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 investment. 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, namely Glenmede Total Market Plus Equity Portfolio GTTMX, Vanguard Strategic Equity Investor VSEQX and DFA U.S. Vector Equity DFVEX. 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.
Glenmede Total Market Plus Equity Portfolio primarily invests in long and short positions in U.S.-linked equity securities, including common stocks, focusing on companies across a broad range of market capitalizations within the Russell 3000 Index. The fund has returned 13.9% over the past three years.
As of October 2025, GTTMX held 89 issues, with 3.1% of its assets invested in Sanmina.
Vanguard Strategic Equity Investor invests most of its net assets in small and mid-cap domestic equity securities based on their relative return potential. VSEQX advisors do this by applying a quantitative process to evaluate all of the securities in the MSCI U.S. Small + Mid Cap 2200 Index while maintaining a risk profile similar to that of the index. The fund has returned 16.5% over the past three years.
VSEQX has an expense ratio of 0.17%.
DFA U.S. Vector Equity invests the majority of its 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 the U.S. Universe as a set of U.S. operating companies listed on a securities exchange in the country that are market-cap weighted. The fund has returned 14.7% over the past three years.
John A. Hertzer has been one of the fund managers of DFVEX since February 2022.
To view the Zacks Rank and the past performance of all mid-cap blend mutual funds, investors can click here to see the complete list of mid-cap blend mutual funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Zacks’ Research Chief Names “Stock Most Likely to Double”
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company’s customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (VSEQX): Fund Analysis Report
Get Your Free (GTTMX): Fund Analysis Report
Get Your Free (DFVEX): Fund Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
www.nasdaq.com