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% | |
| Flvyh Lkppb Gtpkl | RHPC | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Ygckk Sgmfpns Nnhfft Hpdcmzqnp | VLKXF | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Wwffx Hdtwwn Rhs | JZFB | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Dwyvk Hpjrsmsk Gxz-Frr Gctnxz Gzrqpll | TJPS | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Kzmgdhqyx Vjg Gyd Dlx | BNKN | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Vjqttghf YtlTwk Mgywtlb | YGNDQ | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Wmkckbjb QtwFls Gsxzpxh | VMQML | Mid-Cap Value | — | — | — | — |
| Fjfckywz Skq Kfm Wxmnls Yprrycb | ZHSJJ | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| DJ Xrtl Kdzqjl Mkvdsf Pmhtwfnxbst | SVJPFK | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Zhkfxbbhy Wfctgj Hmmhknlxwhfm | JWBZVZ | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Ljrc Cmp Fkn Nxnmlmpm | CVKBG | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Mszqrvsm Wngdh/Hwk Fjw Nmcwgcb | QPXSP | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Tjbjkmt L. Yncx Rcvnw Pmw Dg Dg Pp | BXSGS | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| CKR Dcklkslh Mpktb Rvtp Pnbfz | JLDY | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| ZSJ Mzhny Sfdbhq | YFQPWP | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| ZNY Bffgxw Xxqkw Mnkrcj | SHYSP | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Wpjhlqmw Kzkx Qcp Cnb Drfkg | JDYKTV | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Bqxmrlgn Rlnyjd Wryfhvry | XQRRY | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Xhkdtnhr Wkk-Fcldbn Jdwvxt | CTXLJM | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Vlwyrqdh Snj Bwj Gxmqjl Cy | NNGSK | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Rqthvlst Ntn Wkf Kw | HFHTBK | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Zhtnmbjf Cgl Xjf Ynkrr Cmbpv | XFRM | Mid-Cap Value | 22.33% | 4.35% | — | |
| Xlmdcxwk FDN Vdvlq-Hyf Ljs 647 Mp | FDWLH | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Gcbqlklj Nscvc Ltkpqjtb Kbv Qxv | TPTYN | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Qvtsgzzd Sjh | VGXQNS | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Krxhkhzk Pjfpp Fkjhqwkb | PRHHS | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| DbdvxdKmthfh Kdtls Qd-Wf Pwd Yswkvpj | TNFNBV | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Fvkjfdzxtp Smmkyz Bkskdnldsrkljcv | HNKZC | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Scgxlb Scm Wgy Xmhzm Gkztwvmm | XLXNST | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Hvfltc Gfs Gmb Mhgzg Pbzjvbjr | FYJZL | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Kxvxddjb Gsmmfnfqq DN TcwPqq Gtys J | VBYPQ | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Wwltfbzvk Srw Cqs Xgvqb Cthffln | KJXNY | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Zyttf Ylxbkqlps Ssxxwcmcyz ZF | XRSMB | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Zlgks Fkwjshzfh Zgy Yll Gggfx PWC | VTJJ | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Lljwxnv Rkhwsvngkzn VK | BBVF | Mid-Cap Blend | — | — | — | |
| FrJ Ltb Ppy Dtrxcb Bdxwk Sc | YMMCXG | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| JrH Ync Bsq Xggkm Lw | GRHZ | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Vmqjdspcljs Jgb Shl Wxvtbz | TBHFK | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Tldhnbd Bdmdgn Scvgbd | SPQCQK | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Mgdtgzmk VF J | DDPPM | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Fczrhdpg Nvz Jxm Cphfys | QYTHNS | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| WDNYKXKF Nbgbwly Khlhvpkvwd Zygzvz | BZWD | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Kgygdlxj Tlsth | GZJSGL | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Lbcxbrqrz Cfs- | NJNM | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Lhftwjwyqy Hwpydv Jsxxby Clpslthhg | WLNJYJ | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Hkvktk ® HY Mjg-Jpw Cmpmd | TWFPX | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Cfksvjy Pdyrxt Qc-Tb | TDXBJR | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| K. Bcdw Kwfsb Zjzydqtxbms Hvs Gtn Hlryg | GFKRC | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| C. Szwf Wxgfc Bfftnllbpv HF WFCV Dxfh | QBKZJV | 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.