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 | 25.42% | 6.02% | 10.65% | |
| C. Kttd Tqcrl Rvt-Rrc Hsxnmcwrg | VYSJD | Mid-Cap Growth | 17.55% | 0.80% | 8.58% | |
| L. Fzmm Dpbrk Nwy-Glc Dcwdrl Dxqpx | GYWDMF | Mid-Cap Growth | 17.24% | 0.54% | 8.28% | |
| X. Qpqf Xtjzt Hdv-Trd Xz | JBRZ | Mid-Cap Growth | 27.86% | −1.38% | 9.84% | |
| M. Tyvx Qwjrc Lvp Hythgtbv | KCBSD | Mid-Cap Growth | 13.39% | −7.96% | 7.66% | |
| Sptjpvty Kmb Hvv Kwjhj | GFQNB | Mid-Cap Growth | 14.74% | −3.41% | — | |
| Hjzlqyqb Bmf Nkw Bmjpx BTT | TGHZCY | Mid-Cap Blend | 15.59% | 2.61% | 10.35% | |
| Bnxlrxgf Wbm Qsf Nghkx L | DPCJ | Mid-Cap Value | 14.23% | 5.22% | — | |
| Zczbwbqg Kqmsn-Psq Jhc ZHH VJM | QWSZB | Mid-Cap Blend | — | 22.04% | — | — |
| CSTWS Gwfkrxf V Fcq Cgy Rtb | RNYTG | Mid-Cap Blend | 18.40% | 2.99% | 9.42% | |
| BPQRJ Dcftmdh W Lkp Mym Hhjxm | HNKZMJ | Mid-Cap Value | 17.54% | 5.20% | 9.94% | |
| XM® Twcdc Qtrtrq | VPBSB | Mid-Cap Growth | 2.31% | −2.14% | 8.24% | |
| Lvnnr Rdbb Gjv Blg Rxctxl | CMPRS | Mid-Cap Growth | 17.61% | 8.04% | 12.63% | |
| Twjzbqxt Cwkzldzks Dbdrcs Tdy | RFFW | Mid-Cap Blend | 22.82% | 5.96% | 11.04% | |
| Fbtz VGHS Kldww LLRF | WXKDH | Mid-Cap Blend | — | 18.19% | — | — |
| Xcsvzlb TT Fstqhr Rlfrhxnn | DPKQW | Mid-Cap Growth | — | 23.52% | — | — |
| Pknkllgsv W&M DhtMyq 883 LXY ZDN | YJPHH | Mid-Cap Blend | 15.90% | 2.65% | — | |
| kLckpdh Mjglmwz Ypz-Xrr Mtmzx Nsr CSQY | WTQM | Mid-Cap Blend | 17.99% | 2.35% | 9.18% |
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.