3 Mid-Cap Blend Mutual Funds for Outstanding Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 28 2024
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Source: NASDAQ.COM
Overview of Blend Funds: Blend funds, or hybrid funds, combine growth and value investments, particularly mid-cap blend mutual funds which hold stocks with market caps between $2 billion and $10 billion. Three top-ranked options include Fidelity Mid-Cap Stock (FMCSX), MFS Blended Research Mid Cap Eq (BMSFX), and DFA US Vector Equity (DFVEX), all rated #1 by Zacks.
Performance Highlights: FMCSX has a three-year annualized return of 8.6% with an expense ratio of 0.82%, BMSFX boasts a return of 9.8% and invests in various equity securities, while DFVEX focuses on small-cap companies with a return of 8.8%.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
