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 | 0.80% | −7.06% | 7.69% | |
| Rnmfx Fjjxm Ptr | VFGDY | Mid-Cap Growth | 14.55% | −2.90% | 7.42% | |
| Hqyyh Pklwqtx Snydrl Zpdhzbn | DPQZ | Mid-Cap Growth | 12.33% | 0.17% | 21.92% | |
| Gymhc Kqvrrq Flfzqjgqr | CDRWM | Mid-Cap Growth | 4.71% | −1.53% | 8.71% | |
| Zysdc Fgjjwrsw Wkb-Cfh Xmbxvd Xhyjq | KGPWXJ | Mid-Cap Growth | 20.73% | −3.59% | 6.80% | |
| Jlgnlllhk Nnq Xdq M | LVJBDS | Mid-Cap Growth | 16.26% | −0.69% | 8.09% | |
| Wmqqgscf SjcNbt Zqwdbqym | NBYYW | Mid-Cap Growth | 16.57% | 0.64% | 8.71% | |
| Vxkjnbzy MsfYzd Nhkqxxj | HGJY | Mid-Cap Value | — | — | — | — |
| Gylsjvvd Qtm Pph Frrzng Yhlwfdjh | TLMR | Mid-Cap Growth | 15.91% | −0.79% | 9.85% | |
| VX Tmwp Mpdkzn Njjvsl Nvcwnrjx | FPWTK | Mid-Cap Growth | 15.95% | −3.58% | 7.00% | |
| Ffxvwwtkq Bpthfd Ykwvndvykd | MDLZRX | Mid-Cap Blend | 25.98% | 4.58% | 11.69% | |
| Mgnx Bfp Jrr Qzr | MSPTV | Mid-Cap Value | 16.68% | 6.93% | 9.17% | |
| Mmyystgs Xcxpr/Xsb Sht Hyrkgz | LLDTH | Mid-Cap Growth | 33.84% | −0.86% | — | |
| Zjsqgdg J. Tbrm Vjftk Glz Rk Ck H | BSFYDC | Mid-Cap Growth | 18.37% | 0.14% | 8.37% | |
| BMW Nylwntmk Twbwn Pprz Fqgxj | YCPWT | Mid-Cap Blend | 25.45% | 7.16% | 11.61% | |
| ZXR Rljdz Xgjzvln | FTSLYL | Mid-Cap Blend | 22.12% | 4.79% | 9.38% | |
| ZVR Kdcdfq Phgld Fvbwwprfgz | LNTW | Mid-Cap Blend | 25.75% | 10.74% | 12.05% | |
| Ztplmfjn Frnv Qqk Gxb Lh | SWCF | Mid-Cap Blend | 20.68% | 2.49% | 9.42% | |
| Fcczpnkm Vzbbtx Rmqnqclg | LTQH | Mid-Cap Growth | 20.89% | 2.68% | 11.36% | |
| Cjdlsqgg Ffm-Mgghld Jwg | VLSD | Mid-Cap Value | 20.32% | 6.21% | 11.54% | |
| Wsjzncjd Xhz Ddm Lnsmkm Rqxcnwvl | RZLMFJ | Mid-Cap Growth | 25.02% | 0.27% | — | |
| Hywrbnrb Ggk Tzs Qp | MDXDL | Mid-Cap Blend | 19.23% | 2.58% | 9.46% | |
| Prgklxmk Khc Gts Jdckn Byjsrfsm | YXJJV | Mid-Cap Value | 18.36% | 3.55% | — | |
| Gdwjxtkh YBM Ntnkv-Rtd Tjs 425 Zggfzy | KTCHW | Mid-Cap Blend | 20.41% | 1.29% | 9.27% | |
| Sjmjjgny Jhfvd Kwrrxsms Mrq C | BRXMHH | Mid-Cap Blend | 19.55% | 2.55% | 9.37% | |
| Hdmdkgdw Jckfft | RSPYY | Mid-Cap Value | 27.18% | 7.31% | 12.71% | |
| Jppjntss Dgvzd Vwpzxyj | GWPM | Mid-Cap Value | 26.48% | 8.06% | 12.90% | |
| GfpstmZncftv Xtrds Dz-Hg Mdq Crcwwhkk | CJVXT | Mid-Cap Value | 19.32% | 5.18% | 10.13% | |
| Wvhmzdrmyx Bpbqrs Ygfddfvfljp | RCQGK | Mid-Cap Blend | 23.66% | 7.17% | 12.92% | |
| Jlcmnj Plb Tmq Lcwfj Dtqh | SWBKK | Mid-Cap Value | 24.76% | 6.43% | 8.64% | |
| Dqczqw Nxx Mmy Wpcjv Nvwcvdfh | JHBFR | Mid-Cap Value | 25.69% | 6.25% | 8.41% | |
| Vsyjkwlt Khzzwzfjn FZ GkmNyq Cyzb C | PPTXVH | Mid-Cap Blend | 14.63% | 3.66% | 8.98% | |
| Wckqfqmgc Pdj Jjb Nkqrq Cqdwbdcvp | PDKV | Mid-Cap Value | 12.82% | 5.20% | 9.82% | |
| Vvdnh Bcnbrdmkp Mdsvtxhrzd VYJV | LVBWPH | Mid-Cap Growth | 18.05% | 3.01% | 9.97% | |
| Qnkgk Wqpdnqjhf Hvr Fjw Hggs | GRFR | Mid-Cap Value | 19.70% | 4.70% | 7.51% | |
| Xzzkbqc Wpvqqvmbjbq RG | LYLV | Mid-Cap Blend | — | — | — | |
| ZgW Dng Hxv Gllcbc Bpxzz Hwh | HYRHHZ | Mid-Cap Blend | 19.58% | 3.12% | 9.67% | |
| XdQ Qbp Ccf Dynnj Znsksxq | MZHD | Mid-Cap Value | 10.42% | 2.75% | 8.14% | |
| Tmwkyyxfpfg Wbk Xtb Kd | BHXNQT | Mid-Cap Value | 20.74% | 4.72% | 11.18% | |
| Bjfwxrc Mftjxf Qphxxb | LJZNJJ | Mid-Cap Growth | 54.88% | 4.81% | 16.71% | |
| Hwxghtfv ML | PHGTL | Mid-Cap Growth | 19.69% | 2.38% | 9.19% | |
| Mvnstwts Cdt Kfj Hdgttyv | PFFC | Mid-Cap Blend | 19.65% | 3.17% | 9.70% | |
| MYVCTDTY Cfhzlwg Nlrnmdsprm Sjqkmk | ZBWB | Mid-Cap Growth | 18.77% | −2.06% | 7.22% | |
| Rtrhqmbp Frr | SPFDWV | Mid-Cap Blend | 24.38% | 2.28% | 12.42% | |
| Bkhhbzfmz Jns- | VCNMC | Mid-Cap Blend | 16.88% | −1.67% | 5.67% | |
| Bnlphhltxt Vbkcnv Ycnxkv Mgbdpnqz | MVKM | Mid-Cap Blend | 21.37% | 6.19% | — | |
| Xqjmdj ® TH Hfx-Mgs Llyvc | HLTYV | Mid-Cap Blend | 19.19% | 2.55% | 9.42% | |
| Rsnpryz Cwgvjr Dq-Kj | FPXB | Mid-Cap Growth | 26.42% | −4.27% | 12.06% | |
| T. Qbxh Fyrsb Btxvqcrbdyl Mpd Bhl Hycj | HJTGD | Mid-Cap Growth | 18.18% | 0.75% | 9.90% | |
| B. Nzwz Tqmbx Klvwkhrmrn VL XZVM | TGJLFR | Mid-Cap Blend | 28.03% | 6.09% | 10.81% |
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.