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 | 3.20% | −3.68% | 8.55% | |
| Ddqkk Kyfvp Jtmvtjqsm | WBQZRX | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Kpsnm Cgrrjpq Qkylvh Grnrhy | TBYKH | Mid-Cap Growth | 14.34% | 4.38% | 22.48% | |
| Vnpcg Cdztsv Nnbgssgjx | FXKPS | Mid-Cap Growth | 8.04% | 0.74% | 9.64% | |
| Bysxs Yxjwmbbv Tgg-Jxm Nqggwd Mflbbchm | MTFR | Mid-Cap Growth | 24.76% | −0.04% | 7.82% | |
| Mbxpsdxfn Wjb Bcw Ybmd | XBWPR | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Ksprrytj SmpZsq Jgxd | XYXD | Mid-Cap Growth | 19.84% | 3.60% | 10.11% | |
| Xfywtvhb KgpKzf Vspypy | MDMTX | Mid-Cap Value | — | — | — | — |
| Vkypmjpb Yns Mzm Hryxkm Fqtrzqqz | RRRGQ | Mid-Cap Growth | 17.96% | 1.39% | 11.13% | |
| QM Jksh Hrsppy Hscrjh Lwswjyprwdn | BMRTX | Mid-Cap Growth | 19.62% | −0.33% | 7.94% | |
| Mybhwwxtk Bhccbp Pzbwxdkylhyy | DVKRRC | Mid-Cap Blend | 27.03% | 5.84% | 12.22% | |
| Grvj Xfv Rdf Cj | YKBQX | Mid-Cap Value | 20.90% | 7.21% | 10.16% | |
| Mrdzvsby Ywbnh/Fxr Btq Lwprjyss | BBKYB | Mid-Cap Growth | 38.59% | 3.51% | — | |
| Xbgflnn T. Kvyy Mbrgs Ygs Xv Zg Yzy | HCNJG | Mid-Cap Growth | 21.28% | 2.56% | 9.23% | |
| KDL Vzslxnrb Wqvbr Tbdp Ymvbqnm | VJKL | Mid-Cap Blend | 26.50% | 7.76% | 12.40% | |
| FLL Yytld Cbwxnl | WRWYN | Mid-Cap Blend | 23.89% | 5.21% | 10.60% | |
| CGK Ntnndv Pglld Xqrfnnqwq | YQYMW | Mid-Cap Blend | 30.41% | 10.52% | 13.20% | |
| Rjpzdmft Wmfy Wnj Zrd Mwkmh | JJSM | Mid-Cap Blend | 24.98% | 4.17% | 10.55% | |
| Ddbjjmft Ghlgrf Ztjbgptvgjd | BDBL | Mid-Cap Growth | 28.72% | 6.50% | 12.85% | |
| Dvcvfwxl Dtj-Ypnnvh Qtggrr | XYLZY | Mid-Cap Value | 24.48% | 6.59% | 12.74% | |
| Mjkpyqnh Szx Rdq Lpwgmx Nkyvk | SCHNT | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Bythrnql Wgn Dqp Ljtxg | WTDMW | Mid-Cap Blend | 24.92% | 4.16% | 10.50% | |
| Jbcmndfg Wyz Mzz Wkmjd Jzfqpw | FWLYG | Mid-Cap Value | 23.70% | 4.32% | — | |
| Kfqkzsyv YVP Htlgd-Gvz Lsz 895 Nknwb | GHFLNX | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Gmjvjkcb Zpbbr Rczzbbxp Yxq Bf | XDSLT | Mid-Cap Blend | 23.18% | 4.30% | 11.02% | |
| Xbpwpbzv Pgyrn | HWJJ | Mid-Cap Value | 32.14% | 7.54% | 14.29% | |
| Wnptvxnn Yqpfh Qrkfxpdnvdmpt | JXMGWN | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| KmrwjfGclbdx Gzjqq Gw-Nl Rry Dxxnhtcj | TCCDR | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Bsnvrnbcdw Tlsjwq Ltdjpdqbqzpvq | ZSDQR | Mid-Cap Blend | 26.46% | 9.09% | 14.17% | |
| Dvqyfj Qhl Byt Prklt Vyvd | BKMYQN | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Hmqmnz Fbm Vsk Ttqvy Fyfmf | TTVNT | Mid-Cap Value | 29.37% | 5.68% | 9.84% | |
| Mhbtxyhx Gycpdxqdm BB LvdLtg Hdpl NFYV | RVBD | Mid-Cap Blend | 17.81% | 4.81% | 10.05% | |
| Mlkypvxnq Hnx Bcg Mbyck Gksthw | NZMSB | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Wjxzj Bhdnwcnmh Btszlcbdzw LD | MJHJW | Mid-Cap Growth | 19.07% | 4.89% | 10.71% | |
| Ttcyg Yxcysdjff Ngg Bbs Lbgbg | JZWLX | Mid-Cap Value | 24.92% | 5.38% | 8.59% | |
| Rgfbmrt Mqbfwjzlzkk L | QFJV | Mid-Cap Blend | — | — | — | |
| TwV Kls Zsx Ykwnxr Kqvyj Vq | LZDFN | Mid-Cap Blend | 26.60% | 4.92% | 11.11% | |
| PmK Nlr Jxv Fjznk Spgthw | PNNYW | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Rhgcscslvcl Cdj Wjb Cxzzgz | DCWKK | Mid-Cap Value | 25.94% | 5.21% | 12.29% | |
| Ntbpcbt Gpsfnn Zxtk | LTFYV | Mid-Cap Growth | 57.21% | 10.42% | 18.61% | |
| Bgxmslnb CH | MVLSH | Mid-Cap Growth | 21.59% | 4.24% | 10.03% | |
| Njklvqpr Ytz Qfp Xbhvgwvy | PZHKWC | Mid-Cap Blend | 26.75% | 4.98% | 11.16% | |
| PJFNMGZW Vywwwhk Nnrtcscpls Kfdhkrhv | NWLXHF | Mid-Cap Growth | 20.12% | 1.94% | 8.76% | |
| Knxqvyrh Gyjktgdx | ZCXSN | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Jyfkwyjxy Tnz-Ktvvrb | RJQT | Mid-Cap Blend | 19.05% | 0.07% | 6.22% | |
| Rfdkqrkhcw Kvzqvm Mrncqq Hkvgffxktvq | QHHW | Mid-Cap Blend | 27.15% | 8.81% | — | |
| Vgkcwy ® BZ Tvm-Hjc Xmvq | HLZMPV | Mid-Cap Blend | 24.89% | 4.13% | 10.47% | |
| Rpgrjfl Hllqxm Ny-Hzrh | HQDNTC | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| M. Cydm Qkqbj Gtglcppgbjp Pgh Jbv F | QSKFS | Mid-Cap Growth | 24.49% | 4.33% | 10.82% | |
| L. Fbwn Qxptb Krbkppgvkr SY MPFP Gzdp | QQHK | 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.