Best Mid Cap Mutual Funds

Long-Term Growth Benchmarking
This screener uses the 5-year CAGR of mid-cap funds as a ranking metric. Although a simple yardstick, the long-term return effectively demonstrates the fund management team’s ability to deliver over a long period, which could include market ups and downs. For an even deeper look, rank by returns over 10 years.

Balanced Risk-Return Profile
Mid-cap funds offer a middle ground between the high-risk nature of small-caps and the relative stability of large-caps.

Performance Across Market Cycles
Funds that deliver a solid 5-year CAGR despite market volatility show great fund management and robust stock selection. Pair the returns against the risk metrics of the fund to see if it’s the right fund for you.

Wealth Creation Potential
Mid-cap funds could deliver potentially higher returns as compared to their large-cap peers while maintaining relatively lower volatility (as compared to smallcap funds).

From an investor perspective, mid-cap funds offer an opportunity to get exposure to potentially faster mid-sized companies, but with added risk of unsuccessful outcomes.