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FIDELITY SAI SM-MID CAP 500 (FZFLX) - free report >>
iShares Russsell MidCap Index Inv A (BRMAX) - free report >>
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FIDELITY SAI SM-MID CAP 500 (FZFLX) - free report >>
iShares Russsell MidCap Index Inv A (BRMAX) - free report >>
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Bet on These 3 Strong Buy Mid-Cap Blend Mutual Funds
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 capitalization of the stocks is generally between $2 billion and $10 billion.
Below we will share with you three top-rated mid-cap blend mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) and is expected 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.
Fidelity SAI Small-Mid Cap 500 Index (FZFLX - Free Report) seeks to maintain its investment goals through stocks of small- and mid-cap domestic companies. FZFLX invests a large chunk of its assets in companies included on the Russell SMID 500 Index. Fidelity SAI Small-Mid Cap 500 Index has one-year returns of 15.9%.
FZFLX has an expense ratio of 0.15% compared with the category average of 0.84%.
iShares Russell Mid-Cap Index Investor A (BRMAX - Free Report) invests more than 90% of its in securities in its underlying index, which is a capitalization-weighted index of the 800 of the smallest companies included on the Russell 1000 Index. BRMAX aims to measure the performance of the Russell Midcap Index. iShares Russell Mid-Cap Index Investor A has one-year returns of 13%.
Alan Mason is one of the fund managers of BRMAX since 2015.
Fidelity Mid Cap Index Investor seeks returns by investing in mid-cap domestic companies. FSCLX invests a huge portion of its assets in securities present on the Russell Midcap Index. The fund generally lends securities to generate income. Fidelity Mid Cap Index Investor has one-year returns of 13.2%.
As of June 2018, FSCLX held 796 issues, with 0.48% of its total assets invested in Analog Devices Inc.
To view the Zacks Rank and past performance of all mid cap blend mutual funds, investors can click here to see the complete list of funds.
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