Mid-Cap Growth

Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Mid-cap growth portfolios target U.S. firms that are projected to grow faster than other mid-cap stocks, therefore commanding relatively higher prices. The U.S. mid-cap range for market capitalization typically falls between $1 billion-$8 billion and represents 20% of the total capitalization of the U.S. equity market. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Morningstar®

#1 Nicholas Fund (NICSX)

Performance (1-yr.): 21.53% Expenses: 0.77%
Performance (1-mo.): 0.91% Total Assets: $1.98B
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#2 Eaton Vance Atlanta Cap SMID-Cap Fund (EAASX)

Performance (1-yr.): 16.27% Expenses: 1.25%
Performance (1-mo.): 0.10% Total Assets: $4.41B
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#3 Akre Focus Fund (AKRIX)

Performance (1-yr.): 18.81% Expenses: 1.15%
Performance (1-mo.): 3.43% Total Assets: $1.7B
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#4 TimesSquare Mid Cap Growth Fund (TMDIX)

Performance (1-yr.): 17.14% Expenses: 1.07%
Performance (1-mo.): 0.12% Total Assets: $1.84B
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#5 Principal MidCap Fund (PEMGX)

Performance (1-yr.): 20.58% Expenses: 1.08%
Performance (1-mo.): 1.61% Total Assets: $5.44B
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#6 American Beacon Stephens Mid-Cap Growth Fund (STMGX)

Performance (1-yr.): 11.45% Expenses: 1.38%
Performance (1-mo.): 0.79% Total Assets: $71.44M
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#8 PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Performance (1-yr.): 25.76% Expenses: 0.68%
Performance (1-mo.): 1.42% Total Assets: $2.63B
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#9 Meridian Growth Fund (MERDX)

Performance (1-yr.): 8.98% Expenses: 0.85%
Performance (1-mo.): 0.66% Total Assets: $2.14B
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#10 Champlain Mid Cap Fund (CIPMX)

Performance (1-yr.): 13.00% Expenses: 1.30%
Performance (1-mo.): 0.90% Total Assets: $555.3M
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#11 T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX)

Performance (1-yr.): 13.70% Expenses: 0.62%
Performance (1-mo.): 0.32% Total Assets: $3.41B
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Top Performing Mid-Cap Growth Funds as of 05.03.2013

Liberty Street Horizon Fund (LSHAX)

Total Return: 5.94%

Eventide Gilead Fund (ETGLX)

Total Return: 3.83%

Akre Focus Fund (AKRIX)

Total Return: 3.43%

Liberty Street Horizon Fund (LSHAX)

Total Return: 27.77%

Aquila Three Peaks Opportunity Growth Fund (ATGAX)

Total Return: 26.11%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 25.76%

Akre Focus Fund (AKRIX)

Total Return: 18.30%

Delaware Smid Cap Growth Fund (DFCIX)

Total Return: 17.81%

AllianceBernstein Discovery Growth Fund (CHCLX)

Total Return: 17.47%

* annualized