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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 Return ▼1yr ReturnTotal Assets6M Money Flow
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
0.12%
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
1.12%
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
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
1.11%
TTM Yield
0.4%
3yr Sharpe
0.29
YTD Return
-9.0%
3yr Return
19.6%
1yr Return
-2.7%
Total Assets
$302M
6M Money Flow
-$18M
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
0.50%
TTM Yield
0.9%
3yr Sharpe
0.28
YTD Return
-11.8%
3yr Return
18.5%
1yr Return
-2.2%
Total Assets
$506M
6M Money Flow
-$32M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
2.8%
3yr Sharpe
0.23
YTD Return
-9.7%
3yr Return
17.9%
1yr Return
4.7%
Total Assets
$19M
6M Money Flow
-$551K
Mid-Cap Value
Expense Ratio
1.14%
TTM Yield
1.5%
3yr Sharpe
0.34
YTD Return
-10.4%
3yr Return
17.4%
1yr Return
1.3%
Total Assets
$21M
6M Money Flow
$1M
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
0.18%
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
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
0.91%
TTM Yield
1.7%
3yr Sharpe
0.34
YTD Return
-11.0%
3yr Return
16.0%
1yr Return
0.0%
Total Assets
$408M
6M Money Flow
-$76M
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
0.30%
TTM Yield
2.4%
3yr Sharpe
0.13
YTD Return
-6.7%
3yr Return
15.2%
1yr Return
-0.4%
Total Assets
$34M
6M Money Flow
-$7M
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
0.20%
TTM Yield
2.7%
3yr Sharpe
0.26
YTD Return
-3.3%
3yr Return
14.9%
1yr Return
4.3%
Total Assets
$652M
6M Money Flow
-$84M
Mid-Cap Value
Expense Ratio
0.82%
TTM Yield
1.2%
3yr Sharpe
0.19
YTD Return
-2.2%
3yr Return
14.8%
1yr Return
5.7%
Total Assets
$47M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
1.4%
3yr Sharpe
0.26
YTD Return
-8.5%
3yr Return
14.5%
1yr Return
-2.0%
Total Assets
$607M
6M Money Flow
-$17M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
2.0%
3yr Sharpe
0.18
YTD Return
-5.8%
3yr Return
13.4%
1yr Return
-1.3%
Total Assets
$537M
6M Money Flow
-$117M
Mid-Cap Value
Expense Ratio
0.39%
TTM Yield
4.5%
3yr Sharpe
0.19
YTD Return
-8.2%
3yr Return
13.2%
1yr Return
1.9%
Total Assets
$707M
6M Money Flow
-$27M
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
0.72%
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
0.55%
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
0.42%
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
0.99%
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
0.00%
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
0.39%
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
0.52%
TTM Yield
2.2%
3yr Sharpe
0.17
YTD Return
-5.6%
3yr Return
10.6%
1yr Return
-2.3%
Total Assets
$227M
6M Money Flow
-$1M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
1.4%
3yr Sharpe
0.13
YTD Return
-9.2%
3yr Return
10.2%
1yr Return
-2.4%
Total Assets
$96M
6M Money Flow
-$18M
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
0.71%
TTM Yield
1.8%
3yr Sharpe
0.16
YTD Return
-13.3%
3yr Return
9.8%
1yr Return
-7.2%
Total Assets
$14B
6M Money Flow
-$69M
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
0.38%
TTM Yield
2.6%
3yr Sharpe
0.12
YTD Return
-11.3%
3yr Return
9.6%
1yr Return
-3.4%
Total Assets
$3B
6M Money Flow
-$40M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
1.7%
3yr Sharpe
0.12
YTD Return
-11.6%
3yr Return
9.6%
1yr Return
-5.0%
Total Assets
$107M
6M Money Flow
-$8M
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
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
0.87%
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
0.18%
TTM Yield
2.4%
3yr Sharpe
0.10
YTD Return
-6.8%
3yr Return
8.1%
1yr Return
-1.3%
Total Assets
$371M
6M Money Flow
-$31M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
5.5%
3yr Sharpe
0.08
YTD Return
-8.4%
3yr Return
8.0%
1yr Return
-5.5%
Total Assets
$53M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
1.5%
3yr Sharpe
0.08
YTD Return
-9.6%
3yr Return
7.9%
1yr Return
-5.3%
Total Assets
$12B
6M Money Flow
-$508M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
3.5%
3yr Sharpe
0.09
YTD Return
-8.1%
3yr Return
7.6%
1yr Return
-4.1%
Total Assets
$760M
6M Money Flow
-$9M