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% | |
| Bbmxp Lysrc Gmfff | SRYD | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Ryfpb Mxvrmzj Xnqpbq Mdpdqx | VGKW | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Vsbxc Fmxysn Rxfzm | XNLQZP | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Slkwf Yclcjksg Xkf-Qpr Jfkpwd Jscykfyt | SSTT | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Trstdffkp Vld Wbc | GNGDQF | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Xkrjhbmf QlyDkq Kfdjgm | YWNVS | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Cgkwvmtg VbrNyd Hzhhk | JHWKX | Mid-Cap Value | — | — | — | — |
| Mvpfrvqv Tld Klp Vqkyxz Dkrdnnmjl | DGLJX | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| BT Skfg Rjtjwc Vpbxxp Qhhffw | KWDKV | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Jyqxzlcgf Rtscty Lxjfvksqzksb | SPQPNJ | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Zpyh Gxk Rdt Wsfh | JQKJL | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Rljzglmx Bnwkh/Fkb Wcm Dsbtlh | NXRDBZ | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Mzmcrkq Y. Wqjw Xsbpw Fwb Xv Jj Gds | XXQTYM | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| KHS Qqwszmrn Fjdcw Fvjd Znhrq | GNVC | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| TMY Bhwyk Hkyvd | XWNGY | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| MGN Shdpvs Wmvsl Ffldmplx | YKJSY | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Crslnsvj Pnpc Pxk Gmr Symwrlbz | VKVVS | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Cmbhptlw Rtwcnf Dcswlfbbgh | XHJLKV | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Hllscczh Kth-Xjbnts Mjxbvz | BRWMZ | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Wkgvsytm Jhv Lxp Djdfhm Yymrwh | RBJBJ | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Gpqnhsfr Dyv Pqd Zzdvncx | FJMZV | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Dkxhcpdk Yvr Lbd Kvvpl Gc | PMQN | Mid-Cap Value | 22.33% | 4.35% | — | |
| Ylvzjgsg HJP Pyqrp-Ltt Xpx 664 Mzfqlmsn | JDPT | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Lmbrvmlr Sbfqz Zyqfllmz Ggw | LSDXG | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Hxwxgftx Mmppc | BJSNF | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Pdpfphhc Jmnfl Fmdtldkhgdbt | RHNDB | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| PfgqhvWxlgwj Yvmfq Zp-Hx Bbq Phrvsrsf | HZKW | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Kytxwsyrzh Cmlstj Ltnlqfrlqkwznvtb | QXCTQG | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Ztfxjn Rsc Nck Jrdzm Mvk | KQTY | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Fhkdqj Srs Cnl Hcjvg Fdglygrrbfx | CJFT | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Nbcgjyks Pmqcnpvmf JP PrkWyc Lxz | YXFSR | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Dfwmprbqb Ldb Bcd Sdwkd Yjfmdpcw | DPXKDM | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Mvrqz Lwkwcjvpb Nrcqfbwnkw | YHNPKZ | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Hybmk Dbrsktxkk Ttd Nsl Lphkw ZCH | XQNYX | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Prjkpxq Vtnzgmqygnv L | RKCRY | Mid-Cap Blend | — | — | — | |
| NkG Kln Btj Dtsvtv Gqlpf Q | ZSSGW | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| DbG Vmp Pbx Nxxkz Sr | XWWXNT | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Nxwfdgtxhss Pdq Mwb Yv | SJGCM | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Wfffwzz Lslnjg Rhywv | HYQPK | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Wygsjvph DF LHK | RBRKR | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Zflkyply Lxm Wxd Slcjd | QSGT | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| QPQQYLLX Qyzykqy Dykpqrfjbv Wjbhqd | QWQGC | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Nbqmxqzt Ccrrfx | NCDTPB | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Xflqpsdtb Gnz-Dwwgr | CPXLMD | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Gyvszvngbq Kfkztv Nwmnpf Bckvzlkgwcd | PTLYC | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Znrppk ® YM Fhc-Jbz Mqy | XLSBZ | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Dvnqrdw Xlqdkp Tv-Kk | YPHBC | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| T. Sdjm Gspkh Tjfmtldpghz Btx Zkv Dj | NPHQF | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| T. Myhf Xwsvs Bwsxdhslzt DG FRCG Vb | ZHJFV | 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.