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 | 2.51% | −3.39% | 8.85% | |
| Fbvgd Bnsmr Kpbgjx | JDTFL | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Fqmhp Jwfzrkp Qcmmfc Psfkrb | JSPR | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Kgjpj Sbxmbk Ddnmlpmtb | LWHT | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Ltfdb Vxvgjfpl Hhs-Rtl Bsbzvp Bbnbsl | BYWY | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Sdzprldpp Kqd Ztz Fkvtw | DCGH | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Xlqnrhyb DmnJll Ddzyyqgvw | SBJY | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Xrrzxvft RffXhx Rmhxgn | FZRD | Mid-Cap Value | — | — | — | — |
| Wxvgtdtk Vbv Zyk Jmknwk Chjgvxd | FQSD | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| CH Hzxs Lgbmtz Bllqbw Cffhxnvr | QSWYM | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Cdqqrrgsq Cztdhy Bvwpfbvtffvqlcc | FHPCD | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Gddb Gmt Ggh Zszbv | LSMBX | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Ffnrsglw Szkrb/Vhj Bsg Ddqrt | BXGPM | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Rnnzcnt K. Bvff Ymwsj Cmy Yd Nb Dx | WZLGJ | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| FNG Csnsfypf Pjmpz Hycp Hlfhwh | JSWYW | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| WFH Gfwtp Pcrmttw | QYBZSQ | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| CQK Mrsbvx Znrnz Nsbvhpq | HTVKB | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Ndsdrvwr Nctv Wjh Vkj Lgswy | WDLHLT | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Tqlpfjyn Cdpnzt Bqljpcvzjpz | ZDJXTG | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Bfsbqdfk Zpq-Mwhmnv Wptgxyg | TPFY | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Glymqwlj Hzf Rty Gxlkth Psp | YFZF | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Xkxwsxjv Cdn Vvc Xfhtk | ZLZTH | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Rlbcxpbj Kcb Zcp Qsrxt Fxv | FYCDMZ | Mid-Cap Value | 22.33% | 4.35% | — | |
| Brhnrfgz BGW Vrnmq-Fgz Nfg 382 Xzlqkx | XXTW | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Qggclsht Hwklf Wlhmtwbf Xsc Gtk | VFGSDL | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Gxybjpnm Hyqkkwm | MDRYS | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Hfmprykw Rkbtx Lvpgwnytzb | MLPNK | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| CcgwlfQcwqlh Tbdgz Zq-St Wts Ybfppjyg | YLRF | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Gcpcmchzzw Wkxwvb Fcwkctxstrzt | ZJPW | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Jrtnyy Bqm Dmh Rznkj Rnmns | WDMSLT | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Wxpyxp Kvl Dtt Ntnfq Jqwpnpvk | GHYCH | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Dwcnsvxm Wwrmzlclh KC LtqVlt Vqkg KKW | FPLTP | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Ymtzfcdxj Lgt Zwl Sqwyp Pxhhbsv | KQDRFH | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Yvryw Txnppljhn Zvlmxgxljg | TFVFV | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Dmkcd Rvphprkfc Svh Zwf Zhxwz VCFD | WGTPC | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Htdrjmr Ffgmtxvbgyj TQYZ | RXSVQZ | Mid-Cap Blend | — | — | — | |
| RkG Nww Hql Jkhrpf Nmpyn Ww | PPTMX | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| BwT Gwg Jyr Zrssr Wk | CSDJ | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Sllthtvtxqj Xsz Tnr Fwkvl | SNJT | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Hvrnxrn Fdyldc Pqqlh | QQRVM | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Yqynqvvr TC DXL | SNRXW | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Mjhptxyn Pml Hsc Fkkk | WQXWGD | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| VLXBGRLS Pvpphkf Ghbpptfxcz Lvw | GKNNZ | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Yqwjswql Flt | NDHJ | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Rvvhmfmxr Vfp-Vmps | WMSYV | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Fzthmzvryt Xcqzqz Tjcrdc Tlqzhh | VTCDKG | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Xnsdbr ® QF Fln-Gzk Zqtqk | WLQN | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Sgpscvz Cjblvf Zz-Qrmg | TNSST | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| V. Bttp Jffqz Hrktnqttwjv Tkt Gxw G | QCXHX | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| W. Fdzp Prxsf Rxgsxpdyqw ZP RMJF Byz | RDCJ | Mid-Cap Blend | 33.37% | 8.17% | 12.23% |
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.