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Mid-Cap Valueor search across All Categories

Statistics as of Apr 04, 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 Return ▲Total Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-14.9%
3yr Return
-
1yr Return
-24.2%
Total Assets
$909K
6M Money Flow
-$22K
Mid-Cap Value
Expense Ratio
0.59%
TTM Yield
2.4%
3yr Sharpe
-0.11
YTD Return
-14.7%
3yr Return
-2.5%
1yr Return
-18.1%
Total Assets
$939M
6M Money Flow
-$51M
Mid-Cap Value
Expense Ratio
1.00%
TTM Yield
1.4%
3yr Sharpe
-0.08
YTD Return
-17.6%
3yr Return
-6.1%
1yr Return
-17.1%
Total Assets
$331M
6M Money Flow
-$36M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
0.9%
3yr Sharpe
-0.27
YTD Return
-13.9%
3yr Return
-13.5%
1yr Return
-16.5%
Total Assets
$88M
6M Money Flow
-$26M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
2.0%
3yr Sharpe
-0.06
YTD Return
-13.3%
3yr Return
-1.1%
1yr Return
-15.6%
Total Assets
$118M
6M Money Flow
-$9M
Mid-Cap Value
Expense Ratio
0.65%
TTM Yield
10.1%
3yr Sharpe
-
YTD Return
-15.1%
3yr Return
-
1yr Return
-15.3%
Total Assets
$9M
6M Money Flow
$9M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.2%
3yr Sharpe
0.04
YTD Return
-14.3%
3yr Return
1.9%
1yr Return
-14.2%
Total Assets
$25M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
1.0%
3yr Sharpe
-0.03
YTD Return
-16.9%
3yr Return
0.3%
1yr Return
-14.2%
Total Assets
$2B
6M Money Flow
-$262M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
-
YTD Return
-15.4%
3yr Return
-
1yr Return
-13.9%
Total Assets
$18M
6M Money Flow
$4M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
0.9%
3yr Sharpe
-0.22
YTD Return
-17.3%
3yr Return
-9.7%
1yr Return
-13.5%
Total Assets
$45M
6M Money Flow
-$4M
Mid-Cap Value
Expense Ratio
1.14%
TTM Yield
0.5%
3yr Sharpe
-0.21
YTD Return
-17.1%
3yr Return
-10.5%
1yr Return
-13.4%
Total Assets
$757M
6M Money Flow
-$93M
Mid-Cap Value
Expense Ratio
0.65%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
-12.6%
3yr Return
-
1yr Return
-13.3%
Total Assets
$1M
6M Money Flow
-$73
Mid-Cap Value
Expense Ratio
1.27%
TTM Yield
1.1%
3yr Sharpe
0.00
YTD Return
-9.3%
3yr Return
3.2%
1yr Return
-13.3%
Total Assets
$119M
6M Money Flow
-$12M
Mid-Cap Value
Expense Ratio
0.49%
TTM Yield
2.1%
3yr Sharpe
0.06
YTD Return
-12.7%
3yr Return
4.2%
1yr Return
-12.9%
Total Assets
$21B
6M Money Flow
-$473M
Mid-Cap Value
Expense Ratio
1.01%
TTM Yield
1.3%
3yr Sharpe
-0.13
YTD Return
-15.5%
3yr Return
-5.7%
1yr Return
-12.8%
Total Assets
$1B
6M Money Flow
-$228M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.5%
3yr Sharpe
0.07
YTD Return
-7.2%
3yr Return
5.3%
1yr Return
-12.7%
Total Assets
$10M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.70%
TTM Yield
2.1%
3yr Sharpe
0.01
YTD Return
-15.1%
3yr Return
3.2%
1yr Return
-12.2%
Total Assets
$184M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.20
YTD Return
-11.0%
3yr Return
10.7%
1yr Return
-11.9%
Total Assets
$56M
6M Money Flow
-$5M
Mid-Cap Value
Expense Ratio
0.81%
TTM Yield
1.5%
3yr Sharpe
-0.01
YTD Return
-14.6%
3yr Return
1.5%
1yr Return
-11.9%
Total Assets
$8B
6M Money Flow
-$1B
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.2%
3yr Sharpe
-0.01
YTD Return
-14.6%
3yr Return
1.4%
1yr Return
-11.9%
Total Assets
$333M
6M Money Flow
-$30M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
4.5%
3yr Sharpe
0.24
YTD Return
-17.1%
3yr Return
15.6%
1yr Return
-11.5%
Total Assets
$32M
6M Money Flow
-$8M
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
1.4%
3yr Sharpe
0.12
YTD Return
-15.0%
3yr Return
10.6%
1yr Return
-11.1%
Total Assets
$732M
6M Money Flow
-$7M
Mid-Cap Value
Expense Ratio
0.13%
TTM Yield
2.9%
3yr Sharpe
0.03
YTD Return
-14.0%
3yr Return
2.3%
1yr Return
-10.9%
Total Assets
$754M
6M Money Flow
$21M
Mid-Cap Value
Expense Ratio
0.29%
TTM Yield
1.9%
3yr Sharpe
0.15
YTD Return
-12.7%
3yr Return
13.0%
1yr Return
-10.8%
Total Assets
$328M
6M Money Flow
$9M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
-11.8%
3yr Return
-
1yr Return
-10.0%
Total Assets
$9M
6M Money Flow
$4M
Mid-Cap Value
Expense Ratio
0.45%
TTM Yield
3.9%
3yr Sharpe
0.12
YTD Return
-14.1%
3yr Return
9.3%
1yr Return
-9.9%
Total Assets
$31M
6M Money Flow
-$31M
Mid-Cap Value
Expense Ratio
1.13%
TTM Yield
6.4%
3yr Sharpe
-0.23
YTD Return
-7.8%
3yr Return
-10.7%
1yr Return
-9.6%
Total Assets
$252M
6M Money Flow
-
Mid-Cap Value
Expense Ratio
0.42%
TTM Yield
2.2%
3yr Sharpe
0.16
YTD Return
-11.3%
3yr Return
11.3%
1yr Return
-9.4%
Total Assets
$6B
6M Money Flow
-$497M
Mid-Cap Value
Expense Ratio
0.83%
TTM Yield
1.2%
3yr Sharpe
0.12
YTD Return
-14.0%
3yr Return
9.2%
1yr Return
-9.3%
Total Assets
$2B
6M Money Flow
-$67M
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
2.3%
3yr Sharpe
0.06
YTD Return
-9.8%
3yr Return
5.8%
1yr Return
-9.2%
Total Assets
$22B
6M Money Flow
-$4B
Mid-Cap Value
Expense Ratio
0.82%
TTM Yield
0.9%
3yr Sharpe
-
YTD Return
-9.8%
3yr Return
5.9%
1yr Return
-9.2%
Total Assets
$23B
6M Money Flow
-$4B
Mid-Cap Value
Expense Ratio
0.64%
TTM Yield
2.2%
3yr Sharpe
-0.01
YTD Return
-12.7%
3yr Return
2.1%
1yr Return
-9.2%
Total Assets
$108M
6M Money Flow
-$14M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
0.9%
3yr Sharpe
0.10
YTD Return
-11.7%
3yr Return
9.0%
1yr Return
-9.1%
Total Assets
$543M
6M Money Flow
-$4M
Mid-Cap Value
Expense Ratio
0.45%
TTM Yield
5.0%
3yr Sharpe
-0.12
YTD Return
-9.0%
3yr Return
-1.9%
1yr Return
-9.1%
Total Assets
$27M
6M Money Flow
$549K
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
2.7%
3yr Sharpe
0.10
YTD Return
-9.9%
3yr Return
7.1%
1yr Return
-8.8%
Total Assets
$4B
6M Money Flow
-$212M
Mid-Cap Value
Expense Ratio
0.55%
TTM Yield
104.7%
3yr Sharpe
-0.03
YTD Return
-11.9%
3yr Return
1.2%
1yr Return
-8.8%
Total Assets
$8M
6M Money Flow
-$1M
Mid-Cap Value
Expense Ratio
0.88%
TTM Yield
1.4%
3yr Sharpe
-0.07
YTD Return
-13.0%
3yr Return
-0.5%
1yr Return
-8.8%
Total Assets
$350M
6M Money Flow
-$50M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.5%
3yr Sharpe
-0.03
YTD Return
-13.2%
3yr Return
1.3%
1yr Return
-8.6%
Total Assets
$24M
6M Money Flow
-$13M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
1.8%
3yr Sharpe
0.08
YTD Return
-13.1%
3yr Return
6.5%
1yr Return
-8.6%
Total Assets
$1B
6M Money Flow
$17M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.6%
3yr Sharpe
0.12
YTD Return
-11.6%
3yr Return
10.1%
1yr Return
-8.4%
Total Assets
$300M
6M Money Flow
-$34M
Mid-Cap Value
Expense Ratio
0.55%
TTM Yield
1.7%
3yr Sharpe
0.20
YTD Return
-11.4%
3yr Return
12.3%
1yr Return
-8.3%
Total Assets
$2B
6M Money Flow
-$83M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
-14.3%
3yr Return
-
1yr Return
-8.3%
Total Assets
$1M
6M Money Flow
-$12K