If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best midcap stock fund to consider now, based on the fund having outperformed the S&P 500 over the past one-, three-, five- and 10-year periods.
Of 248 midcap stock funds at least 10 years old, only two of them won an award. None of the rest outperformed the S&P 500 in all four time periods.
Like small-cap funds, midcap funds (comprising the stocks of companies with a market capitalization between $2 billion and $10 billion) faced a tough environment last year.
Speed bumps included rising interest rates, worries about a recession and fund flows into the megacap Magnificent Seven stocks.
For more details, read about how the best mutual funds deliver benchmark-beating returns, and see the full 2025 list of IBD's Best Mutual Funds in every category, including bond funds, diversified stock funds, blend and index funds, and breakouts of large-cap and small-cap funds.
All returns are as of Dec. 31, 2024.
Best Midcap Stock Funds
| Fund | Symbol | 1-year total return | 3-year total return | 5-year total return | 10-year total return | Morningstar category | Annual report net expense ratio |
|---|---|---|---|---|---|---|---|
| Benchmark: S&P 500 | 25.02% | 8.94% | 14.53% | 13.10% | |||
| Kinetics Market Opportunities No Load | KMKNX | 84.08 | 25.18 | 24.59 | 18.14 | Mid-Cap Growth | 1.40% |
| Kinetics Paradigm No Load | WWNPX | 88.47 | 26.48 | 23.63 | 17.57 | Mid-Cap Growth | 1.64 |
Sources: IBD, Morningstar Direct
The 2025 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group. For more information and ordering, please visit www.IBDlicensing.com or call 800-290-5460.
