Sentences with phrase «mid-cap blend fund»

Imagine investing in a small - cap value fund only to find out a few months later that it has transformed into a mid-cap blend fund in order to improve its ranking versus peers.

Not exact matches

A: Over the last 15 years, as of 9/22/17, the large - cap, mid-cap and small - cap blend funds at Vanguard compounded at 9.6 %, 11.5 % and 11.8 % respectively.

The Osterweis Fund is currently assigned to the domestic Mid-Cap Blend category, even though its holdings span a broad range of market capitalization and include foreign stocks.

The fund's dominant equivalent position was in the Vanguard Mid-Cap ETF (VO; average weight of 18.5 %), which again explains its Morningstar Mid-Cap Blend category.

The above chart also shows that at times the equivalent position in IJH was nonexistent, which brings into question a stationary classification of the fund into the Mid-Cap Blend category in the past ten years.

Small / Mid Blend Fidelity ® Mid-Cap Enhanced Index Fund (FMEIX) Fidelity ® Small - Cap Enhanced Index Fund (FCPEX) Fidelity ® Small - Cap Stock Fund (FSLCX) Fidelity ® Stock Selector Small - Cap Fund (FDSCX) Fidelity ® Small - Cap Discovery Fund (FSCRX)

Turnover ratios for active funds in small and mid-cap are similar to those found in large blend.

Equity fund sample includes the Morningstar historical categories: Diversified Emerging Markets, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small / Mid Blend, Foreign Small / Mid Growth, Foreign Small / Mid Value, Japan Stock, Large Blend, Large Growth, Large Value, Mid - Cap Blend, Mid-Cap Value, Miscellaneous Region, Pacific ex-Japan Stock, Small Blend, Small Growth, Small Value, and World Stock.

Negative skill contributed to the poor performance of the bottom 2 % of mid-cap growth, bottom 10 % of mid-cap blend and bottom 5 % of mid-cap value fund managers.

Equity fund sample includes the Morningstar historical categories: Diversified Emerging Markets, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small / Mid Blend, Foreign Small / Mid Growth, Foreign Small / Mid Value, Japan Stock, Large Blend, Large Growth, Large Value, Mid-Cap Blend, Mid-Cap Growth, Mid-Cap Value, Miscellaneous Region, Pacific / Asia ex-Japan Stock, Small Blend, Small Growth, Small Value, and World Stock.

Is there anything special one should know about investing in mid-cap stocks, and would you consider it an appropriate fund to include along with the Vanguard large (domestic and international) and small blend index funds that I've invested in to this point?

Based on total return out of 221 Funds in the Mid-Cap Blend Category.