This list highlights the best midcap funds of 2020, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Shaded cells indicate the best-of-the-best funds based on 10-year performance. Of 260 midcap funds at least 10 years old, 29 of them, or 11%, won awards.
All returns as of Dec. 31, 2019.
View Full Special Report: Best Mutual Funds Awards
View All Award-Winning Funds In Each Category
Best Midcap Funds
| Mutual Fund | Symbol | 1-year total return | 3-year avg annual return | 5-year avg annual return | 10-year avg annual return | Morningstar category | Closed to new inv |
|---|---|---|---|---|---|---|---|
| Benchmark:S&P 500 | 31.49 | 15.27 | 11.70 | 13.56 | |||
| T. Rowe Price New Horizons | PRNHX | 37.71 | 23.51 | 16.24 | 18.80 | Mid-Cap Growth | Yes |
| Virtus KAR Small-Cap Core I | PKSFX | 40.19 | 22.89 | 17.10 | 16.11 | Mid-Cap Growth | Yes |
| Baron Partners Retail | BPTRX | 44.99 | 23.18 | 13.60 | 16.09 | Mid-Cap Growth | No |
| Principal MidCap R5 | PMBPX | 42.67 | 18.49 | 13.15 | 15.97 | Mid-Cap Growth | Yes |
| Delaware Smid Cap Growth A | DFCIX | 35.33 | 22.34 | 13.40 | 15.89 | Mid-Cap Growth | No |
| Janus Henderson VIT Enterprise Instl | JAAGX | 35.48 | 19.80 | 14.98 | 15.85 | Mid-Cap Growth | No |
| T. Rowe Price Instl Mid-Cap Equity Gr | PMEGX | 33.09 | 17.92 | 13.40 | 15.70 | Mid-Cap Growth | Yes |
| Eaton Vance Atlanta Capital SMID-Cap I | EISMX | 34.44 | 16.65 | 14.14 | 15.45 | Mid-Cap Growth | Yes |
| Janus Henderson Enterprise D | JANEX | 35.21 | 19.20 | 14.42 | 15.38 | Mid-Cap Growth | Yes |
| Value Line Mid Cap Focused | VLIFX | 35.30 | 19.30 | 14.16 | 15.34 | Mid-Cap Growth | No |
| BNY Mellon Sm/Md Cp Gr I | SDSCX | 39.14 | 20.11 | 13.43 | 15.07 | Mid-Cap Growth | No |
| T. Rowe Price Mid-Cap Growth | RPMGX | 31.53 | 17.17 | 12.75 | 15.06 | Mid-Cap Growth | Yes |
| BlackRock Mid-Cap Growth Equity Instl | CMGIX | 36.19 | 23.56 | 15.74 | 15.00 | Mid-Cap Growth | No |
| Wells Fargo Discovery Admin | WFDDX | 39.26 | 18.70 | 12.09 | 14.91 | Mid-Cap Growth | No |
| VY Baron Growth I | IBGIX | 38.97 | 20.65 | 12.04 | 14.89 | Mid-Cap Growth | No |
| MFS Mid Cap Growth A | OTCAX | 37.43 | 20.42 | 13.68 | 14.76 | Mid-Cap Growth | No |
| MassMutual Select Mid Cap Growth R5 | MGRFX | 32.06 | 16.77 | 12.31 | 14.73 | Mid-Cap Growth | Yes |
| VY T. Rowe Price Divers Mid Cap Gr I | IAXIX | 37.20 | 18.33 | 12.67 | 14.71 | Mid-Cap Growth | No |
| T. Rowe Price Diversified Mid Cap Gr | PRDMX | 37.90 | 18.56 | 12.83 | 14.60 | Mid-Cap Growth | No |
| Invesco Oppenheimer Discv Mid Cap Gr Y | OEGYX | 39.31 | 18.81 | 12.73 | 14.52 | Mid-Cap Growth | No |
| JPMorgan Mid Cap Growth I | HLGEX | 39.66 | 19.71 | 12.06 | 14.36 | Mid-Cap Growth | No |
| Baron Asset Retail | BARAX | 37.62 | 20.12 | 12.97 | 14.28 | Mid-Cap Growth | No |
| Tocqueville Opportunity | TOPPX | 44.77 | 22.01 | 11.71 | 14.08 | Mid-Cap Growth | No |
| Baron Growth Retail | BGRFX | 40.14 | 20.01 | 11.89 | 13.98 | Mid-Cap Growth | No |
| Carillon Eagle Mid Cap Growth A | HAGAX | 34.48 | 17.82 | 12.27 | 13.95 | Mid-Cap Growth | No |
| Value Line Premier Growth | VALSX | 36.59 | 19.21 | 12.69 | 13.92 | Mid-Cap Growth | No |
| Virtus KAR Mid-Cap Growth A | PHSKX | 42.34 | 26.90 | 16.39 | 13.76 | Mid-Cap Growth | No |
| Harbor Mid Cap Growth Instl | HAMGX | 39.05 | 21.82 | 12.96 | 13.74 | Mid-Cap Growth | No |
| Alger Weatherbie Specialized Gr Prt I-2 | AAMOX | 38.31 | 22.39 | 13.64 | 13.60 | Mid-Cap Growth | No |
