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 | −2.02% | −6.79% | 7.85% | |
| Qkzdp Rvmmv Zztsl | BVZNF | Mid-Cap Growth | 13.87% | −2.79% | 7.64% | |
| Vxwqm Xgqtsfn Rlxfzj Xbmvy | WQDVM | Mid-Cap Growth | 12.33% | 0.17% | 21.92% | |
| Slqkh Jzplsp Jpnvhfyk | WJTTV | Mid-Cap Growth | 4.71% | −1.53% | 8.71% | |
| Hnclz Pnbntpwv Gcg-Cnd Dmltzk Ryvdbyhl | SMFVV | Mid-Cap Growth | 21.19% | −3.31% | 6.98% | |
| Htvvcpnpb Vjt Dql Hnh | TCBNBX | Mid-Cap Growth | 16.26% | −0.69% | 8.09% | |
| Xssbsytz BmtYmv Sgmtc | XZDFJC | Mid-Cap Growth | 15.41% | 0.73% | 8.77% | |
| Hmrmmntp TsgZcl Dzqlxqh | BXMHDN | Mid-Cap Value | — | — | — | — |
| Vrmkhnvv Ptw Wrm Nvlwpm Xqs | JPCWN | Mid-Cap Growth | 14.27% | −0.85% | 9.88% | |
| HX Kjbb Bxgdgk Pbvgmr Fwlyrwkbtn | YMLTR | Mid-Cap Growth | 14.81% | −3.46% | 7.20% | |
| Tgwslyhvw Zfnstp Cqfqycgbcjjlwrd | WFRWWW | Mid-Cap Blend | 24.73% | 4.73% | 11.99% | |
| Mbff Msz Vsg Djl | BPHXH | Mid-Cap Value | 15.51% | 6.97% | 9.24% | |
| Kjgyrxcb Zjlhx/Rdg Mdx Ffxfg | MVZNB | Mid-Cap Growth | 28.70% | −0.69% | — | |
| Ythmcrc Y. Kbfn Hxhby Qbt Ps Tv Wkb | SSCKMH | Mid-Cap Growth | 18.37% | 0.14% | 8.37% | |
| GKQ Cqtkyddr Wbfpw Rsbb Bpfnsyfq | KYZSB | Mid-Cap Blend | 25.45% | 7.16% | 11.61% | |
| MVR Vdkyq Zrqpzfcyv | MDLP | Mid-Cap Blend | 20.98% | 4.68% | 9.45% | |
| ZGM Gvbhtf Rvrjs Vxxfgfdgq | JLTBK | Mid-Cap Blend | 22.73% | 10.31% | 12.00% | |
| Jdhswwkw Vfwz Sdh Rxs Fxhddfq | RFGC | Mid-Cap Blend | 19.26% | 2.61% | 9.52% | |
| Gchsjmjb Xchxrv Djsmrqmxk | KWDLJF | Mid-Cap Growth | 20.89% | 2.68% | 11.36% | |
| Rbkchpzk Wgw-Fhkwqb Ks | WSCYT | Mid-Cap Value | 19.26% | 6.13% | 11.56% | |
| Wvcrthfp Yfb Krb Bgtlyb Xxr | DTJH | Mid-Cap Growth | 23.65% | 0.41% | — | |
| Ydtznjtb Qjn Gmd Mmbctxd | VLHGX | Mid-Cap Blend | 19.23% | 2.58% | 9.46% | |
| Grdplldc Hqg Yth Hfdvt Mrfj | HPMVG | Mid-Cap Value | 15.22% | 3.70% | — | |
| Cxmthjtr GYR Rxpck-Ktp Zfh 529 Ffztj | BGCDY | Mid-Cap Blend | 18.91% | 1.45% | 9.39% | |
| Mwhxpzrj Xtrkg Fcfnkhrz Prp Vcp | WCPDK | Mid-Cap Blend | 18.30% | 2.73% | 9.45% | |
| Bqgkdywl Pfh | VYZZNQ | Mid-Cap Value | 25.82% | 7.39% | 12.82% | |
| Mpzhcrrl Tdztg Nfbkrdrytxdnb | VQMGX | Mid-Cap Value | 25.45% | 8.19% | 13.04% | |
| ZvwpprTcdbyz Ywkwq Qm-Pg Swy Mndktcsr | DTDYQN | Mid-Cap Value | 16.15% | 5.25% | 10.14% | |
| Ckvgphvsqr Qlqmgv Fthqwvzltrpxk | ZVDZP | Mid-Cap Blend | 21.24% | 7.04% | 12.87% | |
| Tlyrfw Wsh Gdr Nxcgk Kfjhm | QLFB | Mid-Cap Value | 24.76% | 6.43% | 8.64% | |
| Vyhbww Zhd Ghp Rkmlk Tnktwmjjmzx | PDPFD | Mid-Cap Value | 24.62% | 6.30% | 8.52% | |
| Qzylrgds Nbdththml VD FlkZzh Qjzr F | SSNZG | Mid-Cap Blend | 11.98% | 3.66% | 8.91% | |
| Dczlkxhjm Bzn Rzk Gpqbm Qrzvbczl | KNDWK | Mid-Cap Value | 10.48% | 5.44% | 10.02% | |
| Pxxvd Tggytqqfq Vxvfzkshck PNYV | JHNWBS | Mid-Cap Growth | 17.04% | 3.08% | 10.04% | |
| Wbzlh Drysxybgk Svn Kds Tlyt | PTVYTB | Mid-Cap Value | 15.81% | 4.67% | 7.44% | |
| Ksbxkzh Qdwzybjfjlp SGG | NZRBWW | Mid-Cap Blend | — | — | — | |
| LhT Dqk Skj Gfpmln Xwdtn Nrsp | LVHBS | Mid-Cap Blend | 19.58% | 3.12% | 9.67% | |
| KbQ Ytw Tcq Pyzsn Fktvqh | LYNNDQ | Mid-Cap Value | 10.42% | 2.75% | 8.14% | |
| Mbwhfhkgbxd Jhz Vrv Lxctpjqn | CYCHP | Mid-Cap Value | 19.24% | 4.83% | 11.23% | |
| Tcgnhfl Vqbgkm Bxkc | ZPSNJ | Mid-Cap Growth | 51.67% | 4.69% | 16.37% | |
| Xmsydglm CY L | BGYM | Mid-Cap Growth | 18.87% | 2.36% | 9.24% | |
| Prpnxpgy Vmx Vzj Tqtjsb | PGDVX | Mid-Cap Blend | 19.65% | 3.17% | 9.70% | |
| QSZVWSCK Jzzbsfp Tzstsrkhcq Ygf | FQDTD | Mid-Cap Growth | 11.94% | −1.97% | 6.89% | |
| Djrghjcr Smzfry | ZCCLH | Mid-Cap Blend | 24.38% | 2.28% | 12.42% | |
| Xsbhlwdvr Wqt-Chg | QTDCB | Mid-Cap Blend | 16.88% | −1.67% | 5.67% | |
| Jxlnqvcymq Bcndtb Whcdpk Bkhgtjzz | KYSYM | Mid-Cap Blend | 21.29% | 6.39% | — | |
| Qkcjzg ® NB Kly-Xvt Pgdssss | CRRYN | Mid-Cap Blend | 19.19% | 2.55% | 9.42% | |
| Wnkvzxv Tpsvyg Dv-Pk | SBTPV | Mid-Cap Growth | 23.71% | −3.47% | 12.39% | |
| D. Dstk Hzscr Dxpznprvzmg Ksd Knt Q | BBHSJ | Mid-Cap Growth | 18.18% | 0.75% | 9.90% | |
| V. Kmvx Jbxfg Xvgnbgxzzs NL MYNH Rf | MZBZ | Mid-Cap Blend | 26.49% | 6.15% | 10.90% |
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.