3 Mid-Cap Blend Mutual Funds for Impressive Returns

Tuesday, Feb 10, 2026 6:24 am ET2min read
Aime RobotAime Summary

- Mid-cap blend funds combine growth and value stocks, targeting companies with $2B-$10B market caps for diversified returns.

- Three top-ranked funds (DFVEX, GTTMX, FMCSX) hold Zacks #1 ratings, with 3-year returns of 12.5%-15.3% and strong growth/value mixes.

- DFVEX focuses on small-cap U.S. firms with high profitability, while GTTMX (managed since 2006) and FMCSX (0.57% expense ratio) target Russell-index aligned mid-cap portfolios.

- These funds emphasize market-cap-weighted strategies, with DFVEX holding 5.3% in NVIDIANVDA-- and GTTMX using long/short equity positions for enhanced performance.

Blend funds, also known as hybrid funds, aim for value appreciation through capital gains. They owe their origin to a graphical representation of a fund’s equity-style box. In addition to diversification, blend funds are great picks for investors looking for a mix of growth and value investments. A mid-cap blend fund is a type of equity mutual fund that holds a mix of value and growth stocks in its portfolio, where the market cap of the stocks is generally between $2 billion and $10 billion.

Below, we share with you three top-ranked mid-cap blend mutual funds, viz., DFA US Vector Equity (DFVEX), Glenmede Total Market Plus Eq Ptf (GTTMX) and Fidelity Mid-Cap Stock (FMCSX). Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.

DFA US Vector Equity fund invests most of its net assets in a well-diversified and broad group of U.S. operating companies, preferably in smaller capitalization, lower relative price and higher profitability companies in the United States. DFVEX advisors generally define its U.S. Universe as a set of U.S.-operating companies listed on a securities exchange in the country that are market-capitalization weighted.

DFA US Vector Equity fund has three-year annualized returns of 15.3%. As of July 2025, DFVEX held 2104 issues with 5.3% of its assets invested in NVIDIA Corp.

Glenmede Total Market Plus Eq Ptf fund invests the majority of its assets in long and short positions in U.S.-focused equities whose market cap falls under the Russell 3000 Index.

Glenmede Total Market Plus Eq Ptf fund has three-year annualized returns of 14.2%. Vladimir de Vassal has been one of the fund managers of GTTMX since 2006.

Fidelity Mid-Cap Stock fund invests the majority of its assets in common stocks of mid-cap companies with market capitalization similar to those on the Russell MidcapA Index or the S&P MidCap 400A Index. FMCSX typically invests in growth and value stocks.


Fidelity Mid-Cap Stock fund has three-year annualized returns of 12.5%. FMCSX has an expense ratio of 0.57%.

To view the Zacks Rank and the past performance of all large-cap blend mutual funds, investors canclick here to see the complete list of mid-cap blend mutual funds.

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Zacks is the leading investment research firm focusing on equities earnings estimates and stock analysis for the individual investor, including stock picks, stock screening, portfolio stock tracker and stock screeners. Copyright 2006-2026 Zacks Equity Research, Inc. editor@zacks.com (Manaing editor) webmaster@zacks.com (Webmaster)

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