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®
#41 Morgan Stanley Institutional Mid Cap Growth Fund (MPEGX)
| Performance (1-yr.): 20.67% | Expenses: 0.71% |
| Performance (1-mo.): 2.90% | Total Assets: $6.45B |
#42 Baron Partners Fund (BPTRX)
| Performance (1-yr.): 32.52% | Expenses: 1.40% |
| Performance (1-mo.): 0.22% | Total Assets: $1.07B |
#42 BMO Mid Cap Growth Fund (MRMSX)
| Performance (1-yr.): 27.90% | Expenses: 1.24% |
| Performance (1-mo.): 3.14% | Total Assets: $251.91M |
#42 Prudential Jennison Mid Cap Growth Fund, Inc (PEEAX)
| Performance (1-yr.): 19.32% | Expenses: 1.06% |
| Performance (1-mo.): 1.20% | Total Assets: $8.72B |
#42 Wasatch Heritage Growth Fund (WAHGX)
| Performance (1-yr.): 17.07% | Expenses: 0.95% |
| Performance (1-mo.): 1.93% | Total Assets: $117.62M |
#46 Eventide Gilead Fund (ETGLX)
| Performance (1-yr.): 40.17% | Expenses: 1.63% |
| Performance (1-mo.): 6.52% | Total Assets: $57.98M |
#47 William Blair Mid Cap Growth Fund (WCGIX)
| Performance (1-yr.): 20.72% | Expenses: 1.07% |
| Performance (1-mo.): 2.81% | Total Assets: $467.18M |
#48 DF Dent Premier Growth Fund (DFDPX)
| Performance (1-yr.): 26.32% | Expenses: 1.10% |
| Performance (1-mo.): 3.34% | Total Assets: $177.74M |
#48 Kirr Marbach Partners Value Fund (KMVAX)
| Performance (1-yr.): 34.66% | Expenses: 1.45% |
| Performance (1-mo.): 5.67% | Total Assets: $61.56M |
#48 TIAA-CREF Mid-Cap Growth Fund (TRPWX)
| Performance (1-yr.): 26.17% | Expenses: 0.48% |
| Performance (1-mo.): 3.48% | Total Assets: $1.59B |
