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 May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 169 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▼6M Money Flow
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
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
1.9%
3yr Sharpe
0.01
YTD Return
-4.6%
3yr Return
11.8%
1yr Return
-0.6%
Total Assets
$21B
6M Money Flow
-$2B
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
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
1.3%
3yr Sharpe
0.10
YTD Return
-2.4%
3yr Return
19.4%
1yr Return
3.6%
Total Assets
$17B
6M Money Flow
-$263M
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
1.6%
3yr Sharpe
0.02
YTD Return
-0.8%
3yr Return
16.6%
1yr Return
6.2%
Total Assets
$13B
6M Money Flow
-$70M
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
1.2%
3yr Sharpe
0.08
YTD Return
-1.7%
3yr Return
18.7%
1yr Return
7.2%
Total Assets
$12B
6M Money Flow
-$997M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.06
YTD Return
-2.5%
3yr Return
19.2%
1yr Return
4.2%
Total Assets
$8B
6M Money Flow
0
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.02
YTD Return
-4.4%
3yr Return
15.9%
1yr Return
-1.6%
Total Assets
$8B
6M Money Flow
-$794M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.02
YTD Return
1.2%
3yr Return
13.6%
1yr Return
8.1%
Total Assets
$7B
6M Money Flow
-$1B
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
0.19
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
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
1.3%
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
1.1%
3yr Sharpe
0.09
YTD Return
-3.7%
3yr Return
20.8%
1yr Return
2.9%
Total Assets
$4B
6M Money Flow
-$116M
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
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.09
YTD Return
-0.7%
3yr Return
19.1%
1yr Return
4.9%
Total Assets
$2B
6M Money Flow
-$380M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.04
YTD Return
-1.1%
3yr Return
17.3%
1yr Return
3.5%
Total Assets
$2B
6M Money Flow
-$137M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
18.2%
1yr Return
3.8%
Total Assets
$2B
6M Money Flow
-$127M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.11
YTD Return
-2.1%
3yr Return
19.2%
1yr Return
3.7%
Total Assets
$2B
6M Money Flow
-$15M
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
1.8%
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
0.16
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
0.9%
3yr Sharpe
-0.02
YTD Return
-7.6%
3yr Return
13.1%
1yr Return
-5.0%
Total Assets
$2B
6M Money Flow
-$229M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.13
YTD Return
-2.4%
3yr Return
22.5%
1yr Return
4.1%
Total Assets
$2B
6M Money Flow
-$66M
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
0.2%
3yr Sharpe
0.04
YTD Return
-5.1%
3yr Return
34.7%
1yr Return
9.9%
Total Assets
$1B
6M Money Flow
-$65M
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
0.35
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
1.0%
3yr Sharpe
-0.17
YTD Return
-1.6%
3yr Return
6.1%
1yr Return
6.7%
Total Assets
$1B
6M Money Flow
-$114M
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
4.7%
3yr Sharpe
-0.11
YTD Return
-3.4%
3yr Return
4.1%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
-$60M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.01
YTD Return
-3.9%
3yr Return
16.8%
1yr Return
2.4%
Total Assets
$1B
6M Money Flow
$97M
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
1.8%
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
0.2%
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
0.8%
3yr Sharpe
-0.07
YTD Return
-3.9%
3yr Return
9.4%
1yr Return
-0.6%
Total Assets
$997M
6M Money Flow
-$67M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
-0.26
YTD Return
-9.1%
3yr Return
-1.5%
1yr Return
-3.1%
Total Assets
$993M
6M Money Flow
-$60M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.00
YTD Return
1.3%
3yr Return
8.6%
1yr Return
6.3%
Total Assets
$967M
6M Money Flow
-$235M