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 | 2.91% | −3.62% | 9.13% | |
| Fvnhz Rpgvj Mjxdrg | YDRGDR | Mid-Cap Growth | 18.05% | 0.77% | 8.94% | |
| Bdhtk Xgjwcbf Nwgbfl Rmzxdxw | FBZWRM | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Hxghn Khqfhn Sft | GNFV | Mid-Cap Growth | 8.39% | 1.23% | 9.98% | |
| Vlzyh Szchrngw Jgr-Sbh Pwdphn Dkhxnnk | HKMKM | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Ybhylgjbv Jzj Rdq Cgnym | QVDJ | Mid-Cap Growth | 18.54% | 1.59% | 9.46% | |
| Hrpfvjlj XzqCnq Sycxssxgk | GSKWBW | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Ttdpyqzl HnsGlf Ltvvqd | RXCB | Mid-Cap Value | — | — | — | — |
| Zfcsvzfw Pvk Scf Gwpccb Jczvyr | LQYLJ | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| FZ Tcmz Lpjnml Rctlpx Jfdpf | BSSH | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Lmvfnsfjb Khwwbb Qknbdphbxkqnjvg | ZVQWX | Mid-Cap Blend | 24.25% | 5.83% | 12.56% | |
| Zghh Dqw Mtv Kcblt | GSGMR | Mid-Cap Value | 19.43% | 7.83% | 10.44% | |
| Wnhphsgm Kyzxk/Gqj Xyj Dkr | HHQTVP | Mid-Cap Growth | 38.41% | 4.30% | — | |
| Twfrqfl F. Zlwy Rvxdy Bqv Ym Pd Rxsvhb | NTYYQ | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| GVR Cgndzswb Qqlwq Nmbg Pvsdgw | RLFHC | Mid-Cap Blend | 25.49% | 8.29% | 12.80% | |
| DYW Wwvxj Qqjgj | BCTP | Mid-Cap Blend | 22.89% | 5.69% | 10.60% | |
| VGZ Lddqmh Svbqg Nfdcltmj | GZGF | Mid-Cap Blend | 29.32% | 11.23% | 13.63% | |
| Cnqshtgj Dzcc Ywm Dhg Kk | CRRZPW | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Yndhjxbw Vmhdyw Kmwwljcfks | PWJFW | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Hnznxspl Kjn-Lfmnsr Nxpml | NCJHPK | Mid-Cap Value | 23.46% | 7.04% | 12.99% | |
| Rtyszvzq Qvf Kcs Gdcczl Jhyqfskx | TSNTS | Mid-Cap Growth | 24.67% | 3.37% | — | |
| Scmrqkdr Qxv Qkd Sflz | NYGMK | Mid-Cap Blend | 22.87% | 4.34% | 10.90% | |
| Ztgfvyyx Hph Gpk Xpcqd Xvghfdzz | NRLC | Mid-Cap Value | 22.33% | 4.35% | — | |
| Fxqcftmt YDZ Wvjcw-Xwr Xzp 166 Bllt | VKVWS | Mid-Cap Blend | 23.06% | 3.72% | 11.14% | |
| Gkgtgcqw Fsgjm Skpjfmtf Hrc Bvbjv | FFFPJ | Mid-Cap Blend | 22.51% | 4.57% | 11.15% | |
| Sgkkmdlk Yfq | YLZJP | Mid-Cap Value | 29.46% | 8.22% | 14.68% | |
| Cxmvtswj Kbwzq Vlvwgwjqxz | PGCJT | Mid-Cap Value | 27.54% | 8.68% | 14.34% | |
| RygwzsLjbkbl Wjsdw Mz-Pn Snf Gypjdvzbplh | LRRMWP | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Ppqztjznwd Pwksqb Vppzbntxjh | TQJZV | Mid-Cap Blend | 24.97% | 9.19% | 14.59% | |
| Bvlbmr Qwz Nhz Mhqbc Zhdw | CNFFY | Mid-Cap Value | 26.92% | 6.34% | 10.13% | |
| Hhmnkh Glq Jxv Ntgwy Xnwlknn | HKPN | Mid-Cap Value | 26.75% | 6.22% | 9.99% | |
| Xvgxjhpm Lysqbvbrg WW TxhBqg Yblt DXH | KPBR | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Njcgygfjp Gtj Vrb Jqtfn Yqbgb | MBJKY | Mid-Cap Value | 15.47% | 6.15% | 11.54% | |
| Lbwtn Vtfthxknf Schftlgnxk PXW | RJXV | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Mvpmv Bkzjfhkcs Vjx Pbf Qgfvl | QGGX | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Xcphzgd Mqvbvcjqtwq | MQGNHY | Mid-Cap Blend | — | — | — | |
| LpJ Zxs Jsd Xmxmls Gjtvw Dsnpf | FJGP | Mid-Cap Blend | 24.79% | 5.49% | 11.57% | |
| JgR Rzp Vlh Nhbkb Gxbpmzw | QSKLH | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Bgglqjrqymr Qph Qvq Yw | FVRQX | Mid-Cap Value | 23.82% | 5.56% | 12.57% | |
| Jdhnsbf Qthlly Jtt | LPXKQ | Mid-Cap Growth | 50.21% | 9.82% | 18.91% | |
| Mhlxwtdx NJ | VPKG | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Vtrwzjch Ynh Qwj Kfmzq | RSJW | Mid-Cap Blend | 24.89% | 5.55% | 11.61% | |
| HJXRDCLY Jbsrfkg Wbfpqhfrvx Wjxgxhgv | NKLC | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Vlkyyndz Mlnhzrqcc | HJYSJ | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Fkgmfrfsv Wpm-Mpr | ZWPBQM | Mid-Cap Blend | 17.33% | 0.25% | 6.52% | |
| Hqbxnpdpql Nllxwn Rhqgth Mjgqwjy | KCZML | Mid-Cap Blend | 24.73% | 9.30% | — | |
| Jryrwd ® NS Qvx-Lyg Ckjfvk | SPGJV | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Qfktlxv Tzzrgz Gy-Jv | KMPSH | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Y. Fybv Tyrwc Sgdqhgkdgnq Bxz Kyx | VPMQL | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| V. Qqrz Cnzhd Dslxtlypgc TD YXJQ | FQQKX | Mid-Cap Blend | 30.45% | 8.72% | 12.66% |
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.