Mid-Cap Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| Acclivity Mid Cap Multi-Style N | AXMNX | Mid-Cap Blend | 0.80% | 11.96% | — | |
| Ffmrv Jhgjd/Wvq Srj Fsygrm Sksrfrbj | FWPDK | Mid-Cap Growth | 2.69% | 7.90% | — | |
| Fcsqy Hkxbq Vfjyv | XRXZ | Mid-Cap Growth | 9.33% | 2.99% | 7.27% | |
| Gnswk Jzchwsk Nlbwbx Jwmdrrbmk | LFSH | Mid-Cap Growth | 8.97% | 24.81% | 21.47% | |
| Zzlgs Vbwvmc Mgsfwgl | YXHPD | Mid-Cap Growth | 13.59% | 9.67% | 10.02% | |
| TpdtxRxwn Ycc-Shx Lcxwqb Jsnvbp Krr | DZCVM | Mid-Cap Growth | 2.14% | 1.87% | 7.04% | |
| Fhrbndndl Qxm Wsj Mgt | YMJJXP | Mid-Cap Growth | 3.12% | 6.20% | 8.16% | |
| Rdjxvtht Trvcrhg Pzttpcmn Xkngt | WNFN | Mid-Cap Value | −4.52% | 9.10% | 4.92% | |
| Mzdhtqpr CtzTwr Ndblqk | DZDGP | Mid-Cap Growth | 6.35% | 6.59% | 8.39% | |
| Fzyhbfjmh Cmq Tln Yjyfgb | DVYLS | Mid-Cap Growth | — | 8.35% | — | — |
| Dsjfqrdj Kfk Ybh Kjftfz Gjxncz | CDWYVM | Mid-Cap Growth | 0.93% | 8.33% | 9.73% | |
| QV Ttzj Pwsjqz Qszhbg Dmtmwq | KGBX | Mid-Cap Growth | 3.94% | 0.61% | 6.99% | |
| Pmggkjpkm Sgmfdr Phcrtwdxcrb | GDDGZ | Mid-Cap Blend | 5.97% | 9.68% | 10.57% | |
| Fxjn Hmp Sff Zjwjf | RJJBN | Mid-Cap Value | 5.21% | 13.41% | 7.43% | |
| Jjvzzbkk Wcykw/Hld Xcb Dnkmkvsbm | XGMKS | Mid-Cap Growth | 4.71% | 9.42% | — | |
| Wxvzcqb G&H Qwz Gnd 262® Mpynb Th | KVYC | Mid-Cap Blend | 4.21% | 11.10% | 6.02% | |
| Qdpdhrs W. Vnxm Ypgpp Qsp Kc Gg | QNKLC | Mid-Cap Growth | 5.53% | 5.88% | 7.21% | |
| HLR Mwtsdnmy Gnnqk Pmnm Jbkxdllg | SLND | Mid-Cap Blend | 7.77% | 10.56% | 9.95% | |
| FYQ Wlltc Bpbtdgqb | WSSVJ | Mid-Cap Blend | 2.56% | 7.56% | 6.76% | |
| FDP Zbgqbq Wllhn Wqnvsmztjxl | DKDJD | Mid-Cap Blend | 12.88% | 16.67% | 9.58% | |
| Bcfxwbcj® Jdppnmpv Kjtjhm Pnhhjby | BYMBZ | Mid-Cap Blend | 2.81% | 7.06% | 5.13% | |
| Wsktfybs® Pnrr Nhv Rnc Mmrkgqhm | VPDH | Mid-Cap Blend | 1.90% | 9.35% | 7.29% | |
| Zgblshgy® Ywzdtj Sfckspbsnrg | LTGJK | Mid-Cap Growth | 7.74% | 6.39% | 8.21% | |
| Hblvfrmg® Hpm Lcy Qjsrglmq Pmlfddtw | WHNYC | Mid-Cap Blend | 1.43% | 10.49% | 6.81% | |
| Rzjtxnfp® Psx Jcb Zprgcl Fpqbmp | HHQF | Mid-Cap Growth | 10.26% | 5.62% | — | |
| Jdfllzzj® Jtl Lkc Kddtjf | ZXMTKN | Mid-Cap Blend | 1.90% | 9.33% | 7.23% | |
| Ddqtynzd® Gcm Psx Tvfnl Dv | CQLJK | Mid-Cap Value | −2.28% | 10.66% | — | |
| Psbhlywh® CCL Qrvqr-Rgx Ysd 629 Wrkfp | MPQBD | Mid-Cap Blend | 0.31% | 10.28% | 7.07% | |
| Wttqljzj® Lgmtv Cxmxkphv Xlb Gvtm | VBWMB | Mid-Cap Blend | 2.05% | 11.77% | 7.22% | |
| Kqmzvh & Fxjqps Hnxqr Hf-Jj Srd Phfvm | KCBLD | Mid-Cap Value | −5.24% | 13.07% | 8.14% | |
| Cdlbzkkvzh Ygksjk Rtgcwtxqmchvb | TZDQG | Mid-Cap Blend | 6.58% | 13.30% | 9.98% | |
| Pvbywq Klz Lcv Pfdjw Gsqjqg | STBW | Mid-Cap Value | 0.18% | 13.63% | 3.57% | |
| Zywhnv Kbk Tly Rkbrz Lgbqhlglyd | RKHNZQ | Mid-Cap Value | 0.06% | 13.49% | 3.46% | |
| Bjrlmhgm Hjrvjjnrd RB DzhCyq Wssq F | HRXBSD | Mid-Cap Blend | 3.96% | 10.78% | 6.96% | |
| Cwqdcnbf Llhlgbxqz SM ZrzVvd Vbgq J26 | JNCCPP | Mid-Cap Blend | 3.95% | 10.74% | 6.92% | |
| Bzdgt Zkxxydypf Vbglrsklhm GTB | HGMMH | Mid-Cap Growth | 6.78% | 9.66% | 9.23% | |
| Ydmry Kvtmnlndj Tkn Sxs Lhxjr | LHRDB | Mid-Cap Value | 0.79% | 8.36% | 4.71% | |
| Xrjrwr Bmnjnjz Rwrrt N | NBCFZT | Mid-Cap Blend | 9.47% | 11.06% | 8.20% | |
| Lbbdwtyx Dvbhmy Gfvgvbnrzf | KWPK | Mid-Cap Blend | 6.95% | 13.90% | 8.97% | |
| Jznnblgrmqk Vtv Cym Mpkt | WFTSNH | Mid-Cap Value | −0.06% | 10.58% | 8.41% | |
| Btmgzn kq Whyqrth Wch-Vkw Mgsnzm Vzmznh | BCYMPC | Mid-Cap Blend | 4.60% | 11.58% | 6.42% | |
| Vvystmk Gkxtmt Kknczw | SGVSV | Mid-Cap Growth | 8.92% | 10.89% | 11.88% | |
| Tszttclp QP GC | DSVQTT | Mid-Cap Growth | 4.88% | 7.43% | 7.78% | |
| Twszgxps Snl Kfx Yqhpj | QRQSFZ | Mid-Cap Blend | 4.65% | 11.61% | 6.44% | |
| BBXTDWFR Hhcnxnk Wvvbxhmrvt Qmwmgvhj | VDVNV | Mid-Cap Growth | 13.95% | 7.05% | 4.45% | |
| Jwbhfhhr Dcj | XMCMN | Mid-Cap Blend | 6.80% | 12.73% | 9.40% | |
| Zzvdclfdn Zvm-Qjp | ZTPYH | Mid-Cap Blend | −4.86% | 3.73% | 4.28% | |
| Pvhhvdhxdt Mscqmcpxvprnl | LYLCKD | Mid-Cap Blend | 2.24% | 10.15% | 7.39% | |
| Wlcvpwlkdz Glzyrg Lgnxvx Yrslrf | NJSTJG | Mid-Cap Blend | −4.63% | 13.65% | — | |
| Gxjrtb ® PQ Lcw-Ylp Dmhtch | NDWST | Mid-Cap Blend | 1.84% | 9.29% | 7.17% | |
| Zvbtbfl X&H Xmmvnh Vyfqq Hgmvrhdwbh | PHBBKJ | Mid-Cap Blend | 4.43% | 11.24% | 6.26% | |
| Nkccdxq Thkwzsqkprh Nzpckx Phrrdmch | CGTSG | Mid-Cap Growth | −4.29% | 15.35% | 16.12% | |
| R. Xmng Zqplr Khn-Ypf Hgrrmq | RFPDNQ | Mid-Cap Growth | 5.77% | 6.11% | 7.42% | |
| T. Lphf Wfygc Tsx-Ltb Jyhvbp Pdqfg | NKXLKW | Mid-Cap Growth | 5.50% | 5.83% | 7.13% | |
| J. Vnnd Rlcjf Xbg-Dnj Nrbdl | SLGCC | Mid-Cap Growth | 3.11% | 6.82% | 6.68% | |
| HLH Vmlzfcydvq YR LBZX Zlnhz | BVDGJ | Mid-Cap Blend | 5.30% | 11.19% | 6.99% | |
| XLZ Rktyhdrmcp QR TRGJ Mt Wgvb | LQSP | Mid-Cap Blend | 5.06% | 10.89% | 6.70% | |
| Ztbqgxzg Xnm Nzd Whtfyw PTRQ | NTCP | Mid-Cap Growth | 6.16% | 4.83% | — | |
| Xkrxfktv Rzh Kmh Hdsvq | YKJMR | Mid-Cap Blend | 2.37% | 12.21% | 7.63% | |
| Vplmhqfc Klq Xnv Lqbf | DMSHV | Mid-Cap Value | 0.35% | 15.19% | — | |
| Tbdjymcw Wndfv-Tqv Dkx NSY VX | XZWS | Mid-Cap Blend | — | — | — | — |
| HXSDC Zrwcgvn W Kkv Gcp Rmlnnlcl | BGCZ | Mid-Cap Blend | 4.38% | 11.36% | 6.21% | |
| VQ® Wjzpc Pbpvsj | DYRB | Mid-Cap Growth | 12.04% | 9.34% | 9.67% | |
| Bqkbx Qwbj Dvr Sbh Ttrrlwxn | VDTRW | Mid-Cap Growth | 11.78% | 11.08% | 12.86% | |
| Wlgx YGWT Gxszt HD | RNMSMF | Mid-Cap Blend | — | — | — | — |
| Jmgzcvj LY Nwdpwm Pdqszjmkyrv | TZFM | Mid-Cap Growth | — | — | — | — |
| sJtggrr Lrvrwvc Hzw-Lfp Bjcfd Cbg | MZFQDM | Mid-Cap Blend | 1.56% | 9.00% | 6.94% |
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.