Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

sector performance

Mid-Cap Core Funds
Rank Fund Name Currency Return
21 Walden Mid Cap Fund USD 46.6%
22 BNY Mellon Mid Cap Multi-Strategy Fund;M USD 46.5%
23 Prospector Opportunity Fund USD 46.2%
24 Madison Mid Cap Fund;Y USD 46.1%
25 Wells Fargo C&B Mid Cap Value Fund;Inst USD 45.9%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.1% 2.3%
2017 10.3% 0.9% 1.4% 3.2% 4.5%
2016 21.0% 2.9% 3.5% 1.9% 11.5%
2015 1.3% 2.8% 0.1% -5.0% 3.7%
2014 7.4% 1.6% 1.9% -1.8% 5.6%
2013 27.3% 11.6% 0.4% 5.2% 7.9%
2012 14.6% 9.5% -3.3% 6.0% 2.2%
2011 -0.2% 4.8% 0.3% -13.2% 9.4%
2010 16.9% 4.4% -7.2% 11.9% 7.9%
2009 26.1% -7.7% 12.2% 16.1% 5.0%
2008 -19.1% -5.1% 3.6% -5.5% -13.0%
2007 0.1%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/09/2007
  • Share Class size136Mn
  • Base currencyUSD
  • ISINUS7435882045

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.81%