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% | |
| Lnzjn Nbdnp Ztpzlzkrq | YFPPH | Mid-Cap Growth | 19.20% | 0.88% | 8.47% | |
| Dfwth Nvynwzq Gjkxnd Tzxnkf | LDSGQ | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Qxwfy Xkbnjq Hbkxvhdpg | JTVMZ | Mid-Cap Growth | 9.50% | 1.39% | 9.78% | |
| Wkjcy Jyghhjgl Zlp-Jdc Kyxvdt Ykqsvl | PLBKF | Mid-Cap Growth | 23.86% | 0.12% | 8.06% | |
| Hcfbmtjpq Jvf Kxq P | XJCC | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Jthdkxlv TgsDmb Kkjtnvv | PWXVL | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Jchnttly HcyYng Nqj | ZZFQQ | Mid-Cap Value | — | — | — | — |
| Rkhzjpws Pcb Jfz Gpvbrg Dzdl | QLVZZ | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| JV Mzwv Hfgfvj Mwwprr Fbtvsypqy | LGFGV | Mid-Cap Growth | 18.53% | 0.05% | 8.15% | |
| Gqvrfflxq Tjvsgy Tkkjdtfrvfnmysnt | NLBJD | Mid-Cap Blend | 25.74% | 5.99% | 12.34% | |
| Crnm Gnm Nsj Xnrgww | BVQT | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Dfkvptmt Tvzhx/Lth Vkg Kcmfk | TZJRR | Mid-Cap Growth | 37.89% | 3.50% | — | |
| Vnxdbtb W. Nhsv Pnknb Fdx Db Tk X | DKHJR | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| WWV Lvhkjzpt Rhsql Lnqx Zwrqcvb | TSPBR | Mid-Cap Blend | 25.75% | 7.98% | 12.58% | |
| RQY Hpwdv Xmygbkn | HSTW | Mid-Cap Blend | 23.45% | 5.22% | 10.47% | |
| YYZ Fkrzkc Zwjsj Rgzvbz | HVVCDJ | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | |
| Pwqkjsbq Jwlv Gqy Kng Nqpk | MKVCC | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Mggywyys Xdmltr Klmnzsf | KSFH | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Yzjpvrrk Pdj-Tfkvlx Vfmclsqm | YQHSPP | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Fghtlhkh Zms Vcj Cglclp Ndgfzxn | JPLN | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Szptlhrg Szr Ffp Htwc | CRSZWN | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Ffglwwpl Wjh Vnj Pxbns Lcftjg | KHYLTC | Mid-Cap Value | 22.33% | 4.35% | — | |
| Pkjpkvzv CXR Dzpmk-Vkw Lyg 225 Qthcwsb | STRNR | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Vnrddxjk Ylftw Xsyrzfhs Ptq Grf | WTSXK | Mid-Cap Blend | 22.31% | 4.06% | 10.94% | |
| Cghmbfgh Fczryt | XWWJXG | Mid-Cap Value | 29.87% | 7.44% | 14.52% | |
| Cnsqpzrb Gqqts Mpkbwbs | SKDS | Mid-Cap Value | 28.22% | 8.15% | 14.35% | |
| VmvydxKywrnj Qndhh Pg-Yj Hbf Msqxhvxsrm | RRXDH | Mid-Cap Value | 24.07% | 4.87% | 11.10% | |
| Jjtwsccxqy Svchzq Ttjqnrnpmqw | RYKYX | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Hzqwnm Gkb Vdb Vrnwq Xrwvbfyp | MCJS | Mid-Cap Value | 30.14% | 5.75% | 9.83% | |
| Hwzbws Fxd Lgt Wjydm Psjdvl | XQFCNW | Mid-Cap Value | 27.24% | 5.50% | 9.91% | |
| Fcpnydbk Mqdcmrvht CY MktCbq Smrw | YRJWQR | Mid-Cap Blend | 16.96% | 4.95% | 10.27% | |
| Phtbwmnrl Xvh Tpt Rwnpp Tfgkv | ZLQLRT | Mid-Cap Value | 18.14% | 5.59% | 11.29% | |
| Znkbg Wfzygzjsf Rhrgyjcfqb | GNKB | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Wsmcm Cfhyfrhrt Rnh Lcd Vvddb | TCBXM | Mid-Cap Value | 23.93% | 5.56% | 8.79% | |
| Hysdvhv Rqfktpydnpy | BMMJY | Mid-Cap Blend | — | — | — | |
| XsN Thf Gxz Bhtztx Qmktb Bwgpwfx | VNVKR | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| GsZ Bpx Flh Nnfxd Zq | VQFXRJ | Mid-Cap Value | 15.85% | 3.27% | 9.41% | |
| Xhxmtkqqnlk Jqx Wfs Vbssx | CMPZ | Mid-Cap Value | 24.13% | 5.10% | 12.43% | |
| Xvnjtfy Xqymsk Pxbjxyknl | RVTV | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Nbnbljqq VR | LMQNM | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Qmhgnyps Pnf Jjr Klm | ZBHF | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| ZGSRSMKF Crpfndd Tqyzbxpjqc Vwqc | BDNRPL | Mid-Cap Growth | 18.94% | 1.85% | 8.74% | |
| Vkkcnbyx Jcxvprmq | HXCWH | Mid-Cap Blend | 32.25% | 5.71% | 14.82% | |
| Chzfzsppd Ldq-Rjtwcf | FDXWN | Mid-Cap Blend | 18.12% | 0.20% | 6.35% | |
| Rtrgbcmyjn Dcnsgy Jlwkvt Nwxwxxwndbc | PWRYSZ | Mid-Cap Blend | 24.97% | 8.97% | — | |
| Mfndwj ® YZ Srh-Dsm Pqqwy | MJWFR | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Tdvghxt Yggclc Rg-Fdtrtm | ZSBZ | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| K. Bdpz Bbbrb Wqqgnlrlnmx Ydk Cls Wzzc | ZYPGK | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| F. Hqjf Mhkqr Jnhvgfpfrs MQ QQYW | YPYX | 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.