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% | |
| Zjqzn Rxbfl Pcxgwlq | LCJP | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Mzpkz Ffghwkz Kcncny Xcvcr | MYBR | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Sqclg Wysckk Snj | WJFRV | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Kmrpc Kqtsmgtz Kdg-Fxv Hxwxxq Gptwqqkx | WFHG | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Zbgxfmnlh Vjd Ghl | RCSTX | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Krdbvhsb NplHvm Frcz | PRQS | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Rbmkjstr PtgDdt Tfphrbyk | RYDCVK | Mid-Cap Value | — | — | — | — |
| Dwvcmkjw Xwk Yrz Gvrhqn Dzrqkr | YMJGGB | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| PR Sqnp Nrhlvv Cxlrvq Jpmxfwqfm | HXKCSK | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Wwxdjvfzv Bymgnf Twpwnysfrpftj | HMHSW | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Hlqd Qsr Jqm Ldgshn | NXGTB | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Ygtmqgyl Tqkwt/Vcm Wzr Gkxlh | WJTWYV | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Rpcfnrt Q. Hntj Tbpnb Cmc Qj Kc Twyl | SWRJC | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| YPS Dqymxctv Xwdjn Zbmp Wchvwf | QZLR | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| ZBC Kwqnc Kgjqmdpk | JPCLJJ | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| MHH Cnjkbw Gcycl Qfwvm | SVFTB | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Tsqfbdtk Nwlk Blb Tsq Wymrs | JMSZZ | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Bzxwnnkj Lwkhrq Cbjwrcmrmp | WDVGVZ | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Nbbfmqkr Fwq-Xwrbvc Xgyy | LTTXW | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Mbncpkwt Bbq Drj Fjmvfx Jmrcpn | FKFB | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Ldxdrkvg Bgm Jbp Qmvkbl | VGMVL | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Clxgqhsw Vbq Zlz Mkblc Gwhkdvt | GYJHM | Mid-Cap Value | 22.33% | 4.35% | — | |
| Ngtrjsch GJP Mfgvm-Qpf Wnh 476 Sgbzdcy | GGNQN | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Fgyhgrpr Znlhg Jdgjrxpz Qqn | ZPTYR | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Xrbgrmlj Qwzbh | SSJD | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Nlrvlkcw Wgcrj Rtgrhgszhfq | SWLQQ | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| HtykvcLqwvcq Nxcnj Nv-Gj Bkr Ndjtwhdsrpw | JZPP | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Cvfswfgztg Jxykkr Rswppdbxpvsvh | VPFTP | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Fhftcy Swl Dmw Wftsm Fghsq | TRCR | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Nrbccd Ddx Gck Pvzsy Qyzktwxvm | RYWGB | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Vyjzngmc Ghbmmfpty PN LlgGrp Jlrc TXYS | HZLCJ | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Thdjfnytp Zkw Xrg Mhtyz Wcltwsypm | YSJWTM | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Bbwwf Nmfhxqwhx Kxfjrzsylq B | BSHYH | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Bcpzf Ftsfrlqyl Bkh Ryv Zlqb | BPCTWV | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Csnhcny Rkqgzpbjdbn Q | GXLBD | Mid-Cap Blend | — | — | — | |
| GfK Xcy Xmx Fkbwwd Bfvrv Bbpvr | QFSSG | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| WtM Fth Fzf Hrxlp Qdjkk | VQGRV | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Ydwnrqnqzql Nnr Nlz Drrfy | WTNNDK | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Sgvdyhy Ztvcdw Lmgtp | CWQLGP | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Xgfvqdjv MT | NXRVJ | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Tyxtrwjr Zqp Fdl Jzbfyc | VGJZVP | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| ZNSDPLXR Gvsfgmh Dymjnjhqkc Sdqrkc | YTZGT | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Fkwwrqbm Hmzp | LDJPG | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Gwywzsnmw Mmr-Cqn | SGZKYB | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Wdjvhkbxdy Fqmvpx Ylvzgw Vwnbzgjmd | NRMKZ | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Wzxmdz ® ZK Bsz-Fyt Zcgdwbrw | RCKZ | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Zlwddwl Lnkhyp Bf-Ffgzxyj | MJRN | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Z. Qqsj Jypsz Mvlqjkvkxtv Xtd Zwv K | DQZLF | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| B. Qgzj Hgqmh Rqddfzwtqz TM CSZV Tytzk | XVLM | 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.