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®

APEXcm Small/Mid Cap Growth Fund (APSGX)

Performance (1-yr.): Expenses: 1.05%
Performance (1-mo.): 0.25% Total Assets: $11.99M
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Archer Stock Fund (ARSKX)

Performance (1-yr.): 7.90% Expenses: 1.45%
Performance (1-mo.): 0.37% Total Assets: $6.26M
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Boston Trust SMID Cap Fund (BTSMX)

Performance (1-yr.): 11.71% Expenses: 1.00%
Performance (1-mo.): 0.83% Total Assets: $4.76M
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Bright Rock Mid Cap Growth Fund (BQMGX)

Performance (1-yr.): 4.92% Expenses: 1.25%
Performance (1-mo.): 0.92% Total Assets: $35.13M
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Brown Capital Management Mid Cap Fund (BCMSX)

Performance (1-yr.): 10.58% Expenses: 1.16%
Performance (1-mo.): 0.18% Total Assets: $64.64M
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Caritas All-Cap Growth Fund (CTSAX)

Performance (1-yr.): 10.05% Expenses: 2.16%
Performance (1-mo.): 1.66% Total Assets: $7.58M
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Century Growth Opportunities Fund (CGOIX)

Performance (1-yr.): 2.79% Expenses: 1.10%
Performance (1-mo.): 2.24% Total Assets: $103.16M
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ClearBridge Mid Cap Growth Fund (LBGAX)

Performance (1-yr.): 13.31% Expenses: 1.30%
Performance (1-mo.): 1.50% Total Assets: $34.48M
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Conestoga Mid Cap Fund (CCMGX)

Performance (1-yr.): 2.02% Expenses: 1.35%
Performance (1-mo.): 1.75% Total Assets: $2.53M
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Congress Mid Cap Growth Fund (IMIDX)

Performance (1-yr.): Expenses: 0.75%
Performance (1-mo.): 0.90% Total Assets: $37.96M
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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