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 Baron Growth Fund (BGRFX)

Performance (1-yr.): 20.73% Expenses: 1.30%
Performance (1-mo.): 3.83% Total Assets: $8.23B
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#41 John Hancock II Mid Cap Stock Fund (JIMSX)

Performance (1-yr.): 24.74% Expenses: 0.92%
Performance (1-mo.): 4.66% Total Assets: $1.7B
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#43 Janus Enterprise Fund (JDMAX)

Performance (1-yr.): 21.90% Expenses: 1.12%
Performance (1-mo.): 2.92% Total Assets: $3.39B
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#43 Kirr Marbach Partners Value Fund (KMVAX)

Performance (1-yr.): 20.90% Expenses: 1.45%
Performance (1-mo.): 2.96% Total Assets: $77.03M
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#45 Brown Capital Management Mid Cap Fund (BCMSX)

Performance (1-yr.): 21.20% Expenses: 1.16%
Performance (1-mo.): 4.10% Total Assets: $83.96M
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#46 Brown Advisory Opportunity Fund (BIAOX)

Performance (1-yr.): 24.20% Expenses: 1.50%
Performance (1-mo.): 4.31% Total Assets: $11.7M
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#46 Fenimore Asset Management Trust Value Fund (FAMVX)

Performance (1-yr.): 21.90% Expenses: 1.20%
Performance (1-mo.): 3.69% Total Assets: $950.25M
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#48 Fidelity Advisor® Mid Cap II Fund (FIIAX)

Performance (1-yr.): 27.22% Expenses: 1.10%
Performance (1-mo.): 3.57% Total Assets: $3.18B
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#48 Goldman Sachs Small/Mid Cap Growth Fund (GSMAX)

Performance (1-yr.): 24.45% Expenses: 1.34%
Performance (1-mo.): 6.68% Total Assets: $2.29B
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#48 Neuberger Berman Genesis Fund (NBGNX)

Performance (1-yr.): 22.12% Expenses: 1.02%
Performance (1-mo.): 4.53% Total Assets: $14.68B
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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