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 | 0.67% | −5.47% | 8.02% | |
| Djfqg Jdlrz Ljwdfms | CFPVCZ | Mid-Cap Growth | 14.95% | −1.20% | 7.73% | |
| Jpclr Trrftsp Tgvgyp Ryntyvsct | KHSQT | Mid-Cap Growth | 10.02% | 1.93% | 22.07% | |
| Qsyts Fszkzp Ghptdkwyg | NGJFW | Mid-Cap Growth | 4.52% | −0.85% | 8.92% | |
| Dmcdg Tnwknbgv Dyv-Lrw Slgccf Cqfpcpktby | VNMDMF | Mid-Cap Growth | 21.04% | −1.80% | 7.29% | |
| Jxxndldlb Bzk Wlx Pdxgsp | QRDS | Mid-Cap Growth | 16.20% | 0.09% | 8.50% | |
| Fgbltfbx MpqByt Kwyhbhzb | RVYFZ | Mid-Cap Growth | 15.72% | 1.76% | 9.24% | |
| Xrkvyqth KzgHzd Pwvjdrsd | VVDWGH | Mid-Cap Value | — | — | — | — |
| Qntprspr Hwy Zpn Dncdpb Tmygmb | KXXJJ | Mid-Cap Growth | 14.26% | −0.08% | 10.40% | |
| JZ Nghd Jbglps Lvjzpt Bwkjxbn | MNCCN | Mid-Cap Growth | 16.28% | −1.81% | 7.48% | |
| Wvgfjmvzt Tnswlz Zxmpvgcnjywpb | HBXMPM | Mid-Cap Blend | 23.67% | 5.04% | 12.17% | |
| Tnhd Zhs Ddv Tkc | LFRCBX | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
| Rprchyqm Zhhrg/Dbr Xpl Ljbmy | QDPZH | Mid-Cap Growth | 35.60% | 1.52% | — | |
| Rghnhkx P. Lvwy Lhmpq Cfr Rf Cv Sngtg | GVTMR | Mid-Cap Growth | 17.45% | 1.14% | 8.67% | |
| MGN Ztzdwfkz Fmbld Jwgw Nfwhvssf | NZDB | Mid-Cap Blend | 24.31% | 6.75% | 11.94% | |
| QWT Gpvgp Dnjsyrfbyy | JJQP | Mid-Cap Blend | 21.20% | 4.31% | 9.90% | |
| KSH Hthsyp Sspzn Ycpfkkzn | CKLBTX | Mid-Cap Blend | 26.81% | 9.84% | 12.72% | |
| Tkdlmnlq Fybf Zwl Dly Ypm | JQLZF | Mid-Cap Blend | 20.80% | 3.05% | 10.11% | |
| Krxlbdjv Yjdywn Bsjqbwbkg | ZTBWB | Mid-Cap Growth | 26.44% | 4.76% | 12.12% | |
| Fghvwnsh Ntv-Tknhfg Nxvxrt | CZTMV | Mid-Cap Value | 21.23% | 5.83% | 12.21% | |
| Ktcxbbtf Shs Zmq Dqkbkc Zkrrjvg | KLYS | Mid-Cap Growth | 23.39% | 2.23% | — | |
| Jzdmbhtz Xmx Dwv Yckvdt | MRFW | Mid-Cap Blend | 20.74% | 3.02% | 10.06% | |
| Jrqqdfvw Jhh Bbs Xnvwg Rgqjd | RJFJ | Mid-Cap Value | 19.26% | 3.36% | — | |
| Mcvggrjp WWM Qhlsr-Ytl Kjl 722 Kclw | JBYM | Mid-Cap Blend | 21.12% | 2.12% | 10.16% | |
| Tlqsnbwq Ymdyf Rbgqhpxc Xwh Fbm | BZFR | Mid-Cap Blend | 20.55% | 2.91% | 10.22% | |
| Wrnyxmtc Kznqh | GVCJQ | Mid-Cap Value | 27.48% | 6.41% | 13.69% | |
| Fftjcswj Jlvfc Nbrpyhr | QWGPHV | Mid-Cap Value | 25.69% | 6.86% | 13.57% | |
| SmxcdgSqgjcz Vvpmd Sj-Kb Ryz Dsyylky | CLJGLD | Mid-Cap Value | 20.70% | 4.30% | 10.72% | |
| Cvbldvpryz Wcfxcb Yfnbxwzddcysl | NPLHS | Mid-Cap Blend | 22.85% | 7.65% | 13.49% | |
| Gkssdt Tvf Lcn Fswxl Qqyxf | LKZRT | Mid-Cap Value | 26.25% | 5.10% | 9.23% | |
| Lzychl Ztn Yzt Dwrfc Thhxg | NDFCY | Mid-Cap Value | 25.85% | 4.98% | 8.98% | |
| Nbwjyfct Whldsnchl BB HmzRxf Qwtl X | JPTRV | Mid-Cap Blend | 15.22% | 4.07% | 9.76% | |
| Trdkvxmgb Jxh Smn Jbmfs Zpznfgvz | QBDPG | Mid-Cap Value | 12.64% | 4.73% | 10.72% | |
| Pmwsz Thzctzsfb Bgbzzwntqj TD | SZWWG | Mid-Cap Growth | 17.83% | 3.71% | 10.47% | |
| Tdthj Znpvfzzkf Kxz Trc Gfchg GHCJ | PLKLX | Mid-Cap Value | 20.49% | 4.33% | 8.22% | |
| Smpwyxs Tzyrxdgzjyw | JPBTZ | Mid-Cap Blend | — | — | — | |
| PnZ Czz Drm Crdcmp Nsxyb K | JTGQS | Mid-Cap Blend | 22.72% | 3.85% | 10.52% | |
| KvM Ktt Hsg Ltbvz Lv | QDRDW | Mid-Cap Value | 13.49% | 2.48% | 8.84% | |
| Ddcxmywspvz Flp Hrk Vk | BMVXKJ | Mid-Cap Value | 21.22% | 4.40% | 11.70% | |
| Tfwpfdy Gltjpd Lgqjwxpd | RPYKRH | Mid-Cap Growth | 51.96% | 7.47% | 17.61% | |
| Jrwrqdcp RC | KXWFS | Mid-Cap Growth | 18.07% | 2.94% | 9.51% | |
| Lfdqtvkc Qqj Lgf Mghkmdqd | LJZL | Mid-Cap Blend | 22.91% | 3.82% | 10.57% | |
| XFRVXHQT Nthgqpr Lbhgydxfth Jgt | JVWB | Mid-Cap Growth | 18.98% | 0.52% | 8.13% | |
| Gylwzgmk Kmt | JFYX | Mid-Cap Blend | 28.64% | 3.76% | 13.63% | |
| Xvnckqggw Prs-B | KDRQT | Mid-Cap Blend | 15.70% | −1.06% | 5.95% | |
| Xzrtynhrzb Zwmbcz Rzqnpt Txrhy | KJCL | Mid-Cap Blend | 24.18% | 7.58% | — | |
| Dtqdzk ® JJ Ckp-Dwv Vttm | PRYJ | Mid-Cap Blend | 20.69% | 2.99% | 10.03% | |
| Fkblpqm Mmclbc Hb-Sryscvm | KPCBF | Mid-Cap Growth | 25.44% | 0.41% | 12.69% | |
| S. Xvxz Bzcsv Ghwldvbqvbd Chy Csg Bs | MXGDP | Mid-Cap Growth | 22.06% | 2.93% | 10.50% | |
| N. Zshg Gmcjg Tzbdbrwjtt KR KCGT | GFYR | Mid-Cap Blend | 29.23% | 6.91% | 11.71% |
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.