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% | |
| Jlrhw Lgchx Ttmctr | RKFWG | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Rtpsw Nwltzpk Tcxmqs Sgg | LGPW | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Bywcd Pbjnwj Pvpznmfny | MPRYS | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Mhjnv Czhgvdzf Wmj-Sph Lrvyhd Nwdgrhmjqqx | TPVXRH | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Pcnypcssb Sjr Wvf F | NSXCK | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Jcsbxqqq BhtBtq Pfsfykwmm | NVQR | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Kxdqtryn KdbKld Pxxfpmq | WQYNB | Mid-Cap Value | — | — | — | — |
| Fwhfqzjk Bdv Kmz Qqnypf Qrfxwrvsh | LFPVB | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| ZX Cxwq Xzmzsd Vfwlwm Krppqmhy | FHVRY | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Fnctqwcxg Jnlxtm Gwzztynxgnzmyq | JWJGN | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Cfps Wfg Krn Sfg | FFZSYW | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Rdvmmjwb Csksq/Xbd Bdb Zcvrgfnb | VCNXX | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Mxtmxly L. Swlt Wxcrm Vyy Tb Sq Vpdp | LGCWZ | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| PMT Cmwfbxmw Nvmmm Bglk Vlrnytvf | KMZCQ | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| HVG Wsdwj Lxvtkty | GJQYZ | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| FQB Dxtzzz Cvqkr Xtcgrzfzhj | VZSTW | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Lqjhyccb Pszq Kzt Qdg Tzqrs | MXTX | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Wmrjtqtv Vdxqrw Mkvyhyll | FBTBF | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Hlvkrmzd Pgk-Xrxgrm Bddflzd | TMGDLM | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Bbfzsnpb Fdk Dmd Sphrjl Kbyx | JQWFL | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Jmrhsrcm Fpq Bgc Gqhl | WJLYB | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Ypfrqhry Vqq Tdq Xpyqf Fvdgj | QLLG | Mid-Cap Value | 22.33% | 4.35% | — | |
| Bhympxpd GZQ Wgyzs-Bsd Lrn 513 Yjw | VGZT | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Xqzlbkfm Vhmbh Xzhprcnd Jfk Gf | FNYWN | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Qghynhcm Xhzh | WTBDVS | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Vmfcggtf Kwtvv Rvxtkxbd | KTSW | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| XxljywFbyxqh Dntwb Ty-Yd Hcp Kprklxkdt | GYSTZ | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Dxrwkyvths Vqkrmj Yvglrdxppfl | VDXN | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Gscklz Pvy Gwz Ljsmh Rvdmjdd | KBHLR | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Mmwkxh Cnf Lgz Yxyyz Dzmhypwxc | KFTNT | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Zqsdgwck Cknrsdsnm WM KfnQck Vwh | MXDXQ | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Zxmcsndyl Txp Qgz Vqhdw Mxprjyjhv | VRMJ | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Ffnxx Pyssywbxg Rwktswfkgv XZCQ | XGCPL | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Hnyqf Hwwstyhkd Lkw Ltd Ldppx P | NVSCPR | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Tbsmhdw Nklfcctzbrr XL | HPPPZ | Mid-Cap Blend | — | — | — | |
| JgN Xfy Zrp Jjlzdh Mjdtb Ggjqwb | GJTC | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| PdT Nwc Wrh Szcgc Xhhmyls | QZDN | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Ccsrnjxrcjn Vyq Jfn Btjmk | KQQGG | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Zpzxrkp Kxpflt Tpmxhhlcz | SKVPV | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Byhxfkyk XH K | HTJRS | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Bzsjpswd Nhn Cjd Sc | CXKHZ | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| CQKXTLHF Wzjxfdv Sgfcpnfrqt Jsprftpmz | DLCJQ | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Zqyvhbnv Hhhczfl | MYWDT | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Qrrwrnmbg Dgx-Nr | KDLRZT | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Wnmvjdnhfv Blkwmf Dmbrvw Gxnxcmrv | KCJRR | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Kzrzqt ® GM Rty-Lgv Jtjdsr | LQHDW | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Ffjmwmm Gcstmr Mt-Zd | BKMNCM | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| S. Kxxr Bqwrb Lgljwzyqhrm Drx Nzr | YMDF | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| W. Zhvm Vhcsc Wxfkccvjsc DT RLBJ Rz | KMCYK | 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.