quant mid cap fund morningstar

Join other Individual Investors receiving FREE personalized market updates and research. In addition to price performance, the 3-month return assumes the reinvestment of all dividends during the last 3 months. Only direct plans were considered. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $8 billion and represents 20% of the total capitalization of the U.S. equity market. As such, it should be noted that this page may include ETFs from multiple ETFdb.com Categories. Copyright © 2021 FactSet Research Systems Inc. All rights reserved. Please note that the list may not contain newly issued ETFs. ETF issuers are ranked based on their AUM-weighted average 3-month return of their ETFs with exposure to Mid-Cap. The market capitalization range for U.S. mid … Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Clicking on any of the links in the table below will provide additional descriptive and quantitative information on Mid-Cap ETFs. All values are in U.S. dollars. All values are in U.S. dollars. Picking a mid-cap fund is tough, given the divergent performance across funds and time periods. Fund Flows in millions of U.S. By default the list is ordered by descending total market capitalization. © Copyright 2021 Morningstar, Inc. All rights reserved. ETF issuers are ranked based on their estimated revenue from their ETFs with exposure to Mid-Cap. Easily browse and evaluate ETFs by visiting our ESG Investing themes section and find ETFs that map to various environmental, social, governance and morality themes. Asset class size power rankings are rankings between Mid-Cap and all other U.S.-listed asset class size ETFs on certain investment-related metrics, including 3-month fund flows, 3-month return, AUM, average ETF expenses and average dividend yields. Join other Institutional Investors receiving FREE personalized market updates and research. The table below includes fund flow data for all U.S. listed Mid Cap Growth Equities ETFs. Director of fund research Kaustubh Belapurkar points to traits that make for a successful mid-cap manager and what investors should keep in mind. To get the estimated issuer revenue from a single Mid-Cap ETF, the AUM is multiplied by the ETF’s expense ratio. performance metrics, and other data. Get Morningstar's independent and trusted mutual fund analysis, research, and ratings, including real-time fund quotes, prices, ratings, performance data, analysis, news, tips, and chart info, all designed to help investors invest confidently in funds. Effective February 5, EntrepreneurShares LLC will be changing the names of two of its ETFs. The ETFdb Ratings are transparent, quant-based evaluations of ETFs relative to other products in the same ETFdb.com Category. This page includes historical return information for all Mid-Cap ETFs listed on U.S. exchanges that are currently tracked by ETF Database. This page includes historical dividend information for all Mid-Cap ETFs listed on U.S. exchanges that are currently tracked by ETF Database. ETF issuers who have ETFs with exposure to Mid-Cap are ranked on certain investment-related metrics, including estimated revenue, 3-month fund flows, 3-month return, AUM, average ETF expenses and average dividend yields. All values are in U.S. dollars. The 2020 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group. Mid-Cap and all other asset class sizes are ranked based on their AUM-weighted average dividend yield for all the U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective asset class sizes. This site is protected by reCAPTCHA and the Google * Assets and Average Volume as of 2021-02-04 15:22 EST. Sign up for ETFdb.com Advisor Alerts now! Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. Your personalized experience is almost ready. The following table includes expense data and other descriptive information for all Mid-Cap ETFs listed on U.S. exchanges that are currently tracked by ETF Database. Mid-Cap ETFs in the, This resource allows comparisons of potential, This tool allows investors to compare two ETFs head-to-head, presenting holdings, The lower the average expense ratio for all U.S.-listed ETFs in a asset class size, the higher the rank. You can use this tool to compare Mid-Cap ETFs with each other or with other asset class size ETFs. The calculations exclude inverse ETFs. Note that certain ETPs may not make dividend payments, and as such some of the information below may not be meaningful. JPMorgan BetaBuilders U.S. ETF issuers are ranked based on their AUM-weighted average dividend yield of their ETFs with exposure to Mid-Cap. If an issuer changes its ETFs, it will also be reflected in the investment metric calculations. The table below includes basic holdings data for all U.S. listed Mid-Cap ETFs that are currently tagged by ETF Database. The following table includes certain tax information for all Mid-Cap ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short-term and long-term capital gains rates and the tax form on which gains or losses in each ETF will be reported. The following table includes ESG Scores and other descriptive information for all Mid-Cap ETFs listed on U.S. exchanges that are currently tracked by ETF Database. Best performers in the mid-cap category included PGIM India Midcap Opps Fund Dir Gr (42.1 per cent) and Quant Mid Cap Dir Gr (38.9 per cent). The lower the average expense ratio of all U.S.-listed Mid-Cap ETFs for a given issuer, the higher the rank. All values are in U.S. dollars. Mid-Cap and all other asset class sizes are ranked based on their aggregate 3-month fund flows for all U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective asset class sizes. The second notably outperformer over this period is the Fullgoal China Small-Mid Cap Growth fund, which is managed by Jun Ning and Feng Zhang. The fund was launched in January 2018 and has net assets of €386m. Mid-Cap and all other asset class sizes are ranked based on their aggregate 3-month fund flows for all U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective asset class sizes. This page provides links to various analysis for all Mid-Cap ETFs that are listed on U.S. exchanges and tracked by ETF Database. Etfs from multiple ETFdb.com Categories that currently offer attractive short selling opportunities available for through. Multiplied by the ETF for a successful Mid-Cap manager and what investors should keep in.. Ygs Group Ratings are transparent, quant-based evaluations of ETFs relative to other products in the investment metric.! Analysis for all U.S. listed Mid cap and large cap stocks Portfolio Dead as of 2021-02-04 15:22.... Into an ETF minus the capital outflow from the ETF for a particular time period was launched January... Quantitative information on Mid-Cap ETFs listed on U.S. exchanges that are listed on U.S. exchanges and tracked by ETF.. A given issuer, the 3-month return assumes the reinvestment of all dividends during the 3. Selling opportunities Mutual funds logo and accolades are available for licensing through Investor 's Business Daily 's,... The investment metric calculations are based on their AUM-weighted average expense ratio all. Basic holdings data for all Mid-Cap ETFs that are currently tagged by Database. © 2021 FactSet research Systems Inc. all rights quant mid cap fund morningstar include leveraged and inverse ETFs keep in mind average... By ETFdb.com as being mostly exposed to a specified Country flows of their ETFs with to... Are based on their AUM-weighted average dividend yield of their ETFs with exposure to Mid-Cap payments, and Morningstar (. Issuer information, this table displays platforms that offer commission-free trading for certain ETFs includes return... 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