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Mid-Cap Valueor search across All Categories

Statistics as of May 27, 2025

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Found total of 169 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
1.6%
3yr Sharpe
0.48
YTD Return
0.2%
3yr Return
46.1%
1yr Return
15.4%
Total Assets
$1B
6M Money Flow
$485M
Mid-Cap Value
Expense Ratio
1.07%
TTM Yield
0.4%
3yr Sharpe
0.41
YTD Return
-1.8%
3yr Return
46.4%
1yr Return
10.2%
Total Assets
$5B
6M Money Flow
$476M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.8%
3yr Sharpe
0.28
YTD Return
-1.4%
3yr Return
27.0%
1yr Return
9.6%
Total Assets
$1B
6M Money Flow
$395M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
4.5%
3yr Sharpe
-0.03
YTD Return
-1.7%
3yr Return
7.3%
1yr Return
10.0%
Total Assets
$7B
6M Money Flow
$211M
Mid-Cap Value
Expense Ratio
0.27%
TTM Yield
2.9%
3yr Sharpe
0.76
YTD Return
4.7%
3yr Return
50.6%
1yr Return
13.6%
Total Assets
$542M
6M Money Flow
$149M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
-
Total Assets
$213M
6M Money Flow
$129M
Mid-Cap Value
Expense Ratio
0.78%
TTM Yield
13.2%
3yr Sharpe
0.08
YTD Return
-1.2%
3yr Return
21.8%
1yr Return
8.1%
Total Assets
$894M
6M Money Flow
$122M
Mid-Cap Value
Expense Ratio
0.06%
TTM Yield
1.8%
3yr Sharpe
0.03
YTD Return
-0.7%
3yr Return
17.2%
1yr Return
6.5%
Total Assets
$941M
6M Money Flow
$108M
Mid-Cap Value
Expense Ratio
0.76%
TTM Yield
1.2%
3yr Sharpe
0.01
YTD Return
-3.9%
3yr Return
16.8%
1yr Return
2.4%
Total Assets
$1B
6M Money Flow
$97M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-3.2%
3yr Return
-
1yr Return
5.5%
Total Assets
$185M
6M Money Flow
$91M
Mid-Cap Value
Expense Ratio
1.12%
TTM Yield
4.3%
3yr Sharpe
0.41
YTD Return
-2.7%
3yr Return
45.0%
1yr Return
8.9%
Total Assets
$184M
6M Money Flow
$46M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
1.8%
3yr Sharpe
0.35
YTD Return
-0.1%
3yr Return
35.8%
1yr Return
6.7%
Total Assets
$319M
6M Money Flow
$45M
Mid-Cap Value
Expense Ratio
0.52%
TTM Yield
2.1%
3yr Sharpe
0.13
YTD Return
2.1%
3yr Return
19.5%
1yr Return
6.4%
Total Assets
$286M
6M Money Flow
$44M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.5%
3yr Sharpe
-0.05
YTD Return
-3.2%
3yr Return
11.1%
1yr Return
3.7%
Total Assets
$385M
6M Money Flow
$39M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
0.2%
3yr Sharpe
0.25
YTD Return
7.3%
3yr Return
37.9%
1yr Return
13.4%
Total Assets
$1B
6M Money Flow
$39M
Mid-Cap Value
Expense Ratio
0.06%
TTM Yield
2.5%
3yr Sharpe
0.06
YTD Return
-0.3%
3yr Return
17.2%
1yr Return
6.2%
Total Assets
$674M
6M Money Flow
$30M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
1.8%
3yr Sharpe
0.33
YTD Return
-0.6%
3yr Return
34.8%
1yr Return
6.0%
Total Assets
$168M
6M Money Flow
$28M
Mid-Cap Value
Expense Ratio
0.45%
TTM Yield
3.4%
3yr Sharpe
0.16
YTD Return
-3.3%
3yr Return
26.4%
1yr Return
1.7%
Total Assets
$55M
6M Money Flow
$26M
Mid-Cap Value
Expense Ratio
1.25%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
2.2%
Total Assets
$55M
6M Money Flow
$22M
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
-
1yr Return
3.3%
Total Assets
$183M
6M Money Flow
$17M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
0.5%
3yr Sharpe
-0.07
YTD Return
-0.6%
3yr Return
10.5%
1yr Return
6.3%
Total Assets
$782M
6M Money Flow
$15M
Mid-Cap Value
Expense Ratio
0.70%
TTM Yield
0.9%
3yr Sharpe
0.04
YTD Return
-1.7%
3yr Return
16.1%
1yr Return
3.2%
Total Assets
$181M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
2.0%
3yr Sharpe
0.06
YTD Return
0.6%
3yr Return
16.3%
1yr Return
8.1%
Total Assets
$55M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
0.9%
3yr Sharpe
0.36
YTD Return
2.0%
3yr Return
31.6%
1yr Return
12.3%
Total Assets
$186M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
0.68%
TTM Yield
1.5%
3yr Sharpe
-0.16
YTD Return
-3.3%
3yr Return
5.6%
1yr Return
2.2%
Total Assets
$185M
6M Money Flow
$10M
Mid-Cap Value
Expense Ratio
0.65%
TTM Yield
9.7%
3yr Sharpe
-
YTD Return
-10.1%
3yr Return
-
1yr Return
-7.3%
Total Assets
$11M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
-2.0%
3yr Return
-
1yr Return
10.6%
Total Assets
$91M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
-
1yr Return
4.4%
Total Assets
$11M
6M Money Flow
$7M
Mid-Cap Value
Expense Ratio
0.29%
TTM Yield
3.8%
3yr Sharpe
-0.04
YTD Return
-1.6%
3yr Return
9.9%
1yr Return
10.0%
Total Assets
$67M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
0.72%
TTM Yield
1.2%
3yr Sharpe
0.20
YTD Return
2.4%
3yr Return
24.9%
1yr Return
10.0%
Total Assets
$31M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
2.4%
3yr Sharpe
0.17
YTD Return
-1.0%
3yr Return
21.6%
1yr Return
14.2%
Total Assets
$69M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
0.8%
3yr Sharpe
-
YTD Return
-3.6%
3yr Return
-
1yr Return
6.3%
Total Assets
$67M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
3.19%
TTM Yield
8.9%
3yr Sharpe
-0.11
YTD Return
-1.6%
3yr Return
7.0%
1yr Return
10.2%
Total Assets
$60M
6M Money Flow
$5M
Mid-Cap Value
Expense Ratio
0.41%
TTM Yield
4.2%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
11.6%
Total Assets
$7M
6M Money Flow
$4M
Mid-Cap Value
Expense Ratio
0.09%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.6%
3yr Return
-
1yr Return
-
Total Assets
$33M
6M Money Flow
$3M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
-4.6%
3yr Return
-
1yr Return
-0.3%
Total Assets
$21M
6M Money Flow
$3M
Mid-Cap Value
Expense Ratio
0.31%
TTM Yield
1.8%
3yr Sharpe
-0.09
YTD Return
-0.2%
3yr Return
10.0%
1yr Return
6.4%
Total Assets
$362M
6M Money Flow
$3M
Mid-Cap Value
Expense Ratio
0.29%
TTM Yield
1.7%
3yr Sharpe
0.15
YTD Return
-1.8%
3yr Return
26.6%
1yr Return
1.0%
Total Assets
$374M
6M Money Flow
$2M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.1%
3yr Sharpe
0.05
YTD Return
-2.3%
3yr Return
22.1%
1yr Return
5.5%
Total Assets
$34M
6M Money Flow
$1M
Mid-Cap Value
Expense Ratio
1.14%
TTM Yield
1.3%
3yr Sharpe
0.34
YTD Return
5.6%
3yr Return
42.6%
1yr Return
20.0%
Total Assets
$25M
6M Money Flow
$916K
Mid-Cap Value
Expense Ratio
0.15%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
0.2%
3yr Return
-
1yr Return
3.2%
Total Assets
$6M
6M Money Flow
$443K
Mid-Cap Value
Expense Ratio
0.45%
TTM Yield
4.7%
3yr Sharpe
-0.17
YTD Return
-3.1%
3yr Return
1.1%
1yr Return
-1.3%
Total Assets
$30M
6M Money Flow
$440K