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®

#42 T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX)

Performance (1-yr.): 30.80% Expenses: 0.97%
Performance (1-mo.): 6.12% Total Assets: $314.47M
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#42 Wasatch Heritage Growth Fund (WAHGX)

Performance (1-yr.): 26.27% Expenses: 0.95%
Performance (1-mo.): 4.57% Total Assets: $130.85M
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#44 Kirr Marbach Partners Value Fund (KMVAX)

Performance (1-yr.): 28.60% Expenses: 1.45%
Performance (1-mo.): 6.45% Total Assets: $76.5M
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#45 Driehaus Mid Cap Growth Fund (DRMGX)

Performance (1-yr.): 38.28% Expenses: 1.75%
Performance (1-mo.): 7.77% Total Assets: $36.46M
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#45 JPMorgan Mid Cap Growth Fund (OSGIX)

Performance (1-yr.): 40.86% Expenses: 1.24%
Performance (1-mo.): 7.53% Total Assets: $2.09B
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#45 Liberty Street Horizon Spin-off and Corporate Restructuring Fund (LSHAX)

Performance (1-yr.): 32.92% Expenses: 1.50%
Performance (1-mo.): 6.28% Total Assets: $73.51M
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#45 Principal MidCap Fund (PEMGX)

Performance (1-yr.): 25.65% Expenses: 1.08%
Performance (1-mo.): 5.38% Total Assets: $8.1B
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#49 Harbor Mid Cap Growth Fund (HAMGX)

Performance (1-yr.): 36.25% Expenses: 0.85%
Performance (1-mo.): 7.79% Total Assets: $816.77M
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#50 Ivy Mid Cap Growth Fund (WMGAX)

Performance (1-yr.): 24.16% Expenses: 1.31%
Performance (1-mo.): 3.77% Total Assets: $4.58B
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#50 Oppenheimer Discovery Mid Cap Growth Fund (OEGAX)

Performance (1-yr.): 36.30% Expenses: 1.35%
Performance (1-mo.): 7.06% Total Assets: $532.79M
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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