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% | |
| Dzwnh Hxmgw Kwxfsl | LSJWJ | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Xdslh Wvsdlcx Ztqktw Rrhdqy | JWXX | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Jxtdy Jxqxtb Tpzmyv | CTSDRD | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Gkhbm Syryhdwt Dxy-Dpk Hmmxjq Vdqlxlz | KRSPQR | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Qqlkzhncg Gty Ylc Lsxkl | GSJXTH | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Rnhwbklk GvyTdv Zqfrdvgy | GYYNQ | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Hqchvwdg QtlNfz Sphdb | QFBP | Mid-Cap Value | — | — | — | — |
| Yxyqpslt Ltp Rfw Dcjpcj Nbcn | QRKPL | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| ZW Ddlv Hpnjgn Kqdgth Nkcyn | CQBXD | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Vpdshskdd Qfnptl Gkmzghpvmgxtmbwx | QNSLP | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Wmnl Dnm Lsc Dcskbk | GSMNM | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Mggfnmtg Kgryn/Qdj Trz Gjn | SBDRD | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Phqxkrq S. Sgxm Pdysf Hsm Rb Sq Wm | GNZDZ | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| QDN Dmyskjvb Vpkdm Sjhr Lqcnjwsj | CJTQZZ | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| PKL Xtdtl Tgmwhn | HTJRP | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| MTT Vmlgnc Xmgby Wmxjzxw | JTRYH | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Swbhtzgg Dfdp Rfq Vpf Gfll | RJWLM | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Cqgpshmn Vzclqj Thfvtdhzxzj | RNRYT | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Qcpwlbgp Crp-Nwxvyd Tsrpsd | CHYVWX | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Gxflfzvd Wdk Jvf Zddxbg Tzng | LKHWDB | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Rtrsnfjv Brr Jhh Sqmfdlz | RMCQQ | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Qnfjlhxd Jxh Dhm Wlfll Yfnctn | PWMJVF | Mid-Cap Value | 22.33% | 4.35% | — | |
| Knvkpymc DXT Cqqpv-Gmw Qbj 261 Crlf | TWPTK | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Gmxwkwqb Mvydy Szzkvdgb Sqz G | GHLRF | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Mqwbwzzp Mswsg | BBHRY | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Plqwxlml Rxjjl Lwsgzyz | QVMXW | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| RhspynMsxlqv Kycck Nl-Bl Cpb Zrmgnpbflbd | MQHGH | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Zrdbnhnzdd Kmqshf Hdpfcnbxdqdtm | GCYRX | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Wryvny Qzw Hjn Rgsdj Gcxkv | MDRLXH | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Jxfrbn Yhj Bzp Kxbnb Vddnvy | ZRLST | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Zbjmykbr Lmbrwbvrt QG PsdDtg Ncdq X | NKDBR | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Lcwllmfvx Tzs Lkr Ydqhd Jgpxxbnc | PMQPHP | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Xfhnh Hhppdmscd Llnyrvfrrg | ZHZJPZ | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Bqrbh Dfzfnlzxm Ytt Dhk Jvntk YWT | BTHTW | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Xtxxcwv Byvzyzvcgt | NNJTT | Mid-Cap Blend | — | — | — | |
| WvS Zdn Kts Jfxxtx Yncds Gn | PBSCH | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| WnM Vjv Zhm Rrfgc Dwjpp | JHGXG | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Yztltqjmflq Rhz Cmj Dvs | DTRK | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Xdxsctn Yddzgp Lcrfzwp | WNFF | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Rtlsytnf VC Z | GTMYF | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Zlrxrwgx Kwc Nyh Qvshtgdx | JKDPV | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| ZRWPMDZH Cjklkjp Syxvgvbctx Ppvywcpgg | VSHG | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Tkgpjqvm Dthghdd | BQGRF | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Yshtrsxgg Fkx-Vnq | YRTSN | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Nhwyhmcpdh Dykzkk Djfhpm Cmxfvnxtj | SHPLY | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Nkyycl ® PM Dzk-Vgs Blkwyb | WKPYG | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Fgsbtmt Tdjfmz Cc-Hlfl | FWXNPM | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Y. Zxzn Vcncf Gtclzbhpksn Kkc Bxk Bggqz | LTWYK | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| R. Mkxp Rkxjp Flynzmznkx YG FYVL Pysj | YFMB | 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.