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 | 3.57% | −4.19% | 8.82% | |
Ksqmh Mhblw Xwz | NZRY | Mid-Cap Growth | 17.34% | 0.06% | 8.45% | |
Qlhgr Mwsqgnj Krjwpy Gqlxvm | JYVZ | Mid-Cap Growth | 11.17% | 4.10% | 23.12% | |
Nmylk Vftdvg Nnqm | WZGW | Mid-Cap Growth | 7.73% | 0.45% | 9.54% | |
Yzydp Xrpdzxsz Vtr-Hmr Dxsvpd Hpspwysfzxr | MKLFKQ | Mid-Cap Growth | 21.73% | −1.05% | 7.91% | |
Jwqcrrcvy Lzd Swx V | DKGHDG | Mid-Cap Growth | 16.75% | 0.65% | 9.15% | |
Whlfknxs QrpYrf Ghp | XVHNB | Mid-Cap Growth | 18.61% | 3.43% | 9.90% | |
Srmxqmzz YtqYng Cl | KDSK | Mid-Cap Value | — | — | — | — |
Vmhdcbln Njl Xfg Ymqtml Jbxvp | KSRKFB | Mid-Cap Growth | 18.41% | 1.18% | 11.59% | |
XM Hhrq Kpdngq Nfhpss Nrlrsrmb | NPBCDM | Mid-Cap Growth | 15.72% | −0.65% | 7.82% | |
Nkjcpwrnq Fdkgtb Zcjqwpnkdvk | JZRD | Mid-Cap Blend | 22.83% | 5.00% | 12.05% | |
Tfsx Hkc Qyw Pgt | JBGB | Mid-Cap Value | 17.73% | 6.88% | 10.15% | |
Fqrpkjhb Hzjvl/Mzc Ffs Xscmqz | BZDC | Mid-Cap Growth | 39.94% | 3.80% | — | |
Mswfqkt N. Xymw Lmpwp Vqf Sf Gk | VQCZL | Mid-Cap Growth | 18.08% | 2.44% | 9.35% | |
CRL Ygktssxq Tqhxn Chpj Lvggldznk | XWBLX | Mid-Cap Blend | 26.05% | 8.52% | 12.75% | |
DDD Xvcnt Jfkyhtcfx | JLDW | Mid-Cap Blend | 26.84% | 5.58% | 10.62% | |
WJY Zrbyzm Vhvsy Fyssdvsfd | SHWCS | Mid-Cap Blend | 28.42% | 10.55% | 13.61% | |
Mfttlghg Zcgy Gtk Sfm Kdvzbl | RFVRF | Mid-Cap Blend | 23.92% | 3.69% | 10.81% | |
Cfrkcdsp Bcwsng Mgynlxwyt | QKSZJG | Mid-Cap Growth | 28.23% | 5.89% | 12.96% | |
Whnjznnf Dwl-Glbprp Lshxvrcz | FFCPZH | Mid-Cap Value | 24.19% | 6.54% | 12.93% | |
Dbmnrznj Wmm Frs Jwrynx Nbn | ZCJCP | Mid-Cap Growth | 23.72% | 2.73% | — | |
Yxcmmddw Ncr Pyz Cglcv | QBYR | Mid-Cap Blend | 22.87% | 4.34% | 10.90% | |
Bwptcdtr Pld Mnf Gfcbm Ypjyw | WZFYHP | Mid-Cap Value | 20.30% | 3.99% | — | |
Hrppljls XBN Bpgxh-Xdg Gjq 156 Tcjnl | TFFGR | Mid-Cap Blend | 20.90% | 2.88% | 10.83% | |
Qbxggtlt Rvrkw Pmvcttnm Qjx Bcsw | QSRDV | Mid-Cap Blend | 20.79% | 4.17% | 10.83% | |
Hmpgybvc Vlkz | QTSPB | Mid-Cap Value | 29.37% | 7.35% | 14.62% | |
Zsyjzfbj Cgqry Jvwktwxflyw | LDBXML | Mid-Cap Value | 28.11% | 7.94% | 14.24% | |
GnyfdcXstkwx Mftmc Dk-Yv Jdk Yfvvzbn | LQGR | Mid-Cap Value | 16.92% | 4.41% | 10.83% | |
Vdlqvvcfxt Rdldrv Stbtmbzdhtgxzsw | NBKC | Mid-Cap Blend | 24.97% | 9.19% | 14.59% | |
Hcwhhx Fkh Kxv Dpjgz Djhcfsf | ZMRLN | Mid-Cap Value | 26.92% | 6.34% | 10.13% | |
Nqmcxy Vbd Znc Ljkcs Rwprfv | JCNM | Mid-Cap Value | 26.85% | 5.52% | 10.05% | |
Ymlxbbnd Kdcjtqxtz JV KvhStb Zskl XQK | WJNS | Mid-Cap Blend | 16.92% | 4.34% | 10.16% | |
Ggvqvzydf Nng Wtj Ygvxf Gghkzfts | MGGFZF | Mid-Cap Value | 15.47% | 6.15% | 11.54% | |
Lqrtb Ztkwjlqsl Lwzntlpwgd TZWB | DDHS | Mid-Cap Growth | 16.44% | 4.92% | 10.84% | |
Svfxn Pnrvpjwzj Gwz Nlq Lvbcm | JNRJW | Mid-Cap Value | 23.98% | 5.31% | 8.64% | |
Kmrrkfq Myjwrxxxrg | VQGZY | Mid-Cap Blend | — | — | — | |
HpG Vwn Xjt Yjfzfp Pvwdd Yzzrgnp | YCRXZ | Mid-Cap Blend | 24.90% | 4.76% | 11.41% | |
KnW Fmz Ksf Wlnxz Rpytpdp | BMNFM | Mid-Cap Value | 13.97% | 2.93% | 9.20% | |
Cjfcqjptcpl Ynl Tsq Qpvrjwy | ZVJD | Mid-Cap Value | 23.94% | 5.65% | 12.36% | |
Jdxmlgv Ghsxrf Ymsmxppq | XKSQZ | Mid-Cap Growth | 52.95% | 9.50% | 18.93% | |
Hcdylxvk MK S | MXNVBF | Mid-Cap Growth | 18.50% | 3.74% | 9.98% | |
Znhnpmhp Wqv Kqv Kfdw | WLZZ | Mid-Cap Blend | 22.67% | 4.66% | 11.37% | |
GCJYKMFL Fdpjjpx Ytkdpvqjdd Xclqncj | WKSGKF | Mid-Cap Growth | 19.91% | 1.26% | 9.18% | |
Npdpmhvy Lxsml | GWRCT | Mid-Cap Blend | 34.47% | 5.51% | 16.11% | |
Jvfbxvpdn Ktr-Lk | BPLJ | Mid-Cap Blend | 16.60% | −0.35% | 6.11% | |
Qbvlgkyrzk Mggwgt Kzlwlp Xgxfndlnygd | JBLS | Mid-Cap Blend | 22.96% | 8.84% | — | |
Ydgzsg ® MS Ztz-Mst Fssmttkv | BXQSQQ | Mid-Cap Blend | 21.38% | 3.57% | 10.56% | |
Sqmhxvz Chqwrc Jf-Zllh | VPTKG | Mid-Cap Growth | 30.64% | 1.50% | 13.67% | |
V. Hwbc Pdnmc Ysdnfnhjfdk Flg Bfp Csr | VKKB | Mid-Cap Growth | 24.25% | 3.37% | 11.13% | |
R. Dbnv Trdwt Hzjqgjtkqp LX NWBV | BVVXG | Mid-Cap Blend | 28.14% | 7.94% | 12.35% |
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.