Best Mutual Funds: Top Performing Mid Cap Blend Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing mid-cap blend (growth & value) funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Fidelity Leveraged Company Stock FLVCX 16.19% 31% 3,884,407,218 0.85%
Royce Value Svc RYVFX 13.59% 22% 1,343,673,321 1.44%
Dreyfus Opportunistic Midcap DMCVX 12.49% 23% 1,319,268,247 1.22%
ProFunds UltraMid Cap UMPIX 11.61% 40% 29,928,114 1.81%
ASTON/Fairpointe Mid Cap CHTTX 11.48% 25% 3,074,825,308 1.11%
Hodges HDPMX 11.41% 28% 125,858,880 1.49%
Huntington Situs HSUAX 11.08% 21% 217,870,371 1.57%
Wells Fargo Advantage Spec Md Cp Val SMCDX 10.69% 19% 412,430,894 1.31%
Al Frank VALUX 10.64% 23% 81,216,679 1.49%
CRM Mid Cap Value CRMMX 10.47% 18% 3,024,405,668 1.02%
Weitz Hickory WEHIX 10.23% 20% 355,671,228 1.27%
Fidelity Advisor Value Strategies FSOAX 10.14% 28% 1,072,384,471 1.17%
Dreyfus Structured Midcap DPSAX 10.01% 20% 69,713,191 1.41%

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  • TD Ameritrade – Offers hundreds of no-transaction fee funds from leading fund families and provides a complete mutual fund analysis toolbox including mutual fund screeners and Morningstar Instant X-Ray.
  • E*trade – Offers more than 1,300 no-load, no-transaction fee mutual funds.  An account also gains you access to E*trade’s award winning investment analysis platform and research.
  • Scottrade – Access to 14,500+ mutual funds, one of the largest selections available to investors anywhere.