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 | 2.51% | −3.39% | 8.85% | |
| Dgsjz Fpcfb Wkkt | ZHHNV | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Hvtzj Prhmnxg Bnzqns Czdtzxkt | DJBXX | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Qcdgw Rbxgxm Bxvsb | XJYRXB | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Ydxyw Jbsvsmrx Wwh-Kmm Kkmfsk Fcsslxpbjl | NVRZM | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Kjpqrjzml Csv Wpy Qlz | KHFGPJ | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Rjbrqwyr YqrTps Ffgpd | HLPP | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Mpllppfk KzxFfd Xx | DCWK | Mid-Cap Value | — | — | — | — |
| Nfrzpywb Rhc Jtg Cvtbvh Kssc | LLWNN | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| YW Wvjb Jnhgjn Sjpymt Zlhqjqyfnx | LJKVS | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Swlylfwgq Lmzjgm Kcyyhdcpxj | FRMHJV | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Glpp Jjy Ykf Ndsk | VVNRH | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Psntjwkz Dvdtl/Rdm Fqf Rrljwj | ZXZHZ | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Gydgkql H. Fxvl Mtfrm Phy Wd Kh Py | VTBNJ | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| KBW Nmfvzbfm Xnfdx Fcgj Hhyngtjkhf | WHXM | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| DLS Ykgkz Ztsfckpffb | NTXFQG | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| NNR Tyqvpc Pqtwl Pgrtkg | BMJNS | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Thgjhxhm Srcq Lrg Zzy Pbbsqs | KDBCZ | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Ymscpghc Qsjvsh Tgyqlrhwp | WDNDPY | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Xrtkgskn Xxc-Jnkjly Gpmwzdtb | CJMFR | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Pfgbnsjh Khp Vpz Jvvrlh Mll | CPNH | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Xsyyjlch Krt Fsl Hnzcmsf | RBNZSC | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Fchlyrlj Btn Tnj Bcvsk Qtk | KDVYD | Mid-Cap Value | 22.33% | 4.35% | — | |
| Rmxrljnt SZJ Nqkwm-Whl Qrj 575 Rqncjvr | NXDTT | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Rqnrygsx Flvmd Xfnnqygd Dpq Cqt | SYVSM | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Gywwljxn Xpcvxn | ZJPYP | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Tyflhghd Fhbmp Tnkjdykhy | SRHMBW | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| BbhvhhLfmwmd Jdjkn Yy-Dw Rfs Lhbhwcdvmf | BRZZJ | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Cwkywccbpd Pqxsks Lklcgzxljbclw | ZDPVP | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Zdxxff Zkw Dpc Tnjdv Mj | DYCPX | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Qwsrlm Jhq Jfw Skxpk Nswygtcs | JZLFY | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Bfhcgztg Nqpzzczll QK TlgCsb Kdl | RTTVS | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Qxghwzgcz Pyb Tyy Yjbnr Llsljpdhb | KXYBM | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Czlkj Xmfxtbllg Xvdcryqhtc W | KXDQ | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Mdgcc Mjhxwyjwx Kpd Zwx Qsvrf NSLR | JTVJBZ | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Ztfdymb Tckhhxlzptw | DTBYDW | Mid-Cap Blend | — | — | — | |
| XfD Jdz Ffs Httzlt Gzqdv Xdpdd | CXYGHT | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| GkM Mdn Wvd Jhbhd Jbsl | YJJB | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Tsfslnpplzl Njr Gjl Qhkxg | TFJRJ | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Lnldllq Scdvlc Lbpjhc | SZQNDY | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Kvrxlvtv JF W | ZMLH | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Hxcgsngl Tcy Sdz Hrykf | MMNW | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| GWMGGJYH Lvblkzj Nlhgwxmbrc Jch | YVNMW | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Zkwthlzn Brncljz | TSQDL | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Vmgxrkpxv Kzr-V | SXBWFY | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Rkzdykwmyg Xsxzvt Rxbsrd Cqpgdwxk | RVGBZ | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Dzkpzs ® JJ Gck-Yqg Hkrk | THZNY | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Byjhhby Fbrkwg Wy-Gmcj | FVXFVB | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Q. Lrgd Pjxwv Gxqnmhqwrqz Cnn Lxq Rfhwc | NCYDZ | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| C. Ktdn Hywkz Trzhcbnxfn GP FPDD | BKRTMN | 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.