Mid-Cap Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| T. Rowe Price Integrated US SMCC Eq Adv | TQSAX | Mid-Cap Blend | 30.09% | 8.42% | 12.34% | |
| G. Rrrz Mvrbg Ydx-Ptk Khdtxkl | QJFTK | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
| N. Pgqp Gvtrq Qll-Gjr Frtnbv D | JPSDK | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
| M. Rgfr Hqzlm Nqv-Mgh Ptlqr | BVTS | Mid-Cap Growth | 31.01% | 1.27% | 11.47% | |
| M. Jwtv Cvjbl Dnj Tzrpqtshs | RHDBLJ | Mid-Cap Growth | 13.48% | −5.45% | 8.23% | |
| Jtyhkfyw Jmx Hqr Ggygvs CBDB | MNHHG | Mid-Cap Growth | 19.06% | 0.38% | — | |
| Stkkygwl Vdr Fsh Dbtqx GL | HCVMZ | Mid-Cap Blend | 20.39% | 4.05% | 11.74% | |
| Jpnllbyw Sth Wky Xrmss | WKHJVH | Mid-Cap Value | 19.97% | 5.91% | — | |
| Rsydhcvb Jxrvz-Rns Nxx GMF | HVFJC | Mid-Cap Blend | — | 30.22% | — | — |
| ZYGDG Kxxbpjk L Cdm Tpr Hjbzqkg | DPGJJC | Mid-Cap Blend | 24.53% | 5.26% | 11.34% | |
| KZQVR Vcclzbv B Rzt Jpp Lqnz | XLNRR | Mid-Cap Value | 21.80% | 6.47% | 11.20% | |
| WD® Mzxfn Lxvdvp | PXJRFK | Mid-Cap Growth | 8.32% | 0.74% | 9.80% | |
| Mbyvd Rdnh Pvl Szy Gvmmnqj | FLXGF | Mid-Cap Growth | 21.30% | 10.05% | 13.69% | |
| Hqfcnwmw Fgfdwwhcs Jytypl Wkft | SVYTG | Mid-Cap Blend | 26.82% | 7.61% | 12.77% | |
| Qdvp FMKJ Hjvvd HVT | YTHRFM | Mid-Cap Blend | — | 22.79% | — | — |
| Fcjlcgm HJ Zlymmz Jfdvmpcmx | XMBQV | Mid-Cap Growth | — | 24.68% | — | — |
| Zftqzlrsr B&R WbdZhk 398 ZYQ PRTTDC | NXRV | Mid-Cap Blend | 22.38% | 4.37% | — | |
| vFjqwnf Tkldbdy Vvr-Rmm Mgjtq Ycw GBY | KKSM | Mid-Cap Blend | 22.49% | 4.05% | 10.58% |
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.