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®

9.6 Baird MidCap Fund (BMDIX)

Performance (1-yr.): 13.47% Expenses: 0.85%
Performance (1-mo.): 2.57% Total Assets: $83.46M

9.5 Meridian Growth Fund (MERDX)

Performance (1-yr.): 7.36% Expenses: 0.81%
Performance (1-mo.): 3.41% Total Assets: $2.76B

9.4 Delaware Smid Cap Growth Fund (DFCIX)

Performance (1-yr.): 10.42% Expenses: 1.27%
Performance (1-mo.): 2.78% Total Assets: $1.4B

9.4 Ave Maria Growth Fund (AVEGX)

Performance (1-yr.): 7.62% Expenses: 1.50%
Performance (1-mo.): 3.44% Total Assets: $189.82M

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

Performance (1-yr.): 2.88% Expenses: 0.65%
Performance (1-mo.): 2.18% Total Assets: $2.29B

9.1 Delaware Pooled Focus Mid Cap Growth Equity Fund (DCGTX)

Performance (1-yr.): 10.68% Expenses: 0.92%
Performance (1-mo.): 2.98% Total Assets: $17.28M

8.9 T. Rowe Price Mid Cap Growth Fund (RPMGX)

Performance (1-yr.): 2.89% Expenses: 0.80%
Performance (1-mo.): 2.12% Total Assets: $19.25B

8.6 Artisan Mid Cap Investment Fund (ARTMX)

Performance (1-yr.): 10.25% Expenses: 1.34%
Performance (1-mo.): 2.87% Total Assets: $6.26B

8.6 Azzad Ethical Fund (ADJEX)

Performance (1-yr.): 7.08% Expenses: 0.99%
Performance (1-mo.): 2.28% Total Assets: $21.53M

8.6 DF Dent Premier Growth Fund (DFDPX)

Performance (1-yr.): 7.62% Expenses: 1.10%
Performance (1-mo.): 2.38% Total Assets: $161.13M
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Top Performing Mid-Cap Growth Funds as of 04.04.2012

Baron Opportunity Fund (BIOPX)

Total Return: 6.02%

Alpine Innovators Fund (ADINX)

Total Return: 5.13%

Baron Partners Fund (BPTRX)

Total Return: 4.74%

Akre Focus Fund (AKRIX)

Total Return: 21.01%

Delaware Select Growth Fund (DVEAX)

Total Return: 15.12%

Baird MidCap Fund (BMDIX)

Total Return: 13.47%

Delaware Pooled Focus Mid Cap Growth Equity Fund (DCGTX)

Total Return: 43.51%

Alpine Transformations Fund (ADTRX)

Total Return: 41.82%

Delaware Select Growth Fund (DVEAX)

Total Return: 35.59%

* annualized