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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 Return ▲1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
0.7%
3yr Sharpe
-0.27
YTD Return
-1.4%
3yr Return
-0.9%
1yr Return
-4.8%
Total Assets
$100M
6M Money Flow
-$26M
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
1.13%
TTM Yield
5.7%
3yr Sharpe
-0.23
YTD Return
3.7%
3yr Return
0.8%
1yr Return
1.7%
Total Assets
$250M
6M Money Flow
-
Mid-Cap Value
Expense Ratio
0.55%
TTM Yield
2.0%
3yr Sharpe
-0.32
YTD Return
5.1%
3yr Return
1.4%
1yr Return
8.2%
Total Assets
$66M
6M Money Flow
-$3M
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
0.94%
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
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
1.00%
TTM Yield
1.1%
3yr Sharpe
-0.20
YTD Return
-2.8%
3yr Return
2.7%
1yr Return
3.5%
Total Assets
$63M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
0.8%
3yr Sharpe
-0.22
YTD Return
-5.4%
3yr Return
3.2%
1yr Return
-1.5%
Total Assets
$51M
6M Money Flow
-$4M
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
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
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.1%
3yr Sharpe
-0.18
YTD Return
-0.7%
3yr Return
4.9%
1yr Return
6.1%
Total Assets
$21K
6M Money Flow
-$4M
Mid-Cap Value
Expense Ratio
1.16%
TTM Yield
0.3%
3yr Sharpe
-0.19
YTD Return
1.0%
3yr Return
5.0%
1yr Return
3.7%
Total Assets
$28M
6M Money Flow
-$20M
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
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
0.35%
TTM Yield
2.8%
3yr Sharpe
-0.15
YTD Return
2.4%
3yr Return
5.7%
1yr Return
3.5%
Total Assets
$5M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
3.4%
3yr Sharpe
-0.10
YTD Return
3.6%
3yr Return
7.3%
1yr Return
6.0%
Total Assets
$32M
6M Money Flow
-$807K
Mid-Cap Value
Expense Ratio
0.86%
TTM Yield
0.8%
3yr Sharpe
-0.13
YTD Return
0.2%
3yr Return
7.3%
1yr Return
2.1%
Total Assets
$553M
6M Money Flow
-$47M
Mid-Cap Value
Expense Ratio
0.45%
TTM Yield
5.5%
3yr Sharpe
-0.11
YTD Return
5.6%
3yr Return
7.3%
1yr Return
15.3%
Total Assets
$658M
6M Money Flow
-$20M
Mid-Cap Value
Expense Ratio
0.77%
TTM Yield
1.2%
3yr Sharpe
-0.12
YTD Return
0.5%
3yr Return
7.4%
1yr Return
3.0%
Total Assets
$132M
6M Money Flow
-$26M
Mid-Cap Value
Expense Ratio
1.13%
TTM Yield
1.5%
3yr Sharpe
-0.12
YTD Return
-1.9%
3yr Return
7.6%
1yr Return
2.5%
Total Assets
$162M
6M Money Flow
-$14M
Mid-Cap Value
Expense Ratio
1.05%
TTM Yield
0.7%
3yr Sharpe
-0.12
YTD Return
1.0%
3yr Return
7.6%
1yr Return
5.1%
Total Assets
$119M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
1.33%
TTM Yield
1.4%
3yr Sharpe
-0.13
YTD Return
4.1%
3yr Return
7.7%
1yr Return
8.7%
Total Assets
$4M
6M Money Flow
-$79K
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
1.47%
TTM Yield
1.0%
3yr Sharpe
-0.11
YTD Return
0.4%
3yr Return
8.1%
1yr Return
2.4%
Total Assets
$16M
6M Money Flow
-$702K
Mid-Cap Value
Expense Ratio
1.00%
TTM Yield
1.2%
3yr Sharpe
-0.08
YTD Return
-4.6%
3yr Return
8.7%
1yr Return
-4.3%
Total Assets
$384M
6M Money Flow
-$36M
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
1.44%
TTM Yield
0.6%
3yr Sharpe
-0.05
YTD Return
-1.4%
3yr Return
8.9%
1yr Return
1.1%
Total Assets
$3M
6M Money Flow
$22K
Mid-Cap Value
Expense Ratio
0.45%
TTM Yield
4.4%
3yr Sharpe
-0.12
YTD Return
1.4%
3yr Return
9.0%
1yr Return
0.4%
Total Assets
$30M
6M Money Flow
$549K
Mid-Cap Value
Expense Ratio
0.59%
TTM Yield
2.2%
3yr Sharpe
-0.11
YTD Return
-4.2%
3yr Return
9.2%
1yr Return
-8.2%
Total Assets
$1B
6M Money Flow
-$51M
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
0.95%
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
1.45%
TTM Yield
0.6%
3yr Sharpe
-0.08
YTD Return
5.8%
3yr Return
9.6%
1yr Return
13.1%
Total Assets
$210M
6M Money Flow
-$17M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.7%
3yr Sharpe
-0.06
YTD Return
-2.6%
3yr Return
10.6%
1yr Return
-5.8%
Total Assets
$133M
6M Money Flow
-$9M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
0.3%
3yr Sharpe
-0.10
YTD Return
1.5%
3yr Return
10.7%
1yr Return
3.1%
Total Assets
$26M
6M Money Flow
-$5M
Mid-Cap Value
Expense Ratio
2.04%
TTM Yield
0.1%
3yr Sharpe
-0.09
YTD Return
-0.2%
3yr Return
10.9%
1yr Return
6.3%
Total Assets
$30M
6M Money Flow
-$7M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.6%
3yr Sharpe
-0.06
YTD Return
1.2%
3yr Return
11.0%
1yr Return
11.0%
Total Assets
$120M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.7%
3yr Sharpe
-0.05
YTD Return
0.1%
3yr Return
11.2%
1yr Return
5.0%
Total Assets
$284M
6M Money Flow
-$22M
Mid-Cap Value
Expense Ratio
0.88%
TTM Yield
1.2%
3yr Sharpe
-0.07
YTD Return
-2.2%
3yr Return
11.3%
1yr Return
1.8%
Total Assets
$390M
6M Money Flow
-$50M
Mid-Cap Value
Expense Ratio
1.19%
TTM Yield
0.9%
3yr Sharpe
-0.06
YTD Return
-1.2%
3yr Return
11.4%
1yr Return
1.7%
Total Assets
$638M
6M Money Flow
-$51M
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
0.70%
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