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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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
94.7%
3yr Sharpe
-0.05
YTD Return
-2.5%
3yr Return
6.7%
1yr Return
2.7%
Total Assets
$8M
6M Money Flow
-$1M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
13.2%
3yr Sharpe
0.08
YTD Return
-1.2%
3yr Return
21.8%
1yr Return
8.1%
Total Assets
$894M
6M Money Flow
$122M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
9.7%
3yr Sharpe
-
YTD Return
-10.1%
3yr Return
-
1yr Return
-7.3%
Total Assets
$11M
6M Money Flow
$8M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
8.9%
3yr Sharpe
-0.11
YTD Return
-1.6%
3yr Return
7.0%
1yr Return
10.2%
Total Assets
$60M
6M Money Flow
$5M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
6.2%
3yr Sharpe
-0.12
YTD Return
-0.7%
3yr Return
0.7%
1yr Return
7.9%
Total Assets
$635M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
5.9%
3yr Sharpe
-0.22
YTD Return
-0.3%
3yr Return
1.0%
1yr Return
-1.1%
Total Assets
$245M
6M Money Flow
-
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
4.7%
3yr Sharpe
-0.17
YTD Return
-3.1%
3yr Return
1.1%
1yr Return
-1.3%
Total Assets
$30M
6M Money Flow
$440K
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
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
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
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
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
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
11.6%
Total Assets
$7M
6M Money Flow
$4M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-0.20
YTD Return
-3.1%
3yr Return
5.7%
1yr Return
3.4%
Total Assets
$529M
6M Money Flow
-$953M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
-2.0%
3yr Return
-
1yr Return
10.6%
Total Assets
$91M
6M Money Flow
$8M
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
3.5%
3yr Sharpe
-0.06
YTD Return
1.9%
3yr Return
7.3%
1yr Return
5.3%
Total Assets
$32M
6M Money Flow
-$584K
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
3.3%
3yr Sharpe
-0.05
YTD Return
-1.0%
3yr Return
10.0%
1yr Return
3.8%
Total Assets
$19M
6M Money Flow
-$2M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
0.06
YTD Return
-1.1%
3yr Return
17.2%
1yr Return
5.0%
Total Assets
$832M
6M Money Flow
-$41M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-3.0%
3yr Return
-
1yr Return
-8.7%
Total Assets
$1M
6M Money Flow
-$22K
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
2.9%
3yr Sharpe
-
YTD Return
-4.8%
3yr Return
-
1yr Return
-2.7%
Total Assets
$86M
6M Money Flow
-$4M
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
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
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
2.6%
3yr Sharpe
0.00
YTD Return
3.4%
3yr Return
9.2%
1yr Return
4.9%
Total Assets
$288M
6M Money Flow
-$29M
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
2.5%
3yr Sharpe
0.06
YTD Return
-0.3%
3yr Return
17.2%
1yr Return
6.2%
Total Assets
$674M
6M Money Flow
$30M
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
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
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
2.4%
3yr Sharpe
-
YTD Return
-4.6%
3yr Return
-
1yr Return
-0.3%
Total Assets
$21M
6M Money Flow
$3M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
8.2%
Total Assets
$38M
6M Money Flow
-$169K
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
2.4%
3yr Sharpe
-0.15
YTD Return
-4.2%
3yr Return
7.9%
1yr Return
2.0%
Total Assets
$115M
6M Money Flow
-$53M
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
2.3%
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
2.3%
3yr Sharpe
0.06
YTD Return
1.8%
3yr Return
13.8%
1yr Return
-0.2%
Total Assets
$10M
6M Money Flow
-$3M