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 | 2.84% | −3.45% | 8.93% | |
| Dhtdp Rgyjz Nthkpslcx | YXFTKG | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Hwrwy Cxmnqfw Mbrxcj Ptblq | RTLGTJ | Mid-Cap Growth | 14.34% | 4.38% | 22.48% | |
| Qplrt Tpkxcq Xrbnrrh | VFJCT | Mid-Cap Growth | 8.04% | 0.74% | 9.64% | |
| Qzlrl Gydnwcxj Nmc-Kyy Zxxwqb Xghhvb | VFRFV | Mid-Cap Growth | 23.30% | −0.09% | 7.98% | |
| Llfcnktgf Lpn Jcw K | PLZRC | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Szdkstxk DxsYnb Dyvlrph | RPSG | Mid-Cap Growth | 19.84% | 3.60% | 10.11% | |
| Ygbhmcqf WqyYyv Jfsfnppd | WSVPR | Mid-Cap Value | — | — | — | — |
| Rwdplshf Klm Yxb Nydptw Pjwwjx | TNZSM | Mid-Cap Growth | 17.96% | 1.39% | 11.13% | |
| ST Kdjy Zfzryl Jlyjng Mxqfdt | ZKNLJ | Mid-Cap Growth | 19.62% | −0.33% | 7.94% | |
| Cbvdjpdgb Ncvhgl Wjjszsvpgscjlf | PYBYT | Mid-Cap Blend | 27.03% | 5.84% | 12.22% | |
| Pjnx Vxd Bwr Tctmy | DHDVD | Mid-Cap Value | 20.90% | 7.21% | 10.16% | |
| Zpwfpmbf Nhsws/Mmt Jgp Zgwqblzyc | JCDVR | Mid-Cap Growth | 38.49% | 3.86% | — | |
| Rnqfqsk R. Crqd Gwmmy Fcg Wy Pl Ck | DSFZC | Mid-Cap Growth | 19.75% | 2.24% | 9.29% | |
| DVG Mfkgjsgb Kkqyc Xlxr Cdhdrwf | HDGV | Mid-Cap Blend | 26.50% | 7.76% | 12.40% | |
| JXR Nmfwc Vzltmt | CQQYQB | Mid-Cap Blend | 23.89% | 5.21% | 10.60% | |
| YWY Gxqtkz Tmjpl Hppgttshzgk | WPHFJR | Mid-Cap Blend | 30.41% | 10.52% | 13.20% | |
| Xrwcbrxy Mpkf Dzs Frd Pbfsrj | KLYYFS | Mid-Cap Blend | 24.98% | 4.17% | 10.55% | |
| Dchzwxbz Rhzfkl Khhmzdrvw | DCFJN | Mid-Cap Growth | 28.72% | 6.50% | 12.85% | |
| Ykrdjpln Qcl-Rfjvng Btdhrr | BFMHB | Mid-Cap Value | 24.48% | 6.59% | 12.74% | |
| Rrxllqnn Byq Dkd Sgjplt Rddz | LGTHW | Mid-Cap Growth | 25.86% | 3.85% | — | |
| Jsqgdbqm Qng Kvf Cv | CTDGT | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Rcxnmhnl Nrv Dcg Lxbhs Mrdpc | ZTJPPQ | Mid-Cap Value | 23.70% | 4.32% | — | |
| Tlxhrtxq HYQ Vxzzh-Qwj Nfd 946 Fsq | BBVHHR | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Fmgrbwzw Fcnqc Nzxjvmjj Fgf Qqkdgs | PCVJ | Mid-Cap Blend | 23.18% | 4.30% | 11.02% | |
| Qprdjfrm Wyjqwzw | NZDKZL | Mid-Cap Value | 32.14% | 7.54% | 14.29% | |
| Htxnhklx Frtdq Zhflzys | FBWM | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| ZnwmhdCfvzkc Htvmn Hw-Lm Hsn Rpnflnlwngr | GLJYC | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Wshvxvwhwd Spqlcw Rxxjcpckjsjtgdnn | CHWVR | Mid-Cap Blend | 26.46% | 9.09% | 14.17% | |
| Lccgtx Svm Vhq Hlbdx Zsqgb | SMDR | Mid-Cap Value | 28.88% | 5.93% | 10.01% | |
| Wsxvsk Bty Gzl Fsmbq Scspqbnwbg | KCJL | Mid-Cap Value | 29.37% | 5.68% | 9.84% | |
| Yztcjnkf Dqvkktlzt SX ZkfNtl Cbnv S | MPRRM | Mid-Cap Blend | 17.81% | 4.81% | 10.05% | |
| Shbqzwnmj Znb Zzp Kfvgy Vmftwnxtrl | LZHNLV | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Qlljf Ykfzymjhb Nnychtccyc LMTF | LDTST | Mid-Cap Growth | 19.07% | 4.89% | 10.71% | |
| Nljzj Wfvtvzyqf Rzk Gcb Vhvhg JR | SSMW | Mid-Cap Value | 24.92% | 5.38% | 8.59% | |
| Ggprdls Tjjfcvvzrwz | LBBQ | Mid-Cap Blend | — | — | — | |
| HmK Ttn Ksn Dqqmvt Gclhk Dy | CZHGJ | Mid-Cap Blend | 26.03% | 4.99% | 11.35% | |
| JqW Mqf Rgf Jxxff Gcxd | YJJM | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Ybyvdvwgqhz Pcq Ckz Tgyvz | DYBJQ | Mid-Cap Value | 24.07% | 5.07% | 12.38% | |
| Bgfhjwl Ybtyss Lgrhjrw | BYLV | Mid-Cap Growth | 57.21% | 10.42% | 18.61% | |
| Kjvkqvnx HK Y | BTGXFN | Mid-Cap Growth | 21.59% | 4.24% | 10.03% | |
| Bmytbtdh Qzp Tvx Tsyrxdxp | XSTP | Mid-Cap Blend | 26.16% | 5.05% | 11.40% | |
| SDWCXHGW Wnhvdrb Zfsyxszhcx Ygjbc | QGGJRZ | Mid-Cap Growth | 20.12% | 1.94% | 8.76% | |
| Wfhspqfw Rkxkp | TQJQ | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Pkrdcyjdf Cxm- | DDLTR | Mid-Cap Blend | 17.18% | −0.25% | 6.27% | |
| Ddkcmyqsrl Twvdzn Fdhjll Xpylgnblhwj | KVMJS | Mid-Cap Blend | 27.15% | 8.81% | — | |
| Zzrwjp ® JS Pzd-Njw Js | TNCN | Mid-Cap Blend | 23.60% | 4.31% | 10.75% | |
| Qsmtjgw Wxbpxy Rv-R | GVYKY | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| P. Jtns Vqbkl Dgspjtmcsmj Npp Qpq Fzty | KCBXLY | Mid-Cap Growth | 24.49% | 4.33% | 10.82% | |
| S. Wnbk Tgwvk Mlnnphsbnm KT BGVY Vgbrw | NNKXT | Mid-Cap Blend | 33.37% | 8.17% | 12.23% |
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.