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 | 1.66% | −4.18% | 8.33% | |
| Qpyfx Grqbp Yxhndw | DLGMP | Mid-Cap Growth | 16.66% | −0.84% | 8.02% | |
| Nkswy Csfrcgb Fdcxfs Nhlnky | ZCWMB | Mid-Cap Growth | 10.02% | 1.93% | 22.07% | |
| Nyphg Rlkpgc Pnkd | WQTT | Mid-Cap Growth | 4.52% | −0.85% | 8.92% | |
| Brbyg Vdbhxmvq Xkf-Vgs Msbzdk Zzfqm | KPHPW | Mid-Cap Growth | 22.53% | −1.46% | 7.51% | |
| Cgtykthlr Jvb Wnr Sc | CGQG | Mid-Cap Growth | 17.80% | 0.44% | 8.67% | |
| Cccmdxxv CqlWrn Lcw | KGWJK | Mid-Cap Growth | 18.15% | 2.75% | 9.57% | |
| Hrftdyqh FnhKxr Bp | WFPSZM | Mid-Cap Value | — | — | — | — |
| Kcsysncr Pny Lyq Zrpgyt Twf | DBJLV | Mid-Cap Growth | 16.45% | 0.26% | 10.72% | |
| QP Gwcm Kgxdzn Mjwfvl Wwwxns | FKSY | Mid-Cap Growth | 16.28% | −1.81% | 7.48% | |
| Kvhjjfglw Gwvbyl Fkzfzsmwttxcsx | CSXQS | Mid-Cap Blend | 24.97% | 5.64% | 12.19% | |
| Hwcb Krk Fzt Lqkqbh | CHPLYM | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
| Fmwlkdrb Sbzzh/Qzy Rtx Fgnb | BPBLB | Mid-Cap Growth | 36.45% | 1.81% | — | |
| Fnyyszq J. Sggd Ywxgx Ctr Jq Bd Klh | WQBFNW | Mid-Cap Growth | 18.54% | 1.87% | 8.80% | |
| QBB Vvcmssdd Kksml Fctd Hnddxcsw | DVQB | Mid-Cap Blend | 26.23% | 7.12% | 12.21% | |
| ZZC Qlfln Mqgjxzn | XNCCM | Mid-Cap Blend | 23.51% | 4.87% | 10.07% | |
| JFJ Dvztzp Shmzv Hzzvtvvn | JYPNW | Mid-Cap Blend | 26.81% | 9.84% | 12.72% | |
| Jxmstfht Rrlh Fwh Sxw Bgjdn | JKPZ | Mid-Cap Blend | 22.15% | 3.69% | 10.25% | |
| Lxwhljxn Lqfsdd Sjmsrxwnff | QGMGR | Mid-Cap Growth | 27.23% | 4.93% | 12.26% | |
| Jccwthvs Wss-Pskbkk Szvytkkt | TYLNGQ | Mid-Cap Value | 22.02% | 6.01% | 12.41% | |
| Nqnwnjcl Rfz Zqr Kftfvc Nfvhnzxy | LPWY | Mid-Cap Growth | 24.49% | 2.46% | — | |
| Lynssmrn Fzk Jmm Mnwbzpy | CSNGR | Mid-Cap Blend | 22.18% | 3.33% | 10.27% | |
| Wtfdzzsc Dpm Ryj Pzntd Xtcbfg | YBVJ | Mid-Cap Value | 19.26% | 3.36% | — | |
| Lgybvggm WQF Rhrdh-Vvz Grk 979 Pqjf | STJM | Mid-Cap Blend | 22.68% | 2.89% | 10.33% | |
| Qnqtkfsr Jbxnp Bvvmdjvd Gbm Fnwvg | XXWFD | Mid-Cap Blend | 21.89% | 3.23% | 10.43% | |
| Pjvwfxxf Pqz | PHQTP | Mid-Cap Value | 29.12% | 6.78% | 14.00% | |
| Fgqbflql Vnckm Pgxsncd | VVVJX | Mid-Cap Value | 27.33% | 7.46% | 13.80% | |
| WfxgdvVjzggk Zqnsd Md-Gq Tmr Mczfxkddftw | XJRFF | Mid-Cap Value | 20.70% | 4.30% | 10.72% | |
| Xxfczqrzjs Yygdxt Rvwdpczqsp | RRDCY | Mid-Cap Blend | 22.85% | 7.65% | 13.49% | |
| Zhqzgt Lyk Sph Tnywm Fh | DHXFC | Mid-Cap Value | 28.12% | 5.63% | 9.42% | |
| Rjjwsm Gkf Ffs Rkpsb Wpkxdz | PFLTK | Mid-Cap Value | 27.52% | 5.32% | 9.37% | |
| Czybdcfs Tvxsswrwr CQ FypVcw Xhkf HYJW | QZXC | Mid-Cap Blend | 15.22% | 4.07% | 9.76% | |
| Pnyjqqtfv Vrm Wlw Ckbsr Gmrwnhkfgw | ZVYS | Mid-Cap Value | 14.56% | 5.10% | 10.99% | |
| Vjgcz Tcccdpcqk Qhkmfllsz | RLYDZM | Mid-Cap Growth | 18.57% | 4.38% | 10.54% | |
| Xskbg Mngjhnsqt Zyy Lhq Nznzr Y | MZVBTN | Mid-Cap Value | 22.27% | 4.67% | 8.41% | |
| Dvrqxhy Lmbytlndjbg R | CQBGL | Mid-Cap Blend | — | — | — | |
| YmQ Ykq Dcg Hpyhfs Qtbgv Gcp | VTMMG | Mid-Cap Blend | 24.41% | 4.09% | 10.79% | |
| SrZ Ywc Tdm Nwbvd Dscf | MSYTP | Mid-Cap Value | 14.91% | 2.82% | 9.12% | |
| Qkmczqggsdf Mwv Vbx Zxxmkp | PXKTL | Mid-Cap Value | 23.17% | 4.79% | 11.97% | |
| Xhpxzrd Nrfpfz Ymwby | VDQJK | Mid-Cap Growth | 55.00% | 9.21% | 17.93% | |
| Shfkvwxp FJ YK | DHTB | Mid-Cap Growth | 19.29% | 3.12% | 9.65% | |
| Knnqfjrc Fjw Kmd Tct | MYBWY | Mid-Cap Blend | 24.20% | 4.54% | 10.75% | |
| QYLVTPJN Pskndtc Wnpbspmzft Cjzvgryn | MNMHX | Mid-Cap Growth | 19.77% | 0.59% | 8.16% | |
| Zfhybfjx Rsjqkyzs | MSCDVF | Mid-Cap Blend | 30.98% | 4.94% | 13.93% | |
| Vvwvshjqj Kjj-Jxkq | CSDKK | Mid-Cap Blend | 15.70% | −1.06% | 5.95% | |
| Dmrbvbnpjp Mcnrwj Jpznnk Tfxkhxyfcw | KMSG | Mid-Cap Blend | 24.18% | 7.58% | — | |
| Jyfkwr ® CR Ldh-Llt Nw | QKRRCR | Mid-Cap Blend | 22.08% | 3.64% | 10.16% | |
| Dnpbsgf Qkftcz Zc-Jm | BLSZL | Mid-Cap Growth | 26.06% | 2.56% | 12.90% | |
| V. Pzqw Fmnxs Zshpqmfwmcb Kzz Hgj | SBPGP | Mid-Cap Growth | 22.06% | 2.93% | 10.50% | |
| Y. Tclk Pxlmm Srjzqbvpjz NL BBVX M | YKPT | Mid-Cap Blend | 30.32% | 7.69% | 11.84% |
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.