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Mid-Cap Valueor search across All Categories

Statistics as of May 01, 2025

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Found total of 171 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
4.3%
3yr Sharpe
0.25
YTD Return
-12.9%
3yr Return
32.7%
1yr Return
-4.7%
Total Assets
$34M
6M Money Flow
-$9M
Mid-Cap Value
Expense Ratio
0.69%
TTM Yield
1.3%
3yr Sharpe
0.10
YTD Return
-5.5%
3yr Return
19.2%
1yr Return
0.6%
Total Assets
$2M
6M Money Flow
-$241K
Mid-Cap Value
Expense Ratio
0.70%
TTM Yield
1.3%
3yr Sharpe
0.04
YTD Return
-4.2%
3yr Return
16.2%
1yr Return
4.8%
Total Assets
$2M
6M Money Flow
-$80K
Mid-Cap Value
Expense Ratio
0.12%
TTM Yield
1.7%
3yr Sharpe
0.48
YTD Return
-4.8%
3yr Return
43.4%
1yr Return
13.3%
Total Assets
$853M
6M Money Flow
$485M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
1.4%
3yr Sharpe
0.11
YTD Return
-5.4%
3yr Return
18.5%
1yr Return
1.5%
Total Assets
$12B
6M Money Flow
-$609M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
5.3%
3yr Sharpe
0.02
YTD Return
-5.8%
3yr Return
15.0%
1yr Return
0.6%
Total Assets
$53M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
1.07%
TTM Yield
0.5%
3yr Sharpe
0.41
YTD Return
-8.2%
3yr Return
43.8%
1yr Return
9.0%
Total Assets
$5B
6M Money Flow
$476M
Mid-Cap Value
Expense Ratio
0.82%
TTM Yield
0.9%
3yr Sharpe
0.04
YTD Return
-7.7%
3yr Return
16.7%
1yr Return
1.1%
Total Assets
$661M
6M Money Flow
-$116M
Mid-Cap Value
Expense Ratio
0.12%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
-4.3%
3yr Return
-
1yr Return
2.9%
Total Assets
$129M
6M Money Flow
-$133K
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
0.8%
3yr Sharpe
0.45
YTD Return
-1.4%
3yr Return
40.6%
1yr Return
13.1%
Total Assets
$569M
6M Money Flow
-$17M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
2.4%
3yr Sharpe
0.06
YTD Return
-3.1%
3yr Return
17.4%
1yr Return
7.1%
Total Assets
$17B
6M Money Flow
-$132M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
2.4%
3yr Sharpe
0.07
YTD Return
-3.2%
3yr Return
17.7%
1yr Return
7.1%
Total Assets
$17B
6M Money Flow
-$132M
Mid-Cap Value
Expense Ratio
0.13%
TTM Yield
2.7%
3yr Sharpe
0.02
YTD Return
-8.3%
3yr Return
15.7%
1yr Return
-1.2%
Total Assets
$597M
6M Money Flow
-$102M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
1.9%
3yr Sharpe
0.33
YTD Return
-5.5%
3yr Return
33.7%
1yr Return
5.0%
Total Assets
$172M
6M Money Flow
$31M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
1.8%
3yr Sharpe
0.35
YTD Return
-4.5%
3yr Return
35.3%
1yr Return
5.5%
Total Assets
$319M
6M Money Flow
$34M
Mid-Cap Value
Expense Ratio
0.42%
TTM Yield
2.1%
3yr Sharpe
0.19
YTD Return
-5.4%
3yr Return
25.5%
1yr Return
0.8%
Total Assets
$6B
6M Money Flow
-$497M
Mid-Cap Value
Expense Ratio
0.71%
TTM Yield
1.7%
3yr Sharpe
0.13
YTD Return
-8.7%
3yr Return
22.2%
1yr Return
0.6%
Total Assets
$14B
6M Money Flow
-$186M
Mid-Cap Value
Expense Ratio
0.55%
TTM Yield
2.3%
3yr Sharpe
-0.35
YTD Return
-0.8%
3yr Return
-0.5%
1yr Return
5.4%
Total Assets
$27M
6M Money Flow
-$37M
Mid-Cap Value
Expense Ratio
0.52%
TTM Yield
2.2%
3yr Sharpe
0.13
YTD Return
-0.9%
3yr Return
20.2%
1yr Return
5.5%
Total Assets
$277M
6M Money Flow
$44M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.9%
3yr Sharpe
-0.15
YTD Return
-1.0%
3yr Return
6.2%
1yr Return
2.2%
Total Assets
$5M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.4%
3yr Sharpe
-0.06
YTD Return
-8.4%
3yr Return
11.2%
1yr Return
0.2%
Total Assets
$25M
6M Money Flow
-$13M
Mid-Cap Value
Expense Ratio
0.46%
TTM Yield
1.8%
3yr Sharpe
0.07
YTD Return
-5.5%
3yr Return
17.6%
1yr Return
4.5%
Total Assets
$2B
6M Money Flow
-$103M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.1%
3yr Sharpe
0.19
YTD Return
-5.9%
3yr Return
26.1%
1yr Return
5.1%
Total Assets
$86M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.86%
TTM Yield
0.8%
3yr Sharpe
-0.09
YTD Return
-4.1%
3yr Return
9.3%
1yr Return
0.9%
Total Assets
$527M
6M Money Flow
-$57M
Mid-Cap Value
Expense Ratio
0.59%
TTM Yield
2.3%
3yr Sharpe
-0.12
YTD Return
-11.0%
3yr Return
6.5%
1yr Return
-9.8%
Total Assets
$919M
6M Money Flow
-$152M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
2.6%
3yr Sharpe
0.30
YTD Return
1.9%
3yr Return
25.9%
1yr Return
13.5%
Total Assets
$682M
6M Money Flow
-$74M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
4.6%
3yr Sharpe
-0.03
YTD Return
-2.2%
3yr Return
12.4%
1yr Return
10.8%
Total Assets
$7B
6M Money Flow
$211M
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
2.1%
3yr Sharpe
0.06
YTD Return
-2.5%
3yr Return
17.3%
1yr Return
6.9%
Total Assets
$50M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
1.13%
TTM Yield
1.5%
3yr Sharpe
-0.06
YTD Return
-6.0%
3yr Return
9.8%
1yr Return
2.4%
Total Assets
$152M
6M Money Flow
-$15M
Mid-Cap Value
Expense Ratio
0.29%
TTM Yield
4.0%
3yr Sharpe
-0.04
YTD Return
-5.0%
3yr Return
11.6%
1yr Return
7.7%
Total Assets
$64M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
0.15%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-2.3%
3yr Return
-
1yr Return
0.9%
Total Assets
$6M
6M Money Flow
$443K
Mid-Cap Value
Expense Ratio
1.01%
TTM Yield
1.2%
3yr Sharpe
-0.04
YTD Return
-6.3%
3yr Return
12.5%
1yr Return
-0.6%
Total Assets
$1B
6M Money Flow
-$199M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.8%
3yr Sharpe
0.28
YTD Return
-4.8%
3yr Return
27.6%
1yr Return
7.7%
Total Assets
$966M
6M Money Flow
$395M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
0.8%
3yr Sharpe
-0.27
YTD Return
-9.2%
3yr Return
-3.1%
1yr Return
-8.7%
Total Assets
$82M
6M Money Flow
-$36M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
0.3%
3yr Sharpe
-0.04
YTD Return
-1.4%
3yr Return
12.1%
1yr Return
3.1%
Total Assets
$25M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.7%
3yr Sharpe
0.01
YTD Return
-0.7%
3yr Return
13.8%
1yr Return
5.1%
Total Assets
$20B
6M Money Flow
-$1B
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
1.3%
3yr Sharpe
0.17
YTD Return
-8.7%
3yr Return
26.3%
1yr Return
-0.4%
Total Assets
$762M
6M Money Flow
-$37M
Mid-Cap Value
Expense Ratio
1.30%
TTM Yield
0.4%
3yr Sharpe
0.07
YTD Return
-5.1%
3yr Return
16.7%
1yr Return
3.0%
Total Assets
$250M
6M Money Flow
-$19M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.4%
3yr Sharpe
0.05
YTD Return
-1.5%
3yr Return
16.5%
1yr Return
8.6%
Total Assets
$1B
6M Money Flow
-$770M
Mid-Cap Value
Expense Ratio
1.05%
TTM Yield
0.8%
3yr Sharpe
-0.14
YTD Return
-5.7%
3yr Return
6.3%
1yr Return
3.0%
Total Assets
$111M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
4.3%
3yr Sharpe
0.11
YTD Return
-3.8%
3yr Return
21.6%
1yr Return
8.6%
Total Assets
$753M
6M Money Flow
-$142M
Mid-Cap Value
Expense Ratio
0.29%
TTM Yield
1.8%
3yr Sharpe
0.15
YTD Return
-7.7%
3yr Return
24.3%
1yr Return
-1.6%
Total Assets
$343M
6M Money Flow
$2M