US Small/Mid-Cap Index Medalist Funds
Funds and ETFs on this list can serve as a compliment to a US large-cap holding. The portfolios can be growth-, value-, or blend-oriented and typically focus on the bottom 30% of the capitalization of the US equity market. Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they simply invest the fund or ETFs assets to mirror the construction of an index (such as the S&P 500), providing investors a way to gain exposure to a specific part of the markets. Index funds generally have lower relative costs compared with actively managed offerings. We further narrow the list to those that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
Name | Morningstar Category | Medalist Rating Overall | Morningstar Rating for Funds Overall | Total Return 1 Year | Total Return 3 Year | Total Return 5 Year | Adjusted Expense Ratio | Fund Size | |
|---|---|---|---|---|---|---|---|---|---|
| Amplify Cash Flow Dividend Leaders ETF COWS | Mid-Cap Value | 30.71% | 22.70% | — | 0.190% | $44.69M | |||
| Amplify Etho Climate Leadership U.S. ETF ETHO | Mid-Cap Blend | 23.82% | 18.55% | 5.05% | 0.450% | $190.48M | |||
| Barron's 400 ETF BFOR | Mid-Cap Blend | 15.35% | 19.60% | 8.48% | 0.650% | $232.58M | |||
LOCK|P >f$#^@ !G?RwL T<FP@ >KvZ CR!<F <% XTDTRF | Mid-Cap Blend | 14.66% | 16.34% | 6.53% | 0.250% | $1.16B | |||
LOCK|W %?%p<d %W<R<# &#Fms %<m! Ry??TP$! nmjBpqw&# WCGMF | Mid-Cap Blend | 14.35% | 16.03% | 6.26% | 0.500% | $1.16B | |||
LOCK|@ dR!T%t ZD^RR @Vw %<NQj BPpc& dQd& F!v!Q H$v BDDMP | Small Blend | 19.87% | 17.21% | 4.99% | 0.250% | $772.36M | |||
LOCK|# p<?%p! >HX$# sXG k!S<l %nT?j DBnn zrw#x!qc y!Krfl!BV TJKHWQ | Small Blend | 19.59% | 16.92% | 4.73% | 0.500% | $772.36M | |||
LOCK|F $K^@tF g? >%q pg^ Zv%P $>DqHC X#% VPBJ | Mid-Cap Blend | 11.51% | 16.24% | 6.13% | 0.040% | $637.66M | |||
LOCK|X n<L^FW @d Z<^?? HGt kwp@ F?F?!q SM@# FCTXJ | Small Blend | 19.17% | 19.91% | 6.71% | 0.040% | $82.02M | |||
LOCK|z^h<n <B %>s ZJ% ^<%% &l?WT#B@T@z hm@&J K!g& <@F$Q > PCZLDB | Mid-Cap Blend | 21.46% | 19.12% | 6.26% | 0.490% | $518.37M | |||
LOCK|$y%@V &g <!& K&^ hLb% Jg%>$k!!Y&x >!T%& <cXw t^&Gm X? NNNDCH | Mid-Cap Blend | 21.78% | 19.41% | 6.52% | 0.240% | $518.37M | |||
LOCK|<bJ?H m& ^DD m?W ^H## M%#@N<X&%GW kW<Z! NHjN Y%nPZ r@ FQFLR | Mid-Cap Blend | 21.83% | 19.46% | — | 0.200% | $518.37M | |||
LOCK|Q^<Lv #n %?>-%H$ >SW& W^C!K!%>m@b BH@#d #G^% FCJKV | Mid-Cap Blend | 21.83% | 19.47% | — | 0.150% | $116.03M | |||
LOCK|MtldMF %<^ VMC !dW@? v%Z$ #d@Y< P?kZ XHNMC | Mid-Cap Blend | 14.42% | 16.09% | 6.32% | 0.450% | $2.30B | |||
LOCK|x@dtsQ wZt l&Q F!#L% tjlB >$myf$zS<gpTd ^ &#%$#<%b BFGWLH | Mid-Cap Blend | 14.81% | 16.39% | 6.59% | 0.200% | $2.30B | |||
LOCK|#cRG!b @Pw sJZ XmJ&x #@?@ <<p>sj>N&Dl?t z FGzw$gs$ TLTLGB | Mid-Cap Blend | 14.81% | 16.40% | 6.60% | 0.200% | $2.30B | |||
LOCK|Sz#^@f <^$ g$s C?^t! %z<G ^yM?RY@fcqmRy K<Sj!>W FDXBXN | Mid-Cap Blend | 14.75% | 16.40% | 6.60% | 0.200% | $2.30B | |||
LOCK|YYW!#d mrC%W nxj PnX$d ?MPj X%L&& & GZNGZB | Small Blend | 19.56% | 16.96% | 4.76% | 0.450% | $2.36B | |||
LOCK|Vv#ynz td>x@ ?>> nR&&! <>qx h$WX<>%VmT@<H v lm<!&vl^ HNXXG | Small Blend | 19.86% | 17.24% | 5.02% | 0.200% | $2.36B | |||
LOCK|#QS>?< pg&Nh d^& L#@P% gwjw ??HPKM?#K&y&> q ZQ%$q#C ZRSPX | Small Blend | 19.81% | 17.24% | 5.01% | 0.200% | $2.36B | |||
LOCK|fPm@hh SrzP! >xs ><jZ% r@Hc ^rG@!ZyRJ<$Pz ?&n<Jj VWLHNS | Small Blend | 19.82% | 17.23% | 5.01% | 0.200% | $2.36B | |||
LOCK|!&?>t B&g L%x K^s &v#® @q>fj @!>n q<Z$R q># PTPQPH | Mid-Cap Blend | 14.04% | 15.67% | 5.93% | 0.800% | $1.57B | |||
LOCK|YVM>x $&l LW^ ?v@ mTh® V$N@> J<!@ #K&>JqwSlD@FJ %dYyK LXNPK | Mid-Cap Blend | 14.69% | 16.39% | 6.59% | 0.190% | $1.57B | |||
LOCK|#<nBr @&R L$^ l$% #@q® &K<$^ &%Sl WXn?%XX# rNxhFqPX XKTCK | Mid-Cap Blend | 14.40% | 15.98% | 6.20% | 0.540% | $1.57B | |||
LOCK|j@l&< b&@ S&r^G FpV sNr® %<ylT $trP G$NGn>c<?v?G< K<BPr<X RZQTG | Small Blend | 19.92% | 17.17% | 4.99% | 0.210% | $1.16B |
United States