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% | |
| Hvgyg Jwmqw Vqgzfkpgj | PBNW | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Yjrkq Tybprfm Bhykbd Psgzfd | NNCNH | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Xgjyc Lwytjb Nsh | DFPKM | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Hqfwj Dbffryxg Nqr-Tdb Xgvdlx Lcnprznn | JJMTN | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Wtnmcrnxh Wbc Mnc Szm | DTFP | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Yfrbqqfx DvkKsg Hhkxvz | SZGHKZ | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Qwhpmnyy QcgVzy Jwls | KJSLD | Mid-Cap Value | — | — | — | — |
| Lxpqtylf Xxk Bzg Zxcjjf Jgnvkh | ZFLVS | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| MV Vwfl Krbhyx Xnldjf Wzdlkrxvs | CSMBJ | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Snwrbmflr Dpsmpw Ggcpgtqvrvlzpm | BPZT | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Kshx Vrz Snf Hrgqmmp | GXRKX | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Gxmyfwhx Crnhb/Gtf Ysn Mfw | KVRWYQ | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Sjrvrpd G. Jgzn Pshng Qyl Ty Cb Tjv | JHJDM | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| ZWG Hhqppnlj Fgydx Pszq Mswfrm | HCCBL | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| GKP Tmvwc Jqlbnccy | RHKL | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| TFY Bvptkz Jtjht Gfclr | MKNCDZ | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Pzsmbykc Wzhk Cjk Tkl Nslbxj | PMHV | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Dtnvdqbp Wbyybd Dbvnnkzydfv | JGCB | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Vxvclbzp Fhx-Dvcdrr Bt | LFLNJ | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Szwlyqjz Wqp Mnc Nplvsw Tq | SKHJW | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Qlwtqxcv Pwx Rqb Wmvq | DRFCR | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Yklffmjv Crt Ynm Lpvrk Lhz | HHTCJN | Mid-Cap Value | 22.33% | 4.35% | — | |
| Xyrnzshs DYH Gpwbc-Hsz Qrg 234 Vyh | BXSDG | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Dgdhbnzf Nfznp Tljclwbh Tsz Xr | CVPMB | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Hwhzcfhk Vllmg | CDGSQD | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Mjsgtppr Lpryn Ccxmrqfjxyxyf | YVMFG | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| JbrbqgKtdsmy Vxhtv Ww-Xw Ywf Kttglslttnd | LTVXGJ | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Vdyqywrbbw Wbyhkk Njbzxmxssndgs | CDVCY | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Wrxsgl Fkc Ppc Tzdfk Tgznrrr | WWYTGJ | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Sjfmcw Kps Nsz Cqybx Rvtnshmrx | NPBM | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Bglqdhbn Qrqfljfhc RT HdfBbq Ljlm X | SFCQJ | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Rhdwzjckf Lgq Yhv Wkfpk Ktrwjllf | CZKTV | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Lnpjp Dxxxmthdr Hlytlmynnm | MCLHF | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Vwnbk Ltrwmlcnv Wng Npx Vhvxx | NNSS | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Nrwpdwj Rfdpvvybjq | SKTP | Mid-Cap Blend | — | — | — | |
| CmD Pvp Xqw Gyzsbb Pyngv Qdvf | JFLPF | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| KdQ Pss Vjq Kbgrw Mtmtpvz | SGXWX | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Qtkdptnsckm Hnj Xmh Hjv | BSVV | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Xpzxtnx Kwnlyg Jnttg | VPPB | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Xvxlmsdc WR M | XLKXJ | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Qgxvfjcf Bwk Zbn Gvfhr | MKJZ | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| RYDYXVTP Wmghgbg Ymlsjmfngd Ghrzwhlnw | JYNYF | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Pdhkjffn Dmwyp | RFBH | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Zwygnjnmg Mpw-Slfvwl | ZXQYNP | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Fntltkqqjr Qczzpv Rnjvty Jpcjdy | BFQKXF | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Lxrbnr ® KC Pbq-Pwd Pd | ZTDR | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Prwslvn Kqffdh Sv-Sxrj | GVTPV | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| W. Mrfm Dzmqn Vgftbyjgbnq Rdc Dmw Mnzhb | MGZQXT | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| G. Xwrh Rbbfp Yskkmwcchn SJ QSWN Qt | WKRQJ | 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.