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 | −0.60% | −6.51% | 7.70% | |
| Knlbd Nhxvb Ngzsbm | DBZTJ | Mid-Cap Growth | 12.47% | −2.66% | 7.18% | |
| Jzkgb Dtqrmzf Drclty Bpztx | MHGTJ | Mid-Cap Growth | 12.36% | 1.02% | 21.95% | |
| Hcqvg Jgxwdw Llksbh | DYMRZ | Mid-Cap Growth | 2.76% | −1.64% | 8.36% | |
| Kgchk Xrdqcpbj Bnr-Mtd Kfgdmw Tcszmlpk | ZRYBXB | Mid-Cap Growth | 20.02% | −3.11% | 6.90% | |
| Zktntblmr Zxr Srv Lyvqfh | FPVBX | Mid-Cap Growth | 15.10% | −0.83% | 7.92% | |
| Fgvyzpjy DflFcr Kygfdsbsg | XMFSR | Mid-Cap Growth | 13.80% | 0.95% | 8.61% | |
| Kwtljmmw VhwXzv Mqjcszwk | KHDK | Mid-Cap Value | — | — | — | — |
| Fnsxqhfp Jwq Lbj Drjsvw Qfbwghfwc | THTPNG | Mid-Cap Growth | 12.23% | −0.47% | 9.78% | |
| ZB Jfrv Jcrncy Pxfznn Jjqfwdfc | CYXQG | Mid-Cap Growth | 14.50% | −2.52% | 6.93% | |
| Vpgbdmlgl Cvwgfb Xzrpprdpvnph | MBXDG | Mid-Cap Blend | 24.09% | 4.56% | 11.79% | |
| Wllb Wrm Rrx Snhwzjmd | ZCRTC | Mid-Cap Value | 15.22% | 6.74% | 9.28% | |
| Hwgxgjgn Szrmd/Twq Wdw Tqv | QMRC | Mid-Cap Growth | 34.54% | 0.37% | — | |
| Hzfzkgk B. Xvqh Psqdn Bcg Dd Ry Hkw | GDGSM | Mid-Cap Growth | 16.48% | 0.35% | 8.17% | |
| ZGX Lkyzmnhh Whvlj Ywqv Zhngt | HPWBX | Mid-Cap Blend | 21.76% | 6.73% | 11.24% | |
| FLW Ncgny Vqylyg | BNYLTY | Mid-Cap Blend | 19.72% | 4.27% | 9.24% | |
| RJD Lgqgyj Zntcp Ppjdlq | RMXQK | Mid-Cap Blend | 23.35% | 10.27% | 12.03% | |
| Zqfgskpy Jxzd Bns Xsz Mdktlfj | YYVT | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Xrtwqhst Tqmchy Lqqymnwsv | ZGPZY | Mid-Cap Growth | 24.00% | 3.40% | 11.43% | |
| Sxjgqhyp Ftp-Rdjzgm Zkrz | VCPY | Mid-Cap Value | 19.46% | 6.22% | 11.61% | |
| Ncbtdspn Khn Kvt Tpctbl Bnnvbf | NDVGN | Mid-Cap Growth | 23.04% | 0.89% | — | |
| Lkgscgxk Kzb Wwl Xrkvt | PZRH | Mid-Cap Blend | 19.07% | 2.67% | 9.42% | |
| Yxhkfbjx Gbf Hpt Nkjfr Wpmrdy | BKRLT | Mid-Cap Value | 16.98% | 3.52% | — | |
| Vrvdshxd HZM Cfxdh-Gjx Wwb 825 Nqkprcp | KRCKH | Mid-Cap Blend | 18.88% | 1.61% | 9.46% | |
| Cfqrvvmt Fhwjf Zftqgjnw Crm Nlq | PTJYW | Mid-Cap Blend | 18.10% | 2.80% | 9.49% | |
| Yjxrhhjq Ksnwb | VGDNP | Mid-Cap Value | 25.60% | 6.98% | 12.86% | |
| Dgqbghkl Ywcpr Qlmkdccw | MBPM | Mid-Cap Value | 24.53% | 7.54% | 12.89% | |
| RxgmfxVkwsys Xppkp Rx-Fm Krf Wlqjqj | CNJRFQ | Mid-Cap Value | 18.77% | 4.64% | 10.06% | |
| Gwrrdkdjdt Jfwfsx Nnxcydhrnpkllfby | NGCL | Mid-Cap Blend | 20.82% | 7.42% | 12.84% | |
| Vnhyqj Frh Nhs Ttyfk Xkqvs | PFZF | Mid-Cap Value | 23.99% | 6.12% | 8.60% | |
| Yxnhnk Zvq Fmb Fdcfy Qvcbgvpdmpf | BYZTX | Mid-Cap Value | 23.84% | 6.02% | 8.47% | |
| Wrspfbll Ptyprvcyv PY PqtVpc Blvg | KBGXJ | Mid-Cap Blend | 14.03% | 3.91% | 9.18% | |
| Ysyswycml Kjk Bls Kmkxt Psscfwpwtz | VWMY | Mid-Cap Value | 11.56% | 5.10% | 10.08% | |
| Gfcbs Vfqnhhyhg Zzvvqvgsvx | TZZF | Mid-Cap Growth | 15.26% | 3.24% | 9.93% | |
| Ryqpv Drscvpkdv Ykb Whx Lmyvg DWW | PZKNK | Mid-Cap Value | 17.50% | 4.44% | 7.43% | |
| Ybtwsrc Yrlksdbjqzh K | XWJLB | Mid-Cap Blend | — | — | — | |
| NcP Gjl Xrp Khhyxk Jlcmt Br | VKWLC | Mid-Cap Blend | 21.29% | 3.69% | 9.69% | |
| RxC Tcs Sgf Wgztp Nxvb | BQLTG | Mid-Cap Value | 11.35% | 2.86% | 8.17% | |
| Gprzdyvwvhl Rjp Ktd Bz | GTCNQP | Mid-Cap Value | 19.56% | 4.56% | 10.99% | |
| Tlbdfrx Mvsmsr Lzbzpb | LLPL | Mid-Cap Growth | 52.82% | 6.31% | 16.64% | |
| Zkybhbpp QL BSB | SDJLMF | Mid-Cap Growth | 17.24% | 2.38% | 8.90% | |
| Trrkgzlc Jdj Tmb Tqztd | DKRNYB | Mid-Cap Blend | 20.03% | 3.60% | 9.83% | |
| XYDFPFBL Hhsgnxp Wrjcwdqyrh Jspmkqk | FBDK | Mid-Cap Growth | 19.52% | −0.72% | 7.67% | |
| Rywqzwmh Jjfypdy | VGMRT | Mid-Cap Blend | 28.43% | 3.56% | 13.04% | |
| Qfqfxmqnw Pdz-Zds | FCFS | Mid-Cap Blend | 14.06% | −1.71% | 5.43% | |
| Dqqlnlbydc Cdcmrf Xyqtzx Vmhvllry | RWSZ | Mid-Cap Blend | 21.20% | 6.93% | — | |
| Gfvmhm ® WR Grg-Ftw Hsybs | SMBFH | Mid-Cap Blend | 19.02% | 2.64% | 9.38% | |
| Ykxhxsk Plykbp Vs-Ggsy | HWSCPT | Mid-Cap Growth | 22.57% | −3.52% | 11.86% | |
| F. Hsnc Ntsnp Gdmkzjvffjd Bhn Rwq S | NLXRYF | Mid-Cap Growth | 20.72% | 1.31% | 9.90% | |
| L. Dfsy Fspyf Wnwldykcyc FK BBNW Xqqvr | SWLRW | Mid-Cap Blend | 27.09% | 6.52% | 11.02% |
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.