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Five Income-Producing Funds to Watch for the Second Half of 2026
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
7/14/26
Vanguard Mid-Cap Index Fund
VO | ETF |
$80.84
-0.12%
$223.97 B
1.26%
$1.02
15.78%
14.64%
8.18%
11.45%
0.03%
iShares Core S&P Mid-Cap ETF
IJH | ETF |
$75.57
+0.44%
$124.33 B
1.01%
$0.76
19.77%
13.69%
8.83%
10.98%
0.05%
iShares Russell Mid-Cap ETF
IWR | ETF |
$109.80
+0.02%
$56.98 B
1.05%
$1.16
18.83%
15.27%
8.45%
11.31%
0.18%
Fidelity Mid Cap Index Fund
FSMDX | Fund | Other
$42.45
0.00%
$50.04 B
1.52%
$0.64
15.90%
16.15%
7.90%
11.66%
0.03%
iShares MSCI USA Quality Factor ETF
QUAL | ETF |
$219.24
+0.27%
$45.92 B
0.71%
$1.54
20.02%
18.04%
11.34%
14.11%
0.15%
iShares U.S. Equity Factor Rotation Active ETF
DYNF | Active ETF
$67.60
-0.79%
$38.00 B
0.73%
$0.49
24.13%
23.81%
15.41%
-
0.26%
State Street SPDR SP MidCap 400SM ETF Trust
MDY | ETF |
$685.98
-0.56%
$28.05 B
0.99%
$6.81
19.36%
13.39%
8.55%
10.75%
-
$65.92
-0.56%
$18.39 B
1.28%
$0.85
19.77%
13.69%
8.83%
11.19%
0.03%
Schwab U.S. Mid-Cap ETF
SCHM | ETF |
$35.57
+0.54%
$15.32 B
1.19%
$0.43
24.93%
15.26%
8.28%
11.02%
0.03%
Vanguard Strategic Equity Fund
VSEQX | Fund | Investor
$44.98
-0.16%
$11.48 B
1.07%
$0.48
33.51%
19.49%
12.95%
13.41%
0.17%
Vanguard S&P Mid-Cap 400 Index Fund
IVOO | ETF |
$127.35
-0.55%
$5.86 B
1.08%
$1.38
19.34%
13.55%
8.69%
10.89%
0.07%
John Hancock Multifactor Mid Cap ETF
JHMM | ETF |
$73.83
-0.47%
$5.81 B
0.78%
$0.58
19.98%
14.60%
8.62%
11.62%
0.42%
Invesco S&P MidCap Quality ETF
XMHQ | ETF |
$113.04
+0.29%
$5.42 B
0.58%
$0.66
13.23%
13.49%
10.14%
12.55%
0.31%
Fidelity SAI Small-Mid Cap 500 Index Fund
FZFLX | Fund | Other
$5.85
-0.51%
$4.27 B
1.06%
$0.06
42.97%
22.64%
11.00%
13.60%
0.13%
Goldman Sachs MarketBeta® U.S. Equity ETF
GSUS | ETF |
$103.87
+0.34%
$3.18 B
0.99%
$1.02
21.00%
20.45%
12.67%
-
0.09%
Schwab U.S. Mid-Cap Index Fund
SWMCX | Fund | Other
$16.53
0.00%
$2.79 B
1.23%
$0.20
19.60%
15.16%
8.50%
-
0.04%
Mid Cap Index Fund
VMIDX | Fund | Other
$26.26
-0.04%
$2.65 B
1.31%
$0.34
20.10%
13.49%
8.55%
6.34%
0.36%
Fidelity Small-Mid Multifactor ETF
FSMD | ETF |
$51.20
+0.43%
$2.59 B
1.32%
$0.67
22.35%
16.17%
10.45%
-
0.15%
Fidelity ZERO Extended Market Index Fund
FZIPX | Fund | Other
$17.93
-0.28%
$2.42 B
1.05%
$0.19
26.13%
17.26%
7.17%
-
-
MID CAP INDEX FUND
NOMIX | Fund | Other
$23.82
-0.58%
$2.39 B
1.23%
$0.29
20.82%
13.51%
8.76%
10.98%
0.16%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
BBMC | ETF |
$124.73
+0.21%
$2.13 B
1.05%
$1.30
26.46%
17.00%
8.79%
-
0.07%
$108.73
+0.17%
$1.75 B
3.35%
$3.63
30.03%
19.17%
11.31%
-
0.29%
$91.89
-0.28%
$1.74 B
2.02%
$1.86
12.42%
11.98%
7.92%
9.38%
0.40%
Longleaf Partners Funds Trust - Longleaf Partners Small Cap Fund USD
LLSCX | Fund | Other
$27.51
+0.44%
$1.63 B
1.25%
$0.34
-6.14%
6.22%
1.45%
5.28%
0.97%
Franklin U.S. Mid Cap Multifactor Index ETF
FLQM | ETF |
$59.10
+0.17%
$1.53 B
2.41%
$1.42
9.33%
10.63%
7.40%
-
0.30%
First Trust Mid Cap Core AlphaDEX Fund
FNX | ETF |
$141.98
-0.47%
$1.41 B
0.75%
$1.06
21.53%
14.20%
9.02%
11.73%
0.62%
MoA Mid Cap Equity Index Fund
MAMEX | Fund | Other
$22.86
-0.57%
$1.22 B
1.16%
$0.27
19.56%
13.51%
-
-
0.17%
WisdomTree U.S. MidCap Fund
EZM | ETF |
$74.85
+0.08%
$938.58 M
1.28%
$0.96
19.32%
12.92%
9.22%
10.61%
0.38%
Invesco Russell 1000 Equal Weight ETF
EQAL | ETF |
$59.18
-0.07%
$808.40 M
1.67%
$0.99
20.03%
13.67%
7.54%
10.44%
0.20%
Davenport Equity Opportunities Fund
DEOPX | Fund | Other
$24.32
+0.12%
$789.82 M
0.07%
$0.02
0.68%
7.30%
4.67%
10.24%
0.86%
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