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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
0.27%
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
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
0.12%
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
0.79%
TTM Yield
4.0%
3yr Sharpe
0.24
YTD Return
-5.5%
3yr Return
33.1%
1yr Return
-0.1%
Total Assets
$37M
6M Money Flow
-$8M
Mid-Cap Value
Expense Ratio
1.14%
TTM Yield
1.4%
3yr Sharpe
0.34
YTD Return
-0.6%
3yr Return
33.0%
1yr Return
12.0%
Total Assets
$23M
6M Money Flow
$1M
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
1.11%
TTM Yield
0.3%
3yr Sharpe
0.29
YTD Return
-0.1%
3yr Return
31.2%
1yr Return
6.6%
Total Assets
$332M
6M Money Flow
-$18M
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
0.8%
3yr Sharpe
0.28
YTD Return
-2.1%
3yr Return
31.1%
1yr Return
7.8%
Total Assets
$549M
6M Money Flow
-$32M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
2.5%
3yr Sharpe
0.23
YTD Return
1.4%
3yr Return
31.1%
1yr Return
17.1%
Total Assets
$21M
6M Money Flow
-$551K
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
0.61%
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
0.18%
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
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
0.95%
TTM Yield
1.3%
3yr Sharpe
0.26
YTD Return
3.1%
3yr Return
29.5%
1yr Return
9.6%
Total Assets
$683M
6M Money Flow
-$17M
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
0.29%
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
0.99%
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
0.00%
TTM Yield
1.9%
3yr Sharpe
0.20
YTD Return
1.0%
3yr Return
26.1%
1yr Return
-0.5%
Total Assets
$63M
6M Money Flow
-$5M
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
4.0%
3yr Sharpe
0.19
YTD Return
2.8%
3yr Return
25.7%
1yr Return
13.0%
Total Assets
$786M
6M Money Flow
-$27M
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
0.42%
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
0.30%
TTM Yield
2.2%
3yr Sharpe
0.13
YTD Return
0.7%
3yr Return
24.5%
1yr Return
7.0%
Total Assets
$36M
6M Money Flow
-$7M
Mid-Cap Value
Expense Ratio
0.82%
TTM Yield
1.1%
3yr Sharpe
0.19
YTD Return
5.5%
3yr Return
24.4%
1yr Return
13.5%
Total Assets
$51M
6M Money Flow
-$3M
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
0.39%
TTM Yield
1.2%
3yr Sharpe
0.12
YTD Return
-4.6%
3yr Return
24.2%
1yr Return
-1.2%
Total Assets
$808M
6M Money Flow
-$7M
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
0.20%
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
0.71%
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
0.45%
TTM Yield
3.4%
3yr Sharpe
0.12
YTD Return
-3.0%
3yr Return
23.1%
1yr Return
1.1%
Total Assets
$31M
6M Money Flow
-$31M
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
0.52%
TTM Yield
2.0%
3yr Sharpe
0.17
YTD Return
5.1%
3yr Return
22.8%
1yr Return
8.1%
Total Assets
$257M
6M Money Flow
-$1M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.4%
3yr Sharpe
0.12
YTD Return
-1.1%
3yr Return
22.6%
1yr Return
1.7%
Total Assets
$331M
6M Money Flow
-$34M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
1.3%
3yr Sharpe
0.13
YTD Return
1.3%
3yr Return
22.6%
1yr Return
8.0%
Total Assets
$106M
6M Money Flow
-$18M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
1.5%
3yr Sharpe
0.12
YTD Return
-1.0%
3yr Return
22.2%
1yr Return
5.7%
Total Assets
$120M
6M Money Flow
-$8M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.0%
3yr Sharpe
0.10
YTD Return
-1.3%
3yr Return
22.0%
1yr Return
7.0%
Total Assets
$89M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
0.8%
3yr Sharpe
0.10
YTD Return
-1.3%
3yr Return
22.0%
1yr Return
0.6%
Total Assets
$543M
6M Money Flow
-$4M
Mid-Cap Value
Expense Ratio
0.38%
TTM Yield
2.3%
3yr Sharpe
0.12
YTD Return
-1.0%
3yr Return
22.0%
1yr Return
7.2%
Total Assets
$4B
6M Money Flow
-$40M
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
0.24%
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
0.35%
TTM Yield
2.2%
3yr Sharpe
0.07
YTD Return
5.4%
3yr Return
19.7%
1yr Return
-0.8%
Total Assets
$11M
6M Money Flow
-$3M