Back to top

Image: Bigstock

3 Top-Ranked Mid-Cap Blend Funds to Buy for Impressive Growth

Read MoreHide Full Article

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 through 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. These funds owe their 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 U.S. Vector Equity Portfolio (DFVEX - Free Report) , Glenmede Total Market Plus Equity Portfolio (GTTMX - Free Report) and Fidelity Mid-Cap Stock Fund (FMCSX - Free Report) . Each has earned a Zacks Mutual Fund #1 Rank (Strong Buy), as we expect these mutual funds to outperform their 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.

U.S. Vector Equity Portfolio fund invests most of its net assets in a well-diversified and broad group of U.S. operating companies, preferably in smaller-capitalization, lower relative price and higher-profitability companies in the United States. DFVEX advisors generally define the U.S. Universe as a set of U.S. operating companies listed on a securities exchange in the country that are market-capitalization weighted.

U.S. Vector Equity Portfolio fund has three-year annualized returns of 15.8%. As of the end of April 2026, DFVEX had 1983 issues and invested 4.7% of its net assets in NVIDIA.

Glenmede Total Market Plus Equity Portfolio fund invests most of its assets, along with borrowings, if any, in common stocks of domestic public companies with market capitalization within the range of the companies listed on the Russell 3000 Index at the time of purchase. GTTMX advisors prefer to invest in long and short positions.

Glenmede Total Market Plus Equity Portfolio fund has three-year annualized returns of 15.5%. GTTMX has an expense ratio of 1.91%.

Fidelity Mid-Cap Stock Fund invests most of its net assets in common stocks of domestic and foreign companies with market capitalization similar to those listed on the Russell Midcap Index or the S&P MidCap 400 Index. FMCSX advisors also invest in large and small-cap companies with growth or value characteristics, or sometimes both.

Fidelity Mid-Cap Stock Fund has three-year annualized returns of 14.7%. Daniel Sherwoodhas been one of the fund managers of FMCSX since June 2024.

To view the Zacks Rank and past performance of mid-cap blend mutual funds, investors can click here to see the complete list of 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 >>

Published in