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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.
NameExpense RatioTTM Yield3yr Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.76
YTD Return
4.7%
3yr Return
50.6%
1yr Return
13.6%
Total Assets
$542M
6M Money Flow
$149M
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
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
1.3%
3yr Sharpe
0.41
YTD Return
3.2%
3yr Return
38.4%
1yr Return
8.8%
Total Assets
$701M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
4.3%
3yr Sharpe
0.41
YTD Return
-2.7%
3yr Return
45.0%
1yr Return
8.9%
Total Assets
$184M
6M Money Flow
$46M
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
1.5%
3yr Sharpe
0.39
YTD Return
-0.3%
3yr Return
36.4%
1yr Return
10.4%
Total Assets
$469M
6M Money Flow
-$63M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.39
YTD Return
4.5%
3yr Return
31.6%
1yr Return
16.9%
Total Assets
$50M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.36
YTD Return
2.0%
3yr Return
31.6%
1yr Return
12.3%
Total Assets
$186M
6M Money Flow
$13M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
0.36
YTD Return
0.7%
3yr Return
37.6%
1yr Return
11.5%
Total Assets
$334M
6M Money Flow
-$14M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.35
YTD Return
2.6%
3yr Return
39.9%
1yr Return
15.1%
Total Assets
$1B
6M Money Flow
-$4M
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
1.3%
3yr Sharpe
0.34
YTD Return
5.6%
3yr Return
42.6%
1yr Return
20.0%
Total Assets
$25M
6M Money Flow
$916K
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
1.9%
3yr Sharpe
0.30
YTD Return
1.1%
3yr Return
33.1%
1yr Return
-2.4%
Total Assets
$68M
6M Money Flow
-$5M
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
2.5%
3yr Sharpe
0.29
YTD Return
1.0%
3yr Return
37.1%
1yr Return
19.1%
Total Assets
$25M
6M Money Flow
-$842K
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
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
0.2%
3yr Sharpe
0.25
YTD Return
7.3%
3yr Return
37.9%
1yr Return
13.4%
Total Assets
$1B
6M Money Flow
$39M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.25
YTD Return
1.5%
3yr Return
26.0%
1yr Return
8.8%
Total Assets
$586M
6M Money Flow
-$122M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.20
YTD Return
2.4%
3yr Return
24.9%
1yr Return
10.0%
Total Assets
$31M
6M Money Flow
$6M
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
1.0%
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
1.5%
3yr Sharpe
0.18
YTD Return
-3.5%
3yr Return
23.8%
1yr Return
-1.1%
Total Assets
$2B
6M Money Flow
-$143M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.18
YTD Return
-1.4%
3yr Return
21.8%
1yr Return
6.5%
Total Assets
$100M
6M Money Flow
-$19M
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
2.4%
3yr Sharpe
0.17
YTD Return
-1.0%
3yr Return
21.6%
1yr Return
14.2%
Total Assets
$69M
6M Money Flow
$6M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.17
YTD Return
-1.7%
3yr Return
32.2%
1yr Return
4.3%
Total Assets
$522M
6M Money Flow
-$8M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.17
YTD Return
2.0%
3yr Return
27.5%
1yr Return
9.0%
Total Assets
$122M
6M Money Flow
-$9M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.17
YTD Return
1.5%
3yr Return
21.0%
1yr Return
8.1%
Total Assets
$363M
6M Money Flow
-$75M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.16
YTD Return
-2.0%
3yr Return
25.8%
1yr Return
5.2%
Total Assets
$5B
6M Money Flow
-$322M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.16
YTD Return
-2.8%
3yr Return
27.0%
1yr Return
2.8%
Total Assets
$2B
6M Money Flow
-$76M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
3.4%
3yr Sharpe
0.16
YTD Return
-3.3%
3yr Return
26.4%
1yr Return
1.7%
Total Assets
$55M
6M Money Flow
$26M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.15
YTD Return
-1.8%
3yr Return
26.6%
1yr Return
1.0%
Total Assets
$374M
6M Money Flow
$2M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.15
YTD Return
-6.0%
3yr Return
23.6%
1yr Return
1.7%
Total Assets
$33M
6M Money Flow
-$7M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.14
YTD Return
-4.1%
3yr Return
21.5%
1yr Return
2.4%
Total Assets
$1B
6M Money Flow
-$63M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.14
YTD Return
-0.8%
3yr Return
23.1%
1yr Return
5.2%
Total Assets
$340M
6M Money Flow
-$31M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.13
YTD Return
1.7%
3yr Return
26.1%
1yr Return
6.2%
Total Assets
$22B
6M Money Flow
-$2B
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
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
2.5%
3yr Sharpe
0.13
YTD Return
-3.0%
3yr Return
21.3%
1yr Return
5.6%
Total Assets
$4B
6M Money Flow
-$41M