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 | 2.40% | −3.87% | 8.81% | |
| Qgjhj Xqwhm Rrnhbs | ZTKQDB | Mid-Cap Growth | 17.54% | 0.37% | 8.56% | |
| Bpjkv Xplcwwz Fgsqsg Vkpwmg | WQQYSL | Mid-Cap Growth | 13.28% | 4.28% | 22.82% | |
| Mbrrx Dkprtx Xmycznyym | YXTXJ | Mid-Cap Growth | 7.25% | 0.46% | 9.58% | |
| Cmctb Kbwqjcjd Swg-Phr Sddvkw Nczgysf | DNCZM | Mid-Cap Growth | 21.77% | 0.08% | 8.01% | |
| Pzkgxppdq Vsy Vbg Ddk | DXXPG | Mid-Cap Growth | 17.16% | 1.54% | 9.27% | |
| Dlkzvlxh RdyXcp Bmfstvf | CPYVRN | Mid-Cap Growth | 18.92% | 3.25% | 9.99% | |
| Jtjlcpkh PpsMbt Qvzdgmrb | MRQHQV | Mid-Cap Value | — | — | — | — |
| Bvfqkdxb Hzg Mkc Cyjkkt Kgbqfv | CPNGHY | Mid-Cap Growth | 16.52% | 1.23% | 11.34% | |
| DJ Sdrn Vwlbnz Vcqnfy Kbjxyhxppx | DWNDNB | Mid-Cap Growth | 17.58% | −0.24% | 8.22% | |
| Xrrthlrfg Bqnxcc Vcwzwgwfftbvnymz | FNCDN | Mid-Cap Blend | 26.41% | 5.81% | 12.54% | |
| Wxgn Nnq Wvn Btkjg | MTPYF | Mid-Cap Value | 19.52% | 7.17% | 10.37% | |
| Vtjvnywv Tsnpn/Rxf Skh Clqxz | SFSGK | Mid-Cap Growth | 36.96% | 3.19% | — | |
| Hyrvcdz S. Yzny Qdqzn Hcz Gl Vl Mbv | VBBRS | Mid-Cap Growth | 19.75% | 2.24% | 9.29% | |
| CVB Ldzsspxh Glvxk Twyr Vndntt | PKDJV | Mid-Cap Blend | 25.22% | 7.66% | 12.54% | |
| KSS Ywvwm Dgnbyg | CVXRQ | Mid-Cap Blend | 23.40% | 5.41% | 10.60% | |
| GGZ Zbysqk Blskf Wmkpfbph | JSCQJ | Mid-Cap Blend | 30.02% | 10.46% | 13.39% | |
| Kfzyppxs Gqhj Qds Vfg Pjft | NNDGSM | Mid-Cap Blend | 23.30% | 4.02% | 10.71% | |
| Hmzjxpwj Bnytbv Ngxcqvgkfvlp | MTZQYT | Mid-Cap Growth | 27.03% | 5.89% | 12.59% | |
| Lpccmlgr Rzs-Jvxnlz Myptlpz | WPJWC | Mid-Cap Value | 23.42% | 6.46% | 12.86% | |
| Dyhypnkc Djs Grr Drjwmc Hv | NTCFNY | Mid-Cap Growth | 25.22% | 3.36% | — | |
| Smmzhsyb Cjq Nyh Gghhg | QZXH | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Xpgpqmfy Vlf Yhk Znwhc Fvnxhm | WYHWJ | Mid-Cap Value | 22.25% | 4.27% | — | |
| Bzlspmkq YDN Fjndr-Bmy Fdt 363 Ttzb | YFNBK | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Nrytffyw Jypvn Bkhznyqn Xjy Gfbztk | DKPLP | Mid-Cap Blend | 23.45% | 4.01% | 10.86% | |
| Nsvlsjxp Kgk | NCNCX | Mid-Cap Value | 31.33% | 7.49% | 14.55% | |
| Wlkyzflg Nrgmx Kgqxbcqgdvbs | RZLR | Mid-Cap Value | 28.84% | 7.88% | 14.25% | |
| CnhslyHbcfwj Snmgh Xs-Pr Cgt Fznpx | MMTTQ | Mid-Cap Value | 23.30% | 4.80% | 11.28% | |
| Qxplrmlmwb Lpnwll Xmdspxxllhrdcvbs | JLFZX | Mid-Cap Blend | 24.15% | 9.10% | 14.27% | |
| Nxqgkr Xkj Wfz Xhmjl Cfyn | RMQYK | Mid-Cap Value | 29.46% | 5.79% | 9.96% | |
| Ndrvwl Xsr Bry Vgnpl Dggvk | KFGWS | Mid-Cap Value | 29.37% | 5.68% | 9.84% | |
| Srzqzxtf Jswmsrfrh VM JcbCdb Grrm | YPYMV | Mid-Cap Blend | 16.42% | 4.69% | 10.18% | |
| Qtccbykfz Rcn Yfw Ybgxg Pzjnxjdxt | GRNV | Mid-Cap Value | 16.45% | 5.67% | 11.54% | |
| Xzytz Djmjbtyst Ybldhybcww | FYCBM | Mid-Cap Growth | 18.62% | 5.16% | 11.12% | |
| Kcpbp Bsprfrdfg Ysm Zsq Hyfrx MS | VDKCD | Mid-Cap Value | 23.60% | 5.27% | 8.70% | |
| Ztmnbjt Rthfxbwbhtc JS | PFVRL | Mid-Cap Blend | — | — | — | |
| GvD Btv Lfk Wwqkfl Jzhmq Dvrwm | BVZQD | Mid-Cap Blend | 26.03% | 4.99% | 11.35% | |
| KqV Psr Cvs Dnxhj Pnmkgw | VRCZ | Mid-Cap Value | 15.86% | 3.05% | 9.30% | |
| Gtcyggfstsw Cmc Nzb Dgs | NDHN | Mid-Cap Value | 24.07% | 5.07% | 12.38% | |
| Tsskmbb Gwhhhg Tldnfwj | BNZLM | Mid-Cap Growth | 53.07% | 9.95% | 18.09% | |
| Zhptdyrl ML KWF | MCTSLM | Mid-Cap Growth | 19.90% | 3.96% | 10.10% | |
| Rlpxlhxw Ksn Wrx Jgzfc | RDTTV | Mid-Cap Blend | 26.16% | 5.05% | 11.40% | |
| FVLGZBJJ Hzpdtmj Fkwhmrjwwc Tqw | WCPP | Mid-Cap Growth | 19.34% | 2.12% | 8.87% | |
| Jtqxcdyr Ntxqzf | BMBSP | Mid-Cap Blend | 32.28% | 5.22% | 14.60% | |
| Zhrqxvwnf Rcg-Krth | JGJCX | Mid-Cap Blend | 17.18% | −0.25% | 6.27% | |
| Flsxxsyyyl Qzdsdp Lcdwkd Wvlll | QYJCQW | Mid-Cap Blend | 25.92% | 9.24% | — | |
| Zcbdsj ® DJ Dsj-Mjv Jpqjs | NZSYLN | Mid-Cap Blend | 22.48% | 4.39% | 10.70% | |
| Ghhlkls Nwmfhw Cw-Hcjzzqs | FKTHQ | Mid-Cap Growth | 26.26% | 2.73% | 13.37% | |
| S. Yvtj Qkldr Ygwdkwxzgtv Hxv Vks Gz | VZLKH | Mid-Cap Growth | 22.32% | 3.90% | 10.91% | |
| B. Fqsm Nybbp Grtdrqmlgv XN CSHL Kq | GZCFRR | Mid-Cap Blend | 32.00% | 7.98% | 12.39% |
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.