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 Akre Focus Fund (AKRIX)

Performance (1-yr.): 33.87% Expenses: 1.11%
Performance (1-mo.): 5.50% Total Assets: $2.85B
See all details for AKRIX »

#2 PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Performance (1-yr.): 53.78% Expenses: 0.65%
Performance (1-mo.): 6.14% Total Assets: $5.97B
See all details for POAGX »

#3 T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX)

Performance (1-yr.): 34.12% Expenses: 0.62%
Performance (1-mo.): 5.08% Total Assets: $4.18B
See all details for PMEGX »

#4 Davenport Equity Opportunities Fund (DEOPX)

Performance (1-yr.): 26.55% Expenses: 1.01%
Performance (1-mo.): 5.73% Total Assets: $169.68M
See all details for DEOPX »

#4 Eventide Gilead Fund (ETGLX)

Performance (1-yr.): 58.43% Expenses: 1.64%
Performance (1-mo.): 6.74% Total Assets: $529.92M
See all details for ETGLX »

#6 T. Rowe Price Mid Cap Growth Fund (RPMGX)

Performance (1-yr.): 33.14% Expenses: 0.80%
Performance (1-mo.): 4.89% Total Assets: $23.14B
See all details for RPMGX »

#7 Nicholas Fund (NICSX)

Performance (1-yr.): 32.42% Expenses: 0.75%
Performance (1-mo.): 4.77% Total Assets: $2.74B
See all details for NICSX »

#8 Fidelity® Mid-Cap Stock Fund (FMCSX)

Performance (1-yr.): 33.79% Expenses: 0.66%
Performance (1-mo.): 5.67% Total Assets: $8.9B
See all details for FMCSX »

#9 Baird MidCap Fund (BMDIX)

Performance (1-yr.): 28.31% Expenses: 0.85%
Performance (1-mo.): 5.78% Total Assets: $735.93M
See all details for BMDIX »

#10 Baron Opportunity Fund (BIOPX)

Performance (1-yr.): 38.55% Expenses: 1.37%
Performance (1-mo.): 6.24% Total Assets: $498.28M
See all details for BIOPX »

Top Performing Mid-Cap Growth Funds As of 03.05.2014

Turner Midcap Growth Fund (TMGFX)

Total Return: 9.59%

Baron Partners Fund (BPTRX)

Total Return: 9.46%

BlackRock Mid Cap Growth Equity Portfolio (BMGAX)

Total Return: 9.29%

Eventide Gilead Fund (ETGLX)

Total Return: 58.43%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 53.78%

Dynamic U.S. Growth Fund (DWUGX)

Total Return: 53.35%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 24.55%

Eventide Gilead Fund (ETGLX)

Total Return: 23.68%

Akre Focus Fund (AKRIX)

Total Return: 21.74%

* Annualized