Research firm BrightScope announced Tuesday the top 15 mid-cap funds in the defined contribution industry.
BrightScope, based in San Diego, studied its databases of more than 50,000 plans, representing nearly 90% of all assets in the 401(k) and DC universe, to come up with a list of the top mid-cap funds by total distribution.
"Mid-cap funds often receive little attention from plan sponsors when reviewing their retirement plan's investment menu with consultants and advisors," Mike Alfred, co-founder and CEO of BrightScope, said in a statement. "Despite a general perception that mid-cap funds may have peaked in terms of distribution in retirement plans, opportunistic investment managers are still pursuing new mandates in this asset class as vigorously as ever."
Recommended For You
The top 15 mid-cap funds by total distribution are:
- Fidelity Low-Priced Stock
- T. Rowe Price Mid-Cap Growth
- Vanguard Mid Capitalization Index
- Columbia Acorn
- Vanguard Extended Market Index
- Fidelity Mid-Cap Stock
- Artisan Mid Cap
- Goldman Sachs Mid Cap Value
- SSgA S&P Mid Cap 400 Index
- BlackRock Extended Equity Market Index
- Fidelity Value
- Perkins Mid Cap Value
- Baron Growth
- T. Rowe Price Mid-Cap Value
- Rainier Small/Mid Cap Equity
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
