Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Mid-Cap Valueor search across All Categories

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 171 distinct funds
Download top 1000 CSV
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 Assets ▲6M 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
0.60%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
-14.3%
3yr Return
-
1yr Return
-8.3%
Total Assets
$1M
6M Money Flow
-$12K
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
0.55%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.9%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
-
Mid-Cap Value
Expense Ratio
0.70%
TTM Yield
1.4%
3yr Sharpe
-0.02
YTD Return
-9.9%
3yr Return
2.6%
1yr Return
-5.8%
Total Assets
$2M
6M Money Flow
-$80K
Mid-Cap Value
Expense Ratio
0.69%
TTM Yield
1.3%
3yr Sharpe
0.01
YTD Return
-11.5%
3yr Return
4.6%
1yr Return
-8.1%
Total Assets
$2M
6M Money Flow
-$166K
Mid-Cap Value
Expense Ratio
0.67%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-10.5%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$3K
Mid-Cap Value
Expense Ratio
1.44%
TTM Yield
0.6%
3yr Sharpe
-0.05
YTD Return
-9.1%
3yr Return
0.9%
1yr Return
-6.0%
Total Assets
$3M
6M Money Flow
$22K
Mid-Cap Value
Expense Ratio
0.41%
TTM Yield
4.6%
3yr Sharpe
-
YTD Return
-5.6%
3yr Return
-
1yr Return
5.5%
Total Assets
$3M
6M Money Flow
$574K
Mid-Cap Value
Expense Ratio
1.33%
TTM Yield
1.5%
3yr Sharpe
-0.13
YTD Return
-6.9%
3yr Return
-3.7%
1yr Return
-1.8%
Total Assets
$4M
6M Money Flow
-$79K
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
3.0%
3yr Sharpe
-0.15
YTD Return
-4.7%
3yr Return
-1.0%
1yr Return
-3.1%
Total Assets
$4M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.15%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-5.3%
3yr Return
-
1yr Return
-4.0%
Total Assets
$5M
6M Money Flow
-$65K
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
0.25%
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
0.65%
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
0.42%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
-12.1%
3yr Return
-
1yr Return
-4.2%
Total Assets
$9M
6M Money Flow
-$381K
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
0.20%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-10.6%
3yr Return
-
1yr Return
-4.8%
Total Assets
$12M
6M Money Flow
-$118K
Mid-Cap Value
Expense Ratio
1.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-15.8%
3yr Return
-
1yr Return
-
Total Assets
$12M
6M Money Flow
-
Mid-Cap Value
Expense Ratio
1.47%
TTM Yield
1.1%
3yr Sharpe
-0.11
YTD Return
-8.5%
3yr Return
-1.2%
1yr Return
-6.5%
Total Assets
$15M
6M Money Flow
-$702K
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
0.25%
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
0.90%
TTM Yield
1.3%
3yr Sharpe
-0.18
YTD Return
-11.4%
3yr Return
-6.1%
1yr Return
-4.7%
Total Assets
$19M
6M Money Flow
-$4M
Mid-Cap Value
Expense Ratio
0.44%
TTM Yield
3.5%
3yr Sharpe
-0.02
YTD Return
-7.2%
3yr Return
2.6%
1yr Return
-3.0%
Total Assets
$20M
6M Money Flow
-$4M
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
0.70%
TTM Yield
2.3%
3yr Sharpe
-0.05
YTD Return
-8.4%
3yr Return
2.7%
1yr Return
-5.6%
Total Assets
$23M
6M Money Flow
$2M
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
1.16%
TTM Yield
0.3%
3yr Sharpe
-0.19
YTD Return
-8.6%
3yr Return
-4.9%
1yr Return
-5.3%
Total Assets
$25M
6M Money Flow
-$20M
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
0.95%
TTM Yield
0.3%
3yr Sharpe
-0.10
YTD Return
-6.2%
3yr Return
1.9%
1yr Return
-4.2%
Total Assets
$26M
6M Money Flow
-$5M
Mid-Cap Value
Expense Ratio
2.04%
TTM Yield
0.2%
3yr Sharpe
-0.09
YTD Return
-11.4%
3yr Return
-1.1%
1yr Return
-4.6%
Total Assets
$27M
6M Money Flow
-$7M
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
0.72%
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
0.87%
TTM Yield
3.7%
3yr Sharpe
-0.10
YTD Return
-3.8%
3yr Return
-0.5%
1yr Return
-1.4%
Total Assets
$30M
6M Money Flow
-$807K
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.2%
3yr Sharpe
0.03
YTD Return
-13.6%
3yr Return
4.6%
1yr Return
-7.9%
Total Assets
$31M
6M Money Flow
$1M
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
0.79%
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
0.09%
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
0.30%
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
0.71%
TTM Yield
2.7%
3yr Sharpe
-
YTD Return
-11.1%
3yr Return
-
1yr Return
-4.9%
Total Assets
$34M
6M Money Flow
-$160K
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
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