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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 Return ▼3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.96%
TTM Yield
2.5%
3yr Sharpe
0.03
YTD Return
7.0%
3yr Return
15.0%
1yr Return
4.8%
Total Assets
$298M
6M Money Flow
-$30M
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
0.45%
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
0.82%
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
0.35%
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
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
0.55%
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
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
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
0.41%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
4.6%
3yr Return
-
1yr Return
15.9%
Total Assets
$3M
6M Money Flow
$574K
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
0.38%
TTM Yield
1.9%
3yr Sharpe
0.10
YTD Return
4.2%
3yr Return
18.5%
1yr Return
12.0%
Total Assets
$387M
6M Money Flow
-$17M
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
0.35%
TTM Yield
2.2%
3yr Sharpe
0.04
YTD Return
3.7%
3yr Return
16.8%
1yr Return
9.3%
Total Assets
$1B
6M Money Flow
-$844M
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
0.35%
TTM Yield
2.6%
3yr Sharpe
0.02
YTD Return
3.6%
3yr Return
13.7%
1yr Return
7.5%
Total Assets
$20B
6M Money Flow
-$821M
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
0.72%
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
0.07%
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
0.95%
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
0.83%
TTM Yield
1.5%
3yr Sharpe
-0.04
YTD Return
3.0%
3yr Return
12.1%
1yr Return
5.2%
Total Assets
$1B
6M Money Flow
-$178M
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
0.15%
TTM Yield
2.8%
3yr Sharpe
-
YTD Return
2.8%
3yr Return
-
1yr Return
3.3%
Total Assets
$5M
6M Money Flow
-$65K
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
0.63%
TTM Yield
1.9%
3yr Sharpe
0.02
YTD Return
2.5%
3yr Return
14.3%
1yr Return
7.9%
Total Assets
$7B
6M Money Flow
-$1B
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
0.18%
TTM Yield
2.2%
3yr Sharpe
0.10
YTD Return
2.4%
3yr Return
18.6%
1yr Return
7.6%
Total Assets
$407M
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
0.85%
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
0.53%
TTM Yield
4.3%
3yr Sharpe
-0.02
YTD Return
2.4%
3yr Return
12.0%
1yr Return
10.9%
Total Assets
$1B
6M Money Flow
-$65M
Mid-Cap Value
Expense Ratio
0.70%
TTM Yield
2.1%
3yr Sharpe
-0.05
YTD Return
2.2%
3yr Return
14.5%
1yr Return
5.2%
Total Assets
$26M
6M Money Flow
$2M
Mid-Cap Value
Expense Ratio
0.44%
TTM Yield
3.2%
3yr Sharpe
-0.02
YTD Return
2.1%
3yr Return
12.9%
1yr Return
6.0%
Total Assets
$20M
6M Money Flow
-$4M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
3.1%
3yr Sharpe
0.09
YTD Return
1.7%
3yr Return
18.8%
1yr Return
5.7%
Total Assets
$835M
6M Money Flow
-$9M
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
0.85%
TTM Yield
1.1%
3yr Sharpe
0.02
YTD Return
1.6%
3yr Return
14.5%
1yr Return
1.0%
Total Assets
$542M
6M Money Flow
-$92M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.3%
3yr Sharpe
-0.05
YTD Return
1.5%
3yr Return
12.0%
1yr Return
5.4%
Total Assets
$785M
6M Money Flow
-$35M
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
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
0.45%
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
0.25%
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
0.99%
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