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®

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

Performance (1-yr.): 27.75% Expenses: 0.66%
Performance (1-mo.): 0.32% Total Assets: $9.01B
See all details for FMCSX »

#12 Artisan Mid Cap Fund (ARTMX)

Performance (1-yr.): 29.51% Expenses: 1.29%
Performance (1-mo.): 4.13% Total Assets: $10.37B
See all details for ARTMX »

#13 Principal MidCap Fund (PEMGX)

Performance (1-yr.): 20.23% Expenses: 1.02%
Performance (1-mo.): 0.49% Total Assets: $8.17B
See all details for PEMGX »

#14 William Blair Small-Mid Cap Growth Fund (WSMDX)

Performance (1-yr.): 25.78% Expenses: 1.10%
Performance (1-mo.): 1.46% Total Assets: $721.27M
See all details for WSMDX »

#15 Wells Fargo Advantage Discovery Fund (WFDAX)

Performance (1-yr.): 24.65% Expenses: 1.23%
Performance (1-mo.): 3.99% Total Assets: $3.38B
See all details for WFDAX »

#16 Buffalo Discovery Fund (BUFTX)

Performance (1-yr.): 29.54% Expenses: 1.02%
Performance (1-mo.): 2.14% Total Assets: $649.07M
See all details for BUFTX »

#17 HSBC Opportunity Fund (RESCX)

Performance (1-yr.): 25.33% Expenses: 1.08%
Performance (1-mo.): 1.43% Total Assets: $220.02M
See all details for RESCX »

#18 Kinetics Internet Fund (KINAX)

Performance (1-yr.): 24.97% Expenses: 2.14%
Performance (1-mo.): 4.00% Total Assets: $172.47M
See all details for KINAX »

#19 American Beacon Stephens Mid-Cap Growth Fund (STMGX)

Performance (1-yr.): 20.53% Expenses: 1.38%
Performance (1-mo.): 3.35% Total Assets: $122.62M
See all details for STMGX »

#21 ClearBridge Mid Cap Growth Fund (LBGAX)

Performance (1-yr.): 28.34% Expenses: 1.30%
Performance (1-mo.): 2.01% Total Assets: $51.17M
See all details for LBGAX »

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