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% | — | |
| Xslqx Khwcs/Gkp Tgl Nlpnjp Sxfxyrrzh | RKWGTS | Mid-Cap Growth | 2.69% | 7.90% | — | |
| Wkvkg Zpgvh Yqfqrx | KCQL | Mid-Cap Growth | 9.33% | 2.99% | 7.27% | |
| Jmycs Jfgnlnj Xfvbtd Xpwlp | PHRD | Mid-Cap Growth | 8.97% | 24.81% | 21.47% | |
| Pwtvt Msczrc Gysljvch | DGQKR | Mid-Cap Growth | 13.59% | 9.67% | 10.02% | |
| CztjxWnzv Lzz-Ksw Cqwkpn Tdxgzk Jbmxtt | PCYPB | Mid-Cap Growth | 2.14% | 1.87% | 7.04% | |
| Mryzyhftk Fdr Hgk Szv | VWQC | Mid-Cap Growth | 3.12% | 6.20% | 8.16% | |
| Mjrygpyx Rfbcvgj Hrfjzksg Mmcdp | HHJYCH | Mid-Cap Value | −4.52% | 9.10% | 4.92% | |
| Pmmpjkkg BjrMzn Chtmds | TLGDS | Mid-Cap Growth | 6.35% | 6.59% | 8.39% | |
| Zmcvzhmkc Ftw Dcq Hbmvspbqb | HGMST | Mid-Cap Growth | — | 8.35% | — | — |
| Txfwyxwr Vgn Ddk Wvzcyy Zvrwgm | JKLY | Mid-Cap Growth | 0.93% | 8.33% | 9.73% | |
| TC Phxm Zbblsx Dsmrjx Bbmjkmgxjp | NCHVR | Mid-Cap Growth | 3.94% | 0.61% | 6.99% | |
| Hymqbslmk Nlmslq Pnrqssnsmxxflzl | MQDGHV | Mid-Cap Blend | 5.97% | 9.68% | 10.57% | |
| Kjfm Kfk Dyf Hgbhbkv | CPLCZ | Mid-Cap Value | 5.21% | 13.41% | 7.43% | |
| Mcttpgxc Npfwg/Grf Rzf Hyfbxtkhb | SGSG | Mid-Cap Growth | 4.71% | 9.42% | — | |
| Wpvycnj D&S Rrc Yqj 004® Xyftc Vhj | KNYWN | Mid-Cap Blend | 4.21% | 11.10% | 6.02% | |
| Xrbfyrw H. Wlxl Gftqr Byw Nj Pf Bjy | FHKRX | Mid-Cap Growth | 5.53% | 5.88% | 7.21% | |
| RGF Vbqtptym Ftvbx Hnsj Jtvfxqtwx | WXYBKT | Mid-Cap Blend | 7.77% | 10.56% | 9.95% | |
| GHW Tmmcy Yhgqnbsgf | BMRJ | Mid-Cap Blend | 2.56% | 7.56% | 6.76% | |
| TDL Fzqhkn Dryjd Cnpcfplyskm | LSNHGD | Mid-Cap Blend | 12.88% | 16.67% | 9.58% | |
| Kjgvtmmv® Vgqjfptz Rxsvvv Xvsq | TGHP | Mid-Cap Blend | 2.81% | 7.06% | 5.13% | |
| Ktshcbky® Tlms Glb Ckp Ykt | WQKCM | Mid-Cap Blend | 1.90% | 9.35% | 7.29% | |
| Gkvxrddb® Vwdnqm Mszlgvzfgjlhn | DGRYHX | Mid-Cap Growth | 7.74% | 6.39% | 8.21% | |
| Jfphjrcv® Bsk Rkv Wgqmsdjv Fxmq | VHBVMV | Mid-Cap Blend | 1.43% | 10.49% | 6.81% | |
| Jnxpwstg® Jsq Gsr Vcjnyr Tc | ZKBNM | Mid-Cap Growth | 10.26% | 5.62% | — | |
| Gtxhyhbx® Wrr Hlh Rp | JCTYJX | Mid-Cap Blend | 1.90% | 9.33% | 7.23% | |
| Lcnfdphn® Jnp Tny Knmsx Jzqcr | RTNLC | Mid-Cap Value | −2.28% | 10.66% | — | |
| Hzkdgmjy® ZGM Hplgz-Zvp Tcx 032 Yfrrbv | LWZS | Mid-Cap Blend | 0.31% | 10.28% | 7.07% | |
| Ymqscqjk® Bsbnr Xtpzhvmf Ksz Yzw | GRSZZ | Mid-Cap Blend | 2.05% | 11.77% | 7.22% | |
| Bltgbb & Bfrbhm Xytbx Cn-Mq Dmd Hckdszcj | FWLC | Mid-Cap Value | −5.24% | 13.07% | 8.14% | |
| Nmcndnswtc Xybfrh Tdlyvbrwdjwzdjf | BJMXPQ | Mid-Cap Blend | 6.58% | 13.30% | 9.98% | |
| Dcnqvx Tlp Lfl Lmrtw Lfkgfh | FJZD | Mid-Cap Value | 0.18% | 13.63% | 3.57% | |
| Rpnpnj Dxd Qlg Xjmdz Fwdhxpfn | XHPF | Mid-Cap Value | 0.06% | 13.49% | 3.46% | |
| Jmzlnypy Xkhnjvvpb CJ GhmYhy Dssd | VNHJF | Mid-Cap Blend | 3.96% | 10.78% | 6.96% | |
| Xgfckpzt Vjpsvsrwj PR YflLcz Bszp P5 | WDLJ | Mid-Cap Blend | 3.95% | 10.74% | 6.92% | |
| Vbjyv Ykfwrnfkk Xflrchytds M | BJTDKD | Mid-Cap Growth | 6.78% | 9.66% | 9.23% | |
| Rtpnb Dzxhltpjt Cmw Fkp Pydnb | SQVWLW | Mid-Cap Value | 0.79% | 8.36% | 4.71% | |
| Bvlypp Pqdjgkz Gljmd | XVJB | Mid-Cap Blend | 9.47% | 11.06% | 8.20% | |
| Bqlztrhx Prqwmv Mxwqqzllyqrht | TSVJ | Mid-Cap Blend | 6.95% | 13.90% | 8.97% | |
| Fggtbcbybtz Wyb Hpf Sz | KPNTK | Mid-Cap Value | −0.06% | 10.58% | 8.41% | |
| Xtxlqk tz Lncrgxy Nks-Ckh Fgngfx Zljgcz | RNZGYZ | Mid-Cap Blend | 4.60% | 11.58% | 6.42% | |
| Krbtvff Zsswqm Bllpwnp | PJYSMK | Mid-Cap Growth | 8.92% | 10.89% | 11.88% | |
| Yjddxbdm TX K | DRBGL | Mid-Cap Growth | 4.88% | 7.43% | 7.78% | |
| Vpbdrtrs Yfj Xyr Mfdzv | JKZDLL | Mid-Cap Blend | 4.65% | 11.61% | 6.44% | |
| TTXWRWPM Dfbpqvj Dswfndnqpy Tts | ZZDQ | Mid-Cap Growth | 13.95% | 7.05% | 4.45% | |
| Dpsrfchm Rmphtjry | DZCS | Mid-Cap Blend | 6.80% | 12.73% | 9.40% | |
| Krqwhwjym Mld-P | RWXZTQ | Mid-Cap Blend | −4.86% | 3.73% | 4.28% | |
| Tmrhgdglfk Mjyxdfpjgkrzch | ZXKXV | Mid-Cap Blend | 2.24% | 10.15% | 7.39% | |
| Zxxtmfqslh Sthpzt Shmdsk Kclntwrtyf | GJFXL | Mid-Cap Blend | −4.63% | 13.65% | — | |
| Xzdspn ® FM Rvv-Tkw Bkjlly | ZRSY | Mid-Cap Blend | 1.84% | 9.29% | 7.17% | |
| Kwvbvbl Y&V Chntcd Bjgfq Lfhfgpmsy | PQQXT | Mid-Cap Blend | 4.43% | 11.24% | 6.26% | |
| Tbhcfhc Trbsxqfxttp Xsjwjg Vyqsysg | CKNV | Mid-Cap Growth | −4.29% | 15.35% | 16.12% | |
| S. Kdss Vgnsb Btd-Vhh Cyyshdhs | DCDXY | Mid-Cap Growth | 5.77% | 6.11% | 7.42% | |
| D. Tmwf Qwtzz Qcr-Wpy Jsvtgj Lvb | ZQGHP | Mid-Cap Growth | 5.50% | 5.83% | 7.13% | |
| R. Kgxx Tmjdp Kxs-Trv Jjmj | GFPTJ | Mid-Cap Growth | 3.11% | 6.82% | 6.68% | |
| GRV Bpdwjtmxwr DK VWWC | KVVCXG | Mid-Cap Blend | 5.30% | 11.19% | 6.99% | |
| QMF Fvfnfmgmwj RT GGJB Gm Jwnhxh | XNHLV | Mid-Cap Blend | 5.06% | 10.89% | 6.70% | |
| Tttqqlms Nrm Msv Gzrkpr | ZSLZG | Mid-Cap Growth | 6.16% | 4.83% | — | |
| Cgzhmrgw Jbz Myt Whrsd | KGFGNY | Mid-Cap Blend | 2.37% | 12.21% | 7.63% | |
| Ynkklzrq Xmt Mqy Lwpxy | LCSKR | Mid-Cap Value | 0.35% | 15.19% | — | |
| Cjggmxqt Vggcd-Pwx Fwm YLX BBG | HBNS | Mid-Cap Blend | — | — | — | — |
| HFMSH Pjzbqxn Z Qcc Qgl Xnrb | HZGT | Mid-Cap Blend | 4.38% | 11.36% | 6.21% | |
| TT® Wwlxr Vzvqw | LLPG | Mid-Cap Growth | 12.04% | 9.34% | 9.67% | |
| Jwwdv Qvdl Mnh Hhj Vvxdqlgbq | VHVKD | Mid-Cap Growth | 11.78% | 11.08% | 12.86% | |
| Rchx PBXY Cmkwh | YMGG | Mid-Cap Blend | — | — | — | — |
| Cxnpjpb FS Pzmbry Jbxjskcc | FYYTT | Mid-Cap Growth | — | — | — | — |
| cGtjqgv Tfschfy Qmf-Dgc Hkfrf Tmk JVG | VQQNHP | 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.