Mid-Cap Growth Funds
Mid-growth funds invest in stocks medium-sized companies that are projected to grow faster than other mid-cap stocks. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $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).
Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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T. Rowe Price Mid-Cap Growth Adv | PAMCX | Mid-Cap Growth | 31.10 Bil | — | 38 | 66 | 33 | 1.010% | $2,500 | No Load | Open |
T. Rowe Price Mid-Cap Growth | RPMGX | Mid-Cap Growth | 31.10 Bil | 0.06% | 35 | 61 | 26 | 0.760% | $2,500 | No Load | Open |
Vanguard Mid-Cap Growth Index Investor | VMGIX | Mid-Cap Growth | 24.01 Bil | 0.60% | 29 | 38 | 47 | 0.190% | $3,000 | No Load | Limited |
T. Rowe Price New Horizons | PRNHX | Mid-Cap Growth | 23.23 Bil | — | 91 | 79 | 11 | 0.780% | $2,500 | No Load | Open |
Janus Henderson Enterprise D | JANEX | Mid-Cap Growth | 20.05 Bil | — | 14 | 35 | 7 | 0.800% | $2,500 | No Load | Open |
Janus Henderson Enterprise T | JAENX | Mid-Cap Growth | 20.05 Bil | — | 14 | 38 | 8 | 0.910% | $2,500 | No Load | Open |
Janus Henderson Enterprise S | JGRTX | Mid-Cap Growth | 20.05 Bil | — | 17 | 45 | 12 | 1.160% | $2,500 | No Load | Open |
BlackRock Mid-Cap Growth Equity Svc | CMGSX | Mid-Cap Growth | 12.21 Bil | — | 72 | 73 | 8 | 1.050% | $5,000 | No Load | Open |
Baron Growth Retail | BGRFX | Mid-Cap Growth | 7.14 Bil | — | 53 | 57 | 49 | 1.290% | $2,000 | No Load | Open |
PRIMECAP Odyssey Aggressive Growth | POAGX | Mid-Cap Growth | 7.10 Bil | 0.02% | 47 | 70 | 20 | 0.660% | $2,000 | No Load | Open |
American Century Heritage Inv | TWHIX | Mid-Cap Growth | 5.85 Bil | — | 37 | 31 | 43 | 1.000% | $2,500 | No Load | Open |
American Century Heritage G | ACILX | Mid-Cap Growth | 5.85 Bil | — | — | — | — | — | — | No Load | Open |
Champlain Mid Cap Adv | CIPMX | Mid-Cap Growth | 5.67 Bil | — | 47 | 66 | 23 | 1.090% | $10,000 | No Load | Open |
MassMutual Mid Cap Growth Adm | MMELX | Mid-Cap Growth | 5.32 Bil | — | 44 | 67 | 45 | 0.960% | — | No Load | Open |
MassMutual Mid Cap Growth Svc | MEFYX | Mid-Cap Growth | 5.32 Bil | — | 43 | 66 | 40 | 0.860% | — | No Load | Open |
Artisan Mid Cap Investor | ARTMX | Mid-Cap Growth | 4.65 Bil | — | 77 | 57 | 58 | 1.200% | $1,000 | No Load | Open |
Baron Asset Retail | BARAX | Mid-Cap Growth | 4.18 Bil | — | 53 | 71 | 32 | 1.300% | $2,000 | No Load | Open |
Eventide Gilead N | ETGLX | Mid-Cap Growth | 3.58 Bil | — | 86 | 85 | 44 | 1.380% | $1,000 | No Load | Open |
Fidelity Growth Strategies | FDEGX | Mid-Cap Growth | 3.37 Bil | 0.05% | 7 | 14 | 25 | 0.750% | — | No Load | Open |
ClearBridge Select FI | LCBSX | Mid-Cap Growth | 3.23 Bil | — | 73 | 13 | 2 | 1.370% | — | No Load | Open |
Vanguard Mid Cap Growth Inv | VMGRX | Mid-Cap Growth | 3.00 Bil | 0.38% | 58 | 80 | 76 | 0.370% | $3,000 | No Load | Open |
Columbia Acorn Adv | CEARX | Mid-Cap Growth | 2.80 Bil | — | 75 | 93 | 95 | 0.830% | $2,000 | No Load | Open |
AB Discovery Growth Advisor | CHCYX | Mid-Cap Growth | 2.77 Bil | — | 77 | 73 | 53 | 0.700% | — | No Load | Open |
Baird Mid Cap Growth Investor | BMDSX | Mid-Cap Growth | 2.37 Bil | — | 55 | 60 | 62 | 1.070% | $2,500 | No Load | Open |
T. Rowe Price Diversified Mid Cap Gr | PRDMX | Mid-Cap Growth | 2.31 Bil | — | 16 | 30 | 16 | 0.860% | $2,500 | No Load | Open |
Empower T. Rowe Price Mid Cp Gr Inv | MXMGX | Mid-Cap Growth | 1.94 Bil | — | 38 | 65 | 31 | 1.020% | — | No Load | Open |
William Blair Small-Mid Cap Growth N | WSMNX | Mid-Cap Growth | 1.93 Bil | — | 68 | 78 | 47 | 1.240% | $2,500 | No Load | Open |
Goldman Sachs Small/Mid Cap Growth Svc | GSMQX | Mid-Cap Growth | 1.86 Bil | — | 74 | 35 | 54 | 1.430% | — | No Load | Open |
Goldman Sachs Small/Mid Cap Growth P | GSWPX | Mid-Cap Growth | 1.86 Bil | — | 68 | 26 | — | 0.920% | — | No Load | Open |
Goldman Sachs Small/Mid Cap Growth Inv | GTMTX | Mid-Cap Growth | 1.86 Bil | — | 69 | 27 | 35 | 1.000% | — | No Load | Open |
Neuberger Berman Mid Cap Growth Adv | NBMBX | Mid-Cap Growth | 1.74 Bil | — | 42 | 46 | 50 | 1.200% | — | No Load | Limited |
Neuberger Berman Mid Cap Growth Tr | NBMTX | Mid-Cap Growth | 1.74 Bil | — | 39 | 41 | 38 | 0.950% | — | No Load | Limited |
Neuberger Berman Mid Cap Growth Inv | NMANX | Mid-Cap Growth | 1.74 Bil | — | 37 | 39 | 34 | 0.860% | $1,000 | No Load | Limited |
Columbia Select Mid Cap Gro Fd AD | CPGRX | Mid-Cap Growth | 1.58 Bil | — | 35 | 47 | 38 | 0.870% | $2,000 | No Load | Open |
Value Line Mid Cap Focused | VLIFX | Mid-Cap Growth | 1.55 Bil | 0.03% | 2 | 8 | 4 | 1.080% | $1,000 | No Load | Open |
JHancock Mid Cap Growth NAV | JACFX | Mid-Cap Growth | 1.40 Bil | — | 89 | 73 | 37 | 0.830% | — | No Load | Open |
AMG TimesSquare Mid Cap Growth N | TMDPX | Mid-Cap Growth | 1.37 Bil | — | 9 | 14 | 25 | 1.190% | $2,000 | No Load | Open |
Baron Focused Growth Retail | BFGFX | Mid-Cap Growth | 1.33 Bil | — | 14 | 1 | 2 | 1.320% | $2,000 | No Load | Open |
BNY Mellon Mid Cap Multi-Strategy Inv | MIMSX | Mid-Cap Growth | 1.33 Bil | 0.24% | 37 | 46 | 71 | 1.170% | $10,000 | No Load | Open |
BNY Mellon Mid Cap Multi-Strategy M | MPMCX | Mid-Cap Growth | 1.33 Bil | 0.46% | 31 | 39 | 66 | 0.920% | $10,000 | No Load | Open |
Touchstone Mid Cap Growth Y | TEGYX | Mid-Cap Growth | 1.31 Bil | — | 28 | 37 | 24 | 1.030% | $2,500 | No Load | Open |
Congress Mid Cap Growth Retail | CMIDX | Mid-Cap Growth | 1.30 Bil | — | 50 | 27 | 38 | 1.040% | $2,000 | No Load | Open |
VALIC Company I Mid Cap Strategic Gr | VMSGX | Mid-Cap Growth | 1.15 Bil | 0.01% | 16 | 15 | 13 | 0.770% | — | No Load | Open |
Nicholas II N | NNTWX | Mid-Cap Growth | 1.12 Bil | 0.30% | 18 | 49 | 55 | 0.910% | $500 | No Load | Open |
Voya MidCap Opportunities Port S | ISMOX | Mid-Cap Growth | 1.12 Bil | — | 24 | 25 | 38 | 1.000% | — | No Load | Open |
VY® T. Rowe Price Divers Mid Cap Gr S | IAXSX | Mid-Cap Growth | 1.09 Bil | — | 16 | 34 | 18 | 1.050% | — | No Load | Open |
Nuveen Mid Cap Growth Premier | TRGPX | Mid-Cap Growth | 1.02 Bil | — | 88 | 91 | 91 | 0.640% | — | No Load | Open |
Voya Russell Mid Cap Growth Idx Port S | IRGUX | Mid-Cap Growth | 977.84 Mil | 0.17% | 29 | 47 | 47 | 0.650% | — | No Load | Open |
Fidelity Mid Cap Growth Index | FMDGX | Mid-Cap Growth | 942.57 Mil | 0.61% | 20 | — | — | 0.050% | — | No Load | Open |
Goldman Sachs Mid Cap Growth Svc | GGOSX | Mid-Cap Growth | 930.91 Mil | — | 54 | 48 | 67 | 1.360% | — | No Load | Open |
Mid-Cap Growth Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.