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®

Rydex Series S&P MidCap 400 Pure Growth Fund (RYMGX)

Performance (1-yr.): 22.91% Expenses: 1.50%
Performance (1-mo.): 4.22% Total Assets: $244.31M
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SEI Institutional Investments Trust Extended Market Index Fund (SMXAX)

Performance (1-yr.): 27.28% Expenses: 0.11%
Performance (1-mo.): 4.47% Total Assets: $535.35M
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Shelton Green Alpha Fund (NEXTX)

Performance (1-yr.): 37.34% Expenses: 1.24%
Performance (1-mo.): 6.43% Total Assets: $19.84M
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Sparrow Growth Fund (SGFFX)

Performance (1-yr.): 18.53% Expenses: 2.41%
Performance (1-mo.): 3.69% Total Assets: $12.11M
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Tarkio Fund (TARKX)

Performance (1-yr.): 30.44% Expenses: 1.00%
Performance (1-mo.): 1.90% Total Assets: $22.43M
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TCM Small-Mid Cap Growth Fund (TCMMX)

Performance (1-yr.): 30.65% Expenses: 0.95%
Performance (1-mo.): 7.17% Total Assets: $49.94M
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TETON Westwood Mid-Cap Equity Fund (WMCAX)

Performance (1-yr.): 22.03% Expenses: 1.75%
Performance (1-mo.): 5.23% Total Assets: $4.23M
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Timothy Plan Aggressive Growth Fund (TAAGX)

Performance (1-yr.): 23.49% Expenses: 1.88%
Performance (1-mo.): 3.51% Total Assets: $23.56M
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Timothy Plan Large/Mid Cap Growth Fund (TLGAX)

Performance (1-yr.): 24.78% Expenses: 1.62%
Performance (1-mo.): 2.71% Total Assets: $62.78M
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Transamerica Mid Cap Growth Fund (MCGAX)

Performance (1-yr.): Expenses: 1.17%
Performance (1-mo.): 4.44% Total Assets: $56.57M
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Top Performing Mid-Cap Growth Funds As of 07.03.2014

TCW SMID Cap Growth Fund (TGSDX)

Total Return: 8.51%

Scotia Dynamic U.S. Growth Fund (DWUGX)

Total Return: 8.46%

Baron Opportunity Fund (BIOPX)

Total Return: 7.75%

Tanaka Growth Fund (TGFRX)

Total Return: 39.06%

Shelton Green Alpha Fund (NEXTX)

Total Return: 37.34%

Eventide Gilead Fund (ETGLX)

Total Return: 34.87%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 23.08%

Akre Focus Fund (AKRIX)

Total Return: 21.57%

Eventide Gilead Fund (ETGLX)

Total Return: 20.68%

* Annualized