We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Mid-Cap Blend Mutual Funds for Outstanding Returns
Read MoreHide Full Article
Blend funds, also known as hybrid funds, aim for value appreciation by capital gains. They owe their origin to a graphical representation of a fund’s equity-style box. In addition to diversification, blend funds are great picks for investors looking for a mix of growth and value investment. A mid-cap blend fund is a type of equity mutual fund that holds a mix of value and growth stocks in its portfolio, where the market cap of the stocks is generally between $2 billion and $10 billion.
Fidelity Mid-Cap Stock fund seeks long-term growth of capital. FMCSX also invests in common stocks of companies with medium market capitalization.
Fidelity Mid-Cap Stock has three-year annualized returns of 8.6%. FMCSX has an expense ratio of 0.82% compared with the category average of 0.93%.
MFS Blended Research Mid Cap Eq fund invests most of its net assets in equity securities of mid-cap companies. BMSFX advisors invest in common stocks, equity interests in real estate investment trusts and other securities, representing an ownership interest in a company or other issuers.
MFS Blended Research Mid Cap Equity Fund has three-year annualized returns of 9.8%. As of the end of May 2024, BMSFX had 144 issues and invested 2% of its net assets in Ameriprise Financial, Inc.
DFA US Vector Equity fund invests the majority of its net assets in a diverse group of securities of companies operating in the United States, with a focus on small-cap companies. DFVEX advisors also look at lower relative share price and higher profitability, while making their investment decisions.
DFA US Vector Equity has three-year annualized returns of 8.8%. Jed S. Fogdall has been one of the fund managers of DFVEX since 2012.
Image: Bigstock
3 Mid-Cap Blend Mutual Funds for Outstanding Returns
Blend funds, also known as hybrid funds, aim for value appreciation by capital gains. They owe their origin to a graphical representation of a fund’s equity-style box. In addition to diversification, blend funds are great picks for investors looking for a mix of growth and value investment. A mid-cap blend fund is a type of equity mutual fund that holds a mix of value and growth stocks in its portfolio, where the market cap of the stocks is generally between $2 billion and $10 billion.
Below, we share with you three top-ranked mid-cap blend mutual funds, viz., Fidelity Mid-Cap Stock (FMCSX - Free Report) , MFS Blended Research Mid Cap Eq (BMSFX - Free Report) and DFA US Vector Equity (DFVEX - Free Report) . Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
Fidelity Mid-Cap Stock fund seeks long-term growth of capital. FMCSX also invests in common stocks of companies with medium market capitalization.
Fidelity Mid-Cap Stock has three-year annualized returns of 8.6%. FMCSX has an expense ratio of 0.82% compared with the category average of 0.93%.
MFS Blended Research Mid Cap Eq fund invests most of its net assets in equity securities of mid-cap companies. BMSFX advisors invest in common stocks, equity interests in real estate investment trusts and other securities, representing an ownership interest in a company or other issuers.
MFS Blended Research Mid Cap Equity Fund has three-year annualized returns of 9.8%. As of the end of May 2024, BMSFX had 144 issues and invested 2% of its net assets in Ameriprise Financial, Inc.
DFA US Vector Equity fund invests the majority of its net assets in a diverse group of securities of companies operating in the United States, with a focus on small-cap companies. DFVEX advisors also look at lower relative share price and higher profitability, while making their investment decisions.
DFA US Vector Equity has three-year annualized returns of 8.8%. Jed S. Fogdall has been one of the fund managers of DFVEX since 2012.
To view the Zacks Rank and the past performance of all mid-cap blend mutual funds, investors can click here to see the complete list of mid-cap blend mutual funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>