Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Russell Midcap Index 18.915.228.2-10.6
Ticker Fund                                                                              2021
YTD
202020192018
AASCX Thrivent Mid Cap Stock Fund                                                                              23.6%17.4%20.9%-10.7%
AATIX Ancora-Thelen Small-Mid Cap Fund                                                                              20.9%11.8%24.8%-12.4%
AATSX Ancora-Thelen Small-Mid Cap Fund                                                                              19.4%11.9%24.9%-12.3%
AAWVX Cavanal Mid Cap Core Equity Fund                                                                              18%3.8%19.8%-10.9%
ABIZX AMG Managers Fairpointe Mid Cap Fund                                                                              23.3%-53%7.7%-18.3%
ABMIX AMG Managers Fairpointe Mid Cap Fund                                                                              19.7%-51.5%7.8%-18.4%
ACWVX Cavanal Mid Cap Core Equity Fund                                                                              18.3%3.4%20%-12.2%
AIWVX Cavanal Mid Cap Core Equity Fund                                                                              19%3.6%19.8%-10.7%
APWVX Cavanal Mid Cap Core Equity Fund                                                                              17.8%3.7%19.9%-10.9%
ARAIX Ariel Fund                                                                              27.8%4%17.6%-13.3%
ARGFX Ariel Fund                                                                              27.8%3.9%17.6%-13.6%
AVEMX Ave Maria Value Fund                                                                              19.5%2.5%14.5%-8.7%
BMSBX MFS Blended Research Mid Cap Equity Fund                                                                              18.6%9.2%24.2%-12%
BMSDX MFS Blended Research Mid Cap Equity Fund                                                                              20.5%9.2%23.9%-12%
BMSFX MFS Blended Research Mid Cap Equity Fund                                                                              18.4%9.3%24.2%-11.4%
BMSLX MFS Blended Research Mid Cap Equity Fund                                                                              22%9.4%24.1%-11.1%
BMSRX MFS Blended Research Mid Cap Equity Fund                                                                              18.6%9.2%23.9%-12%
BMSSX MFS Blended Research Mid Cap Equity Fund                                                                              18.5%9.1%24.1%-11.6%
BMSTX MFS Blended Research Mid Cap Equity Fund                                                                              19.3%9.3%24.1%-11.4%
BMSVX MFS Blended Research Mid Cap Equity Fund                                                                              20%9.4%24.1%-11.1%
BMSYX MFS Blended Research Mid Cap Equity Fund                                                                              19%9.4%24.1%-11%
BRMAX iShares Russell Mid-Cap Index Fund                                                                              16.7%13.2%25.2%-9.2%
BRMIX iShares Russell Mid-Cap Index Fund                                                                              16.2%13.1%25.2%-9.1%
BRMKX iShares Russell Mid-Cap Index Fund                                                                              17.5%13%25.3%-9.1%
BSMAX iShares Russell Small-Mid-Cap Index Fund                                                                              14.3%14.4%24%-10.4%
BSMIX iShares Russell Small-Mid-Cap Index Fund                                                                              14.6%14.3%23.9%-10.2%
BSMKX iShares Russell Small-Mid-Cap Index Fund                                                                              17.3%14.3%23.9%-10.2%
BTMFX Boston Trust Midcap Fund                                                                              13.4%7.5%23.9%-3.4%
BTSMX Boston Trust SMID Cap Fund                                                                              20%7.4%22.4%-5.6%
CAMMX Cambiar SMID Fund                                                                              16.1%8.9%25.9%-2.7%
CAMUX Cambiar SMID Fund                                                                              16.6%8.9%25.9%-2.7%
CCACX Calvert Mid-Cap Fund                                                                              8.2%9.4%20.3%-5.3%
CCAFX Calvert Mid-Cap Fund                                                                              9%10.7%23.9%-4.5%
CCPIX Calvert Mid-Cap Fund                                                                              10%10.9%25.1%-4.1%
CFDRX Columbia Select Mid Cap Value Fund                                                                              19.3%1%27.6%-13.6%
CFSMX Clarkston Partners Fund                                                                              7.6%13.3%19.6%-7.2%
CHTTX AMG Managers Fairpointe Mid Cap Fund                                                                              16.9%-53.2%7.6%-18.6%
CIMDX Clarkston Founders Fund                                                                              4.8%22.1%19.7%-7.9%
CISMX Clarkston Partners Fund                                                                              5.8%13.2%19.4%-7.3%
CMDYX Columbia Mid Cap Index Fund                                                                              17.5%-2.8%18.7%-11.3%
CMJAX Calvert US Mid Cap Core Responsible Index Fund                                                                              15.7%20.7%28.6%-9.5%
CMJIX Calvert US Mid Cap Core Responsible Index Fund                                                                              14.6%20.8%28.6%-9.2%
CMUAX Columbia Select Mid Cap Value Fund                                                                              20%0.8%27.1%-13.9%
CMUCX Columbia Select Mid Cap Value Fund                                                                              20.6%0.7%26.6%-14.6%
CMVRX Columbia Select Mid Cap Value Fund                                                                              18.7%1.1%27.1%-14.2%
CMVYX Columbia Select Mid Cap Value Fund                                                                              21.7%0.5%27.1%-13.6%
CPXRX Columbia Mid Cap Index Fund                                                                              20.1%-2.1%19%-11.4%
CSMEX Carillon Scout Mid Cap Fund                                                                              16%24.2%19.8%-10.1%
CSMFX Carillon Scout Mid Cap Fund                                                                              13.4%23.2%19.4%-10.7%
CSMRX Carillon Scout Mid Cap Fund                                                                              15.7%23.8%19.6%-10.3%
CSMSX Carillon Scout Mid Cap Fund                                                                              13.6%24.3%19.7%-10.1%
CSMUX Carillon Scout Mid Cap Fund                                                                              13.7%24.3%19.8%-9.8%
CSMZX Carillon Scout Mid Cap Fund                                                                              14%24.1%19.8%-10.1%
CVERX Columbia Select Mid Cap Value Fund                                                                              19.3%0.9%27.6%-13.6%
DHMAX Diamond Hill Small-Mid Cap Fund                                                                              25.3%0.5%21.4%-12.8%
DHMCX Diamond Hill Small-Mid Cap Fund                                                                              10.1%0.2%20.7%-13.5%
DHMIX Diamond Hill Small-Mid Cap Fund                                                                              25.2%0.6%21.5%-12.6%
DHMYX Diamond Hill Small-Mid Cap Fund                                                                              25.7%0.7%21.5%-12.5%
DHPAX Diamond Hill Mid Cap Fund                                                                              25.4%-2.5%23.1%-10.6%
DHPIX Diamond Hill Mid Cap Fund                                                                              27.9%-2.5%23.2%-10.3%
DHPYX Diamond Hill Mid Cap Fund                                                                              25.3%-2.5%23.3%-10.2%
DMIDX Dreyfus Midcap Index Fund, Inc                                                                              16.5%1.7%13.2%-10.7%
DNLCX Dreyfus Active MidCap Fund                                                                              19.2%3.7%13.1%-15.2%
DNLDX Dreyfus Active MidCap Fund                                                                              19.7%4.4%13.8%-14.5%
DNLRX Dreyfus Active MidCap Fund                                                                              19.4%4.2%14%-14.3%
DNLYX Dreyfus Active MidCap Fund                                                                              19.5%4.3%13.9%-14.3%
DPSAX Dreyfus Structured Midcap Fund                                                                              20.9%7.9%13.2%-16.1%
DPSCX Dreyfus Structured Midcap Fund                                                                              18%7.6%11.9%-16.7%
DPSRX Dreyfus Structured Midcap Fund                                                                              19%7.9%13.3%-15.8%
DPSYX Dreyfus Structured Midcap Fund                                                                              18.7%7.6%13.2%-15.7%
DSMFX Destinations Small-Mid Cap Equity Fund                                                                              22.5%21%25.6%-7.7%
DSMZX Destinations Small-Mid Cap Equity Fund                                                                              19.7%20.5%24.3%-15.8%
FAKSX Frost Mid Cap Equity Fund                                                                              0%-19.7%-15.8%-10%
FIIAX Fidelity Advisor Mid Cap II Fund                                                                              17.9%12.4%22.8%-15.2%
FIICX Fidelity Advisor Mid Cap II Fund                                                                              19.5%10.8%22.4%-15.8%
FIIMX Fidelity Advisor Mid Cap II Fund                                                                              18.2%12.7%23%-15%
FIKSX Frost Mid Cap Equity Fund                                                                              0%-19.4%-15.3%-9.6%
FITIX Fidelity Advisor Mid Cap II Fund                                                                              17.2%12.2%22.8%-15.4%
FIUSX Delaware Opportunity Fund formerly First Investors Opportunity Fund                                                                              21.4%-0.7%-8.1%-15.7%
FIVUX Delaware Opportunity Fund formerly First Investors Opportunity Fund                                                                              21.6%-0.6%-6.1%-15.4%
FIVVX Delaware Opportunity Fund formerly First Investors Opportunity Fund                                                                              21.8%0.5%-7.2%-15.4%
FKMCX Fidelity Mid-Cap Stock Fund                                                                              22.2%-3.6%17.4%-6.5%
FLAPX Fidelity Flex Mid Cap Index Fund                                                                              16.6%14.2%27.7%-9.1%
FLMVX JPMorgan Mid Cap Value Fund                                                                              25.6%-6.9%20.3%-11.7%
FMCAX Fidelity Advisor Stock Selector Mid Cap Fund                                                                              20.7%10.3%24.2%-8.1%
FMCCX Fidelity Advisor Stock Selector Mid Cap Fund                                                                              18.7%10.5%24.4%-7.6%
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund                                                                              19.1%10.3%24.1%-7.8%
FMCEX Fidelity Advisor Stock Selector Mid Cap Fund                                                                              17.4%9.8%24%-8.5%
FMCLX Federated Mid-Cap Index Fund                                                                              17.9%-3.3%13%-11.3%
FMCRX Federated Mid-Cap Index Fund                                                                              17.2%-3.3%13%-11.3%
FMCSX Fidelity Mid-Cap Stock Fund                                                                              21.3%-3.6%17.4%-6.6%
FMDCX Federated Mid-Cap Index Fund                                                                              18%-3.1%13%-11.5%
FMEIX Fidelity Mid Cap Enhanced Index Fund                                                                              17.7%11.5%22.6%-11.9%
FNAPX Fidelity Strategic Advisers Small-Mid Cap Multi-Manager Fund                                                                              0%0%0%-3.8%
FQAJX Fidelity Strategic Advisers Small-Mid Cap Multi-Manager Fund                                                                              0%0%0%-3.8%
FQAKX Fidelity Strategic Advisers Small-Mid Cap Multi-Manager Fund                                                                              0%0%0%-4.1%
FSCFX Fidelity Strategic Advisers Small-Mid Cap Fund                                                                              19%6.9%23.7%-12.6%
FSLZX Fidelity Advisor Stock Selector Mid Cap Fund                                                                              18.9%10.5%24.4%-7.5%
FSMAX Fidelity Extended Market Index Fund                                                                              12.5%20.8%22.5%-9.4%
FSMDX Fidelity Mid Cap Index Fund                                                                              20.1%13.9%26.8%-9.1%
FSSMX Fidelity Advisor Stock Selector Mid Cap Fund                                                                              17.8%10.5%24.6%-7.7%
FZAMX Fidelity Advisor Mid Cap II Fund                                                                              18.3%12.7%22.9%-14.8%
FZFLX Fidelity SAI Small-Mid Cap 500 Index Fund                                                                              18.9%-26.3%23.4%-9.3%
FZIPX Fidelity ZERO Extended Market Index Fund                                                                              18.6%14.1%24.2%-17.6%
GMCCX Nationwide Mid Cap Market Index Fund                                                                              14.4%8.6%18.2%-12.2%
GMXAX Nationwide Mid Cap Market Index Fund                                                                              19.7%8.9%19.1%-10.6%
GMXIX Nationwide Mid Cap Market Index Fund                                                                              17.5%8.6%19.3%-10.1%
GMXRX Nationwide Mid Cap Market Index Fund                                                                              16.9%8.9%18.9%-11%
GTACX Invesco Mid Cap Core Equity Fund                                                                              0%-24.5%-15.8%-12.9%
GTAFX Invesco Mid Cap Core Equity Fund                                                                              0%-21.1%5%-11.7%
GTAGX Invesco Mid Cap Core Equity Fund                                                                              0%-21.4%3.4%-12.1%
GTARX Invesco Mid Cap Core Equity Fund                                                                              0%-21.5%2.3%-12.3%
GTAVX Invesco Mid Cap Core Equity Fund                                                                              0%-21.1%5.2%-11.8%
GTAYX Invesco Mid Cap Core Equity Fund                                                                              0%-21.3%3.6%-11.9%
GUEAX Aberdeen US Mid Cap Equity Fund                                                                              4.8%24.6%25.2%-11%
GUECX Aberdeen US Mid Cap Equity Fund                                                                              4.7%23.3%24.2%-11.7%
GUEIX Aberdeen US Mid Cap Equity Fund                                                                              4.8%25%25.5%-10.7%
GUERX Aberdeen US Mid Cap Equity Fund                                                                              4.7%24.2%24.9%-11.2%
GUESX Aberdeen US Mid Cap Equity Fund                                                                              4.9%25%25.5%-10.7%
GVMCX Government Street Mid-Cap Fund                                                                              19.7%10.9%24.9%-7.3%
GWSAX Gabelli Focus Five Fund                                                                              23.4%5.7%26.8%-25.3%
GWSCX Gabelli Focus Five Fund                                                                              18.9%7.9%25.9%-25.9%
GWSIX Gabelli Focus Five Fund                                                                              21.1%9%27.1%-25.1%
GWSVX Gabelli Focus Five Fund                                                                              20.1%8.6%26.8%-25.3%
HFDCX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              19%8%26%-11.9%
HFDFX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              20%8.8%26.9%-10.9%
HFDRX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              19.3%8.5%26.4%-11.5%
HFDSX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              17.4%8.9%26.8%-11.3%
HFDTX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              18.4%8.8%26.7%-10.9%
HFDYX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              19.9%8.8%26.8%-10.9%
IVOAX Ivy Mid Cap Income Opportunities Fund                                                                              16.7%5.5%24.3%-4.6%
IVOCX Ivy Mid Cap Income Opportunities Fund                                                                              16.1%6%24.1%-5.2%
IVOEX Ivy Mid Cap Income Opportunities Fund                                                                              0%-13%24.4%-4.3%
IVOIX Ivy Mid Cap Income Opportunities Fund                                                                              18.2%5.1%24.5%-4.3%
IVORX Ivy Mid Cap Income Opportunities Fund                                                                              17.8%5.8%24.2%-4.9%
IVOSX Ivy Mid Cap Income Opportunities Fund                                                                              17.9%5.5%24.4%-4.1%
IVOYX Ivy Mid Cap Income Opportunities Fund                                                                              17.8%5.5%24.3%-4.6%
JAMCX JPMorgan Mid Cap Value Fund                                                                              22.8%-7.1%20.1%-12.1%
JCMAX JPMorgan Mid Cap Equity Fund                                                                              14.4%9.3%21.2%-8.4%
JCMVX JPMorgan Mid Cap Value Fund                                                                              24.7%-7.2%19.9%-12.5%
JMCCX JPMorgan Mid Cap Equity Fund                                                                              14.7%8.3%20.7%-8.9%
JMCEX JPMorgan Mid Cap Equity Fund                                                                              15.2%9.1%21.1%-8.6%
JMEEX JPMorgan Mid Cap Equity Fund                                                                              14.7%9.7%21.5%-8.1%
JMEZX JPMorgan Market Expansion Enhanced Index Fund                                                                              20.4%5%16.9%-13.6%
JMVPX JPMorgan Mid Cap Value Fund                                                                              22.9%-7.2%20%-12.1%
JMVQX JPMorgan Mid Cap Value Fund                                                                              23.5%-7.1%20.1%-11.8%
JMVRX JPMorgan Mid Cap Value Fund                                                                              22.9%-6.9%20.2%-11.7%
JMVSX JPMorgan Mid Cap Value Fund                                                                              21.8%-7%20.2%-11.9%
JMVYX JPMorgan Mid Cap Value Fund                                                                              25.4%-6.9%20.3%-11.7%
JMVZX JPMorgan Mid Cap Value Fund                                                                              22.6%-7.5%19.8%-12.3%
JOPPX Johnson Opportunity Fund                                                                              23.2%7.2%23.2%-14.2%
JPPEX JPMorgan Mid Cap Equity Fund                                                                              18.1%9.7%21.4%-8%
JVMAX John Hancock Disciplined Value Mid Cap Fund                                                                              23.5%4.6%26.9%-15.1%
JVMCX John Hancock Disciplined Value Mid Cap Fund                                                                              19.4%4.4%26.8%-15.7%
JVMIX John Hancock Disciplined Value Mid Cap Fund                                                                              20.3%4.7%27%-14.9%
JVMRX John Hancock Disciplined Value Mid Cap Fund                                                                              21.1%4.7%27.1%-14.8%
JVMSX John Hancock Disciplined Value Mid Cap Fund                                                                              20.7%4.6%27%-15.2%
JVMTX John Hancock Disciplined Value Mid Cap Fund                                                                              21.5%4.7%27.1%-15%
JVMVX John Hancock Disciplined Value Mid Cap Fund                                                                              0%-7.7%26.9%-15.1%
KSMIX KEELEY Small-Mid Cap Value Fund                                                                              22%-4.4%10.9%-17.5%
KSMVX KEELEY Small-Mid Cap Value Fund                                                                              21.8%-4.6%10.5%-17.7%
LMREX ClearBridge Mid Cap Fund                                                                              19.6%7.4%22.6%-13.2%
LSIRX ClearBridge Mid Cap Fund                                                                              20.1%9.4%24.2%-12.6%
LVOAX Lord Abbett Value Opportunities Fund                                                                              19.1%9%9.4%-12%
LVOCX Lord Abbett Value Opportunities Fund                                                                              21.8%7.5%7.1%-12.7%
LVOFX Lord Abbett Value Opportunities Fund                                                                              18.6%9.2%9.7%-11.8%
LVOOX Lord Abbett Value Opportunities Fund                                                                              22.8%9.6%11.3%-13.4%
LVOPX Lord Abbett Value Opportunities Fund                                                                              19.7%8.9%9.2%-12.2%
LVOQX Lord Abbett Value Opportunities Fund                                                                              18.2%8.6%8.8%-12.3%
LVORX Lord Abbett Value Opportunities Fund                                                                              20.1%8.8%9%-12.2%
LVOSX Lord Abbett Value Opportunities Fund                                                                              19.8%9.1%9.3%-12%
LVOTX Lord Abbett Value Opportunities Fund                                                                              20%9.3%10%-11.8%
LVOVX Lord Abbett Value Opportunities Fund                                                                              20.1%9.4%10.1%-11.7%
LVOYX Lord Abbett Value Opportunities Fund                                                                              22.8%9.3%9.9%-11.8%
LZCOX Lazard US Small-Mid Cap Equity Portfolio                                                                              16.6%5.3%25.4%-13.7%
LZSCX Lazard US Small-Mid Cap Equity Portfolio                                                                              18.6%5.5%25.9%-13.5%
MAMQX Mutual of America Mid-Cap Equity Index Fund                                                                              0%6.5%20.2%-11.3%
MDKAX MM S&P Mid Cap Index Fund                                                                              17.1%5.7%21.1%-11.9%
MDKFX MM S&P Mid Cap Index Fund                                                                              17.2%5.6%21.2%-11.8%
MDKIX MM S&P Mid Cap Index Fund                                                                              17.9%5.8%21.1%-11.5%
MDKSX MM S&P Mid Cap Index Fund                                                                              17.8%5.7%21.1%-11.6%
MDKTX MM S&P Mid Cap Index Fund                                                                              17.4%5.5%21.1%-12.1%
MDKZX MM S&P Mid Cap Index Fund                                                                              17.6%5.8%21.1%-11.4%
MDPIX ProFunds Mid-Cap ProFund                                                                              18.4%10.9%17.6%-12.8%
MDPSX ProFunds Mid-Cap ProFund                                                                              15.5%9.7%15.3%-13.6%
MFCAX Meridian Contrarian Fund                                                                              18.5%17.7%14.6%-8.2%
MFCCX Meridian Contrarian Fund                                                                              19.5%16.8%13.9%-8.8%
MFCIX Meridian Contrarian Fund                                                                              17.7%17.8%14.4%-8%
MIDKX Shelton S&P MidCap Index Fund                                                                              16.7%1.2%17.1%-11.8%
MIMSX BNY Mellon Mid Cap Multi-Strategy Fund                                                                              16.1%13.7%26.2%-9.3%
MMCIX BNY Mellon Small-Mid Cap Multi-Strategy Fund                                                                              9.5%14.5%22.9%-11.1%
MMCMX BNY Mellon Small-Mid Cap Multi-Strategy Fund                                                                              9.7%15.2%23.2%-10.8%
MPMCX BNY Mellon Mid Cap Multi-Strategy Fund                                                                              18.2%13.9%26.5%-9.2%
MPSIX Principal MidCap S&P 400 Index Fund                                                                              17.5%5.7%18.7%-11.5%
MVALX Meridian Contrarian Fund                                                                              18%17.8%14.5%-7.9%
MXBUX Great-West S&P Mid Cap 400 Index Fund                                                                              19.6%0.3%16.5%-12.2%
MXMDX Great-West S&P Mid Cap 400 Index Fund                                                                              19.9%5.5%20.8%-12%
MXNZX Great-West S&P Mid Cap 400 Index Fund                                                                              17.6%-2.4%16%-11.7%
NAMAX Columbia Select Mid Cap Value Fund                                                                              19.4%0.7%27%-13.6%
NEOMX Neiman Opportunities Fund                                                                              -5.1%-18.3%24.3%-10.2%
NMPAX Columbia Mid Cap Index Fund                                                                              17.5%-2.4%18.8%-11.4%
NOMIX Northern Mid Cap Index Fund                                                                              18.1%8.3%23.2%-11.3%
NTIAX Columbia Mid Cap Index Fund                                                                              19.8%-2.4%18.9%-11.6%
NWXQX Nationwide Mid Cap Market Index Fund                                                                              17.3%8.7%19.3%-10.4%
ODMCX JPMorgan Intrepid Mid Cap Fund                                                                              17.2%4.4%8.8%-12.1%
OMEAX JPMorgan Market Expansion Enhanced Index Fund                                                                              20.8%5.2%17.1%-13.4%
OMECX JPMorgan Market Expansion Enhanced Index Fund                                                                              20.2%3.9%15.4%-13.7%
OPMCX Oppenheimer Main Street Mid Cap Fund                                                                              14.9%3.4%23.3%-13.3%
OPMIX Oppenheimer Main Street Mid Cap Fund                                                                              16.6%6.1%27%-12.2%
OPMNX Oppenheimer Main Street Mid Cap Fund                                                                              17.4%4.8%25.2%-12.8%
OPMSX Oppenheimer Main Street Mid Cap Fund                                                                              14.9%5.3%25.9%-12.6%
OPMYX Oppenheimer Main Street Mid Cap Fund                                                                              15.8%6%26.7%-12.3%
PAMVX Pacific Advisors Mid Cap Value Fund                                                                              0%-42.4%-18%-19.9%
PARMX Parnassus Mid Cap Fund                                                                              7.7%14.5%23.5%-6.7%
PCBIX Principal MidCap Fund                                                                              19.2%17%36.3%-6.9%
PECAX JPMorgan Intrepid Mid Cap Fund                                                                              14.8%5.6%12.3%-11.7%
PEDGX Principal EDGE MidCap Fund                                                                              13%5.1%28.7%-6.1%
PEDMX Principal EDGE MidCap Fund                                                                              13.5%5.2%28.8%-6.1%
PEMGX Principal MidCap Fund                                                                              16.3%16.6%36.1%-7.1%
PESPX Dreyfus Midcap Index Fund, Inc                                                                              16.5%1.7%13.4%-10.9%
PFDAX Pacific Funds Small-Mid-Cap                                                                              17.8%9.2%22.8%-12%
PFMDX Pacific Funds Small-Mid-Cap                                                                              19.9%9.1%22.8%-11.7%
PFOIX Pacific Funds Small/Mid-Cap                                                                              18.1%9.2%22.8%-11.6%
PFPCX Pacific Funds Small-Mid-Cap                                                                              18.9%8.4%22.3%-12.6%
PFPMX Parnassus Mid Cap Fund                                                                              9.6%14.5%23.5%-6.4%
PFSLX Paradigm Select Fund                                                                              16.4%25.9%37.5%-9.9%
PGMIX JPMorgan Market Expansion Enhanced Index Fund                                                                              21%5.3%17.2%-13.1%
PMAPX Principal MidCap S&P 400 Index Fund                                                                              17.9%5.7%18.6%-11.5%
PMAQX Principal MidCap Fund                                                                              16.1%17.1%36.4%-6.8%
PMBCX Principal MidCap Fund                                                                              14.4%15.6%34.7%-7.8%
PMBJX Principal MidCap Fund                                                                              15.7%16.8%35.9%-7%
PMBMX Principal MidCap Fund                                                                              18.8%16.3%36%-7.3%
PMBNX Principal MidCap Fund                                                                              3%16.1%35.5%-7.5%
PMBPX Principal MidCap Fund                                                                              16.4%16.7%36.2%-7%
PMBSX Principal MidCap Fund                                                                              18.5%16.7%36.3%-7.1%
PMFJX Principal MidCap S&P 400 Index Fund                                                                              19.7%5.5%18.4%-11.7%
PMFMX Principal MidCap S&P 400 Index Fund                                                                              16.2%5.9%18.7%-11.9%
PMFNX Principal MidCap S&P 400 Index Fund                                                                              11.1%6%19.1%-12.1%
PMFPX Principal MidCap S&P 400 Index Fund                                                                              19.7%6%18.9%-11.7%
PMFSX Principal MidCap S&P 400 Index Fund                                                                              17.1%5.9%18.8%-11.8%
PMSBX Principal MidCap Fund                                                                              18.5%15.9%35.2%-7.6%
PMSSX Principal MidCap S&P 400 Index Fund                                                                              16.1%5.6%18.9%-12.2%
PMVCX Pacific Advisors Mid Cap Value Fund                                                                              0%-42.4%-23.6%-20.5%
POPFX Prospector Opportunity Fund                                                                              18.7%2.7%20.1%-4.3%
PQCCX PGIM QMA Mid-Cap Core Equity Fund                                                                              21.8%2.3%23.5%-15.4%
PYSAX Putnam Equity Spectrum Fund                                                                              0%-5.5%20.9%-16.3%
PYSCX Putnam Equity Spectrum Fund                                                                              0%-5.4%20%-16.9%
PYSOX Putnam Equity Spectrum Fund                                                                              0%-5.4%20%-16.9%
PYSRX Putnam Equity Spectrum Fund                                                                              0%-5.4%20.6%-16.5%
PYSYX Putnam Equity Spectrum Fund                                                                              0%-5.4%21.2%-16.1%
RIVCX Victory RS Investors Fund                                                                              20.3%-2.8%21.1%-10.3%
RSIKX Victory RS Investors Fund                                                                              20.9%-2.6%21.3%-10.1%
RSINX Victory RS Investors Fund                                                                              18.6%-2%22.7%-9.6%
RSIYX Victory RS Investors Fund                                                                              19.9%-1.7%23.1%-9.2%
RTOUX Russell Tax-Managed US Mid & Small Cap Fund                                                                              16.7%15%23.5%-8.5%
RTSAX Russell Tax-Managed US Mid & Small Cap Fund                                                                              19.6%14.9%23.4%-8.9%
RTSCX Russell Tax-Managed US Mid & Small Cap Fund                                                                              19.1%14.2%22.7%-9.6%
RTSEX Russell Tax-Managed US Mid & Small Cap Fund                                                                              0%-14.9%23.6%-8.8%
RTSSX Russell Tax-Managed US Mid & Small Cap Fund                                                                              19.8%14.9%23.5%-8.6%
SBMAX ClearBridge Mid Cap Fund                                                                              21.8%7.9%22.9%-12.9%
SBMLX ClearBridge Mid Cap Fund                                                                              20%4.7%20%-13.5%
SCECX Steward Small-Mid Cap Enhanced Index Fund                                                                              19.9%5.6%17.5%-12.4%
SCNSX Wells Fargo Common Stock Fund                                                                              14.9%10.6%12.7%-9.7%
SCSAX Wells Fargo Common Stock Fund                                                                              17.3%9.8%11.8%-10%
SCSDX Wells Fargo Common Stock Fund                                                                              14.7%12.1%12.2%-9.9%
SCSRX Wells Fargo Common Stock Fund                                                                              14.7%10.6%12.8%-9.7%
SEMCX SEI Mid-Cap Fund                                                                              20.9%4%21.8%-12%
SFDYX SEI Mid-Cap Fund                                                                              21.2%3.8%21.8%-11.7%
SHDIX American Beacon Shapiro SMID Cap Equity Fund                                                                              23.3%11.3%18.1%-16.7%
SHDPX American Beacon Shapiro SMID Cap Equity Fund                                                                              22.9%10.8%17.6%-16.9%
SHDYX American Beacon Shapiro SMID Cap Equity Fund                                                                              25.2%11.1%18%-16.7%
SIPIX SEI Mid-Cap Fund                                                                              21.5%4%21.9%-12.2%
SMBYX ClearBridge Mid Cap Fund                                                                              22.2%9.2%24.1%-12.6%
SMCPX ClearBridge Mid Cap Fund                                                                              22.1%8.7%23.4%-12.7%
SMDIX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              20%8.8%26.9%-11%
SMDOX Sterling Capital SMID Opportunities Fund                                                                              10.9%8.3%30.6%-10.8%
SMDPX Sterling Capital SMID Opportunities Fund                                                                              11.7%8.1%30.3%-11.1%
SMDQX Sterling Capital SMID Opportunities Fund                                                                              10%7.3%29.1%-11.7%
SMDRX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              18%8.8%26.8%-10.9%
SMDVX Hartford Schroders US Small-Mid Cap Opportunities Fund                                                                              17.4%8.8%26.8%-11.3%
SMIPX Saratoga Mid Capitalization Portfolio                                                                              16.2%1.1%29.9%-16.6%
SMXAX SEI Extended Market Index Fund                                                                              12.4%28.4%22.9%-9.1%
SPMAX Saratoga Mid Capitalization Portfolio                                                                              16.9%-0.1%29.9%-17%
SPMCX Saratoga Mid Capitalization Portfolio                                                                              16.5%-3%29.1%-17.5%
SPMIX Shelton S&P MidCap Index Fund                                                                              19%3%17.2%-11.3%
SSEFX AMG SouthernSun US Equity Fund                                                                              16.3%12.7%30%-23.4%
SSEIX AMG SouthernSun US Equity Fund                                                                              16.4%12.7%30.1%-23.1%
SSMAX SEI Small-Mid Cap Equity Fund                                                                              20.2%7.3%17.5%-11.4%
SSMEX Steward Small-Mid Cap Enhanced Index Fund                                                                              17.4%4.5%12.9%-14.5%
SSMHX State Street Small Mid Cap Equity Index Portfolio                                                                              13.9%28.7%23.5%-9.2%
SSMJX State Street Small Mid Cap Equity Index Fund                                                                              15.2%30.5%21%-9.3%
SSMKX State Street Small Mid Cap Equity Index Fund                                                                              12.8%30.5%20.9%-9%
SSMLX State Street Small Mid Cap Equity Index Fund                                                                              15.4%30.5%20.9%-9.1%
SSMOX Steward Small-Mid Cap Enhanced Index Fund                                                                              20%110.5%13.3%-14.5%
STMPX SEI Tax-Managed Small-Mid Cap Fund                                                                              19.8%9.8%18.9%-12.2%
STMSX SEI Tax-Managed Small-Mid Cap Fund                                                                              19.5%9.9%18.9%-12.3%
STSAX Wells Fargo Common Stock Fund                                                                              16.3%6.4%4.4%-10.7%
SWMCX Schwab US Mid-Cap Index Fund                                                                              20%15.3%27.3%-9.2%
TARKX Tarkio Fund                                                                              18.7%26.4%23.1%-23.3%
THPMX Thompson MidCap Fund                                                                              23%11.6%29.6%-21.9%
TMAPX Touchstone Mid Cap Fund                                                                              9.5%10.2%32.2%-3.4%
TMCJX Touchstone Mid Cap Fund                                                                              8.9%9.4%31.7%-4.1%
TMCPX Touchstone Mid Cap Fund                                                                              7.8%10.4%32.3%-3.1%
TMCTX Touchstone Mid Cap Fund                                                                              6.7%10.2%32%-3.4%
TMPIX Touchstone Mid Cap Fund                                                                              9.2%10.5%32.4%-3.1%
TMSIX Thrivent Mid Cap Stock Fund                                                                              23.9%18%21.4%-10.5%
TQSAX T. Rowe Price QM US Small & Mid-Cap Core Equity Fund                                                                              15.5%10.8%28.6%-11.2%
TQSIX T. Rowe Price QM US Small & Mid-Cap Core Equity Fund                                                                              15.8%11%28.8%-10.8%
TQSMX T. Rowe Price QM US Small & Mid-Cap Core Equity Fund                                                                              17.3%10.8%28.6%-10.9%
TRDFX Steward Small-Mid Cap Enhanced Index Fund                                                                              21.2%5.6%17.3%-12.8%
TSMEX TIAA-CREF Quant Small-Mid-Cap Equity Fund                                                                              26.1%13.8%22.5%-8.2%
TSMMX TIAA-CREF Quant Small-Mid-Cap Equity Fund                                                                              26.2%13.8%23.5%-7.9%
TSMNX TIAA-CREF Quant Small-Mid-Cap Equity Fund                                                                              28.1%13.8%22.7%-7.7%
TSMOX TIAA-CREF Quant Small-Mid-Cap Equity Fund                                                                              28.3%13.6%22.6%-8%
TSMUX TIAA-CREF Quant Small-Mid-Cap Equity Fund                                                                              27%13.9%22.7%-17.6%
TSMWX TIAA-CREF Quant Small-Mid-Cap Equity Fund                                                                              25.8%13.8%22.7%-7.8%
TWAOX Lord Asset Thomas White American Opportunities Fund                                                                              19.5%-17.7%25.2%-11%
UMBMX Carillon Scout Mid Cap Fund                                                                              16.3%24.3%19.9%-9.8%
VIMAX Vanguard Mid-Cap Index Fund                                                                              16.9%15.2%29%-9.2%
VIMCX Virtus KAR Mid-Cap Core Fund                                                                              18%25.3%30.4%-4.2%
VIMSX Vanguard Mid-Cap Index Fund                                                                              16.8%15.3%29%-9.3%
VKSAX Virtus KAR Small-Mid Cap Core Fund                                                                              13%33.1%38.5%-10.1%
VKSCX Virtus KAR Small-Mid Cap Core Fund                                                                              12.5%32.1%37.6%-10.7%
VKSIX Virtus KAR Small-Mid Cap Core Fund                                                                              12.9%33.4%38.8%-9.9%
VKSRX Virtus KAR Small-Mid Cap Core Fund                                                                              13.1%33.5%39%-9.9%
VMACX Virtus KAR Mid-Cap Core Fund                                                                              15.4%24.9%30.1%-4.4%
VMCCX Virtus KAR Mid-Cap Core Fund                                                                              17%23.9%29.1%-5.1%
VMCIX Vanguard Mid-Cap Index Fund                                                                              20.5%15.2%29%-9.3%
VMCPX Vanguard Mid-Cap Index Fund                                                                              18.1%15.2%29%-9.2%
VRMCX Virtus KAR Mid-Cap Core Fund                                                                              15.7%25.3%30.6%-9.9%
VSEQX Vanguard Strategic Equity Fund                                                                              24%8.3%23.1%-11.9%
VSNGX JPMorgan Mid Cap Equity Fund                                                                              14.6%9.6%21.4%-8.2%
VSPMX Vanguard S&P Mid-Cap 400 Index Fund                                                                              17.7%11.4%24.4%-11.1%
WAMFX Walden Mid Cap Fund                                                                              16%5.3%20.2%-3.6%
WASMX Walden SMID Cap Fund                                                                              18.7%7.2%19.7%-5.6%
WHGMX Westwood SMidCap Fund                                                                              19.3%2.4%15.2%-10.9%
WHGPX Westwood SMidCap Plus Fund                                                                              0%0%-22.3%-12.6%
WOOOX JPMorgan Intrepid Mid Cap Fund                                                                              14.8%6.2%12.2%-11.7%
WOOPX JPMorgan Intrepid Mid Cap Fund                                                                              15.1%6%13.2%-11.5%
WOOQX JPMorgan Intrepid Mid Cap Fund                                                                              15.1%5.9%13.1%-11.5%
WOOSX JPMorgan Intrepid Mid Cap Fund                                                                              15.9%6%13.2%-11.3%