Schwab U.S. Mid-Cap Index Fund

SWMCX | Fund | Other

$69.15

-0.73%

$1.79 B

1.37%

$0.94

20.76%

8.80%

10.54%

-

0.04%

$14.26

-0.14%

$1.74 B

1.16%

$0.17

19.72%

8.12%

10.03%

-

-

$82.77

+0.06%

$1.73 B

2.93%

$2.42

16.83%

8.60%

9.61%

-

0.40%

$27.72

+0.43%

$1.63 B

0.11%

$0.03

7.98%

4.13%

5.68%

6.09%

0.97%

$120.97

-0.44%

$1.36 B

1.54%

$1.86

18.90%

10.50%

12.50%

9.96%

0.58%

$56.38

-0.12%

$1.33 B

1.69%

$0.96

18.06%

11.09%

12.62%

-

0.30%

$6.71

-0.30%

$1.17 B

1.58%

$0.11

18.71%

8.63%

10.72%

-

0.12%

$61.86

+0.06%

$867.16 M

2.62%

$1.62

19.79%

7.46%

4.86%

8.31%

0.25%

$64.83

-0.23%

$861.35 M

0.04%

$0.03

15.16%

9.50%

11.20%

9.42%

0.38%

$25.59

+0.24%

$854.42 M

0.00%

-

13.65%

8.10%

10.75%

10.43%

0.88%

Boston Trust SMID Cap Fund

BTSMX | Fund | Other

$25.64

-0.08%

$850.92 M

2.13%

$0.55

13.84%

6.91%

10.31%

10.88%

0.85%

$10.43

-0.76%

$819.18 M

3.96%

$0.41

16.35%

5.66%

8.78%

8.26%

0.72%

FAM Dividend Focus Fund

FAMEX | Fund | Investor

$58.22

-0.29%

$780.03 M

0.14%

$0.08

12.20%

9.44%

10.73%

11.84%

1.22%

Get the lastest fund and ETF news in your inbox each week.

Receive latest news, trending tickers, top stocks increasing dividend this week and more.

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

U.S. Mid-Cap Blend Equity Research