Retirement

Comparison of Mid-Cap Stock Funds

Mid-cap stock funds invest in companies with a market capitalization typically of more than $2 billion and less than $10 billion.

Our Mid-Cap Stock Funds Offerings T. Rowe Price Mid-Cap Value Vanguard Mid-Cap Index (Instl) T. Rowe Price Mid-Cap Growth
Fund Expenses 0.80% 0.05% 0.77%
Category Average Expense 1.04% 0.92% 1.04%
Morningstar risk rating Below Average Below Average Average
Morningstar return rating Above Average Above Average High
Strategy & objectives Long-term capital appreciation. Track the performance of benchmark index that measures the investment return of mid-capitalization stocks. Long-term capital appreciation.
Prospectus Prospectus Prospectus Prospectus
Fact sheet Fact Sheet Fact Sheet Fact Sheet

 

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance.

Before investing in any mutual fund, download a prospectus below or call WEA Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Redemption fees may apply.