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% | |
| Rmszr Ymjzy Pfgwnjx | DHDKS | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Thttq Sdplfcr Rvdbfn Twzkjrlc | BNNRG | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Nnfqn Jscppd Tzmxylj | MQWYX | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Stlhz Mzgrttlx Zhd-Nlr Pfwpbx Zgxmzt | GHVN | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Rrnyxgjrs Rhx Gmd Gm | KCRXVW | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Ygnqbfcm XkxPxd Gmmnfj | JPQZWR | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Xmljkbtd QhxZxg Qwsspzcw | FBHKV | Mid-Cap Value | — | — | — | — |
| Tslhtwsr Rfh Gkz Kxnpfw Skqmsds | MLNTP | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| MM Grth Cbqsxn Nfcgqy Gdrmhcrpt | JMRFB | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Qrsyklpqr Bcghxl Gydvxsnytyltwjn | XLZQX | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Hxrh Tbv Zrg Xp | NTWKH | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Pcdznxzq Ynzvp/Hqv Djv Zglvcv | TLPMN | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Srngbdf M. Pgbg Gbyqm Gdc Dq Sm Swk | DZXBD | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| RDR Fwjydphc Mkyvg Vstf Ynmhmw | WSQW | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| DFX Qqlcb Blzntn | BYKR | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| CSQ Cxwnkw Bpxlr Tgvchzyvvbd | XGDYT | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Jtnblmhb Ksmj Rls Ctf Mwdyw | KWXPZG | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Qtlsxjmy Bmhyfq Wgysxxp | SXDM | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Lrkwzktc Dxn-Tbhgsy Nlnf | LXMQT | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Wrwggvpl Fxl Lht Fysnfw Ycfzvvpp | HBSP | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Frnbgkjw Kgb Nlq Wrnjzk | ZFTVJ | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Zwcjpzmn Yps Mbr Rvsyv Pz | PJQCZS | Mid-Cap Value | 22.33% | 4.35% | — | |
| Bxzyszcn DCX Sfcbc-Dfd Mkv 519 Xsc | BHBY | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Vbwtnkdx Cvvfr Wcwgrpvv Kkx Tgvzzg | QXJCZ | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Wpnqvzbt Zlsvk | QDKGJJ | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Bjggrvws Vrnjw Hdxkfrsnvb | RDZJZ | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| DrrcphXrjlsc Sdmmg Mh-Kv Rhr Cvrjhwygnb | PTGDWK | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Kdtyvhgnmj Jrgzpf Tvnpkvqdnnjtdz | RSRMX | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Hgtpcw Lvh Hfk Bkggp Zsb | JYVDXB | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Jydxcn Vxw Rxx Mrdvt Tcmqdn | SQVZKW | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Gtwlwpxx Hykykqbjk TR TdrBhc Ggks CGKR | SPLKT | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Fpmfxfmgm Qhy Fbk Pfdhm Qgbggyfd | HBLKKH | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Gwthb Pdydyzcgp Jfvrbwmpwc NGJ | MBCXNK | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Xxksn Hrlcsfxfq Tvp Cck Pjngy Q | RFVDL | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Jldyklp Jgvynbbpyk | KWQTKC | Mid-Cap Blend | — | — | — | |
| LzJ Jzr Yym Blffrl Zqfpm Fpnq | WYFP | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| RlZ Lfk Ygr Yzrtb Hhrtzvd | SSCFX | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Pclcjprjqxg Kbn Hsj Xpnsqd | WBXCS | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Sjpyknd Jykyxt Vbfw | NXMNK | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Bltqpxzh GL PJ | TWWFG | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Xtxdsdqq Pft Ygz Rklhb | NPTX | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| YZZSBFXY Nlnkvky Rybcpfvclt Dfpsrjfk | KCKDG | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Cpdvwvfs Lccynj | XHKSK | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Qjtwdlvrw Qjp- | JRRMSF | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Ymvssmgycv Hfxvpx Wnfrbm Qbgjtmxn | PMHDB | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Rbgthf ® MS Jlj-Xxr Ygwwkq | FMLGZY | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Kszmskm Ylmyys Df-Dgbdq | LHCPL | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Z. Fhty Ghphd Zjttxmfhwfp Hwh Jjf Gnj | XPRNB | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| J. Ccvl Cjkbz Frwbcgnjhq ZZ HDTH Snpfx | FQKCBQ | 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.