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®

Davenport Equity Opportunities Fund (DEOPX)

Performance (1-yr.): 22.37% Expenses: 1.10%
Performance (1-mo.): 2.60% Total Assets: $108.6M
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DF Dent Midcap Growth Fund (DFDMX)

Performance (1-yr.): 17.69% Expenses: 1.10%
Performance (1-mo.): 0.56% Total Assets: $8.73M
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Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX)

Performance (1-yr.): 12.81% Expenses: 1.03%
Performance (1-mo.): 0.25% Total Assets: $734.68M
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Hartford Mid Cap HLS Fund (HIMCX)

Performance (1-yr.): 18.73% Expenses: 0.71%
Performance (1-mo.): 1.00% Total Assets: $1.56B
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Hennessy Focus Fund (HFCSX)

Performance (1-yr.): 20.54% Expenses: 1.43%
Performance (1-mo.): 2.86% Total Assets: $914.14M
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ING Baron Growth Portfolio (IBGIX)

Performance (1-yr.): 23.66% Expenses: 1.00%
Performance (1-mo.): 0.04% Total Assets: $926.38M
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ING Fidelity VIP Mid Cap Portfolio (VPFAX)

Performance (1-yr.): 12.13% Expenses: 1.46%
Performance (1-mo.): 0.27% Total Assets: $41.7M
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ING Investors Trust FMR Diversified Mid Cap Fund (IFDSX)

Performance (1-yr.): 12.83% Expenses: 0.90%
Performance (1-mo.): 0.29% Total Assets: $1.13B
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ING Mid Cap Opportunities Portfolio (IIMOX)

Performance (1-yr.): 10.50% Expenses: 0.84%
Performance (1-mo.): 0.35% Total Assets: $1.52B
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ING Russell Mid Cap Growth Index Portfolio (IRGJX)

Performance (1-yr.): 14.13% Expenses: 0.50%
Performance (1-mo.): 1.47% Total Assets: $310.66M
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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