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®

#19 TIAA-CREF Mid-Cap Growth Fund (TRPWX)

Performance (1-yr.): 33.72% Expenses: 0.47%
Performance (1-mo.): 6.44% Total Assets: $2.02B
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#22 Baron Partners Fund (BPTRX)

Performance (1-yr.): 38.93% Expenses: 1.40%
Performance (1-mo.): 9.46% Total Assets: $1.44B
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#23 Value Line Premier Growth Fund (VALSX)

Performance (1-yr.): 20.56% Expenses: 1.25%
Performance (1-mo.): 4.94% Total Assets: $398.21M
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#24 Delaware Pooled Focus Mid Cap Growth Equity Fund (DCGTX)

Performance (1-yr.): 28.24% Expenses: 0.89%
Performance (1-mo.): 2.54% Total Assets: $60.11M
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#25 Loomis Sayles Mid Cap Growth Fund (LAGRX)

Performance (1-yr.): 47.18% Expenses: 1.25%
Performance (1-mo.): 7.96% Total Assets: $111.99M
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#26 Tocqueville Opportunity Fund (TOPPX)

Performance (1-yr.): 42.58% Expenses: 1.30%
Performance (1-mo.): 6.57% Total Assets: $91.9M
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#27 American Beacon Stephens Mid-Cap Growth Fund (STMGX)

Performance (1-yr.): 28.58% Expenses: 1.38%
Performance (1-mo.): 5.35% Total Assets: $126.17M
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#27 Eaton Vance Atlanta Cap SMID-Cap Fund (EAASX)

Performance (1-yr.): 22.82% Expenses: 1.25%
Performance (1-mo.): 3.42% Total Assets: $5.71B
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#30 Baron Asset Fund (BARAX)

Performance (1-yr.): 31.25% Expenses: 1.32%
Performance (1-mo.): 6.65% Total Assets: $2.68B
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#31 Value Line Small Cap Opportunities Fund (VLEOX)

Performance (1-yr.): 28.72% Expenses: 1.28%
Performance (1-mo.): 4.80% Total Assets: $363.17M
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Top Performing Mid-Cap Growth Funds As of 03.05.2014

Turner Midcap Growth Fund (TMGFX)

Total Return: 9.59%

Baron Partners Fund (BPTRX)

Total Return: 9.46%

BlackRock Mid Cap Growth Equity Portfolio (BMGAX)

Total Return: 9.29%

Eventide Gilead Fund (ETGLX)

Total Return: 58.43%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 53.78%

Dynamic U.S. Growth Fund (DWUGX)

Total Return: 53.35%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 24.55%

Eventide Gilead Fund (ETGLX)

Total Return: 23.68%

Akre Focus Fund (AKRIX)

Total Return: 21.74%

* Annualized