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U.S. Mid-Cap Blend Equity

U.S. mid-cap blend mutual funds and ETFs invest in a mix of... U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 billion. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. Growth companies are those firms that are projected to grow at a faster rate than the stock market average, based on measures such as book value, revenue, and earnings per share. Growth companies tend to trade at higher valuations (price-earnings ratios, for example), than so-called value stocks. This is because they are typically valued more for their potential years from now, rather than their current revenue or earnings. Meanwhile, some U.S. mid-cap blend mutual funds and ETFs only invest in mid-sized companies, while others own a range of small, mid, and large cap stocks that overall have a mid-cap profile. They can invest in a range of sectors, but often have significant holdings in consumer discretionary/consumer staples, energy, healthcare, and financial services. U.S. mid-cap blend mutual funds and ETFs that have a greater concentration in value stocks will tend to exhibit less volatility than a fund solely focused on growth stocks. By contrast, funds and ETFs with a greater concentration in growth stocks will tend to exhibit more volatility but offer investors the chance for higher returns. Last Updated: 02/07/2025 View more View less

U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 billion. Value stocks... U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 billion. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. Growth companies are those firms that are projected to grow at a faster rate than the stock market average, based on measures such as book value, revenue, and earnings per share. Growth companies tend to trade at higher valuations (price-earnings ratios, for example), than so-called value stocks. This is because they are typically valued more for their potential years from now, rather than their current revenue or earnings. Meanwhile, some U.S. mid-cap blend mutual funds and ETFs only invest in mid-sized companies, while others own a range of small, mid, and large cap stocks that overall have a mid-cap profile. They can invest in a range of sectors, but often have significant holdings in consumer discretionary/consumer staples, energy, healthcare, and financial services. U.S. mid-cap blend mutual funds and ETFs that have a greater concentration in value stocks will tend to exhibit less volatility than a fund solely focused on growth stocks. By contrast, funds and ETFs with a greater concentration in growth stocks will tend to exhibit more volatility but offer investors the chance for higher returns. Last Updated: 02/07/2025 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/6/25

$277.27

+0.74%

$174.68 B

1.59%

$4.37

21.48%

7.45%

10.32%

9.99%

0.04%

$64.90

+0.90%

$101.32 B

1.67%

$1.07

19.93%

9.13%

11.11%

9.88%

0.05%

$184.12

+0.44%

$51.26 B

1.20%

$2.19

20.43%

12.81%

13.58%

13.21%

0.15%

$92.55

+0.62%

$41.61 B

1.41%

$1.29

20.96%

8.06%

10.29%

9.73%

0.19%

Fidelity Mid Cap Index Fund

FSMDX | Fund | Other

$35.15

+0.57%

$36.34 B

2.19%

$0.77

20.34%

7.99%

10.32%

9.94%

0.03%

$593.04

+0.94%

$25.69 B

1.43%

$8.33

19.67%

8.86%

10.90%

9.66%

-

$52.98

+0.53%

$13.55 B

0.96%

$0.50

28.32%

16.47%

15.02%

-

0.27%

$56.94

-0.02%

$12.72 B

1.48%

$0.83

19.87%

9.11%

11.12%

9.53%

0.03%

$29.00

+0.66%

$12.12 B

1.66%

$0.48

18.40%

6.94%

8.92%

9.26%

0.04%

Vanguard Strategic Equity Fund

VSEQX | Fund | Investor

$37.60

+0.75%

$8.03 B

1.24%

$0.46

22.43%

10.80%

12.78%

10.33%

0.17%

$100.51

+0.59%

$6.39 B

0.76%

$0.76

13.76%

12.72%

15.21%

11.54%

0.31%

$62.54

+0.76%

$4.32 B

1.19%

$0.74

20.74%

7.81%

10.55%

-

0.42%

$109.88

+0.89%

$4.30 B

1.50%

$1.64

19.85%

9.03%

11.03%

9.83%

0.07%

Mid Cap Index Fund

VMIDX | Fund | Other

$28.75

+0.59%

$2.86 B

1.35%

$0.39

18.94%

8.39%

7.95%

3.08%

0.36%

$83.55

+0.34%

$2.60 B

1.38%

$1.14

24.61%

12.10%

-

-

0.09%

MID CAP INDEX FUND

NOMIX | Fund | Other

$21.36

+0.56%

$2.10 B

1.49%

$0.32

18.73%

8.69%

10.81%

9.68%

0.16%

$101.06

+0.89%

$2.05 B

2.14%

$2.14

22.36%

8.19%

-

-

0.07%

Schwab U.S. Mid-Cap Index Fund

SWMCX | Fund | Other

$69.15

+0.55%

$1.79 B

1.37%

$0.94

21.23%

7.96%

10.26%

-

0.04%

$14.23

+0.92%

$1.74 B

1.18%

$0.17

20.16%

7.32%

9.81%

-

-

$82.77

+0.60%

$1.73 B

2.96%

$2.42

18.35%

8.13%

9.05%

9.88%

0.40%

$28.02

+1.12%

$1.63 B

0.11%

$0.03

10.00%

4.06%

5.67%

5.80%

0.97%

$120.83

+0.57%

$1.36 B

1.57%

$1.86

20.17%

9.21%

11.99%

9.79%

0.58%

$56.06

+0.72%

$1.33 B

1.72%

$0.96

16.95%

9.81%

12.14%

-

0.30%

$6.61

+0.46%

$1.17 B

1.61%

$0.11

17.52%

7.14%

10.21%

-

0.12%

$61.76

+0.10%

$867.16 M

2.63%

$1.62

20.70%

6.94%

4.60%

8.24%

0.25%

$64.60

+0.64%

$861.35 M

0.04%

$0.03

17.19%

8.15%

10.72%

9.13%

0.38%

$25.54

+0.51%

$854.42 M

0.00%

-

12.33%

7.69%

10.35%

10.22%

0.88%

Boston Trust SMID Cap Fund

BTSMX | Fund | Other

$25.53

+0.24%

$850.92 M

2.14%

$0.55

14.10%

6.30%

10.13%

10.47%

0.85%

$10.41

+0.77%

$819.18 M

4.00%

$0.41

17.34%

5.16%

8.54%

7.91%

0.72%

FAM Dividend Focus Fund

FAMEX | Fund | Investor

$58.07

+0.50%

$780.03 M

0.14%

$0.08

10.45%

9.27%

10.39%

11.59%

1.22%

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