We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Buy These 3 Mid-Cap Blend Mutual Funds for Fantastic Returns
Read MoreHide Full Article
Blend funds, also known as hybrid funds, aim for value appreciation by capital gains. They owe their 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. In addition, a mid-cap blend fund is a type of equity mutual fund that holds a mix of value and growth stocks in its portfolio, where the market cap of the stocks is generally between $2 billion and $10 billion.
Ave Maria Value Fund invests primarily in common stocks believed to be priced at a discount to their true value. It invests the majority of its net assets in companies meeting its religious criteria. AVEMX invests in securities of companies of various market caps. The fund has returned 13.6% over the past three years.
As of September 2022, AVEMX held 35 issues, with 15% of its assets invested in Texas Pacific Land Corp.
JPMorgan Mid Cap Equity Fund invests the majority of its net assets in equity securities of mid-cap companies. For its purposes, mid-cap companies are defined as companies with market capitalizations equal to those within the Russell MidcapA Index at the time of purchase. The fund has returned 10% over the past three years.
VSNGX has an expense ratio of 0.90% 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 those on the Russell MidcapA Index or the S&P MidCap 400A Index). FMCSX typically invests in growth and value stocks. The fund has returned 13.3% over the past three years.
Nicola Stafford has been one of the fund managers of FMCSX since 2017.
Image: Bigstock
Buy These 3 Mid-Cap Blend Mutual Funds for Fantastic Returns
Blend funds, also known as hybrid funds, aim for value appreciation by capital gains. They owe their 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. In addition, a mid-cap blend fund is a type of equity mutual fund that holds a mix of value and growth stocks in its portfolio, where the market cap of the stocks is generally between $2 billion and $10 billion.
Below, we share with you three top-ranked mid-cap blend mutual funds, namely Ave Maria Value Fund (AVEMX - Free Report) , JPMorgan Mid Cap Equity Fund (VSNGX - 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.
Ave Maria Value Fund invests primarily in common stocks believed to be priced at a discount to their true value. It invests the majority of its net assets in companies meeting its religious criteria. AVEMX invests in securities of companies of various market caps. The fund has returned 13.6% over the past three years.
As of September 2022, AVEMX held 35 issues, with 15% of its assets invested in Texas Pacific Land Corp.
JPMorgan Mid Cap Equity Fund invests the majority of its net assets in equity securities of mid-cap companies. For its purposes, mid-cap companies are defined as companies with market capitalizations equal to those within the Russell MidcapA Index at the time of purchase. The fund has returned 10% over the past three years.
VSNGX has an expense ratio of 0.90% 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 those on the Russell MidcapA Index or the S&P MidCap 400A Index). FMCSX typically invests in growth and value stocks. The fund has returned 13.3% over the past three years.
Nicola Stafford has been one of the fund managers of FMCSX since 2017.
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.
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 >>