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 |
Tarkio Fund (TARKX)
| Performance (1-yr.): 24.82% | Expenses: 1.25% |
| Performance (1-mo.): 6.60% | Total Assets: $13.02M |
TCW SMID Cap Growth Fund (TGSDX)
| Performance (1-yr.): 25.61% | Expenses: 1.20% |
| Performance (1-mo.): 3.09% | Total Assets: $46.45M |
TETON Westwood Mid-Cap Equity Fund (WMCAX)
| Performance (1-yr.): — | Expenses: 1.75% |
| Performance (1-mo.): — | Total Assets: — |
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 |
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 |
Walden Midcap Fund (WAMFX)
| Performance (1-yr.): 18.97% | Expenses: 1.01% |
| Performance (1-mo.): 2.33% | Total Assets: $25.86M |
Wanger Select Fund (WATWX)
| Performance (1-yr.): 25.30% | Expenses: 0.91% |
| Performance (1-mo.): 3.91% | Total Assets: $249.23M |
Weitz Research Fund (WRESX)
| Performance (1-yr.): 22.38% | Expenses: 0.92% |
| Performance (1-mo.): 6.43% | Total Assets: $20.44M |
