Mid-cap blend funds cover companies between large and small cap — firms with established businesses that still have significant growth runway. These funds balance growth potential with business maturity.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIMAX (VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES) | 10.05% | 18.92% | 15.62% | 7.97% | 11.69% | 11.60% | 9.90% | … | … |
| FSMDX (FIDELITY MID CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 12.32% | 22.28% | 16.37% | 8.35% | 11.81% | NA | NA | … | … |
| SWMCX (SCHWAB U.S. MID-CAP INDEX FUND) | 12.23% | 22.15% | 16.29% | 8.30% | NA | NA | NA | … | … |
| PMEGX (T. ROWE PRICE INSTITUTIONAL MID-CAP EQUITY GROWTH FUND T. ROWE PRICE INSTITUTIONAL MID-CAP EQUITY GROWTH FUND) | 0.69% | 6.14% | 7.39% | 2.47% | 11.14% | 11.86% | 10.98% | … | … |
| VMCIX (VANGUARD MID-CAP INDEX FUND INSTITUTIONAL SHARES) | 10.08% | 18.96% | 15.63% | 7.98% | 11.70% | 11.62% | 9.92% | … | … |
| TMPIX (TOUCHSTONE MID CAP FUND INSTITUTIONAL) | -0.30% | 7.71% | 8.62% | 4.96% | 10.15% | NA | NA | … | … |
| BRMIX (BlackRock Midcap Index Fund Instl Shares) | 11.90% | 21.82% | 16.15% | 8.23% | 11.75% | NA | NA | … | … |
| HUMDX (HUBER CAPITAL MID CAP VALUE FUND INVESTOR CLASS) | 12.05% | 28.87% | 14.33% | 6.71% | 8.31% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 12/20/2017
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