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®

#10 DF Dent Premier Growth Fund (DFDPX)

Performance (1-yr.): 24.65% Expenses: 1.10%
Performance (1-mo.): 3.75% Total Assets: $206.69M
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#10 William Blair Small-Mid Cap Growth Fund (WSMDX)

Performance (1-yr.): 33.69% Expenses: 1.10%
Performance (1-mo.): 5.19% Total Assets: $727.64M
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#13 Weitz Research Fund (WRESX)

Performance (1-yr.): 28.82% Expenses: 0.94%
Performance (1-mo.): 3.05% Total Assets: $24.43M
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#14 Dreyfus/The Boston Company Small/Mid Cap Growth Fund (DBMAX)

Performance (1-yr.): 32.31% Expenses: 1.02%
Performance (1-mo.): 3.34% Total Assets: $983.44M
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#14 JPMorgan Mid Cap Equity Fund (JCMAX)

Performance (1-yr.): 32.61% Expenses: 1.26%
Performance (1-mo.): 6.38% Total Assets: $1.38B
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#14 Kinetics Internet Fund (KINAX)

Performance (1-yr.): 34.54% Expenses: 2.14%
Performance (1-mo.): 5.72% Total Assets: $180.5M
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#17 Baron Growth Fund (BGRFX)

Performance (1-yr.): 28.90% Expenses: 1.30%
Performance (1-mo.): 5.72% Total Assets: $8.02B
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#18 AllianceBernstein Discovery Growth Fund (CHCLX)

Performance (1-yr.): 35.65% Expenses: 1.12%
Performance (1-mo.): 6.08% Total Assets: $1.88B
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#19 Artisan Mid Cap Fund (ARTMX)

Performance (1-yr.): 38.62% Expenses: 1.29%
Performance (1-mo.): 6.40% Total Assets: $9.65B
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#19 RS Mid Cap Growth Fund (RSMOX)

Performance (1-yr.): 36.64% Expenses: 1.28%
Performance (1-mo.): 5.36% Total Assets: $147.12M
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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