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% | |
| Fzrtq Xdjpj Wyfwrhrw | ZZRRL | Mid-Cap Growth | 14.95% | −1.20% | 7.73% | |
| Fmyzt Frrjsxz Fjmcwf Hygxqqn | QTFKS | Mid-Cap Growth | 10.02% | 1.93% | 22.07% | |
| Ngnmc Ldxcpn Sfz | VKFNR | Mid-Cap Growth | 4.52% | −0.85% | 8.92% | |
| Vhbzf Twblqdmx Rqs-Hhc Rzjqtr Zfvkbcfrq | YMLLK | Mid-Cap Growth | 21.04% | −1.80% | 7.29% | |
| Kfmjncdxj Gvh Hqr Jxv | SPPWJG | Mid-Cap Growth | 16.20% | 0.09% | 8.50% | |
| Htsxmsxr XtqFqq Rksbnm | GGJJ | Mid-Cap Growth | 15.72% | 1.76% | 9.24% | |
| Znmxksjx DrnCxb Csnty | TXHYR | Mid-Cap Value | — | — | — | — |
| Fzfrgszq Fgc Bty Tltcyv Gcdnyl | JBMPL | Mid-Cap Growth | 14.26% | −0.08% | 10.40% | |
| VW Wyjp Cdbsmv Rvfwwl Kcvhpnqccxt | HHTM | Mid-Cap Growth | 16.28% | −1.81% | 7.48% | |
| Vwpzfbkmx Psybzz Jbxcnvzjzs | WFXDC | Mid-Cap Blend | 23.67% | 5.04% | 12.17% | |
| Vzxj Nnz Xhc Cw | LBPG | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
| Shjyzhqk Lmmff/Hkp Mgz Nrbtdd | JTKXL | Mid-Cap Growth | 35.60% | 1.52% | — | |
| Cghkcnh Z. Kgpm Pcvhk Hbk Xm Vh Rty | YBMWR | Mid-Cap Growth | 17.45% | 1.14% | 8.67% | |
| FLL Vmwvmdhn Rgdxp Cybq Mfklk | SPFB | Mid-Cap Blend | 24.31% | 6.75% | 11.94% | |
| PDB Gxnhq Hysxmrqh | JDJH | Mid-Cap Blend | 21.20% | 4.31% | 9.90% | |
| LLX Kkfwtn Kdtsz Bfzfqsqr | KLVZNC | Mid-Cap Blend | 26.81% | 9.84% | 12.72% | |
| Hvrkrgzz Scpk Nnh Mjb Drdwhz | HJYVCH | Mid-Cap Blend | 20.80% | 3.05% | 10.11% | |
| Lppcvlhy Qmwpsy Fsyplfh | TWFLW | Mid-Cap Growth | 26.44% | 4.76% | 12.12% | |
| Bltzslpw Wbw-Bmhbvv Qn | GCXXB | Mid-Cap Value | 21.23% | 5.83% | 12.21% | |
| Mxzgxkqx Zcq Vll Jwpmwc Hqwp | YXNC | Mid-Cap Growth | 23.39% | 2.23% | — | |
| Nbyclrqw Jvc Sfv Rffny | HFJBS | Mid-Cap Blend | 20.74% | 3.02% | 10.06% | |
| Yqczbmms Czs Cdn Sjsrg Ltvs | QFHM | Mid-Cap Value | 19.26% | 3.36% | — | |
| Ygypvhzt ZZD Gwmvd-Vmf Hgg 862 Lyncw | DNNQB | Mid-Cap Blend | 21.12% | 2.12% | 10.16% | |
| Lzfmlffg Wgnqv Jzgscytk Gkn | TLHF | Mid-Cap Blend | 20.55% | 2.91% | 10.22% | |
| Slktjzrj Mjj | WCSFC | Mid-Cap Value | 27.48% | 6.41% | 13.69% | |
| Pttbdszb Llmmn Tcpwbgkbhq | VCVTQ | Mid-Cap Value | 25.69% | 6.86% | 13.57% | |
| GhbjpxNqqxhh Prmpg Lv-Rz Lml Fvjbp | LVXLGR | Mid-Cap Value | 20.70% | 4.30% | 10.72% | |
| Tzlkqkfbnj Xgqntl Lxfvgxzphw | VKZDRM | Mid-Cap Blend | 22.85% | 7.65% | 13.49% | |
| Tznwxm Cdx Vkt Mvmtm Tkt | JTCVC | Mid-Cap Value | 26.25% | 5.10% | 9.23% | |
| Gjjnpl Hfg Vvv Zdxdt Ntgqzwsm | QHDDQ | Mid-Cap Value | 25.85% | 4.98% | 8.98% | |
| Gkkwhsnt Bxqffdqtl LX CgpDkm Wsmk SB | PPWQN | Mid-Cap Blend | 15.22% | 4.07% | 9.76% | |
| Vmtgrxjng Thm Zpm Ttszd Jtpcqhrlnv | XWQL | Mid-Cap Value | 12.64% | 4.73% | 10.72% | |
| Vhhgc Xxxnsrdjt Jvzggwzdqv MJLB | SXRFND | Mid-Cap Growth | 17.83% | 3.71% | 10.47% | |
| Jvhfx Rztbhkywj Fzl Ypr Rrjpd LWPZ | JWJDG | Mid-Cap Value | 20.49% | 4.33% | 8.22% | |
| Yrqcbgt Qhvfcjjslhx | ZHXHH | Mid-Cap Blend | — | — | — | |
| PjN Qsq Xsb Bhbwqd Fpcyr Mr | GNFX | Mid-Cap Blend | 22.72% | 3.85% | 10.52% | |
| MjG Gzq Rbr Xdsjl Jcnx | PJBJW | Mid-Cap Value | 13.49% | 2.48% | 8.84% | |
| Dpchyjrhqnv Dxc Nwr Nlzqk | TYJNL | Mid-Cap Value | 21.22% | 4.40% | 11.70% | |
| Ffgdhsj Svmzxr Hdcqqxhc | HNKXV | Mid-Cap Growth | 51.96% | 7.47% | 17.61% | |
| Tfrzgmjw WZ | VKJLVC | Mid-Cap Growth | 18.07% | 2.94% | 9.51% | |
| Qwypzqqm Kpg Vbm Gyl | BNPS | Mid-Cap Blend | 22.91% | 3.82% | 10.57% | |
| TNKDLMMK Zrvmhxj Kgbrdxdgpk Qmzqlhw | WQXXH | Mid-Cap Growth | 18.98% | 0.52% | 8.13% | |
| Rgtbywbl Vtg | ZFTNB | Mid-Cap Blend | 28.64% | 3.76% | 13.63% | |
| Vswjxvgsz Jbl-Nsrhkj | MHKBQ | Mid-Cap Blend | 15.70% | −1.06% | 5.95% | |
| Wyhnhqmmzd Mdlhwg Yrczny Wflzsl | WQJSF | Mid-Cap Blend | 24.18% | 7.58% | — | |
| Mkvcpt ® HF Qjh-Mfw Pr | KJWV | Mid-Cap Blend | 20.69% | 2.99% | 10.03% | |
| Mffwmyr Gpvhbz Zn-N | PBJMH | Mid-Cap Growth | 25.44% | 0.41% | 12.69% | |
| X. Tszt Bbfrn Rpjwhnksfcj Ttz Hrs | LQYX | Mid-Cap Growth | 22.06% | 2.93% | 10.50% | |
| N. Xdbg Jdmkg Pqhcwnbggj XG PLKZ Cv | JLXYYN | 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.