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Mid-Cap Valueor search across All Categories

Statistics as of May 27, 2025

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Found total of 169 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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
0.25
YTD Return
-10.9%
3yr Return
28.3%
1yr Return
-5.9%
Total Assets
$34M
6M Money Flow
-$9M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.10
YTD Return
-2.1%
3yr Return
18.4%
1yr Return
1.9%
Total Assets
$2M
6M Money Flow
-$241K
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.04
YTD Return
-0.8%
3yr Return
16.5%
1yr Return
7.3%
Total Assets
$2M
6M Money Flow
-$80K
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.48
YTD Return
0.2%
3yr Return
46.1%
1yr Return
15.4%
Total Assets
$1B
6M Money Flow
$485M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.11
YTD Return
-1.9%
3yr Return
19.0%
1yr Return
2.7%
Total Assets
$13B
6M Money Flow
-$609M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
5.1%
3yr Sharpe
0.02
YTD Return
-2.6%
3yr Return
11.0%
1yr Return
3.3%
Total Assets
$55M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.41
YTD Return
-1.8%
3yr Return
46.4%
1yr Return
10.2%
Total Assets
$5B
6M Money Flow
$476M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.04
YTD Return
-2.3%
3yr Return
20.7%
1yr Return
4.0%
Total Assets
$592M
6M Money Flow
-$116M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-1.1%
3yr Return
-
1yr Return
4.0%
Total Assets
$135M
6M Money Flow
-$133K
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.45
YTD Return
2.9%
3yr Return
40.3%
1yr Return
14.2%
Total Assets
$599M
6M Money Flow
-$17M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.06
YTD Return
-0.2%
3yr Return
17.3%
1yr Return
8.1%
Total Assets
$17B
6M Money Flow
-$131M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.07
YTD Return
-0.2%
3yr Return
17.6%
1yr Return
8.2%
Total Assets
$29B
6M Money Flow
-$131M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.02
YTD Return
-3.3%
3yr Return
16.7%
1yr Return
1.9%
Total Assets
$597M
6M Money Flow
-$106M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.33
YTD Return
-0.6%
3yr Return
34.8%
1yr Return
6.0%
Total Assets
$168M
6M Money Flow
$28M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.35
YTD Return
-0.1%
3yr Return
35.8%
1yr Return
6.7%
Total Assets
$319M
6M Money Flow
$45M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.19
YTD Return
-0.5%
3yr Return
27.7%
1yr Return
3.9%
Total Assets
$6B
6M Money Flow
-$493M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.13
YTD Return
-4.0%
3yr Return
26.1%
1yr Return
3.0%
Total Assets
$15B
6M Money Flow
-$186M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
-0.35
YTD Return
0.0%
3yr Return
-3.3%
1yr Return
4.4%
Total Assets
$27M
6M Money Flow
-$37M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.13
YTD Return
2.1%
3yr Return
19.5%
1yr Return
6.4%
Total Assets
$286M
6M Money Flow
$44M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
-0.15
YTD Return
0.3%
3yr Return
6.1%
1yr Return
4.6%
Total Assets
$4M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-0.06
YTD Return
-4.4%
3yr Return
11.9%
1yr Return
1.4%
Total Assets
$26M
6M Money Flow
-$13M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.07
YTD Return
-2.1%
3yr Return
19.3%
1yr Return
3.6%
Total Assets
$2B
6M Money Flow
-$103M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.19
YTD Return
-0.5%
3yr Return
29.3%
1yr Return
7.3%
Total Assets
$90M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
-0.09
YTD Return
-0.8%
3yr Return
8.2%
1yr Return
3.6%
Total Assets
$548M
6M Money Flow
-$57M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-0.12
YTD Return
-7.1%
3yr Return
6.1%
1yr Return
-8.0%
Total Assets
$960M
6M Money Flow
-$152M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.30
YTD Return
4.7%
3yr Return
26.5%
1yr Return
14.3%
Total Assets
$699M
6M Money Flow
-$74M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
4.5%
3yr Sharpe
-0.03
YTD Return
-1.7%
3yr Return
7.3%
1yr Return
10.0%
Total Assets
$7B
6M Money Flow
$211M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.06
YTD Return
0.6%
3yr Return
16.3%
1yr Return
8.1%
Total Assets
$55M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
-0.06
YTD Return
-1.5%
3yr Return
10.1%
1yr Return
4.8%
Total Assets
$158M
6M Money Flow
-$15M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-0.04
YTD Return
-1.6%
3yr Return
9.9%
1yr Return
10.0%
Total Assets
$67M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
0.2%
3yr Return
-
1yr Return
3.2%
Total Assets
$6M
6M Money Flow
$443K
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
-0.04
YTD Return
-1.9%
3yr Return
15.6%
1yr Return
0.0%
Total Assets
$2B
6M Money Flow
-$199M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.28
YTD Return
-1.4%
3yr Return
27.0%
1yr Return
9.6%
Total Assets
$1B
6M Money Flow
$395M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
-0.27
YTD Return
-0.8%
3yr Return
3.9%
1yr Return
-1.7%
Total Assets
$87M
6M Money Flow
-$36M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
-0.04
YTD Return
1.6%
3yr Return
11.6%
1yr Return
5.3%
Total Assets
$25M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.01
YTD Return
1.8%
3yr Return
13.0%
1yr Return
7.0%
Total Assets
$20B
6M Money Flow
-$1B
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.17
YTD Return
-2.6%
3yr Return
31.4%
1yr Return
1.6%
Total Assets
$805M
6M Money Flow
-$37M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.07
YTD Return
-1.2%
3yr Return
15.9%
1yr Return
3.6%
Total Assets
$258M
6M Money Flow
-$19M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.05
YTD Return
0.7%
3yr Return
13.7%
1yr Return
9.9%
Total Assets
$1B
6M Money Flow
-$770M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
-0.14
YTD Return
-3.3%
3yr Return
6.6%
1yr Return
3.4%
Total Assets
$114M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.7%
3yr Return
-
1yr Return
-
Total Assets
$94M
6M Money Flow
-
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
0.11
YTD Return
-2.0%
3yr Return
18.5%
1yr Return
9.8%
Total Assets
$768M
6M Money Flow
-$142M