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®
Janus Aspen Enterprise Portfolio (JAAGX)
| Performance (1-yr.): 24.78% | Expenses: 0.69% |
| Performance (1-mo.): 3.42% | Total Assets: $584.52M |
John Hancock Funds II Heritage Fund (JHVTX)
| Performance (1-yr.): 19.10% | Expenses: 0.91% |
| Performance (1-mo.): 1.78% | Total Assets: $147.81M |
John Hancock Funds II Mid Cap Growth Index Fd (JMGOX)
| Performance (1-yr.): 26.61% | Expenses: 0.71% |
| Performance (1-mo.): 3.01% | Total Assets: $44.93M |
John Hancock Variable Insurance Trust Heritage Trust (None)
| Performance (1-yr.): 19.04% | Expenses: 0.92% |
| Performance (1-mo.): 1.73% | Total Assets: $148.54M |
John Hancock Variable Insurance Trust Mid Cap Stock Trust (None)
| Performance (1-yr.): 29.83% | Expenses: 0.93% |
| Performance (1-mo.): 4.88% | Total Assets: $812.86M |
LKCM Small-Mid Cap Equity Fund (LKSMX)
| Performance (1-yr.): 15.77% | Expenses: 1.01% |
| Performance (1-mo.): 4.14% | Total Assets: $299.12M |
O'Shaughnessy Small/Mid Cap Growth Fund (OFMAX)
| Performance (1-yr.): 30.35% | Expenses: 1.44% |
| Performance (1-mo.): 3.78% | Total Assets: $9.86M |
Papp Small & Mid-Cap Growth (PAPPX)
| Performance (1-yr.): 16.06% | Expenses: 1.25% |
| Performance (1-mo.): 2.82% | Total Assets: $20.17M |
Penn Series SMID Cap Growth Fund (None)
| Performance (1-yr.): 26.39% | Expenses: 1.06% |
| Performance (1-mo.): 2.99% | Total Assets: $49.6M |
PL Mid Cap Growth Fund (None)
| Performance (1-yr.): 19.37% | Expenses: 0.86% |
| Performance (1-mo.): 2.94% | Total Assets: $64.98M |
