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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
0.12%
TTM Yield
1.6%
3yr Sharpe
0.45
YTD Return
0.1%
3yr Return
43.1%
1yr Return
13.4%
Total Assets
$827M
6M Money Flow
$466M
Mid-Cap Value
Expense Ratio
1.07%
TTM Yield
0.4%
3yr Sharpe
0.36
YTD Return
-3.3%
3yr Return
40.9%
1yr Return
12.5%
Total Assets
$5B
6M Money Flow
$452M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.7%
3yr Sharpe
0.27
YTD Return
0.2%
3yr Return
29.0%
1yr Return
11.3%
Total Assets
$944M
6M Money Flow
$352M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
0.2%
3yr Sharpe
0.16
YTD Return
1.4%
3yr Return
26.4%
1yr Return
4.3%
Total Assets
$1B
6M Money Flow
$225M
Mid-Cap Value
Expense Ratio
0.23%
TTM Yield
1.6%
3yr Sharpe
-0.04
YTD Return
-1.0%
3yr Return
11.9%
1yr Return
5.1%
Total Assets
$13B
6M Money Flow
$207M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
4.3%
3yr Sharpe
0.03
YTD Return
3.4%
3yr Return
14.8%
1yr Return
15.4%
Total Assets
$7B
6M Money Flow
$189M
Mid-Cap Value
Expense Ratio
0.41%
TTM Yield
1.4%
3yr Sharpe
0.01
YTD Return
-2.6%
3yr Return
15.6%
1yr Return
2.8%
Total Assets
$9B
6M Money Flow
$168M
Mid-Cap Value
Expense Ratio
0.27%
TTM Yield
2.8%
3yr Sharpe
0.73
YTD Return
5.3%
3yr Return
48.8%
1yr Return
12.0%
Total Assets
$473M
6M Money Flow
$133M
Mid-Cap Value
Expense Ratio
0.78%
TTM Yield
13.2%
3yr Sharpe
0.03
YTD Return
-1.6%
3yr Return
16.1%
1yr Return
6.8%
Total Assets
$862M
6M Money Flow
$126M
Mid-Cap Value
Expense Ratio
0.76%
TTM Yield
1.2%
3yr Sharpe
0.00
YTD Return
-2.5%
3yr Return
14.5%
1yr Return
4.0%
Total Assets
$1B
6M Money Flow
$97M
Mid-Cap Value
Expense Ratio
0.06%
TTM Yield
1.8%
3yr Sharpe
-0.03
YTD Return
-0.8%
3yr Return
12.5%
1yr Return
5.3%
Total Assets
$963M
6M Money Flow
$92M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.4%
3yr Return
-
1yr Return
-
Total Assets
$143M
6M Money Flow
$78M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
3.3%
Total Assets
$148M
6M Money Flow
$75M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.4%
3yr Sharpe
-0.03
YTD Return
-1.1%
3yr Return
12.9%
1yr Return
3.8%
Total Assets
$406M
6M Money Flow
$58M
Mid-Cap Value
Expense Ratio
1.12%
TTM Yield
4.2%
3yr Sharpe
0.49
YTD Return
-1.5%
3yr Return
43.3%
1yr Return
14.0%
Total Assets
$174M
6M Money Flow
$52M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
1.8%
3yr Sharpe
0.27
YTD Return
-1.2%
3yr Return
31.1%
1yr Return
4.6%
Total Assets
$331M
6M Money Flow
$47M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
1.8%
3yr Sharpe
0.27
YTD Return
-1.9%
3yr Return
30.6%
1yr Return
4.5%
Total Assets
$166M
6M Money Flow
$36M
Mid-Cap Value
Expense Ratio
1.25%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
4.8%
3yr Return
-
1yr Return
3.0%
Total Assets
$57M
6M Money Flow
$23M
Mid-Cap Value
Expense Ratio
0.12%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
2.8%
Total Assets
$155M
6M Money Flow
$21M
Mid-Cap Value
Expense Ratio
0.13%
TTM Yield
2.5%
3yr Sharpe
0.03
YTD Return
-1.9%
3yr Return
16.4%
1yr Return
1.1%
Total Assets
$754M
6M Money Flow
$21M
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
-0.7%
3yr Return
-
1yr Return
2.4%
Total Assets
$177M
6M Money Flow
$20M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
1.6%
3yr Sharpe
0.08
YTD Return
-2.0%
3yr Return
19.5%
1yr Return
2.5%
Total Assets
$2B
6M Money Flow
$17M
Mid-Cap Value
Expense Ratio
0.70%
TTM Yield
0.9%
3yr Sharpe
-0.05
YTD Return
-1.0%
3yr Return
11.8%
1yr Return
0.1%
Total Assets
$179M
6M Money Flow
$16M
Mid-Cap Value
Expense Ratio
0.61%
TTM Yield
0.9%
3yr Sharpe
0.26
YTD Return
-0.4%
3yr Return
30.8%
1yr Return
7.8%
Total Assets
$1B
6M Money Flow
$15M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
0.5%
3yr Sharpe
-0.11
YTD Return
-0.2%
3yr Return
9.2%
1yr Return
2.6%
Total Assets
$777M
6M Money Flow
$14M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
0.9%
3yr Sharpe
0.34
YTD Return
2.4%
3yr Return
30.6%
1yr Return
11.5%
Total Assets
$180M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
2.0%
3yr Sharpe
0.00
YTD Return
1.2%
3yr Return
14.8%
1yr Return
5.6%
Total Assets
$50M
6M Money Flow
$12M
Mid-Cap Value
Expense Ratio
0.68%
TTM Yield
1.5%
3yr Sharpe
-0.21
YTD Return
-1.8%
3yr Return
3.6%
1yr Return
4.1%
Total Assets
$204M
6M Money Flow
$11M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
2.3%
3yr Sharpe
0.17
YTD Return
2.6%
3yr Return
25.6%
1yr Return
17.3%
Total Assets
$79M
6M Money Flow
$11M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
0.8%
3yr Sharpe
-
YTD Return
-6.2%
3yr Return
-
1yr Return
3.0%
Total Assets
$66M
6M Money Flow
$11M
Mid-Cap Value
Expense Ratio
0.09%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.6%
3yr Return
-
1yr Return
-
Total Assets
$37M
6M Money Flow
$10M
Mid-Cap Value
Expense Ratio
0.31%
TTM Yield
1.8%
3yr Sharpe
-0.15
YTD Return
-0.6%
3yr Return
5.2%
1yr Return
4.7%
Total Assets
$367M
6M Money Flow
$10M
Mid-Cap Value
Expense Ratio
0.29%
TTM Yield
1.7%
3yr Sharpe
0.15
YTD Return
-2.0%
3yr Return
26.8%
1yr Return
-0.1%
Total Assets
$367M
6M Money Flow
$9M
Mid-Cap Value
Expense Ratio
0.65%
TTM Yield
8.8%
3yr Sharpe
-
YTD Return
-2.7%
3yr Return
-
1yr Return
-2.9%
Total Assets
$10M
6M Money Flow
$9M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.8%
3yr Sharpe
-
YTD Return
0.3%
3yr Return
-
1yr Return
0.3%
Total Assets
$111M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
3.5%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
17.9%
Total Assets
$93M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.72%
TTM Yield
1.1%
3yr Sharpe
0.17
YTD Return
3.5%
3yr Return
24.4%
1yr Return
8.7%
Total Assets
$30M
6M Money Flow
$7M
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
0.7%
3yr Sharpe
0.08
YTD Return
-0.6%
3yr Return
18.8%
1yr Return
4.0%
Total Assets
$2B
6M Money Flow
$7M
Mid-Cap Value
Expense Ratio
0.06%
TTM Yield
2.5%
3yr Sharpe
0.04
YTD Return
1.5%
3yr Return
16.6%
1yr Return
7.4%
Total Assets
$636M
6M Money Flow
$7M
Mid-Cap Value
Expense Ratio
0.29%
TTM Yield
3.7%
3yr Sharpe
0.03
YTD Return
1.6%
3yr Return
15.7%
1yr Return
9.4%
Total Assets
$68M
6M Money Flow
$7M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
2.1%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
2.3%
Total Assets
$10M
6M Money Flow
$4M
Mid-Cap Value
Expense Ratio
3.19%
TTM Yield
8.8%
3yr Sharpe
-0.12
YTD Return
-2.3%
3yr Return
5.1%
1yr Return
10.8%
Total Assets
$58M
6M Money Flow
$4M