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 BMO Mid-Cap Growth Fund (MRMSX)

Performance (1-yr.): 22.52% Expenses: 1.21%
Performance (1-mo.): 4.07% Total Assets: $269.85M
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#51 Eaton Vance Atlanta Capital SMID-Cap Fund (EAASX)

Performance (1-yr.): 18.41% Expenses: 1.25%
Performance (1-mo.): 2.93% Total Assets: $5.85B
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#51 Fidelity® Growth Strategies Fund (FDEGX)

Performance (1-yr.): 25.89% Expenses: 0.71%
Performance (1-mo.): 2.62% Total Assets: $2.07B
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#51 JPMorgan Mid Cap Growth Fund (OSGIX)

Performance (1-yr.): 33.79% Expenses: 1.24%
Performance (1-mo.): 4.76% Total Assets: $2.18B
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#55 Invesco Mid Cap Growth Fund (VGRAX)

Performance (1-yr.): 28.41% Expenses: 1.15%
Performance (1-mo.): 3.67% Total Assets: $3.02B
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#56 Champlain Mid Cap Fund (CIPMX)

Performance (1-yr.): 24.29% Expenses: 1.30%
Performance (1-mo.): 3.85% Total Assets: $713.68M
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#56 Kinetics Internet Fund (KINAX)

Performance (1-yr.): 21.53% Expenses: 2.09%
Performance (1-mo.): 2.47% Total Assets: $168.06M
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#58 BNY Mellon Mid Cap Multi-Strategy Fund (MPMCX)

Performance (1-yr.): 25.47% Expenses: 0.92%
Performance (1-mo.): 3.03% Total Assets: $1.94B
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#58 Rainer Small/Mid Cap Equity Fund (RIMSX)

Performance (1-yr.): 25.03% Expenses: 1.32%
Performance (1-mo.): 5.58% Total Assets: $1.69B
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#58 Reynolds Blue Chip Growth Fund (RBCGX)

Performance (1-yr.): 23.38% Expenses: 1.59%
Performance (1-mo.): 3.81% Total Assets: $184.52M
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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