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52 Wk Mutual Funds HL Screen
Index Funds Performance
3 Years
5 Years
US
>
Equity
>
Market-Cap
>
Mid-Cap
>
Category Average Return
11.0%
13.0%
-21.8%
Russell Midcap Growth Index
4.4%
24.9%
-27.3%
Russell Midcap Index
0.0%
0.0%
-5.5%
Russell Midcap Value Index
0.0%
0.0%
-2.8%
Ticker
Fund Name
2024
2023
2022
CMJAX
Calvert US Mid Cap Core Responsible Index Fund
+
11.9%
14%
-19.9%
CMJIX
Calvert US Mid Cap Core Responsible Index Fund
12.1%
14%
-19.9%
CMDYX
Columbia Mid Cap Index Fund
+
9.5%
6.8%
-22.8%
CPXRX
Columbia Mid Cap Index Fund
9.3%
7.4%
-22.3%
NTIAX
Columbia Mid Cap Index Fund
9.1%
7.1%
-22.5%
NMPAX
Columbia Mid Cap Index Fund
9.2%
7.1%
-22.6%
DMIDX
Dreyfus Midcap Index Fund, Inc
+
14.7%
6%
-25.6%
PESPX
Dreyfus Midcap Index Fund, Inc
12.8%
6%
-25.5%
FMCLX
Federated Mid-Cap Index Fund
+
11.9%
3.9%
-23.1%
FMCRX
Federated Mid-Cap Index Fund
11.9%
3.9%
-23.2%
FMDCX
Federated Mid-Cap Index Fund
12.2%
3.9%
-23.2%
FSMAX
Fidelity Extended Market Index Fund
12.8%
23.9%
-27.7%
FLAPX
Fidelity Flex Mid Cap Index Fund
13.5%
14.9%
-18.8%
FMEIX
Fidelity Mid Cap Enhanced Index Fund
0%
4.5%
-17%
FSMDX
Fidelity Mid Cap Index Fund
13.9%
15.5%
-19%
FZFLX
Fidelity SAI Small-Mid Cap 500 Index Fund
7%
14.8%
-52.6%
FZIPX
Fidelity ZERO Extended Market Index Fund
11.1%
16.4%
-19.3%
MXBUX
Great-West S&P Mid Cap 400 Index Fund
+
10.2%
3.6%
-21.6%
MXMDX
Great-West S&P Mid Cap 400 Index Fund
11.5%
10.5%
-17.2%
MXNZX
Great-West S&P Mid Cap 400 Index Fund
10.5%
2.2%
-22.1%
BRMAX
iShares Russell Mid-Cap Index Fund
+
12.9%
13.6%
-20.1%
BRMIX
iShares Russell Mid-Cap Index Fund
12.7%
13.6%
-20.1%
BRMKX
iShares Russell Mid-Cap Index Fund
12.6%
13.7%
-20.1%
BSMAX
iShares Russell Small-Mid-Cap Index Fund
+
9.9%
15.4%
-22.2%
BSMIX
iShares Russell Small-Mid-Cap Index Fund
11.2%
15.4%
-22.2%
BSMKX
iShares Russell Small-Mid-Cap Index Fund
10.2%
15.4%
-22.2%
OMEAX
JPMorgan Market Expansion Enhanced Index Fund
+
0%
0%
-15.9%
OMECX
JPMorgan Market Expansion Enhanced Index Fund
0%
0%
-17.4%
PGMIX
JPMorgan Market Expansion Enhanced Index Fund
0%
0%
-15.8%
JMEZX
JPMorgan Market Expansion Enhanced Index Fund
0%
0%
-16.1%
MDKAX
MM S&P Mid Cap Index Fund
+
0%
0%
-22%
MDKFX
MM S&P Mid Cap Index Fund
0%
0%
-21.9%
MDKIX
MM S&P Mid Cap Index Fund
0%
0%
-21.8%
MDKSX
MM S&P Mid Cap Index Fund
0%
0%
-21.9%
MDKTX
MM S&P Mid Cap Index Fund
0%
0%
-22.1%
MDKZX
MM S&P Mid Cap Index Fund
0%
0%
-21.8%
GMCCX
Nationwide Mid Cap Market Index Fund
+
-0.7%
7.8%
-22.3%
NWXQX
Nationwide Mid Cap Market Index Fund
12.6%
9.3%
-20.9%
GMXAX
Nationwide Mid Cap Market Index Fund
10.7%
9.1%
-21.1%
GMXRX
Nationwide Mid Cap Market Index Fund
10.6%
8.9%
-21.3%
GMXIX
Nationwide Mid Cap Market Index Fund
10.7%
9.4%
-20.9%
NOMIX
Northern Mid Cap Index Fund
12.9%
7.7%
-21.4%
MPSIX
Principal MidCap S&P 400 Index Fund
+
12.7%
12%
-19.3%
PMAPX
Principal MidCap S&P 400 Index Fund
12.7%
12.1%
-19.3%
PMFJX
Principal MidCap S&P 400 Index Fund
12.5%
11.9%
-19.5%
PMFMX
Principal MidCap S&P 400 Index Fund
12.2%
12.1%
-19.1%
PMFPX
Principal MidCap S&P 400 Index Fund
12.8%
12.2%
-19.1%
PMFSX
Principal MidCap S&P 400 Index Fund
12.4%
12.2%
-19.1%
PMSSX
Principal MidCap S&P 400 Index Fund
11.9%
11.9%
-19.3%
MGPIX
ProFunds Mid-Cap Growth ProFund
+
13.8%
15.4%
-23%
MGPSX
ProFunds Mid-Cap Growth ProFund
12.9%
14.2%
-24.6%
MDPIX
ProFunds Mid-Cap ProFund
+
11.3%
14.2%
-14.8%
MDPSX
ProFunds Mid-Cap ProFund
10%
13%
-15.7%
MLPIX
ProFunds Mid-Cap Value ProFund
+
8.5%
13.3%
-8.6%
MLPSX
ProFunds Mid-Cap Value ProFund
7.6%
12.2%
-9.5%
RYAVX
Rydex S&P MidCap 400 Pure Value Fund
+
1.7%
27.2%
-17.7%
RYMMX
Rydex S&P MidCap 400 Pure Value Fund
1.3%
26.1%
-20.6%
RYMVX
Rydex S&P MidCap 400 Pure Value Fund
3.2%
27.2%
-17.7%
SWMCX
Schwab US Mid-Cap Index Fund
15.4%
15.4%
-18.6%
SMXAX
SEI Extended Market Index Fund
12.5%
22.3%
-28.5%
MIDKX
Shelton S&P MidCap Index Fund
+
11.7%
8.2%
-20.5%
SPMIX
Shelton S&P MidCap Index Fund
11.5%
8.4%
-20.3%
SSMJX
State Street Small Mid Cap Equity Index Fund
+
13.2%
22.1%
-36.4%
SSMKX
State Street Small Mid Cap Equity Index Fund
13.4%
22.1%
-36.4%
SSMLX
State Street Small Mid Cap Equity Index Fund
13.3%
22.1%
-36.4%
SSMHX
State Street Small Mid Cap Equity Index Portfolio
13.6%
23.3%
-27.1%
SSMEX
Steward Small-Mid Cap Enhanced Index Fund
+
1.9%
9.8%
-36.2%
SSMOX
Steward Small-Mid Cap Enhanced Index Fund
9.3%
10.3%
-35.3%
TRDFX
Steward Small-Mid Cap Enhanced Index Fund
9.5%
11%
-33.8%
SCECX
Steward Small-Mid Cap Enhanced Index Fund
9.6%
11.1%
-33.3%
VMGIX
Vanguard Mid-Cap Growth Index Fund
+
10.9%
23%
-29.4%
VMGMX
Vanguard Mid-Cap Growth Index Fund
10.8%
23%
-29.4%
VIMAX
Vanguard Mid-Cap Index Fund
+
12.3%
14.7%
-20%
VMCIX
Vanguard Mid-Cap Index Fund
12.4%
14.7%
-20%
VMCPX
Vanguard Mid-Cap Index Fund
12.3%
14.7%
-20%
VIMSX
Vanguard Mid-Cap Index Fund
12.3%
14.7%
-20%
VMVAX
Vanguard Mid-Cap Value Index Fund
+
13.7%
7.5%
-10%
VMVIX
Vanguard Mid-Cap Value Index Fund
15.1%
7.5%
-10%
VMFGX
Vanguard S&P Mid-Cap 400 Growth Index Fund
15.5%
16%
-19.9%
VSPMX
Vanguard S&P Mid-Cap 400 Index Fund
11.1%
15.8%
-14.5%
VMFVX
Vanguard S&P Mid-Cap 400 Value Index Fund
8.9%
14.6%
-8.9%