Mutual Fund Tools

Top Ten Funds List

Top Ten Funds Lists

Top Mutual Funds – Mid-Cap Blend Funds
(Last updated on August 25, 2008)

Most funds have multiple share classes. Only one share class per fund is shown below, but different share classes of a fund may have different returns. You should review all the share classes of a fund and choose the one which best meets your investment objectives.

Screener Results
Fund Name Morningstar Risk YTD Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) 10-Year Return (%)
ICON Materials High -7.60 5.91 18.56 22.59 10.78
Fidelity Advisor Leveraged Co Stk I High -5.36 -0.45 11.76 19.47 --
Royce Premier Instl Average 3.85 5.63 12.19 15.58 --
Fidelity Select Defense & Aerospace Above Average -16.04 -13.24 6.81 14.85 10.35
ProFunds UltraMid Cap Inv High -13.52 -15.29 3.26 14.66 --
CRM Mid Cap Value Instl Below Average -5.74 -4.70 8.06 14.29 14.00
Victory Special Value A Average -9.07 -6.51 9.13 14.13 9.57
Oppenheimer Small & Mid Cap Value A Above Average -13.80 -14.26 4.71 14.03 9.78
CRM Mid Cap Value Inv Below Average -5.87 -4.89 7.83 14.02 --
Sentinel Mid Cap Value Instl Below Average -7.07 -2.88 7.82 13.76 --
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