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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 SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
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
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
0.60%
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
0.07%
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
0.27%
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
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.3%
3yr Return
-
1yr Return
-
Total Assets
$191M
6M Money Flow
$129M
Mid-Cap Value
Expense Ratio
0.78%
TTM Yield
13.8%
3yr Sharpe
0.08
YTD Return
-5.6%
3yr Return
18.6%
1yr Return
6.4%
Total Assets
$841M
6M Money Flow
$122M
Mid-Cap Value
Expense Ratio
0.06%
TTM Yield
1.9%
3yr Sharpe
0.03
YTD Return
-4.6%
3yr Return
15.8%
1yr Return
5.2%
Total Assets
$941M
6M Money Flow
$108M
Mid-Cap Value
Expense Ratio
0.76%
TTM Yield
1.2%
3yr Sharpe
0.01
YTD Return
-8.4%
3yr Return
14.4%
1yr Return
0.2%
Total Assets
$1B
6M Money Flow
$97M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
-8.5%
3yr Return
-
1yr Return
3.5%
Total Assets
$165M
6M Money Flow
$91M
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
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
0.85%
TTM Yield
1.5%
3yr Sharpe
-0.05
YTD Return
-7.4%
3yr Return
10.4%
1yr Return
1.0%
Total Assets
$372M
6M Money Flow
$39M
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
0.18%
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
0.18%
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
0.06%
TTM Yield
2.6%
3yr Sharpe
0.06
YTD Return
-3.5%
3yr Return
17.1%
1yr Return
5.4%
Total Assets
$642M
6M Money Flow
$30M
Mid-Cap Value
Expense Ratio
1.25%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
3.3%
Total Assets
$54M
6M Money Flow
$22M
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
2.1%
3yr Sharpe
-
YTD Return
-5.9%
3yr Return
-
1yr Return
1.6%
Total Assets
$172M
6M Money Flow
$17M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
0.5%
3yr Sharpe
-0.07
YTD Return
-4.0%
3yr Return
9.9%
1yr Return
3.6%
Total Assets
$757M
6M Money Flow
$15M
Mid-Cap Value
Expense Ratio
0.70%
TTM Yield
0.9%
3yr Sharpe
0.04
YTD Return
-5.1%
3yr Return
15.1%
1yr Return
0.6%
Total Assets
$175M
6M Money Flow
$13M
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
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
0.68%
TTM Yield
1.5%
3yr Sharpe
-0.16
YTD Return
-6.4%
3yr Return
5.4%
1yr Return
1.0%
Total Assets
$193M
6M Money Flow
$10M
Mid-Cap Value
Expense Ratio
0.65%
TTM Yield
9.9%
3yr Sharpe
-
YTD Return
-11.6%
3yr Return
-
1yr Return
-6.0%
Total Assets
$9M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
3.7%
3yr Sharpe
-
YTD Return
-2.8%
3yr Return
-
1yr Return
12.7%
Total Assets
$91M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
-6.4%
3yr Return
-
1yr Return
1.1%
Total Assets
$10M
6M Money Flow
$7M
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
0.72%
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
0.60%
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
0.60%
TTM Yield
0.9%
3yr Sharpe
-
YTD Return
-10.9%
3yr Return
-
1yr Return
2.0%
Total Assets
$60M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
0.09%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-12.6%
3yr Return
-
1yr Return
-
Total Assets
$33M
6M Money Flow
$5M
Mid-Cap Value
Expense Ratio
3.19%
TTM Yield
9.4%
3yr Sharpe
-0.11
YTD Return
-6.6%
3yr Return
7.0%
1yr Return
7.2%
Total Assets
$56M
6M Money Flow
$5M
Mid-Cap Value
Expense Ratio
0.41%
TTM Yield
4.3%
3yr Sharpe
-
YTD Return
-0.7%
3yr Return
-
1yr Return
12.5%
Total Assets
$7M
6M Money Flow
$4M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
-
YTD Return
-10.2%
3yr Return
-
1yr Return
-2.2%
Total Assets
$20M
6M Money Flow
$3M
Mid-Cap Value
Expense Ratio
0.31%
TTM Yield
1.9%
3yr Sharpe
-0.09
YTD Return
-3.8%
3yr Return
8.7%
1yr Return
5.2%
Total Assets
$352M
6M Money Flow
$3M
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
0.85%
TTM Yield
1.2%
3yr Sharpe
0.05
YTD Return
-8.5%
3yr Return
16.5%
1yr Return
0.0%
Total Assets
$32M
6M Money Flow
$1M
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
0.15%
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
0.45%
TTM Yield
4.8%
3yr Sharpe
-0.17
YTD Return
-6.0%
3yr Return
5.0%
1yr Return
-2.5%
Total Assets
$28M
6M Money Flow
$440K
Mid-Cap Value
Expense Ratio
1.44%
TTM Yield
0.6%
3yr Sharpe
-0.06
YTD Return
-3.6%
3yr Return
12.1%
1yr Return
0.9%
Total Assets
$3M
6M Money Flow
$23K