Mid Cap Blend



Mid cap blend funds follow the group of companies generally valued between $2 billion and $10 billion.

Mid caps are often overlooked in asset allocation discussions in favor of large and small caps, but their consistent performance actually compares quite favorably.  Give them a try in the calculators and see what you think.


Index Funds

Source Data
  • 1970-1978: Stock Index CalculatorS
  • 1979-1992: Russell Mid Cap TR USD, P
  • 1993-1998: MSCI US Mid Cap 450 GR USD, P
  • 1999+: Vanguard Mid Cap Index Fund (VIMSX), P


Portfolios with Mid Cap Blend assets