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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 Return ▼3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
1.45%
TTM Yield
0.6%
3yr Sharpe
0.08
YTD Return
3.7%
3yr Return
17.9%
1yr Return
13.4%
Total Assets
$204M
6M Money Flow
-$20M
Mid-Cap Value
Expense Ratio
0.82%
TTM Yield
1.1%
3yr Sharpe
0.39
YTD Return
3.1%
3yr Return
33.3%
1yr Return
16.4%
Total Assets
$49M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
2.6%
3yr Sharpe
0.30
YTD Return
1.9%
3yr Return
25.9%
1yr Return
13.5%
Total Assets
$682M
6M Money Flow
-$74M
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
0.45%
TTM Yield
5.9%
3yr Sharpe
-0.12
YTD Return
1.0%
3yr Return
7.5%
1yr Return
11.2%
Total Assets
$635M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
0.96%
TTM Yield
2.6%
3yr Sharpe
0.00
YTD Return
1.0%
3yr Return
13.8%
1yr Return
3.3%
Total Assets
$279M
6M Money Flow
-$29M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
3.6%
3yr Sharpe
-0.06
YTD Return
0.3%
3yr Return
10.4%
1yr Return
5.4%
Total Assets
$31M
6M Money Flow
-$584K
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
0.38%
TTM Yield
2.0%
3yr Sharpe
0.13
YTD Return
-0.1%
3yr Return
20.2%
1yr Return
10.5%
Total Assets
$374M
6M Money Flow
-$14M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
0.41
YTD Return
-0.3%
3yr Return
41.5%
1yr Return
8.9%
Total Assets
$669M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
1.13%
TTM Yield
5.9%
3yr Sharpe
-0.22
YTD Return
-0.3%
3yr Return
2.0%
1yr Return
2.5%
Total Assets
$240M
6M Money Flow
-
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
0.35%
TTM Yield
2.7%
3yr Sharpe
0.01
YTD Return
-0.7%
3yr Return
13.8%
1yr Return
5.1%
Total Assets
$20B
6M Money Flow
-$1B
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
0.55%
TTM Yield
2.3%
3yr Sharpe
-0.35
YTD Return
-0.8%
3yr Return
-0.5%
1yr Return
5.4%
Total Assets
$27M
6M Money Flow
-$37M
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
0.18%
TTM Yield
2.3%
3yr Sharpe
0.17
YTD Return
-0.9%
3yr Return
21.7%
1yr Return
7.8%
Total Assets
$351M
6M Money Flow
-$75M
Mid-Cap Value
Expense Ratio
0.83%
TTM Yield
1.6%
3yr Sharpe
0.00
YTD Return
-0.9%
3yr Return
13.3%
1yr Return
4.6%
Total Assets
$959M
6M Money Flow
-$235M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
1.9%
3yr Sharpe
0.25
YTD Return
-1.0%
3yr Return
25.9%
1yr Return
8.1%
Total Assets
$566M
6M Money Flow
-$122M
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
0.35%
TTM Yield
2.9%
3yr Sharpe
-0.15
YTD Return
-1.0%
3yr Return
6.2%
1yr Return
2.2%
Total Assets
$5M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
1.33%
TTM Yield
1.4%
3yr Sharpe
-0.04
YTD Return
-1.1%
3yr Return
10.6%
1yr Return
5.4%
Total Assets
$4M
6M Money Flow
-$31K
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.3%
3yr Sharpe
0.06
YTD Return
-1.3%
3yr Return
18.1%
1yr Return
-2.2%
Total Assets
$11M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
0.8%
3yr Sharpe
0.45
YTD Return
-1.4%
3yr Return
40.6%
1yr Return
13.1%
Total Assets
$569M
6M Money Flow
-$17M
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
0.95%
TTM Yield
0.3%
3yr Sharpe
-0.04
YTD Return
-1.4%
3yr Return
12.1%
1yr Return
3.1%
Total Assets
$25M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.4%
3yr Sharpe
0.05
YTD Return
-1.5%
3yr Return
16.5%
1yr Return
8.6%
Total Assets
$1B
6M Money Flow
-$770M
Mid-Cap Value
Expense Ratio
0.70%
TTM Yield
2.2%
3yr Sharpe
0.07
YTD Return
-2.0%
3yr Return
17.9%
1yr Return
4.8%
Total Assets
$25M
6M Money Flow
-$283K
Mid-Cap Value
Expense Ratio
0.63%
TTM Yield
2.0%
3yr Sharpe
0.02
YTD Return
-2.2%
3yr Return
14.2%
1yr Return
5.3%
Total Assets
$7B
6M Money Flow
-$1B
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
0.15%
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
0.39%
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
0.82%
TTM Yield
0.8%
3yr Sharpe
-
YTD Return
-2.6%
3yr Return
20.1%
1yr Return
0.2%
Total Assets
$23B
6M Money Flow
-$4B
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
2.2%
3yr Sharpe
0.13
YTD Return
-2.6%
3yr Return
20.0%
1yr Return
0.1%
Total Assets
$22B
6M Money Flow
-$3B
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
2.5%
3yr Sharpe
0.16
YTD Return
-2.7%
3yr Return
21.5%
1yr Return
0.6%
Total Assets
$4B
6M Money Flow
-$199M
Mid-Cap Value
Expense Ratio
1.16%
TTM Yield
0.3%
3yr Sharpe
-0.11
YTD Return
-2.7%
3yr Return
8.3%
1yr Return
3.0%
Total Assets
$26M
6M Money Flow
-$21M
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
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
0.00%
TTM Yield
2.0%
3yr Sharpe
0.30
YTD Return
-2.8%
3yr Return
36.5%
1yr Return
-2.3%
Total Assets
$62M
6M Money Flow
-$5M
Mid-Cap Value
Expense Ratio
2.04%
TTM Yield
0.1%
3yr Sharpe
0.02
YTD Return
-2.9%
3yr Return
15.8%
1yr Return
8.9%
Total Assets
$29M
6M Money Flow
-$7M
Mid-Cap Value
Expense Ratio
0.75%
TTM Yield
2.0%
3yr Sharpe
0.03
YTD Return
-3.1%
3yr Return
15.4%
1yr Return
3.1%
Total Assets
$880M
6M Money Flow
-$124M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
2.4%
3yr Sharpe
0.06
YTD Return
-3.1%
3yr Return
17.4%
1yr Return
7.1%
Total Assets
$17B
6M Money Flow
-$132M