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5 Mid-Cap Favorites With Attractive Downside Protection

These Morningstar Medalists have served risk-averse investors well.

A version of this article was originally published in the November 2017 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.

The current bull market, the second-longest in history, raises concerns of lofty valuations and excessive risk-taking in some areas. However, we have identified five mid-cap funds that have used risk responsibly. The below list is not exhaustive but highlights Morningstar Medalists (some of which are closed to new investors) that have held up well in market pullbacks and have outperformed over the long term.

Gold-rated mid-value fund

The only fund on our list that's currently open to new investors is Gold-rated

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About the Author

Linda Abu Mushrefova

Senior Product Manager, ETF's
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Linda Abu Mushrefova, CFA, is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers equity strategies.

Before rejoining Morningstar in 2017, Mushrefova was an analyst on the fixed-income team at Neuberger Berman, covering opportunistic strategies. From 2013-16, she held a variety of roles at Morningstar, including as a product consultant and a data analyst for the firm's open-end and hedge fund databases.

Mushrefova holds a bachelor's degree in economics from Northwestern University. She also holds the Chartered Financial Analyst® designation.

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