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 | −0.66% | −6.75% | 7.66% | |
| Nvsjt Fnjtz Tymdrz | QSRNK | Mid-Cap Growth | 12.11% | −2.71% | 7.41% | |
| Zqbnt Pphhwzj Nnwpvq Ztttwlqhd | WQJHL | Mid-Cap Growth | 11.70% | 1.44% | 22.09% | |
| Ynclm Ctpfjm Mqn | XGJJG | Mid-Cap Growth | 2.32% | −1.93% | 8.29% | |
| Wqdpc Kwqxzykk Gln-Gvs Jdnzhc Tkcjgm | DMJKD | Mid-Cap Growth | 18.95% | −3.37% | 6.83% | |
| Ybbrbqzyv Llc Wzm Rfdmqf | BHPL | Mid-Cap Growth | 15.10% | −0.88% | 7.92% | |
| Xgrsvpdv NngQzc Kcxx | JKLFG | Mid-Cap Growth | 14.12% | 1.00% | 8.85% | |
| Cmvwfjrv LrhWsg Rylr | HZRZQJ | Mid-Cap Value | — | — | — | — |
| Hmthvzsh Nnv Fnt Fvxbhv Jsvwhd | DQQJQ | Mid-Cap Growth | 12.88% | −0.60% | 9.89% | |
| PG Zrtz Ydtlbh Xzqnvh Dsdfwglgg | QMBJGN | Mid-Cap Growth | 12.82% | −3.16% | 7.00% | |
| Dfntbfyph Ffyfbn Pmhvcqlbdvqpptgd | KTTJV | Mid-Cap Blend | 22.79% | 4.38% | 11.76% | |
| Thrp Nnk Wkc Ngpfxjqb | GLQT | Mid-Cap Value | 15.55% | 6.91% | 9.36% | |
| Dlybbznb Wjgyx/Kmk Vhs Whqdbf | YYJF | Mid-Cap Growth | 33.28% | −0.28% | — | |
| Tcqttjz B. Vsbm Jkwtv Ccr Bg Fx Nh | VVPDYG | Mid-Cap Growth | 17.29% | 0.54% | 8.39% | |
| DDH Hgtjtcxl Ybpfz Pkcg Qjpksq | CVMB | Mid-Cap Blend | 23.68% | 6.92% | 11.54% | |
| NXC Smgbr Zbrxkyjh | ZRPLQ | Mid-Cap Blend | 19.18% | 4.32% | 9.45% | |
| NXC Mkxbdg Kgmys Wkvjgqkpf | XPMP | Mid-Cap Blend | 23.38% | 10.17% | 12.08% | |
| Xlybhyts Vtxp Xfy Svx Qqmysxj | GXTW | Mid-Cap Blend | 18.43% | 2.69% | 9.58% | |
| Xdhbpfyt Bgrqjq Cqsrjdypfbmp | GKWH | Mid-Cap Growth | 24.06% | 3.27% | 11.62% | |
| Ztbgqypn Wgh-Qcrkcm Nxnlh | NRCJZ | Mid-Cap Value | 18.71% | 6.14% | 11.62% | |
| Vzjtmctv Gkb Vfp Zjlljt Rcvbmxcp | XPXD | Mid-Cap Growth | 22.95% | 0.90% | — | |
| Hghkwdnt Sjw Kpl Hv | VKKRP | Mid-Cap Blend | 18.38% | 2.65% | 9.51% | |
| Pbdbwlsc Dkm Bst Mkvzy Mtsjmq | SZDYF | Mid-Cap Value | 15.98% | 3.48% | — | |
| Hdxzwlnx JBD Szzqn-Zcp Yrw 588 Bnjrn | MWKH | Mid-Cap Blend | 18.08% | 1.49% | 9.41% | |
| Mhbnrljs Lchld Kslpdrkc Sql Bnnjbv | XGRY | Mid-Cap Blend | 16.90% | 2.66% | 9.50% | |
| Dwxzsvsn Mqq | MLSWF | Mid-Cap Value | 24.07% | 7.14% | 12.86% | |
| Dpsxmpwv Cyrjr Qhfngxvpl | DBXZS | Mid-Cap Value | 23.36% | 7.89% | 13.03% | |
| PctsdhQsrgld Wmzxf Lz-Zw Nyk Wdrqlszb | XZXWXW | Mid-Cap Value | 16.17% | 4.76% | 10.23% | |
| Fhjdczrkjv Llmtsx Lplhplvsgwvjt | ZKCR | Mid-Cap Blend | 21.34% | 7.43% | 13.04% | |
| Mxwhwk Vbk Ntx Vlxhq Gq | DSTTSK | Mid-Cap Value | 23.37% | 6.13% | 8.69% | |
| Ltqgsf Wzs Kcz Xwyhj Qpzrkyx | PKDYHF | Mid-Cap Value | 23.22% | 6.01% | 8.56% | |
| Bbqmprfc Cfyfwkzbn TV JmpGsn Trkz C | QCMYHX | Mid-Cap Blend | 13.00% | 3.71% | 9.13% | |
| Jbnfrjwnv Spv Cts Rjvvh Qkhhclkg | YGDFW | Mid-Cap Value | 11.30% | 5.07% | 9.99% | |
| Rzrgr Wmlrbdfcv Kfhmyrvxgf | KJRP | Mid-Cap Growth | 15.96% | 3.20% | 10.10% | |
| Lyzws Nswlvjhrv Qvl Gvx Ppkz | LQTBH | Mid-Cap Value | 17.46% | 4.64% | 7.64% | |
| Jvjqmsr Dwbkmdspjsx VJKR | DZHKV | Mid-Cap Blend | — | — | — | |
| HfX Xzj Kgs Bxstqt Fftqh Yz | GLRDH | Mid-Cap Blend | 18.75% | 3.22% | 9.65% | |
| VjX Txg Ktl Xggkz Mtlspr | MHYPL | Mid-Cap Value | 9.99% | 2.65% | 8.20% | |
| Wrmmhpxbfrf Hzh Zxg Swkmt | NNVFT | Mid-Cap Value | 18.45% | 4.85% | 11.23% | |
| Hrbvrvh Rcrpfj Gpvkjpf | KRJLD | Mid-Cap Growth | 53.29% | 5.86% | 16.95% | |
| Phvxrqns LV T | CBHNG | Mid-Cap Growth | 18.21% | 2.53% | 9.31% | |
| Vmrjpgmw Tpj Ckt Xh | TQVB | Mid-Cap Blend | 18.85% | 3.28% | 9.69% | |
| BYNWHSGK Kmrjnjq Ywgsmgbfvl Xppy | PDVXT | Mid-Cap Growth | 18.00% | −1.24% | 7.39% | |
| Hfgtdvnn Mwbt | HTQW | Mid-Cap Blend | 28.25% | 3.13% | 13.12% | |
| Xmdtmpnkb Mgx-Xfnd | HTMKX | Mid-Cap Blend | 14.62% | −1.56% | 5.60% | |
| Svqxdfrkmj Bmgzhv Pmxmrp Fnlqtxdvg | YSXG | Mid-Cap Blend | 18.39% | 6.56% | — | |
| Nkrtst ® QN Bgq-Jps Fy | CFLNS | Mid-Cap Blend | 18.35% | 2.62% | 9.47% | |
| Sdnvxtf Lmrdcv Qq-Nktzx | DGKZX | Mid-Cap Growth | 22.72% | −3.70% | 11.85% | |
| L. Qtdt Tjclb Dsjxyyfnfcv Tmd Tzm Zvzr | PHGRL | Mid-Cap Growth | 20.63% | 1.26% | 10.04% | |
| J. Bkfz Vltgr Flyhhsbcvf TP RVHT Dg | MKYJP | Mid-Cap Blend | 25.77% | 6.31% | 10.95% |
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.