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).
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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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| Goldman Sachs Mid Cap Growth Inv | GGOTX | Mid-Cap Growth | 926.52 Mil | — | 56 | 37 | 60 | 0.910% | — | No Load | Open |
| Goldman Sachs Mid Cap Growth P | GGQPX | Mid-Cap Growth | 926.52 Mil | — | 55 | 34 | — | 0.850% | — | No Load | Open |
| Parnassus Mid Cap Growth Investor | PARNX | Mid-Cap Growth | 854.09 Mil | — | 48 | 73 | 82 | 0.800% | $2,000 | No Load | Open |
| Kinetics Paradigm No Load | WWNPX | Mid-Cap Growth | 841.60 Mil | — | 10 | 12 | 14 | 1.640% | $2,500 | No Load | Open |
| Buffalo Discovery | BUFTX | Mid-Cap Growth | 777.26 Mil | — | 64 | 78 | 62 | 1.010% | $2,500 | No Load | Open |
| American Beacon Stephens Mid-Cap Gr Inv | STMGX | Mid-Cap Growth | 762.59 Mil | — | 38 | 44 | 23 | 1.160% | $2,500 | No Load | Open |
| Voya MidCap Opportunities W | IMOWX | Mid-Cap Growth | 721.91 Mil | — | 31 | 28 | 40 | 1.010% | $1,000 | No Load | Open |
| Conestoga SMid Cap Investors | CCSMX | Mid-Cap Growth | 675.01 Mil | — | 60 | 75 | 39 | 1.100% | $2,500 | No Load | Open |
| DF Dent Midcap Growth Investor | DFDMX | Mid-Cap Growth | 557.52 Mil | — | 67 | 80 | 44 | 0.870% | $2,500 | No Load | Open |
| Jackson Square SMID-Cap Growth Inv | JSMVX | Mid-Cap Growth | 481.39 Mil | — | 99 | 100 | — | 1.220% | $2,500 | No Load | Open |
| Lord Abbett Growth Opportunities F3 | LOMGX | Mid-Cap Growth | 472.98 Mil | — | 77 | 82 | — | 0.630% | — | No Load | Open |
| Lord Abbett Growth Opportunities F | LGOFX | Mid-Cap Growth | 472.98 Mil | — | 78 | 83 | 79 | 0.810% | — | No Load | Open |
| VY® Baron Growth S | IBSSX | Mid-Cap Growth | 464.07 Mil | — | 55 | 64 | 53 | 1.250% | — | No Load | Open |
| Marsico Midcap Growth Focus Fund | MXXIX | Mid-Cap Growth | 288.03 Mil | — | 46 | 49 | 31 | 1.460% | $2,500 | No Load | Open |
| Transamerica Mid Cap Growth R4 | TMIFX | Mid-Cap Growth | 230.44 Mil | — | 65 | 71 | 89 | 0.950% | $5,000 | No Load | Open |
| Needham Growth Retail | NEEGX | Mid-Cap Growth | 224.72 Mil | — | 2 | 2 | 9 | 1.750% | $2,000 | No Load | Open |
| American Beacon ARK Transfmt Innov Inv | ADNPX | Mid-Cap Growth | 218.70 Mil | — | 100 | 99 | — | 1.320% | $2,500 | No Load | Open |
| Commerce MidCap Growth | CFAGX | Mid-Cap Growth | 216.89 Mil | 0.30% | 25 | 54 | 28 | 0.800% | $1,000 | No Load | Open |
| Sit Mid Cap Growth | NBNGX | Mid-Cap Growth | 202.95 Mil | — | 24 | 42 | 76 | 1.250% | $5,000 | No Load | Open |
| T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | 184.72 Mil | 0.74% | 52 | 30 | — | 0.270% | $2,500 | No Load | Open |
| Baird Small/Mid Cap Growth Investor | BSGSX | Mid-Cap Growth | 172.99 Mil | — | 85 | 69 | — | 1.100% | $2,500 | No Load | Open |
| Azzad Ethical | ADJEX | Mid-Cap Growth | 154.05 Mil | — | 22 | 41 | 79 | 0.990% | $1,000 | No Load | Open |
| Kinetics Market Opportunities No Load | KMKNX | Mid-Cap Growth | 146.88 Mil | 0.77% | 6 | 4 | 5 | 1.400% | $2,500 | No Load | Open |
| Buffalo Mid Cap | BUFMX | Mid-Cap Growth | 146.14 Mil | — | 64 | 64 | 81 | 1.030% | $2,500 | No Load | Open |
| Shelton Sustainable Equity Investor | NEXTX | Mid-Cap Growth | 126.30 Mil | 0.21% | 93 | 5 | 68 | 1.230% | $1,000 | No Load | Open |
| Sit Small Cap Growth | SSMGX | Mid-Cap Growth | 114.85 Mil | — | 55 | 45 | 89 | 1.500% | $5,000 | No Load | Open |
| Brown Advisory Mid-Cap Growth Investor | BMIDX | Mid-Cap Growth | 98.36 Mil | — | 66 | 79 | — | 0.980% | $100 | No Load | Open |
| Rydex S&P MidCap 400 Pure Growth H | RYBHX | Mid-Cap Growth | 86.00 Mil | — | 21 | 45 | 99 | 1.550% | $2,500 | No Load | Open |
| Victory RS Mid Cap Growth Member | RMOMX | Mid-Cap Growth | 77.78 Mil | — | 83 | — | — | 1.050% | $3,000 | No Load | Open |
| Guggenheim StylePlus - Mid Growth P | SEUPX | Mid-Cap Growth | 76.24 Mil | 1.70% | 29 | 45 | — | 1.860% | — | No Load | Open |
| Harbor Disruptive Innovation Admin | HRMGX | Mid-Cap Growth | 74.61 Mil | — | 93 | 90 | 71 | 1.080% | $50,000 | No Load | Open |
| Harbor Disruptive Innovation Inv | HIMGX | Mid-Cap Growth | 74.61 Mil | — | 94 | 91 | 74 | 1.190% | $2,500 | No Load | Open |
| Brown Capital Management Mid Co Inv | BCMSX | Mid-Cap Growth | 71.23 Mil | — | 85 | 85 | 96 | 1.150% | $5,000 | No Load | Open |
| Ave Maria Focused | AVEAX | Mid-Cap Growth | 55.11 Mil | — | 57 | — | — | 1.090% | $2,500 | No Load | Open |
| Driehaus Small/Mid Cap Growth | DSMDX | Mid-Cap Growth | 54.87 Mil | — | 21 | — | — | 0.800% | $10,000 | No Load | Open |
| ICON Equity Investor | ISTAX | Mid-Cap Growth | 53.91 Mil | 0.43% | 62 | 65 | 88 | 1.360% | $1,000 | No Load | Open |
| Sparrow Growth No-Load | SGNFX | Mid-Cap Growth | 50.60 Mil | — | 42 | 8 | 4 | 1.390% | $2,500 | No Load | Open |
| Pear Tree Essex Environmental Opps Odnry | EEOFX | Mid-Cap Growth | 48.51 Mil | — | 92 | 76 | — | 1.240% | $2,500 | No Load | Open |
| Papp Small & Mid-Cap Growth | PAPPX | Mid-Cap Growth | 43.64 Mil | — | 60 | 81 | 75 | 1.260% | $5,000 | No Load | Open |
| Villere Equity | VLEQX | Mid-Cap Growth | 40.55 Mil | — | 88 | 98 | 100 | 1.260% | $2,000 | No Load | Open |
| Thrivent Mid Cap Growth S | TMCGX | Mid-Cap Growth | 33.76 Mil | — | 61 | — | — | 0.900% | $2,000 | No Load | Open |
| Wasatch US Select Investor | WAUSX | Mid-Cap Growth | 26.55 Mil | — | — | — | — | 1.000% | $2,000 | No Load | Open |
| Kinetics Spin-Off and Corp Rest No Load | LSHEX | Mid-Cap Growth | 23.27 Mil | 0.11% | 14 | 4 | — | 1.580% | $2,500 | No Load | Open |
| One Rock | ONERX | Mid-Cap Growth | 17.48 Mil | — | 1 | — | — | 1.770% | $2,000 | No Load | Open |
| ProFunds Mid Cap Growth Inv | MGPIX | Mid-Cap Growth | 9.88 Mil | — | 21 | 57 | 83 | 1.780% | $15,000 | No Load | Open |
| Conestoga Mid Cap Investors | CCMMX | Mid-Cap Growth | 3.01 Mil | — | — | — | — | 1.050% | $2,500 | 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.