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 Jan 02, 2025

Search , , , in

No filters
Further filter by keywords:
Found total of 166 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.
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
2.1%
3yr Sharpe
0.06
YTD Return
-0.4%
3yr Return
15.2%
1yr Return
13.3%
Total Assets
$33B
6M Money Flow
-$185M
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
2.1%
3yr Sharpe
0.07
YTD Return
-0.4%
3yr Return
14.9%
1yr Return
7.1%
Total Assets
$26B
6M Money Flow
-$3B
Mid-Cap Value
Expense Ratio
0.49%
TTM Yield
1.8%
3yr Sharpe
0.26
YTD Return
0.2%
3yr Return
27.4%
1yr Return
10.2%
Total Assets
$25B
6M Money Flow
$777M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
0.9%
3yr Sharpe
0.13
YTD Return
-0.3%
3yr Return
19.2%
1yr Return
10.3%
Total Assets
$22B
6M Money Flow
-$956M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.6%
3yr Sharpe
-0.04
YTD Return
-0.6%
3yr Return
10.0%
1yr Return
7.3%
Total Assets
$20B
6M Money Flow
-$618M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
2.1%
3yr Sharpe
0.05
YTD Return
-0.3%
3yr Return
14.9%
1yr Return
13.3%
Total Assets
$17B
6M Money Flow
-$9M
Mid-Cap Value
Expense Ratio
0.62%
TTM Yield
1.3%
3yr Sharpe
0.10
YTD Return
-0.4%
3yr Return
17.2%
1yr Return
13.6%
Total Assets
$17B
6M Money Flow
-$487M
Mid-Cap Value
Expense Ratio
0.72%
TTM Yield
1.6%
3yr Sharpe
0.34
YTD Return
-0.2%
3yr Return
32.6%
1yr Return
16.5%
Total Assets
$16B
6M Money Flow
-$124M
Mid-Cap Value
Expense Ratio
0.23%
TTM Yield
1.5%
3yr Sharpe
-0.02
YTD Return
-0.4%
3yr Return
11.1%
1yr Return
12.8%
Total Assets
$14B
6M Money Flow
-$2B
Mid-Cap Value
Expense Ratio
0.80%
TTM Yield
1.3%
3yr Sharpe
0.09
YTD Return
-0.5%
3yr Return
16.3%
1yr Return
11.5%
Total Assets
$13B
6M Money Flow
$572M
Mid-Cap Value
Expense Ratio
0.81%
TTM Yield
1.3%
3yr Sharpe
0.12
YTD Return
-0.1%
3yr Return
19.9%
1yr Return
10.5%
Total Assets
$10B
6M Money Flow
-$623M
Mid-Cap Value
Expense Ratio
0.41%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-0.4%
3yr Return
16.0%
1yr Return
12.0%
Total Assets
$9B
6M Money Flow
$110M
Mid-Cap Value
Expense Ratio
0.63%
TTM Yield
2.1%
3yr Sharpe
0.05
YTD Return
-0.4%
3yr Return
14.3%
1yr Return
7.7%
Total Assets
$8B
6M Money Flow
-$1B
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
1.8%
3yr Sharpe
0.11
YTD Return
-0.6%
3yr Return
18.8%
1yr Return
10.9%
Total Assets
$8B
6M Money Flow
-$308M
Mid-Cap Value
Expense Ratio
0.43%
TTM Yield
2.0%
3yr Sharpe
0.21
YTD Return
-0.1%
3yr Return
24.8%
1yr Return
7.4%
Total Assets
$7B
6M Money Flow
-$326M
Mid-Cap Value
Expense Ratio
0.07%
TTM Yield
4.3%
3yr Sharpe
0.11
YTD Return
-0.3%
3yr Return
18.2%
1yr Return
13.6%
Total Assets
$7B
6M Money Flow
$152M
Mid-Cap Value
Expense Ratio
0.28%
TTM Yield
1.3%
3yr Sharpe
0.15
YTD Return
-0.2%
3yr Return
20.8%
1yr Return
14.3%
Total Assets
$5B
6M Money Flow
-$264M
Mid-Cap Value
Expense Ratio
1.07%
TTM Yield
0.4%
3yr Sharpe
0.56
YTD Return
0.8%
3yr Return
53.0%
1yr Return
31.6%
Total Assets
$5B
6M Money Flow
$282M
Mid-Cap Value
Expense Ratio
0.54%
TTM Yield
1.1%
3yr Sharpe
0.10
YTD Return
-0.3%
3yr Return
17.4%
1yr Return
12.1%
Total Assets
$4B
6M Money Flow
-$153M
Mid-Cap Value
Expense Ratio
0.50%
TTM Yield
2.5%
3yr Sharpe
0.11
YTD Return
-0.3%
3yr Return
16.8%
1yr Return
7.7%
Total Assets
$4B
6M Money Flow
-$87M
Mid-Cap Value
Expense Ratio
0.38%
TTM Yield
2.3%
3yr Sharpe
0.21
YTD Return
-0.6%
3yr Return
23.3%
1yr Return
13.4%
Total Assets
$4B
6M Money Flow
-$66M
Mid-Cap Value
Expense Ratio
0.62%
TTM Yield
1.6%
3yr Sharpe
0.10
YTD Return
-0.3%
3yr Return
16.9%
1yr Return
12.0%
Total Assets
$3B
6M Money Flow
-$1B
Mid-Cap Value
Expense Ratio
1.15%
TTM Yield
0.8%
3yr Sharpe
0.00
YTD Return
-0.1%
3yr Return
12.5%
1yr Return
12.6%
Total Assets
$2B
6M Money Flow
-$265M
Mid-Cap Value
Expense Ratio
0.84%
TTM Yield
0.8%
3yr Sharpe
0.15
YTD Return
-0.4%
3yr Return
21.5%
1yr Return
9.0%
Total Assets
$2B
6M Money Flow
-$232M
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
0.7%
3yr Sharpe
0.13
YTD Return
-0.5%
3yr Return
18.8%
1yr Return
12.5%
Total Assets
$2B
6M Money Flow
-$42M
Mid-Cap Value
Expense Ratio
0.87%
TTM Yield
1.0%
3yr Sharpe
0.21
YTD Return
-0.1%
3yr Return
25.3%
1yr Return
14.4%
Total Assets
$2B
6M Money Flow
-$61M
Mid-Cap Value
Expense Ratio
0.35%
TTM Yield
2.2%
3yr Sharpe
0.12
YTD Return
-0.4%
3yr Return
19.4%
1yr Return
10.9%
Total Assets
$2B
6M Money Flow
-$142M
Mid-Cap Value
Expense Ratio
0.55%
TTM Yield
1.5%
3yr Sharpe
0.29
YTD Return
-0.5%
3yr Return
27.2%
1yr Return
10.8%
Total Assets
$2B
6M Money Flow
-$30M
Mid-Cap Value
Expense Ratio
0.46%
TTM Yield
1.7%
3yr Sharpe
0.03
YTD Return
-0.2%
3yr Return
14.1%
1yr Return
14.3%
Total Assets
$2B
6M Money Flow
$4M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
1.6%
3yr Sharpe
0.07
YTD Return
-0.4%
3yr Return
16.3%
1yr Return
11.0%
Total Assets
$2B
6M Money Flow
$438M
Mid-Cap Value
Expense Ratio
1.02%
TTM Yield
1.1%
3yr Sharpe
-0.14
YTD Return
-0.3%
3yr Return
4.8%
1yr Return
9.9%
Total Assets
$2B
6M Money Flow
-$415M
Mid-Cap Value
Expense Ratio
2.11%
TTM Yield
0.1%
3yr Sharpe
0.00
YTD Return
-0.2%
3yr Return
12.3%
1yr Return
27.5%
Total Assets
$2B
6M Money Flow
-$62M
Mid-Cap Value
Expense Ratio
0.94%
TTM Yield
2.3%
3yr Sharpe
-0.11
YTD Return
-0.7%
3yr Return
6.6%
1yr Return
4.9%
Total Assets
$1B
6M Money Flow
-$908M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
1.0%
3yr Sharpe
-0.14
YTD Return
-0.3%
3yr Return
3.6%
1yr Return
8.0%
Total Assets
$1B
6M Money Flow
-$110M
Mid-Cap Value
Expense Ratio
0.61%
TTM Yield
0.9%
3yr Sharpe
0.19
YTD Return
0.1%
3yr Return
23.6%
1yr Return
16.9%
Total Assets
$1B
6M Money Flow
$18M
Mid-Cap Value
Expense Ratio
0.59%
TTM Yield
2.0%
3yr Sharpe
0.01
YTD Return
-0.2%
3yr Return
12.8%
1yr Return
2.6%
Total Assets
$1B
6M Money Flow
$10M
Mid-Cap Value
Expense Ratio
0.53%
TTM Yield
4.5%
3yr Sharpe
0.06
YTD Return
-0.4%
3yr Return
15.2%
1yr Return
3.6%
Total Assets
$1B
6M Money Flow
-$68M
Mid-Cap Value
Expense Ratio
1.11%
TTM Yield
0.8%
3yr Sharpe
-0.08
YTD Return
-0.5%
3yr Return
7.3%
1yr Return
4.1%
Total Assets
$1B
6M Money Flow
-$64M
Mid-Cap Value
Expense Ratio
1.03%
TTM Yield
0.6%
3yr Sharpe
0.11
YTD Return
-0.4%
3yr Return
17.8%
1yr Return
14.7%
Total Assets
$1B
6M Money Flow
-$71M
Mid-Cap Value
Expense Ratio
0.93%
TTM Yield
0.5%
3yr Sharpe
-0.02
YTD Return
-0.2%
3yr Return
10.8%
1yr Return
4.3%
Total Assets
$1B
6M Money Flow
-$206M
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
0.2%
3yr Sharpe
0.10
YTD Return
0.0%
3yr Return
19.1%
1yr Return
13.6%
Total Assets
$1B
6M Money Flow
$335M
Mid-Cap Value
Expense Ratio
0.84%
TTM Yield
1.6%
3yr Sharpe
-0.02
YTD Return
-0.1%
3yr Return
11.4%
1yr Return
6.1%
Total Assets
$1B
6M Money Flow
-$214M