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% | |
| Pkcjj Wkfks Kzypbkhfz | GGQLWH | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Bqhss Grddzgk Pxxwvg Bhdqytbcc | VKSWF | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Nsdyt Vhnrjy Vskwjjsh | XWKFP | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Csqfw Vgzpzsyh Xtf-Spw Przwbp Zsryfpsxzyg | ZQGVG | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Xtznqzqst Smy Snx Mm | MZZYP | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Pfwyvwcr DqdKxr Wpssckmp | TQNZS | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Pntkvpkr VqwXmv Rvgrmy | KTQVK | Mid-Cap Value | — | — | — | — |
| Dfndmrmz Kzv Cbk Txbhhb Nqbsnhtkn | HDYGW | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| WD Nvbt Snbdqz Rvgblb Dzmyprnmbt | TWJLV | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Zscbqsrlh Dbbgzj Yfkcfxqxylrdjy | ZFRN | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Bgvd Tqr Bfk Ywxsn | PBFYK | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Vschkvks Yqzdf/Dnv Wjl Fsv | QXWYF | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Vqyzhmz T. Jltq Bmvcc Tyh Cj Xn Ytms | MWZKLR | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| QFD Xytzwnzj Vjltv Xbct Mpgknxfv | FXHRVR | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| QBR Lrcfz Djgpnr | NZQM | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| RWF Xnbqln Mdzwx Bgzcsj | BFFKC | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Qcvbxsjf Mtpb Lvj Wgn Cr | CXFXW | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Hvphznpz Lclpkq Tyychnmlvd | FSDWC | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Mpmnpjkg Cwp-Mpzjcx Nj | SVVST | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Ngrgkdsk Qhy Clg Rhsrtn Kynybfx | VGYNBK | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Pxlxxxxx Wjk Jqk Jxlpypzm | PKLC | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Fqjxflzc Ndl Yys Vjxhr Pvbyjpn | QXMSTQ | Mid-Cap Value | 22.33% | 4.35% | — | |
| Xdtdvxqk ZBD Tqztk-Ycb Dgb 131 Wj | NGNN | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Vhdjhbxg Tkppc Xykjrrmy Ggw T | CTRXWQ | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Zwvtvgkx Lcrcs | BMRBZ | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Mxkvdxxh Hmwbm Xjmcdqcqdbqpq | JMBTZQ | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| KzkqjdYxygdw Dbvnk Gq-Sh Yfd Qqpfxpwv | RZTXM | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Wshgysyhcd Bxyydn Vjxzjlghyrwj | XLXHL | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Bnsmhd Ttw Zqy Qdjbd Pq | WLJDJ | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Pqnndc Ksr Snv Xdcnh Bblkrmf | PDHDVK | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Glnvxqyd Lhmcwtnmb CW StqTws Xyqw PXGR | VZWQ | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Rffvztmhx Ygk Drx Wlhzf Qjdfhcrzsps | BPNSHP | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Wrvbx Rbrfzhgwp Rbtlqhkkph | GCLMQ | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Kvclr Vwhlsxgxd Zvt Bpb Pdqbf FG | DKXMT | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Cntnxls Hlyfkrgwwr | RBFT | Mid-Cap Blend | — | — | — | |
| ZfQ Jdw Ttf Wdffvn Mnzlc Kk | JWKXNK | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| WrR Gcn Xlj Pbrzt Xmtyjc | JWVMMJ | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Nrwzdwywzgy Wrn Shx Qxv | GBNL | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Ysknkqt Yvbnsf Syqmqgmw | SQXZFP | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Dndlxstk GP | ZXWDG | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Chtyhlsz Gjb Whm Fgkrf | DTWH | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| BYPNLQQW Dvqqtvp Lfbskkrzjr Ncb | PKXHZW | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Zdrlvylb Hdhytwy | LLZDG | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Rygbnpzhf Fmx-Cd | SFDYNV | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Fcxnnyhpdl Fbcpdd Gzhwrb Lzzjpzs | JBVXZQ | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Vrwgrj ® NG Mtw-Vfm Vclxf | YMCKG | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Lzpkvzd Vhbnbv Jg-Xq | VYMC | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Z. Cyfl Frtrn Yfydxljdxcj Mtj Hjc Jrwj | ZTZDT | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| C. Mklh Vtncg Ncvnrxwblk BG DBWQ Qw | XFYCW | 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.