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®

Virtus Disciplined Equity Style Fund (VDEAX)

Performance (1-yr.): 25.62% Expenses: 1.84%
Performance (1-mo.): 3.63% Total Assets: $2.15M
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Virtus Mid-Cap Core Fund (VMACX)

Performance (1-yr.): 18.39% Expenses: 3.91%
Performance (1-mo.): 3.31% Total Assets: $5.02M
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Virtus Mid Cap Growth Fund (PHSKX)

Performance (1-yr.): 10.75% Expenses: 1.51%
Performance (1-mo.): 4.94% Total Assets: $86.68M
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Virtus Wealth Masters Fund (VWMAX)

Performance (1-yr.): 27.57% Expenses: 1.45%
Performance (1-mo.): 3.80% Total Assets: $130.52M
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Voya MidCap Opportunities Portfolio (IIMOX)

Performance (1-yr.): 19.29% Expenses: 0.80%
Performance (1-mo.): 2.37% Total Assets: $1.54B
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Voya Russell Mid Cap Growth Index Portfolio (IRGJX)

Performance (1-yr.): 25.43% Expenses: 0.49%
Performance (1-mo.): 3.09% Total Assets: $449.34M
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VY Baron Growth Portfolio (IBGIX)

Performance (1-yr.): 21.62% Expenses: 1.00%
Performance (1-mo.): 4.20% Total Assets: $1.12B
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VY FMR Diversified Mid Cap Portfolio (IFDSX)

Performance (1-yr.): 27.58% Expenses: 0.89%
Performance (1-mo.): 3.61% Total Assets: $1.19B
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VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX)

Performance (1-yr.): 24.75% Expenses: 0.77%
Performance (1-mo.): 3.38% Total Assets: $854.84M
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Walden Midcap Fund (WAMFX)

Performance (1-yr.): 19.32% Expenses: 1.00%
Performance (1-mo.): 2.55% Total Assets: $31.49M
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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