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Mid-Cap Valueor search across All Categories

Statistics as of Apr 02, 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 SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▲
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
2.1%
3yr Sharpe
0.06
YTD Return
0.0%
3yr Return
17.5%
1yr Return
0.2%
Total Assets
$22B
6M Money Flow
-$4B
Mid-Cap Value
Expense Ratio
0.82%
TTM Yield
0.8%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
16.5%
1yr Return
-1.6%
Total Assets
$23B
6M Money Flow
-$4B
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
0.9%
3yr Sharpe
0.08
YTD Return
-0.1%
3yr Return
19.8%
1yr Return
2.7%
Total Assets
$21B
6M Money Flow
-$2B
Mid-Cap Value
Expense Ratio
0.63%
TTM Yield
1.9%
3yr Sharpe
0.02
YTD Return
2.5%
3yr Return
14.3%
1yr Return
7.9%
Total Assets
$7B
6M Money Flow
-$1B
Mid-Cap Value
Expense Ratio
0.81%
TTM Yield
1.4%
3yr Sharpe
-0.01
YTD Return
-3.7%
3yr Return
14.3%
1yr Return
-1.1%
Total Assets
$8B
6M Money Flow
-$1B
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.2%
3yr Sharpe
0.05
YTD Return
-0.8%
3yr Return
17.1%
1yr Return
5.5%
Total Assets
$13B
6M Money Flow
-$987M
Mid-Cap Value
Expense Ratio
0.94%
TTM Yield
3.9%
3yr Sharpe
-0.25
YTD Return
-3.4%
3yr Return
2.0%
1yr Return
3.1%
Total Assets
$585M
6M Money Flow
-$964M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.2%
3yr Sharpe
0.04
YTD Return
3.7%
3yr Return
16.8%
1yr Return
9.3%
Total Assets
$1B
6M Money Flow
-$844M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.6%
3yr Sharpe
0.02
YTD Return
3.6%
3yr Return
13.7%
1yr Return
7.5%
Total Assets
$20B
6M Money Flow
-$821M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
1.3%
3yr Sharpe
0.08
YTD Return
-0.9%
3yr Return
17.8%
1yr Return
3.2%
Total Assets
$13B
6M Money Flow
-$508M
Mid-Cap Value
Expense Ratio
0.49%
TTM Yield
1.8%
3yr Sharpe
0.06
YTD Return
-2.4%
3yr Return
16.8%
1yr Return
-3.2%
Total Assets
$23B
6M Money Flow
-$473M
Mid-Cap Value
Expense Ratio
0.42%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-0.4%
3yr Return
24.6%
1yr Return
1.1%
Total Assets
$7B
6M Money Flow
-$419M
Mid-Cap Value
Expense Ratio
0.63%
TTM Yield
1.6%
3yr Sharpe
0.07
YTD Return
-0.6%
3yr Return
18.0%
1yr Return
3.3%
Total Assets
$2B
6M Money Flow
-$396M
Mid-Cap Value
Expense Ratio
0.62%
TTM Yield
1.3%
3yr Sharpe
0.08
YTD Return
-1.3%
3yr Return
18.7%
1yr Return
5.2%
Total Assets
$17B
6M Money Flow
-$263M
Mid-Cap Value
Expense Ratio
0.24%
TTM Yield
1.3%
3yr Sharpe
0.09
YTD Return
-3.2%
3yr Return
19.7%
1yr Return
3.2%
Total Assets
$5B
6M Money Flow
-$262M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
0.9%
3yr Sharpe
-0.03
YTD Return
-5.9%
3yr Return
13.1%
1yr Return
-3.5%
Total Assets
$2B
6M Money Flow
-$262M
Mid-Cap Value
Expense Ratio
1.01%
TTM Yield
1.1%
3yr Sharpe
-0.13
YTD Return
-3.2%
3yr Return
7.8%
1yr Return
-0.8%
Total Assets
$2B
6M Money Flow
-$228M
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
2.4%
3yr Sharpe
0.10
YTD Return
-0.2%
3yr Return
19.0%
1yr Return
0.6%
Total Assets
$4B
6M Money Flow
-$212M
Mid-Cap Value
Expense Ratio
0.77%
TTM Yield
1.1%
3yr Sharpe
0.03
YTD Return
-3.6%
3yr Return
16.3%
1yr Return
3.0%
Total Assets
$4B
6M Money Flow
-$207M
Mid-Cap Value
Expense Ratio
0.83%
TTM Yield
1.5%
3yr Sharpe
-0.04
YTD Return
3.0%
3yr Return
12.1%
1yr Return
5.2%
Total Assets
$1B
6M Money Flow
-$178M
Mid-Cap Value
Expense Ratio
0.83%
TTM Yield
1.8%
3yr Sharpe
0.05
YTD Return
0.6%
3yr Return
18.0%
1yr Return
4.2%
Total Assets
$936M
6M Money Flow
-$157M
Mid-Cap Value
Expense Ratio
1.15%
TTM Yield
0.8%
3yr Sharpe
-0.02
YTD Return
-1.5%
3yr Return
13.7%
1yr Return
3.4%
Total Assets
$2B
6M Money Flow
-$134M
Mid-Cap Value
Expense Ratio
1.00%
TTM Yield
1.8%
3yr Sharpe
-0.08
YTD Return
0.5%
3yr Return
8.8%
1yr Return
3.3%
Total Assets
$617M
6M Money Flow
-$126M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.5%
3yr Return
14.4%
1yr Return
3.6%
Total Assets
$2B
6M Money Flow
-$123M
Mid-Cap Value
Expense Ratio
0.75%
TTM Yield
1.9%
3yr Sharpe
0.00
YTD Return
0.5%
3yr Return
14.0%
1yr Return
4.4%
Total Assets
$920M
6M Money Flow
-$119M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
1.9%
3yr Sharpe
0.18
YTD Return
2.4%
3yr Return
22.8%
1yr Return
6.7%
Total Assets
$583M
6M Money Flow
-$117M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
1.1%
3yr Sharpe
-0.25
YTD Return
-3.5%
3yr Return
0.1%
1yr Return
0.4%
Total Assets
$1B
6M Money Flow
-$116M
Mid-Cap Value
Expense Ratio
1.14%
TTM Yield
0.5%
3yr Sharpe
-0.21
YTD Return
-5.5%
3yr Return
1.8%
1yr Return
-1.5%
Total Assets
$862M
6M Money Flow
-$93M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.1%
3yr Sharpe
0.02
YTD Return
1.6%
3yr Return
14.5%
1yr Return
1.0%
Total Assets
$542M
6M Money Flow
-$92M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
2.5%
3yr Sharpe
0.26
YTD Return
4.5%
3yr Return
23.8%
1yr Return
12.1%
Total Assets
$705M
6M Money Flow
-$84M
Mid-Cap Value
Expense Ratio
0.55%
TTM Yield
1.5%
3yr Sharpe
0.20
YTD Return
-2.1%
3yr Return
23.9%
1yr Return
0.2%
Total Assets
$2B
6M Money Flow
-$83M
Mid-Cap Value
Expense Ratio
0.91%
TTM Yield
1.5%
3yr Sharpe
0.34
YTD Return
0.8%
3yr Return
31.5%
1yr Return
12.2%
Total Assets
$459M
6M Money Flow
-$76M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
0.8%
3yr Sharpe
-0.08
YTD Return
-0.3%
3yr Return
9.5%
1yr Return
0.6%
Total Assets
$1B
6M Money Flow
-$74M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
2.3%
3yr Sharpe
0.03
YTD Return
0.8%
3yr Return
16.0%
1yr Return
8.1%
Total Assets
$31B
6M Money Flow
-$72M
Mid-Cap Value
Expense Ratio
1.74%
TTM Yield
0.1%
3yr Sharpe
-0.04
YTD Return
-7.3%
3yr Return
11.4%
1yr Return
6.7%
Total Assets
$1B
6M Money Flow
-$70M
Mid-Cap Value
Expense Ratio
0.71%
TTM Yield
1.6%
3yr Sharpe
0.16
YTD Return
-1.9%
3yr Return
23.5%
1yr Return
4.3%
Total Assets
$15B
6M Money Flow
-$69M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
1.0%
3yr Sharpe
0.12
YTD Return
-2.7%
3yr Return
23.3%
1yr Return
1.9%
Total Assets
$2B
6M Money Flow
-$67M
Mid-Cap Value
Expense Ratio
0.53%
TTM Yield
4.3%
3yr Sharpe
-0.02
YTD Return
2.4%
3yr Return
12.0%
1yr Return
10.9%
Total Assets
$1B
6M Money Flow
-$65M
Mid-Cap Value
Expense Ratio
1.02%
TTM Yield
0.6%
3yr Sharpe
0.08
YTD Return
-2.3%
3yr Return
19.1%
1yr Return
2.7%
Total Assets
$1B
6M Money Flow
-$63M
Mid-Cap Value
Expense Ratio
1.00%
TTM Yield
0.5%
3yr Sharpe
-0.24
YTD Return
-4.9%
3yr Return
2.1%
1yr Return
-3.0%
Total Assets
$1B
6M Money Flow
-$63M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
2.3%
3yr Sharpe
0.03
YTD Return
0.8%
3yr Return
15.6%
1yr Return
8.0%
Total Assets
$17B
6M Money Flow
-$60M
Mid-Cap Value
Expense Ratio
1.04%
TTM Yield
2.4%
3yr Sharpe
-0.17
YTD Return
-4.6%
3yr Return
4.6%
1yr Return
2.2%
Total Assets
$120M
6M Money Flow
-$53M