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®
#22 Government Street Mid Cap Fund (GVMCX)
| Performance (1-yr.): 14.59% | Expenses: 1.11% |
| Performance (1-mo.): 0.66% | Total Assets: $46.09M |
#23 HSBC Opportunity Fund (RESCX)
| Performance (1-yr.): 17.18% | Expenses: 1.08% |
| Performance (1-mo.): 0.20% | Total Assets: $163.93M |
#24 Baird MidCap Fund (BMDIX)
| Performance (1-yr.): 10.16% | Expenses: 0.85% |
| Performance (1-mo.): 0.39% | Total Assets: $302.33M |
#24 Rydex Series S&P MidCap 400 Pure Growth Fund (RYMGX)
| Performance (1-yr.): 13.33% | Expenses: 1.50% |
| Performance (1-mo.): 0.62% | Total Assets: $314.72M |
#26 FPA Perennial Fund (FPPFX)
| Performance (1-yr.): 18.10% | Expenses: 1.02% |
| Performance (1-mo.): 1.41% | Total Assets: $282.41M |
#27 Kinetics Internet Fund (KINAX)
| Performance (1-yr.): 23.04% | Expenses: 2.14% |
| Performance (1-mo.): 1.65% | Total Assets: $175.38M |
#27 Neuberger Berman Genesis Fund (NBGNX)
| Performance (1-yr.): 13.50% | Expenses: 1.03% |
| Performance (1-mo.): 1.14% | Total Assets: $12.53B |
#29 RS Select Growth Fund (RSDGX)
| Performance (1-yr.): 12.37% | Expenses: 1.35% |
| Performance (1-mo.): 2.64% | Total Assets: $530.52M |
#29 Value Line Small Cap Opportunities Fund (VLEOX)
| Performance (1-yr.): 17.39% | Expenses: 1.31% |
| Performance (1-mo.): 0.07% | Total Assets: $307.91M |
#31 Aquila Three Peaks Opportunity Growth Fund (ATGAX)
| Performance (1-yr.): 26.11% | Expenses: 1.55% |
| Performance (1-mo.): 0.19% | Total Assets: $43.39M |
