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®

#51 Baron Asset Fund (BARAX)

Performance (1-yr.): 15.32% Expenses: 1.33%
Performance (1-mo.): 0.16% Total Assets: $2.35B
See all details for BARAX »

#53 HSBC Opportunity Fund (HSOAX)

Performance (1-yr.): 16.59% Expenses: 1.65%
Performance (1-mo.): 0.27% Total Assets: $12.76M
See all details for HSOAX »

#54 Chase Mid Cap Growth Fund (CHAMX)

Performance (1-yr.): 6.01% Expenses: 1.48%
Performance (1-mo.): 0.99% Total Assets: $29.0M
See all details for CHAMX »

#55 Goldman Sachs Small/Mid Cap Growth Fund (GSMAX)

Performance (1-yr.): 17.47% Expenses: 1.35%
Performance (1-mo.): 0.23% Total Assets: $1.24B
See all details for GSMAX »

#55 JPMorgan Mid Cap Equity Fund (JCMAX)

Performance (1-yr.): 16.25% Expenses: 1.26%
Performance (1-mo.): 1.27% Total Assets: $1.02B
See all details for JCMAX »

#57 Nicholas II Fund (NCTWX)

Performance (1-yr.): 11.34% Expenses: 0.64%
Performance (1-mo.): 0.04% Total Assets: $602.51M
See all details for NCTWX »

#57 Waddell & Reed Advisor New Concepts Fund (UNECX)

Performance (1-yr.): 9.87% Expenses: 1.45%
Performance (1-mo.): 0.83% Total Assets: $1.58B
See all details for UNECX »

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

Performance (1-yr.): 12.62% Expenses: 0.48%
Performance (1-mo.): 1.25% Total Assets: $1.52B
See all details for TRPWX »

#60 ASTON/Montag & Caldwell Mid Cap Growth F (AMCMX)

Performance (1-yr.): 5.87% Expenses: 1.26%
Performance (1-mo.): 1.31% Total Assets: $12.86M
See all details for AMCMX »

#61 Can Slim Select Growth Fund (CANGX)

Performance (1-yr.): 16.14% Expenses: 1.72%
Performance (1-mo.): 0.36% Total Assets: $71.61M
See all details for CANGX »
Advertisement
Top Performing Mid-Cap Growth Funds as of 05.03.2013

Liberty Street Horizon Fund (LSHAX)

Total Return: 5.94%

Eventide Gilead Fund (ETGLX)

Total Return: 3.83%

Akre Focus Fund (AKRIX)

Total Return: 3.43%

Liberty Street Horizon Fund (LSHAX)

Total Return: 27.77%

Aquila Three Peaks Opportunity Growth Fund (ATGAX)

Total Return: 26.11%

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Total Return: 25.76%

Akre Focus Fund (AKRIX)

Total Return: 18.30%

Delaware Smid Cap Growth Fund (DFCIX)

Total Return: 17.81%

AllianceBernstein Discovery Growth Fund (CHCLX)

Total Return: 17.47%

* annualized