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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.
NameExpense RatioTTM Yield3yr Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.27%
TTM Yield
2.9%
3yr Sharpe
0.76
YTD Return
1.6%
3yr Return
50.7%
1yr Return
12.1%
Total Assets
$490M
6M Money Flow
$149M
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
0.50%
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
0.95%
TTM Yield
1.3%
3yr Sharpe
0.41
YTD Return
-0.3%
3yr Return
41.5%
1yr Return
8.9%
Total Assets
$669M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
1.12%
TTM Yield
4.5%
3yr Sharpe
0.41
YTD Return
-7.1%
3yr Return
38.5%
1yr Return
7.2%
Total Assets
$161M
6M Money Flow
$46M
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
0.91%
TTM Yield
1.6%
3yr Sharpe
0.39
YTD Return
-4.1%
3yr Return
34.9%
1yr Return
9.4%
Total Assets
$442M
6M Money Flow
-$63M
Mid-Cap Value
Expense Ratio
0.82%
TTM Yield
1.1%
3yr Sharpe
0.39
YTD Return
3.1%
3yr Return
33.3%
1yr Return
16.4%
Total Assets
$49M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
0.9%
3yr Sharpe
0.36
YTD Return
-1.4%
3yr Return
31.2%
1yr Return
10.1%
Total Assets
$178M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
1.11%
TTM Yield
0.3%
3yr Sharpe
0.36
YTD Return
-3.6%
3yr Return
35.8%
1yr Return
7.4%
Total Assets
$322M
6M Money Flow
-$14M
Mid-Cap Value
Expense Ratio
0.61%
TTM Yield
0.9%
3yr Sharpe
0.35
YTD Return
-3.8%
3yr Return
35.3%
1yr Return
9.4%
Total Assets
$1B
6M Money Flow
-$4M
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
1.14%
TTM Yield
1.4%
3yr Sharpe
0.34
YTD Return
-2.8%
3yr Return
34.4%
1yr Return
13.0%
Total Assets
$22M
6M Money Flow
$916K
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
0.00%
TTM Yield
2.0%
3yr Sharpe
0.30
YTD Return
-2.8%
3yr Return
36.5%
1yr Return
-2.3%
Total Assets
$62M
6M Money Flow
-$5M
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
0.25%
TTM Yield
2.6%
3yr Sharpe
0.29
YTD Return
-3.5%
3yr Return
34.9%
1yr Return
16.0%
Total Assets
$23M
6M Money Flow
-$842K
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
0.79%
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
0.99%
TTM Yield
0.2%
3yr Sharpe
0.25
YTD Return
-1.0%
3yr Return
31.4%
1yr Return
8.1%
Total Assets
$956M
6M Money Flow
$39M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
1.9%
3yr Sharpe
0.25
YTD Return
-1.0%
3yr Return
25.9%
1yr Return
8.1%
Total Assets
$566M
6M Money Flow
-$122M
Mid-Cap Value
Expense Ratio
0.72%
TTM Yield
1.2%
3yr Sharpe
0.20
YTD Return
-0.6%
3yr Return
25.6%
1yr Return
8.1%
Total Assets
$29M
6M Money Flow
$6M
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
0.85%
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
0.55%
TTM Yield
1.6%
3yr Sharpe
0.18
YTD Return
-7.2%
3yr Return
22.8%
1yr Return
-1.2%
Total Assets
$2B
6M Money Flow
-$143M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
1.4%
3yr Sharpe
0.18
YTD Return
-4.6%
3yr Return
22.7%
1yr Return
6.0%
Total Assets
$98M
6M Money Flow
-$19M
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
0.60%
TTM Yield
2.4%
3yr Sharpe
0.17
YTD Return
-3.7%
3yr Return
24.7%
1yr Return
14.4%
Total Assets
$69M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
0.9%
3yr Sharpe
0.17
YTD Return
-8.2%
3yr Return
24.6%
1yr Return
-1.1%
Total Assets
$522M
6M Money Flow
-$8M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
1.5%
3yr Sharpe
0.17
YTD Return
-4.7%
3yr Return
24.1%
1yr Return
4.4%
Total Assets
$114M
6M Money Flow
-$9M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
2.3%
3yr Sharpe
0.17
YTD Return
-0.9%
3yr Return
21.7%
1yr Return
7.8%
Total Assets
$351M
6M Money Flow
-$75M
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
2.5%
3yr Sharpe
0.16
YTD Return
-2.7%
3yr Return
21.5%
1yr Return
0.6%
Total Assets
$4B
6M Money Flow
-$199M
Mid-Cap Value
Expense Ratio
0.24%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
-6.7%
3yr Return
24.1%
1yr Return
3.6%
Total Assets
$4B
6M Money Flow
-$322M
Mid-Cap Value
Expense Ratio
0.83%
TTM Yield
1.1%
3yr Sharpe
0.16
YTD Return
-7.6%
3yr Return
25.0%
1yr Return
1.9%
Total Assets
$2B
6M Money Flow
-$76M
Mid-Cap Value
Expense Ratio
0.45%
TTM Yield
3.6%
3yr Sharpe
0.16
YTD Return
-7.8%
3yr Return
24.9%
1yr Return
1.1%
Total Assets
$31M
6M Money Flow
-$31M
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
Mid-Cap Value
Expense Ratio
0.30%
TTM Yield
2.4%
3yr Sharpe
0.15
YTD Return
-4.5%
3yr Return
25.3%
1yr Return
4.4%
Total Assets
$34M
6M Money Flow
-$7M
Mid-Cap Value
Expense Ratio
1.02%
TTM Yield
0.7%
3yr Sharpe
0.14
YTD Return
-7.1%
3yr Return
22.0%
1yr Return
1.8%
Total Assets
$1B
6M Money Flow
-$63M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.5%
3yr Sharpe
0.14
YTD Return
-5.7%
3yr Return
22.9%
1yr Return
1.4%
Total Assets
$321M
6M Money Flow
-$31M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
0.9%
3yr Sharpe
0.13
YTD Return
-4.1%
3yr Return
21.8%
1yr Return
3.0%
Total Assets
$20B
6M Money Flow
-$2B
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
0.71%
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