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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 ReturnTotal Assets6M Money Flow ▼
Mid-Cap Value
Expense Ratio
0.12%
TTM Yield
1.8%
3yr Sharpe
0.45
YTD Return
-11.0%
3yr Return
27.0%
1yr Return
1.5%
Total Assets
$760M
6M Money Flow
$466M
Mid-Cap Value
Expense Ratio
1.07%
TTM Yield
0.5%
3yr Sharpe
0.36
YTD Return
-16.5%
3yr Return
22.0%
1yr Return
-2.6%
Total Assets
$4B
6M Money Flow
$452M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.9%
3yr Sharpe
0.27
YTD Return
-9.0%
3yr Return
17.2%
1yr Return
1.6%
Total Assets
$874M
6M Money Flow
$352M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
0.2%
3yr Sharpe
0.16
YTD Return
-11.0%
3yr Return
11.1%
1yr Return
-7.8%
Total Assets
$919M
6M Money Flow
$225M
Mid-Cap Value
Expense Ratio
0.23%
TTM Yield
1.8%
3yr Sharpe
-0.04
YTD Return
-11.3%
3yr Return
0.3%
1yr Return
-5.2%
Total Assets
$12B
6M Money Flow
$207M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
4.7%
3yr Sharpe
0.03
YTD Return
-5.7%
3yr Return
5.1%
1yr Return
6.1%
Total Assets
$6B
6M Money Flow
$189M
Mid-Cap Value
Expense Ratio
0.27%
TTM Yield
3.0%
3yr Sharpe
0.73
YTD Return
-4.1%
3yr Return
36.1%
1yr Return
2.9%
Total Assets
$434M
6M Money Flow
$133M
Mid-Cap Value
Expense Ratio
0.78%
TTM Yield
14.9%
3yr Sharpe
0.03
YTD Return
-12.6%
3yr Return
3.6%
1yr Return
-4.4%
Total Assets
$821M
6M Money Flow
$126M
Mid-Cap Value
Expense Ratio
0.76%
TTM Yield
1.3%
3yr Sharpe
0.00
YTD Return
-12.9%
3yr Return
2.9%
1yr Return
-6.3%
Total Assets
$1B
6M Money Flow
$97M
Mid-Cap Value
Expense Ratio
0.06%
TTM Yield
2.0%
3yr Sharpe
-0.03
YTD Return
-11.3%
3yr Return
0.8%
1yr Return
-5.1%
Total Assets
$963M
6M Money Flow
$92M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-13.7%
3yr Return
-
1yr Return
-
Total Assets
$129M
6M Money Flow
$78M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-15.2%
3yr Return
-
1yr Return
-8.2%
Total Assets
$135M
6M Money Flow
$75M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.6%
3yr Sharpe
-0.03
YTD Return
-11.9%
3yr Return
0.7%
1yr Return
-6.6%
Total Assets
$364M
6M Money Flow
$58M
Mid-Cap Value
Expense Ratio
1.12%
TTM Yield
4.8%
3yr Sharpe
0.49
YTD Return
-12.8%
3yr Return
26.9%
1yr Return
1.4%
Total Assets
$155M
6M Money Flow
$52M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
2.0%
3yr Sharpe
0.27
YTD Return
-12.4%
3yr Return
16.3%
1yr Return
-6.8%
Total Assets
$331M
6M Money Flow
$47M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
2.1%
3yr Sharpe
0.27
YTD Return
-12.7%
3yr Return
16.3%
1yr Return
-6.4%
Total Assets
$172M
6M Money Flow
$31M
Mid-Cap Value
Expense Ratio
1.25%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
-
1yr Return
-3.4%
Total Assets
$53M
6M Money Flow
$23M
Mid-Cap Value
Expense Ratio
0.12%
TTM Yield
2.1%
3yr Sharpe
-
YTD Return
-9.8%
3yr Return
-
1yr Return
-6.3%
Total Assets
$142M
6M Money Flow
$21M
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
0.50%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
-11.4%
3yr Return
-
1yr Return
-7.8%
Total Assets
$160M
6M Money Flow
$20M
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
0.70%
TTM Yield
1.0%
3yr Sharpe
-0.05
YTD Return
-8.3%
3yr Return
3.3%
1yr Return
-5.5%
Total Assets
$168M
6M Money Flow
$16M
Mid-Cap Value
Expense Ratio
0.61%
TTM Yield
1.0%
3yr Sharpe
0.26
YTD Return
-12.4%
3yr Return
14.9%
1yr Return
-4.4%
Total Assets
$1B
6M Money Flow
$15M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
0.5%
3yr Sharpe
-0.11
YTD Return
-7.0%
3yr Return
1.4%
1yr Return
-3.4%
Total Assets
$732M
6M Money Flow
$14M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
0.9%
3yr Sharpe
0.34
YTD Return
-6.7%
3yr Return
19.4%
1yr Return
2.3%
Total Assets
$166M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
2.2%
3yr Sharpe
0.00
YTD Return
-9.1%
3yr Return
3.6%
1yr Return
-4.9%
Total Assets
$46M
6M Money Flow
$12M
Mid-Cap Value
Expense Ratio
0.68%
TTM Yield
1.6%
3yr Sharpe
-0.21
YTD Return
-11.5%
3yr Return
-6.5%
1yr Return
-5.4%
Total Assets
$184M
6M Money Flow
$11M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
2.6%
3yr Sharpe
0.17
YTD Return
-10.7%
3yr Return
9.8%
1yr Return
2.5%
Total Assets
$66M
6M Money Flow
$11M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
0.9%
3yr Sharpe
-
YTD Return
-16.8%
3yr Return
-
1yr Return
-8.1%
Total Assets
$60M
6M Money Flow
$11M
Mid-Cap Value
Expense Ratio
0.09%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-18.8%
3yr Return
-
1yr Return
-
Total Assets
$33M
6M Money Flow
$10M
Mid-Cap Value
Expense Ratio
0.31%
TTM Yield
2.0%
3yr Sharpe
-0.15
YTD Return
-9.8%
3yr Return
-4.4%
1yr Return
-4.3%
Total Assets
$333M
6M Money Flow
$10M
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
0.65%
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
0.35%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-8.7%
3yr Return
-
1yr Return
-7.7%
Total Assets
$102M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
3.8%
3yr Sharpe
-
YTD Return
-5.4%
3yr Return
-
1yr Return
9.1%
Total Assets
$86M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.72%
TTM Yield
1.3%
3yr Sharpe
0.17
YTD Return
-6.7%
3yr Return
12.4%
1yr Return
-1.6%
Total Assets
$28M
6M Money Flow
$7M
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
0.8%
3yr Sharpe
0.08
YTD Return
-10.4%
3yr Return
7.1%
1yr Return
-5.7%
Total Assets
$2B
6M Money Flow
$7M
Mid-Cap Value
Expense Ratio
0.06%
TTM Yield
2.8%
3yr Sharpe
0.04
YTD Return
-9.3%
3yr Return
4.4%
1yr Return
-3.5%
Total Assets
$570M
6M Money Flow
$7M
Mid-Cap Value
Expense Ratio
0.29%
TTM Yield
4.1%
3yr Sharpe
0.03
YTD Return
-9.2%
3yr Return
3.2%
1yr Return
-1.3%
Total Assets
$61M
6M Money Flow
$7M
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
3.19%
TTM Yield
9.9%
3yr Sharpe
-0.12
YTD Return
-13.3%
3yr Return
-6.4%
1yr Return
-1.1%
Total Assets
$52M
6M Money Flow
$4M
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