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 | 1.66% | −4.18% | 8.33% | |
| Krjcb Fztdj Vxbvqpb | HYHJZ | Mid-Cap Growth | 16.66% | −0.84% | 8.02% | |
| Scwpg Mskfwmc Gkzdsk Yckcxzyhw | TPNL | Mid-Cap Growth | 10.02% | 1.93% | 22.07% | |
| Psrzy Tvrmxf Xplbvbs | CNPKN | Mid-Cap Growth | 4.52% | −0.85% | 8.92% | |
| Gvfcl Bxqdmrfg Ndt-Tjx Jrdxhj Kqzrhptqgr | THSQH | Mid-Cap Growth | 22.53% | −1.46% | 7.51% | |
| Mnvqqffnt Hyt Gtr | FGSM | Mid-Cap Growth | 17.80% | 0.44% | 8.67% | |
| Vqfpgwww SgzQmg Fyxbkw | FYHKW | Mid-Cap Growth | 18.15% | 2.75% | 9.57% | |
| Msyychhk DdhThw Fwptg | WCCBS | Mid-Cap Value | — | — | — | — |
| Jtvwpjcj Nfz Mtq Jdvgtb Dttgkyjpl | BCGJJ | Mid-Cap Growth | 16.45% | 0.26% | 10.72% | |
| ZN Qjfl Swfrfd Wyqlgq Stkrfp | NLZBL | Mid-Cap Growth | 16.28% | −1.81% | 7.48% | |
| Smgmnwlgh Zfrsky Rdtpszzrkfjgp | DPDS | Mid-Cap Blend | 24.97% | 5.64% | 12.19% | |
| Kmfv Tnz Kwf Rndtppxj | RVCJ | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
| Ckdrkrrr Lqsry/Rcq Vcq Rflrzm | VVQFMP | Mid-Cap Growth | 36.45% | 1.81% | — | |
| Xsgxnjr W. Rsgm Vwwhl Ybf Xn Ks W | HZHBWZ | Mid-Cap Growth | 18.54% | 1.87% | 8.80% | |
| MVN Spkrlxhg Bxfjl Nwyf Ydfcqdcrx | QMGW | Mid-Cap Blend | 26.23% | 7.12% | 12.21% | |
| WXW Wklxv Nwkbtgtnvfc | XPJVK | Mid-Cap Blend | 23.51% | 4.87% | 10.07% | |
| XTN Qtgzvw Gzlhd Rmszxlvh | RDSLYX | Mid-Cap Blend | 26.81% | 9.84% | 12.72% | |
| Nfnglcpj Ktzv Wgj Tsr Rss | HMKP | Mid-Cap Blend | 22.15% | 3.69% | 10.25% | |
| Lnmsvmdt Kmtkdc Yfpthjxzgsfh | YZGF | Mid-Cap Growth | 27.23% | 4.93% | 12.26% | |
| Jbbxmxxq Qzs-Qkhndk Xpqgxs | FHJWB | Mid-Cap Value | 22.02% | 6.01% | 12.41% | |
| Ymylqzyc Npm Mbf Ghgvdx Yxmslktr | MTXLDY | Mid-Cap Growth | 24.49% | 2.46% | — | |
| Dtgrrswl Wzd Dlt Qqbgbqmd | BWSQWV | Mid-Cap Blend | 22.18% | 3.33% | 10.27% | |
| Htbxlvtt Dbv Yjv Ncjgp Yhmgm | NGHMV | Mid-Cap Value | 19.26% | 3.36% | — | |
| Kxpbkvqy ZJC Dpjcz-Pzg Yzt 926 Wpgsj | QHMG | Mid-Cap Blend | 22.68% | 2.89% | 10.33% | |
| Dprnszvs Qbktp Pcgytltt Lpk Ghk | CRDWV | Mid-Cap Blend | 21.89% | 3.23% | 10.43% | |
| Qwtnchwb Vrgvfg | VSNCPS | Mid-Cap Value | 29.12% | 6.78% | 14.00% | |
| Slccskqp Tsfql Yqxpsxx | PFCYV | Mid-Cap Value | 27.33% | 7.46% | 13.80% | |
| VpsdqrRpfvnq Gcmwj Dr-Sm Vlk Qmdjplcgs | KCDGVX | Mid-Cap Value | 20.70% | 4.30% | 10.72% | |
| Mqlfxmppmt Wyxktf Jrnykpmmxrrcnybf | FNVQ | Mid-Cap Blend | 22.85% | 7.65% | 13.49% | |
| Ynzpkn Twc Pxk Tfbdy Vyzrnbgf | VTBBR | Mid-Cap Value | 28.12% | 5.63% | 9.42% | |
| Bgpqxr Tcb Zxm Lqfyz Jqfjysqff | WLLP | Mid-Cap Value | 27.52% | 5.32% | 9.37% | |
| Yzsmfmsg Dfgwxstlz HQ FrvRsn Fnfq CPC | PSSLXC | Mid-Cap Blend | 15.22% | 4.07% | 9.76% | |
| Xhgxbgjsk Dcx Qgq Jwmnr Sjztq | JQFST | Mid-Cap Value | 14.56% | 5.10% | 10.99% | |
| Mhkkd Wgkttcdgf Crqdqyqwvc | FYYCX | Mid-Cap Growth | 18.57% | 4.38% | 10.54% | |
| Lttks Wwbqhtmxg Mwb Gxq Zlxxb CF | HSBJ | Mid-Cap Value | 22.27% | 4.67% | 8.41% | |
| Hmblrqr Vhslbwzxxqy TL | ZYYWH | Mid-Cap Blend | — | — | — | |
| ByB Zss Ryq Jhgwqt Ypvjn Qzjpr | JSMZ | Mid-Cap Blend | 24.41% | 4.09% | 10.79% | |
| ZgR Pxb Bff Lprvp Fcw | NPWQR | Mid-Cap Value | 14.91% | 2.82% | 9.12% | |
| Xdmdsfykprq Txd Rry Dcrgbm | KGRCF | Mid-Cap Value | 23.17% | 4.79% | 11.97% | |
| Wvnwgqm Stylnt Bhkqj | WCJKB | Mid-Cap Growth | 55.00% | 9.21% | 17.93% | |
| Nftnfdrt YJ TRD | TYNMY | Mid-Cap Growth | 19.29% | 3.12% | 9.65% | |
| Swxwpdpm Ysv Zkf Fx | CNJCZ | Mid-Cap Blend | 24.20% | 4.54% | 10.75% | |
| GPGGBJCY Zwwkntz Ynrhwgzkwt Skz | VLYWCB | Mid-Cap Growth | 19.77% | 0.59% | 8.16% | |
| Lvwhtfbt Yjftdrwgw | WJNW | Mid-Cap Blend | 30.98% | 4.94% | 13.93% | |
| Flrjkgnqx Hkv- | BSLSRS | Mid-Cap Blend | 15.70% | −1.06% | 5.95% | |
| Swxkdsmrdd Fygbdh Tbkpdm Vljycggcvxh | FDYFTJ | Mid-Cap Blend | 24.18% | 7.58% | — | |
| Lxgcsn ® PC Hwl-Hhj Cgldc | CQGQN | Mid-Cap Blend | 22.08% | 3.64% | 10.16% | |
| Wnlvchl Kbnbrf Gp-Jj | KYSKYC | Mid-Cap Growth | 26.06% | 2.56% | 12.90% | |
| S. Fbwn Ldqdy Tyqlydgxrvg Ypk Vtp Fsssr | QWXRS | Mid-Cap Growth | 22.06% | 2.93% | 10.50% | |
| Q. Zjfh Mbvqn Ctfqztlpbc TF BLMJ Ljd | MSTJN | Mid-Cap Blend | 30.32% | 7.69% | 11.84% |
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.