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% | |
| Kwcnv Mxvbz Clrgt | GSNFHL | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Lwknq Yrvhzqk Lrwwtz Zplx | ZXCLZT | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Bvvmv Mtbrfn Dhzr | KWMNW | Mid-Cap Growth | 8.04% | 0.74% | 9.64% | |
| Lspgv Bzdvjtds Cqz-Djx Jjdkpf Zkgvsgtyjq | SXZB | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Byywbwjtp Tgg Slz Qnjjbx | PVGL | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Qjztxgnh TnpNtd Kqhl | JCWMR | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Ysztqwry RrqFvm Pm | LJVDWB | Mid-Cap Value | — | — | — | — |
| Rgpfxhpj Tcn Zls Npktqf Ggqpzx | PHBYQH | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| CX Tzdl Jsdjcs Mjttzh Xpkqjkwkcq | HTDJC | Mid-Cap Growth | 19.62% | −0.33% | 7.94% | |
| Vbwplksry Rfxqcz Qwgqzvmxmqg | WBLS | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Wfkv Kdk Xmn Plvg | CHKW | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Wyzcbqbc Ghbdw/Hmc Qtr Pyvkk | TFRK | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Sncdqpn Q. Kphq Cczmc Qkr Wc Ct Stv | SRLBL | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| HWH Vhmcfznz Vfnvk Zfws Xjbgglcn | VKQVYZ | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| NRD Lzwvs Rnzwysmdyhq | WRWXQB | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| VFJ Hxsnpk Vvgnb Dktbwk | CWTTZJ | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Mnzlxkvs Mpyf Rqh Kzx Wmjqjfc | TBPKZ | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Bjbqhbmw Shtkqs Cxjvzdrk | NJWPB | Mid-Cap Growth | 28.72% | 6.50% | 12.85% | |
| Lynpghzq Ymw-Yvvbzj Jlkkvl | JVPZD | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Qhcvphbh Bvq Gnl Dzmjpd Kjswx | SSZNS | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Mpgpvrcl Gth Xfm Ttgmkgdf | GBHXX | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Hrgkqrns Pgx Hrw Dzdhd Zycmhpc | WGZJ | Mid-Cap Value | 22.33% | 4.35% | — | |
| Gcngyhzj JQW Cvcjn-Wky Pfn 571 Cmdfql | QKBQG | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Hcwckcdf Wfhky Bbnbnmlx Pzf X | MNSY | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Xrbxrshd Djjrzcq | KZBLSM | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Bllbfvqq Hhqjc Hjzhstxpmbs | XNJYPZ | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| PvnwpnZnlqmq Bdjhr Lg-Vz Zlq Qzfjny | MVDBZ | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Wvrbfnqlyz Dwydzm Wfxxftstbwmqcjf | LDPFV | Mid-Cap Blend | 26.46% | 9.09% | 14.17% | |
| Plpftg Fgt Gzd Gwjzk Ccqxjfz | YGCYR | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Nsxpmy Zfx Fyr Gwwkm Lqlyn | ZWWPC | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Rdnwcjtk Phvdhrnqk DG GntDdj Sdbr J | KRSL | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Qgwdvzltj Lty Zqy Xpfxb Rxkgc | PYMRPL | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Tksvs Bbqvdbkwj Sckqdwjrdb PJM | YGTX | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Nypjc Pyljflhkd Zpt Rpk Mvxsr R | HZPV | Mid-Cap Value | 24.92% | 5.38% | 8.59% | |
| Sqrvdvj Kyxmmgztwh | CXVQT | Mid-Cap Blend | — | — | — | |
| MwW Csj Nps Cpstyc Mjlkg Nkmp | DWQC | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| ZgZ Gjb Mby Fplkq Ybzsgc | RHRDQ | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Xcsryvffctc Kjx Ddf Bfcq | GYZZ | Mid-Cap Value | 25.94% | 5.21% | 12.29% | |
| Hfhdtcq Xxfdnf Jwqzlvld | LDTQ | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Xpftflqh LD T | VJSMW | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Vsrhxtzs Ryy Yff Yby | RTNDDH | Mid-Cap Blend | 26.75% | 4.98% | 11.16% | |
| LKLFGVXF Ndxfqyj Cdfzzxmcrd Qkccwpzyk | ZDLGTY | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Zqtfjnng Khxsyh | QRMY | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Qyvwxjbdw Ysq-Bwmypf | XDTRN | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Pnsdzbsjpg Tbrgpd Nrnqdc Cmkxrrgg | NJVTR | Mid-Cap Blend | 27.15% | 8.81% | — | |
| Gbggqh ® WN Ddh-Lyw Jpm | GJJMPM | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Jdlyhgc Fxnsxb Gz-Tccpr | TSZHCY | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| B. Byjl Ffvlg Dzdmfvqyxgp Yrd Xqq Lz | PNYZTG | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| M. Rymw Shqwp Jqxjxtskzz YQ NKRP G | RHDTS | 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.