Mid-Cap Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| Baird Small/Mid Cap Growth Investor | BSGSX | Mid-Cap Growth | 1.66% | −4.18% | 8.33% | |
| Prnlt Szdsk Rnkqfsmst | TKSVW | Mid-Cap Growth | 16.66% | −0.84% | 8.02% | |
| Hcdwq Tkbpldc Cnpmmz Ywnkqgfb | RYXGKL | Mid-Cap Growth | 10.02% | 1.93% | 22.07% | |
| Fhymy Snfxtb Kthkym | DFQLP | Mid-Cap Growth | 4.52% | −0.85% | 8.92% | |
| Bhdys Szwyxdgd Qch-Zck Zhhwjt Hdnxfvf | YDFLBD | Mid-Cap Growth | 22.53% | −1.46% | 7.51% | |
| Wpcjfmfwg Tmv Pky | XBMKZT | Mid-Cap Growth | 17.80% | 0.44% | 8.67% | |
| Dzsslhdm ZqbNry Kkmcqh | DZRHW | Mid-Cap Growth | 18.15% | 2.75% | 9.57% | |
| Tjstdhnx GdvSlc Dzhmcnkt | WTNZQS | Mid-Cap Value | — | — | — | — |
| Rsnjctkz Fhp Fmq Ngbpfw Qrmvb | VWSHM | Mid-Cap Growth | 16.45% | 0.26% | 10.72% | |
| BN Jxlj Jkbpyz Ljcmbl Fybvknpn | QYHWV | Mid-Cap Growth | 16.28% | −1.81% | 7.48% | |
| Brslrcpgb Thbwft Nrnyszthckqwmn | SPHXW | Mid-Cap Blend | 24.97% | 5.64% | 12.19% | |
| Xqxr Pgq Dpg Wskvvk | THGP | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
| Wrzfcckf Xykmp/Lpm Xkj Kngm | LWBZS | Mid-Cap Growth | 36.45% | 1.81% | — | |
| Wgffnyx N. Xhkq Qcvsy Gty Sz Mc Pkhkdd | RWBNY | Mid-Cap Growth | 18.54% | 1.87% | 8.80% | |
| SFK Jmhzdmtt Mtcjj Kkgj Myzbrwl | YFWYKT | Mid-Cap Blend | 26.23% | 7.12% | 12.21% | |
| XTY Sjynj Gwtrt | VLHVF | Mid-Cap Blend | 23.51% | 4.87% | 10.07% | |
| GMS Znfnqz Zgmqf Ldstgw | XJNJZ | Mid-Cap Blend | 26.81% | 9.84% | 12.72% | |
| Jcdxdjgl Lrnv Msy Ptn Pm | WMXQZ | Mid-Cap Blend | 22.15% | 3.69% | 10.25% | |
| Dpjpwdkb Yvmxfg Pzvjgml | VQJN | Mid-Cap Growth | 27.23% | 4.93% | 12.26% | |
| Xmrfckgt Rgk-Cyshmt Gdz | VBJC | Mid-Cap Value | 22.02% | 6.01% | 12.41% | |
| Jtcvzgxd Dfj Yvn Mjzwcs Hk | MSQDP | Mid-Cap Growth | 24.49% | 2.46% | — | |
| Rwzmjhdr Tkz Sxx Npfmdjh | PSQZF | Mid-Cap Blend | 22.18% | 3.33% | 10.27% | |
| Qsnndzyf Hxh Npm Njnhs Rglkv | KWSFV | Mid-Cap Value | 19.26% | 3.36% | — | |
| Yqdwpsjp BWP Wwjgt-Fqr Xrm 282 Gnf | LRPTK | Mid-Cap Blend | 22.68% | 2.89% | 10.33% | |
| Jxvzfxbf Ctycl Zmpvlsvk Cjj Jfh | PNSRLD | Mid-Cap Blend | 21.89% | 3.23% | 10.43% | |
| Yhdbdjct Kzqztkg | YHRKS | Mid-Cap Value | 29.12% | 6.78% | 14.00% | |
| Nftkxcmd Lzzgl Vcqqljsxbj | VWGX | Mid-Cap Value | 27.33% | 7.46% | 13.80% | |
| ZczpzkQkkrsp Qmtpb Vy-Mr Ntr Sjhklrh | ZKCMX | Mid-Cap Value | 20.70% | 4.30% | 10.72% | |
| Vstyjtrlpb Cnzdyh Bcgvrwdgjkxqhbl | ZFDN | Mid-Cap Blend | 22.85% | 7.65% | 13.49% | |
| Mlvlnx Hxh Qch Fjpvq Bplpdgn | KVXCCR | Mid-Cap Value | 28.12% | 5.63% | 9.42% | |
| Nbbwzw Nxs Hcb Yytvn Rpytxtvbg | BVMZ | Mid-Cap Value | 27.52% | 5.32% | 9.37% | |
| Hssgmcwl Dygqdfpnb JG CywMqt Qpyk YWK | YCMT | Mid-Cap Blend | 15.22% | 4.07% | 9.76% | |
| Vphfpprdh Yvn Pfs Btyqz Snmjyylsdx | GZSD | Mid-Cap Value | 14.56% | 5.10% | 10.99% | |
| Nkvjh Gcdcflksq Xjydyhwtbg R | MKNS | Mid-Cap Growth | 18.57% | 4.38% | 10.54% | |
| Xftyx Hdjxvswdp Tzb Zbk Dckbz DDRN | FQBGW | Mid-Cap Value | 22.27% | 4.67% | 8.41% | |
| Fpcgcvh Ssdrdqcrnzs | ZQLKTN | Mid-Cap Blend | — | — | — | |
| MpR Kbz Qnn Rcqvwh Slqfh Nxvj | QFQWXB | Mid-Cap Blend | 24.41% | 4.09% | 10.79% | |
| BcZ Rgc Mrk Dsgqs Jsjs | XRKBD | Mid-Cap Value | 14.91% | 2.82% | 9.12% | |
| Hvpsppswvqt Vyj Shx Zztqgl | GHMHNP | Mid-Cap Value | 23.17% | 4.79% | 11.97% | |
| Vqcwqvy Bgcnxq Nmkkwg | LVTXF | Mid-Cap Growth | 55.00% | 9.21% | 17.93% | |
| Llfgyryc VB | VVVJZ | Mid-Cap Growth | 19.29% | 3.12% | 9.65% | |
| Lhrpdwgd Csk Sjc Bhqgtt | JBCVY | Mid-Cap Blend | 24.20% | 4.54% | 10.75% | |
| FQWJHRRX Pfbqvzy Dklcbypkgv Bnf | QBRRW | Mid-Cap Growth | 19.77% | 0.59% | 8.16% | |
| Qqfvdxrm Qfb | SSNWS | Mid-Cap Blend | 30.98% | 4.94% | 13.93% | |
| Tkntbrrsx Rrh-Nwc | SWLMYG | Mid-Cap Blend | 15.70% | −1.06% | 5.95% | |
| Lfqmxvmsth Qvyqvb Jbvxxj Ptsxvlyy | CTFZK | Mid-Cap Blend | 24.18% | 7.58% | — | |
| Vzkhcd ® WY Zqn-Rsf Hrfn | SGZVPK | Mid-Cap Blend | 22.08% | 3.64% | 10.16% | |
| Fnynwdk Kvhlzp Cl-H | PQLCY | Mid-Cap Growth | 26.06% | 2.56% | 12.90% | |
| V. Tbqz Qfzmp Wjhrqpxgttk Wnp Fxb Jg | CYKMHK | Mid-Cap Growth | 22.06% | 2.93% | 10.50% | |
| V. Kktl Phtmz Yttflzvfbg GR PRDR Yl | JFSHZD | Mid-Cap Blend | 30.32% | 7.69% | 11.84% |
List Criteria
Mid-Cap U.S. Funds
Rather than a fixed number of “large cap” or “mid-cap” stocks, Morningstar uses a flexible categorization system that isn’t adversely affected by overall movements in the market. Large-cap stocks are defined as the group that accounts for the top 70% of the capitalization of each geographic area; mid-cap stocks-represent the next 20%. Small-cap represent the balance.
Gold- or Silver-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.