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Blend funds are known as hybrid funds. Blend funds aim for value appreciation by capital gains. It owes its 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. Meanwhile, a mid-cap blend fund is a type of equity mutual fund that holds in its portfolio a mix of value and growth stocks, where the market cap of the stocks are generally between $2 billion and $10 billion.
Boston Trust SMID Cap Fund invests the majority of its assets in a varied portfolio of domestic equity securities of small and mid-cap companies. BTSMX defines small and mid-cap issuers as those with market cap within the range encompassed by the Russell 2500TM Index at the time of purchase. The fund has returned 14% over the past three years.
As of December 2021, BTSMX held 74 issues, with 2.3% of its assets invested in Perkinelmer Inc.
RMB SMID Cap Fund Class I invests the majority of its net assets in equity securities of companies with small to mid-market capitalization. RMBMX defines small to mid-cap companies as those with a market cap between $100 million and $10 billion at the time of purchase. The fund has returned 18.4% over the past three years.
RMBMX has an expense ratio of 0.80% compared with the category average of 1.09%.
Fidelity Mid-Cap Stock Fund invests the majority of its assets in common stocks of mid-cap companies (companies with market capitalization similar to companies on the Russell MidcapA Index or the S&P MidCap 400A Index). FMCSX invests in either "growth" stocks or "value" stocks or both. The fund has returned 17% over the past three years.
John Roth has been one of the fund managers of FMCSX since 2011.
Image: Bigstock
3 Mid-Cap Blend Mutual Funds for Solid Returns
Blend funds are known as hybrid funds. Blend funds aim for value appreciation by capital gains. It owes its 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. Meanwhile, a mid-cap blend fund is a type of equity mutual fund that holds in its portfolio a mix of value and growth stocks, where the market cap of the stocks are generally between $2 billion and $10 billion.
Below we share with you three top-ranked mid-cap blend mutual funds, namely Boston Trust SMID Cap Fund (BTSMX - Free Report) , RMB SMID Cap Fund Class I (RMBMX - Free Report) and Fidelity Mid-Cap Stock Fund (FMCSX - 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.
Boston Trust SMID Cap Fund invests the majority of its assets in a varied portfolio of domestic equity securities of small and mid-cap companies. BTSMX defines small and mid-cap issuers as those with market cap within the range encompassed by the Russell 2500TM Index at the time of purchase. The fund has returned 14% over the past three years.
As of December 2021, BTSMX held 74 issues, with 2.3% of its assets invested in Perkinelmer Inc.
RMB SMID Cap Fund Class I invests the majority of its net assets in equity securities of companies with small to mid-market capitalization. RMBMX defines small to mid-cap companies as those with a market cap between $100 million and $10 billion at the time of purchase. The fund has returned 18.4% over the past three years.
RMBMX has an expense ratio of 0.80% compared with the category average of 1.09%.
Fidelity Mid-Cap Stock Fund invests the majority of its assets in common stocks of mid-cap companies (companies with market capitalization similar to companies on the Russell MidcapA Index or the S&P MidCap 400A Index). FMCSX invests in either "growth" stocks or "value" stocks or both. The fund has returned 17% over the past three years.
John Roth has been one of the fund managers of FMCSX since 2011.
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.
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