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.): 24.78% Expenses: 0.75%
Performance (1-mo.): 1.23% Total Assets: $2.72B
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#2 Akre Focus Fund (AKRIX)

Performance (1-yr.): 26.18% Expenses: 1.11%
Performance (1-mo.): 1.02% Total Assets: $2.9B
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#3 Davenport Equity Opportunities Fund (DEOPX)

Performance (1-yr.): 21.57% Expenses: 1.01%
Performance (1-mo.): 0.19% Total Assets: $174.4M
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#4 T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX)

Performance (1-yr.): 26.49% Expenses: 0.62%
Performance (1-mo.): 1.83% Total Assets: $4.4B
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#5 Eventide Gilead Fund (ETGLX)

Performance (1-yr.): 44.36% Expenses: 1.64%
Performance (1-mo.): 3.20% Total Assets: $630.28M
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#6 PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Performance (1-yr.): 39.84% Expenses: 0.65%
Performance (1-mo.): 3.51% Total Assets: $5.82B
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#7 T. Rowe Price Mid Cap Growth Fund (RPMGX)

Performance (1-yr.): 25.81% Expenses: 0.80%
Performance (1-mo.): 1.69% Total Assets: $24.23B
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#8 Baron Partners Fund (BPTRX)

Performance (1-yr.): 31.11% Expenses: 1.40%
Performance (1-mo.): 1.13% Total Assets: $1.63B
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#9 Baird MidCap Fund (BMDIX)

Performance (1-yr.): 22.92% Expenses: 0.85%
Performance (1-mo.): 1.80% Total Assets: $803.24M
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#10 JPMorgan Mid Cap Equity Fund (JCMAX)

Performance (1-yr.): 26.21% Expenses: 1.26%
Performance (1-mo.): 0.90% Total Assets: $2.5B
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Top Performing Mid-Cap Growth Funds As of 04.22.2014

FPA Perennial Fund (FPPFX)

Total Return: 1.57%

Westport Select Cap Fund (WPSRX)

Total Return: 1.42%

Fenimore Asset Management Trust Value Fund (FAMVX)

Total Return: 1.35%

Shelton Green Alpha Fund (NEXTX)

Total Return: 56.09%

Eventide Gilead Fund (ETGLX)

Total Return: 44.36%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 39.84%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 21.75%

Eventide Gilead Fund (ETGLX)

Total Return: 21.48%

Akre Focus Fund (AKRIX)

Total Return: 21.10%

* Annualized