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Diversify Your Portfolio With 3 Best Mid-Cap Blend Mutual Funds
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Investors interested in comparatively less risky returns through exposure to both growth and value securities may opt for mid-cap blend mutual funds. While mid-cap funds are expected to offer the best of both large- and small-cap ones, blend funds, also known as "hybrid funds," aim for value appreciation by capital gains. Companies with market capitalization between $2 billion and $10 billion are generally considered mid-cap firms.
Moreover, mid-cap funds are believed to provide higher returns than their large-cap counterparts, while witnessing a lower level of volatility than the small-cap ones. Meanwhile, blend funds provide significant exposure to both growth and value stocks. It owes its origin to a graphical representation of a fund's equity style box.
Below, we will share with you three mid-cap blend mutual funds, namely Clarkston Partners Fund (CFSMX - Free Report) , MFS Blended Research Mid Cap Equity Fund A (BMSFX - Free Report) and Boston Trust Walden Midcap Fund (WAMFX - Free Report) . Each has earned a Zacks Mutual Fund #1 Rank(Strong Buy) as we expect these mutual funds to outperform its peers in the future. To view the Zacks Rank and past performance of all mid-cap blend funds, investors can click here to see the complete list of funds.
Clarkston Partners Fund invests most of its assets in equity securities of small and medium-capitalized domestic companies, which its advisors believe are of high quality and undervalued with respect to expected long-term free cash flows. CFSMX also invests in foreign equity securities through American Depositary Receipts.
Clarkston Partners Fund has three-year annualized returns of 7.4%. As of the end of June 2022, CFSMX had 21 issues and invested 9.17% of its net assets in Change Healthcare.
MFS Blended Research Mid Cap Equity Fund A seeks capital appreciation by investing most of its net assets in equity securities of domestic issues with medium market capitalizations, which includes common stocks, equity interests in real estate investment trusts, and other securities with ownership interest. BMSFX may also invest a small portion of its net assets in foreign securities.
MFS Blended Research Mid Cap Equity Fund Ahas three-year annualized returns of 5.5%. BMSFX has an expense ratio of 0.84% compared with the category average of 0.94%.
Boston Trust Walden Midcap Fund invests most of its net assets in a well-diversified portfolio of midcap domestic companies with market capitalization similar to that of companies listed on the Russell Midcap Index at the time of purchase. WAMFX chooses to invest in stocks based on financials, environmental, social and governance factors.
Boston Trust Walden Midcap Fund has three-year annualized returns of 4.6%. Stephen J. Amyouny has been one of the fund managers of WAMFX since August 2011.
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Diversify Your Portfolio With 3 Best Mid-Cap Blend Mutual Funds
Investors interested in comparatively less risky returns through exposure to both growth and value securities may opt for mid-cap blend mutual funds. While mid-cap funds are expected to offer the best of both large- and small-cap ones, blend funds, also known as "hybrid funds," aim for value appreciation by capital gains. Companies with market capitalization between $2 billion and $10 billion are generally considered mid-cap firms.
Moreover, mid-cap funds are believed to provide higher returns than their large-cap counterparts, while witnessing a lower level of volatility than the small-cap ones. Meanwhile, blend funds provide significant exposure to both growth and value stocks. It owes its origin to a graphical representation of a fund's equity style box.
Below, we will share with you three mid-cap blend mutual funds, namely Clarkston Partners Fund (CFSMX - Free Report) , MFS Blended Research Mid Cap Equity Fund A (BMSFX - Free Report) and Boston Trust Walden Midcap Fund (WAMFX - Free Report) . Each has earned a Zacks Mutual Fund #1 Rank(Strong Buy) as we expect these mutual funds to outperform its peers in the future. To view the Zacks Rank and past performance of all mid-cap blend funds, investors can click here to see the complete list of funds.
Clarkston Partners Fund invests most of its assets in equity securities of small and medium-capitalized domestic companies, which its advisors believe are of high quality and undervalued with respect to expected long-term free cash flows. CFSMX also invests in foreign equity securities through American Depositary Receipts.
Clarkston Partners Fund has three-year annualized returns of 7.4%. As of the end of June 2022, CFSMX had 21 issues and invested 9.17% of its net assets in Change Healthcare.
MFS Blended Research Mid Cap Equity Fund A seeks capital appreciation by investing most of its net assets in equity securities of domestic issues with medium market capitalizations, which includes common stocks, equity interests in real estate investment trusts, and other securities with ownership interest. BMSFX may also invest a small portion of its net assets in foreign securities.
MFS Blended Research Mid Cap Equity Fund Ahas three-year annualized returns of 5.5%. BMSFX has an expense ratio of 0.84% compared with the category average of 0.94%.
Boston Trust Walden Midcap Fund invests most of its net assets in a well-diversified portfolio of midcap domestic companies with market capitalization similar to that of companies listed on the Russell Midcap Index at the time of purchase. WAMFX chooses to invest in stocks based on financials, environmental, social and governance factors.
Boston Trust Walden Midcap Fund has three-year annualized returns of 4.6%. Stephen J. Amyouny has been one of the fund managers of WAMFX since August 2011.
To view the Zacks Rank and past performance of mid-cap cap blend mutual funds, investors can click here to see the complete list of funds.
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