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®

Riverbridge Growth Fund (RIVBX)

Performance (1-yr.): Expenses: 1.00%
Performance (1-mo.): 3.67% Total Assets: $17.54M
See all details for RIVBX »

Tarkio Fund (TARKX)

Performance (1-yr.): 24.82% Expenses: 1.25%
Performance (1-mo.): 6.60% Total Assets: $13.02M
See all details for TARKX »

TCW SMID Cap Growth Fund (TGSDX)

Performance (1-yr.): 25.61% Expenses: 1.20%
Performance (1-mo.): 3.09% Total Assets: $46.45M
See all details for TGSDX »

TETON Westwood Mid-Cap Equity Fund (WMCAX)

Performance (1-yr.): Expenses: 1.75%
Performance (1-mo.): Total Assets:
See all details for WMCAX »

VALIC Company II Mid Cap Growth Fund (VAMGX)

Performance (1-yr.): 19.02% Expenses: 0.85%
Performance (1-mo.): 2.61% Total Assets: $130.25M
See all details for VAMGX »

VALIC Company I Mid Cap Strategic Growth Fund (VMSGX)

Performance (1-yr.): 22.67% Expenses: 0.85%
Performance (1-mo.): 3.21% Total Assets: $260.08M
See all details for VMSGX »

Walden Midcap Fund (WAMFX)

Performance (1-yr.): 18.97% Expenses: 1.01%
Performance (1-mo.): 2.33% Total Assets: $25.86M
See all details for WAMFX »

Wanger Select Fund (WATWX)

Performance (1-yr.): 25.30% Expenses: 0.91%
Performance (1-mo.): 3.91% Total Assets: $249.23M
See all details for WATWX »

Weitz Research Fund (WRESX)

Performance (1-yr.): 22.38% Expenses: 0.92%
Performance (1-mo.): 6.43% Total Assets: $20.44M
See all details for WRESX »
Advertisement
Top Performing Mid-Cap Growth Funds as of 06.05.2013

Needham Growth Fund (NEEGX)

Total Return: 6.76%

Tarkio Fund (TARKX)

Total Return: 6.60%

Eventide Gilead Fund (ETGLX)

Total Return: 6.52%

Liberty Street Horizon Fund (LSHAX)

Total Return: 44.70%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 42.20%

Eventide Gilead Fund (ETGLX)

Total Return: 40.17%

Kirr Marbach Partners Value Fund (KMVAX)

Total Return: 22.31%

AllianceBernstein Discovery Growth Fund (CHCLX)

Total Return: 21.96%

Akre Focus Fund (AKRIX)

Total Return: 21.61%

* annualized