If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best midcap funds to consider now, 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 256 midcap funds at least 10 years old, 66 of them, or 26%, won awards.
All returns as of Dec. 31, 2020.
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 average annual return (%) | 5-year average annual return (%) | 10-year average annual return (%) | Morningstar category | Closed to new inv |
|---|---|---|---|---|---|---|---|
| Benchmark: S&P 500 | 18.40 | 14.18 | 15.22 | 13.88 | |||
| Baron Partners Retail | BPTRX | 148.52 | 52.28 | 37.04 | 23.71 | Mid-Cap Growth | No |
| T. Rowe Price New Horizons | PRNHX | 57.72 | 31.23 | 26.21 | 20.70 | Mid-Cap Growth | Yes |
| Delaware Smid Cap Growth A | DFCIX | 93.92 | 37.99 | 27.71 | 20.16 | Mid-Cap Growth | No |
| Morgan Stanley Inst Discovery I | MPEGX | 142.56 | 56.09 | 35.63 | 19.97 | Mid-Cap Growth | No |
| Eventide Gilead N | ETGLX | 55.11 | 26.47 | 22.08 | 18.94 | Mid-Cap Growth | No |
| BNY Mellon Sm/Md Cp Gr I | SDSCX | 68.49 | 32.15 | 26.46 | 18.82 | Mid-Cap Growth | No |
| Baron Focused Growth Retail | BFGFX | 122.21 | 44.19 | 30.70 | 18.53 | Mid-Cap Growth | No |
| Sparrow Growth A | SGFFX | 97.82 | 38.94 | 27.47 | 18.32 | Mid-Cap Growth | No |
| Jackson Square SMID-Cap Growth IS | DCGTX | 65.04 | 29.97 | 23.34 | 18.06 | Mid-Cap Growth | No |
| BlackRock Mid-Cap Growth Equity Instl | CMGIX | 46.13 | 26.98 | 23.22 | 17.74 | Mid-Cap Growth | No |
| Virtus KAR Mid-Cap Growth A | PHSKX | 65.23 | 36.24 | 28.04 | 17.18 | Mid-Cap Growth | No |
| Wells Fargo Discovery Admin | WFDDX | 61.98 | 28.01 | 23.78 | 17.02 | Mid-Cap Growth | No |
| Harbor Mid Cap Growth Instl | HAMGX | 61.54 | 30.22 | 24.07 | 16.93 | Mid-Cap Growth | No |
| JHFunds2 Mid Cap Stock NAV | JHMSX | 64.79 | 30.18 | 23.33 | 16.92 | Mid-Cap Growth | No |
| Alger Weatherbie Specialized Gr Prt I-2 | AAMOX | 58.82 | 28.60 | 24.76 | 16.48 | Mid-Cap Growth | No |
| Tocqueville Opportunity | TOPPX | 52.86 | 27.28 | 20.99 | 16.45 | Mid-Cap Growth | No |
| JPMorgan Mid Cap Growth I | HLGEX | 48.26 | 25.23 | 20.57 | 16.29 | Mid-Cap Growth | No |
| Goldman Sachs Small/Mid Cap Growth Instl | GSMYX | 53.04 | 25.94 | 20.73 | 16.19 | Mid-Cap Growth | No |
| Virtus KAR Small-Cap Core I | PKSFX | 21.35 | 18.61 | 21.46 | 16.12 | Mid-Cap Growth | Yes |
| AB Discovery Growth A | CHCLX | 52.51 | 23.86 | 21.41 | 16.03 | Mid-Cap Growth | No |
| Alger Weatherbie Specialized Growth A | ALMAX | 56.80 | 27.88 | 24.45 | 15.97 | Mid-Cap Growth | No |
| Artisan Mid Cap Investor | ARTMX | 58.75 | 28.15 | 20.24 | 15.87 | Mid-Cap Growth | No |
| Wells Fargo Enterprise A | SENAX | 58.32 | 27.91 | 22.88 | 15.79 | Mid-Cap Growth | No |
| MassMutual Select Fundamental Growth R5 | MOTCX | 33.62 | 21.38 | 18.79 | 15.75 | Mid-Cap Growth | No |
| Invesco Discv Mid Cap Gr Y | OEGYX | 40.52 | 22.44 | 19.21 | 15.67 | Mid-Cap Growth | No |
| William Blair Small-Mid Cap Gr I | WSMDX | 32.35 | 19.24 | 18.45 | 15.51 | Mid-Cap Growth | No |
| VY Baron Growth I | IBGIX | 33.55 | 22.20 | 19.88 | 15.48 | Mid-Cap Growth | No |
| MFS Mid Cap Growth A | OTCAX | 35.33 | 23.32 | 19.78 | 15.34 | Mid-Cap Growth | No |
| Baron Asset Retail | BARAX | 32.98 | 22.26 | 19.61 | 15.33 | Mid-Cap Growth | No |
| Principal MidCap Growth R5 | PHPPX | 60.90 | 24.22 | 20.54 | 15.27 | Mid-Cap Growth | No |
| Buffalo Discovery | BUFTX | 33.81 | 18.08 | 16.87 | 15.27 | Mid-Cap Growth | No |
| Janus Henderson VIT Enterprise Instl | JAAGX | 19.47 | 17.25 | 18.21 | 15.25 | Mid-Cap Growth | No |
| ClearBridge Mid Cap Growth I | LBGIX | 45.09 | 21.40 | 17.61 | 15.24 | Mid-Cap Growth | No |
| T. Rowe Price Instl Mid-Cap Equity Gr | PMEGX | 23.87 | 17.25 | 16.78 | 15.21 | Mid-Cap Growth | Yes |
| AllianzGI Mid-Cap Institutional | DRMCX | 55.06 | 25.13 | 21.31 | 15.09 | Mid-Cap Growth | No |
| Ivy Mid Cap Growth A | WMGAX | 48.43 | 26.95 | 22.47 | 15.07 | Mid-Cap Growth | No |
| Alger Mid Cap Growth Institutional I | ALMRX | 64.10 | 25.23 | 20.88 | 15.06 | Mid-Cap Growth | No |
| Champlain Mid Cap Adv | CIPMX | 29.00 | 19.03 | 18.94 | 15.05 | Mid-Cap Growth | Yes |
| VY T. Rowe Price Divers Mid Cap Gr I | IAXIX | 31.84 | 20.52 | 18.60 | 15.00 | Mid-Cap Growth | No |
| VALIC Company I Small-Mid Growth | VSSGX | 52.14 | 25.72 | 20.54 | 14.98 | Mid-Cap Growth | No |
| T. Rowe Price Diversified Mid Cap Gr | PRDMX | 31.80 | 20.76 | 18.75 | 14.95 | Mid-Cap Growth | Yes |
| American Beacon Stephens Mid-Cap Gr Inv | STMGX | 39.80 | 23.21 | 20.56 | 14.94 | Mid-Cap Growth | No |
| Alger Mid Cap Growth I-2 | AMGOX | 64.63 | 25.67 | 21.07 | 14.88 | Mid-Cap Growth | No |
| Janus Henderson Enterprise D | JANEX | 20.27 | 17.22 | 17.93 | 14.85 | Mid-Cap Growth | No |
| Value Line Mid Cap Focused | VLIFX | 19.96 | 19.34 | 17.71 | 14.81 | Mid-Cap Growth | No |
| Baird MidCap Inst | BMDIX | 34.81 | 21.82 | 19.31 | 14.81 | Mid-Cap Growth | No |
| Virtus KAR Mid-Cap Core I | VIMCX | 26.10 | 16.53 | 17.08 | 14.80 | Mid-Cap Growth | No |
| Carillon Eagle Mid Cap Growth A | HAGAX | 39.78 | 20.73 | 19.52 | 14.78 | Mid-Cap Growth | No |
| Baron Growth Retail | BGRFX | 32.72 | 21.77 | 19.45 | 14.76 | Mid-Cap Growth | No |
| T. Rowe Price Mid-Cap Growth | RPMGX | 24.17 | 16.96 | 16.25 | 14.71 | Mid-Cap Growth | Yes |
| Pioneer Select Mid Cap Growth A | PGOFX | 38.94 | 20.02 | 18.35 | 14.59 | Mid-Cap Growth | No |
| AMG TimesSquare Mid Cap Growth Z | TMDIX | 33.36 | 20.55 | 18.23 | 14.58 | Mid-Cap Growth | No |
| MassMutual Select Mid Cap Growth R5 | MGRFX | 26.12 | 17.25 | 16.32 | 14.56 | Mid-Cap Growth | Yes |
| Goldman Sachs Growth Opportunities Instl | GGOIX | 44.74 | 22.84 | 19.06 | 14.44 | Mid-Cap Growth | No |
| Great-West T. Rowe Price Mid Cp Gr Inv | MXMGX | 24.11 | 16.75 | 16.03 | 14.43 | Mid-Cap Growth | No |
| Federated Hermes Kaufmann R | KAUFX | 28.48 | 21.01 | 18.45 | 14.38 | Mid-Cap Growth | No |
| Franklin Small-Mid Cap Growth A | FRSGX | 55.96 | 25.17 | 19.98 | 14.36 | Mid-Cap Growth | No |
| Neuberger Berman Mid Cap Growth Inv | NMANX | 39.44 | 20.53 | 18.10 | 14.20 | Mid-Cap Growth | Yes |
| TIAA-CREF Mid-Cap Growth Instl | TRPWX | 45.33 | 21.19 | 18.03 | 14.13 | Mid-Cap Growth | No |
| PGIM Jennison Mid-Cap Growth Z | PEGZX | 42.71 | 21.67 | 18.13 | 14.12 | Mid-Cap Growth | No |
| Hartford MidCap HLS IA | HIMCX | 25.10 | 15.44 | 16.48 | 14.07 | Mid-Cap Growth | No |
| Nuveen Mid Cap Growth Opps I | FISGX | 46.33 | 21.25 | 17.68 | 14.06 | Mid-Cap Growth | No |
| Value Line Select Growth Fund | VALSX | 23.12 | 19.47 | 17.42 | 14.05 | Mid-Cap Growth | No |
| Hartford MidCap Y | HMDYX | 25.05 | 15.42 | 16.43 | 14.03 | Mid-Cap Growth | No |
| Voya MidCap Opportunities Port I | IIMOX | 41.14 | 19.09 | 17.78 | 14.03 | Mid-Cap Growth | No |
| Marsico 21st Century | MXXIX | 45.33 | 24.33 | 19.66 | 14.03 | Mid-Cap Growth | No |
