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U.S. stocks - Midsize-company growth - Best returns over 1 Year
RANK
|
FUND NAME |
SYMBOL |
YTD RETURN |
1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK
|
INV. MIN. / IRA MIN. |
MAX LOAD
|
EXPENSE RATIO
|
| 1. | RiverSource Mid Cap Growth A | INVPX | 53.15% | 41.67% | -0.13% | 2.87% | 2.35% | 9 | $2,000 / $— | 5.75% | 1.16% |
| 2. | Baron iOpportunity | BIOPX | 45.08 | 34.86 | -0.89 | 5.14 | — | 9 | 2,000 / 2,000 | none | 1.42 |
| 3. | Columbia Acorn Select A | LTFAX | 46.41 | 34.13 | -4.73 | 3.2 | 6.78 | 9 | 2,500 / 1,000 | 5.75 | 1.24 |
| 4. | Rydex Series Trust Mid-Cap Growth C | RYCKX | 41.35 | 31.44 | -0.14 | 3.56 | — | 8 | 2,500 / 1,000 | 1.00r | 2.32 |
| 5. | John Hancock Mid Cap Equity A | JCEAX | 32.17 | 31.2 | -4.61 | 2.87 | — | 8 | 2,500 / 2,500 | 5.00 | 1.34 |
| 6. | Kinetics Internet Fund | WWWFX | 37.18 | 30.88 | 1.77 | 4.93 | -0.78 | 6 | 2,500 / 2,500 | none | 1.9 |
| 7. | Primecap Odyssey Aggressive Growth | POAGX | 32.58 | 30.34 | -3.31 | — | — | 6 | 2,000 / 1,000 | none | 0.78 |
| 8. | Delaware Select Growth A | DVEAX | 41.88 | 29.98 | -4.03 | 2.56 | -2.2 | 7 | 1,000 / 250 | 5.75 | 1.49 |
| 9. | Old Mutual Growth A | OAHGX | 40.12 | 29.87 | -1.4 | 4.2 | -2.33 | 7 | 2,500 / 2,000 | 5.75 | 1.1 |
| 10. | PL Mid-Cap Growth A | PFAMX | 44.66 | 29.78 | -0.8 | 5.45 | — | 8 | 1,000 / 1,000 | 5.50 | 1.34 |
| 11. | Fidelity Mid-Cap Stock | FMCSX | 33.89 | 29.69 | -7.16 | 2.62 | 4.49 | 9 | 2,500 / 500 | none | 0.72 |
| 12. | Regions Morgan Keegan Select Mid Cap Growth A | PMCTX | 31.54 | 29.54 | -1.42 | 4.32 | 8.77 | 8 | 1,000 / 250 | 5.75 | 1.25 |
| 13. | Van Kampen Mid Cap Gro A | VGRAX | 45.74 | 29.43 | -1.37 | 5.27 | 3.7 | 9 | 1,000 / 1,000 | 5.75 | 1.19 |
| 14. | Goldman Sachs Small Mid Cap Growth A | GSMAX | 41.43 | 29.05 | 1.8 | — | — | 7 | 1,000 / 250 | 5.50 | 1.5 |
| 15. | RidgeWorth Emerging Growth Stock A | SCEAX | 40.66 | 28.72 | -4.19 | 3.99 | — | 10 | 2,000 / 2,000 | 5.75 | 1.47 |
| 16. | Morgan Stanley Mid Cap Growth B | DGRBX | 44.29 | 28.64 | -1.76 | 5.02 | 1.5 | 9 | 1,000 / 1,000 | 5.00r | 1.75 |
| 17. | Janus Orion Fund | JORNX | 39.83 | 28.14 | -1.07 | 8.17 | — | 9 | 2,500 / 1,000 | none | 0.94 |
| 18. | Azzad Ethical Mid Cap | ADJEX | 39.82 | 27.73 | -2.88 | 2.46 | — | 7 | 1,000 / 500 | none | 1.9 |
| 19. | Waddell & Reed Advisor New Concepts A | UNECX | 36.26 | 27.39 | -0.71 | 5.04 | 2.51 | 5 | 500 / — | 5.75 | 1.59 |
| 20. | T. Rowe Price Mid Cap Growth | RPMGX | 32.35 | 27.09 | -1.14 | 4.63 | 6.2 | 7 | 2,500 / 1,000 | none | 0.82 |
| 21. | Legg Mason Opportunity C  | LMOPX | 56.98 | 26.96 | -17.22 | -5.67 | — | 10 | 1,000 / 250 | 1.00r | 2.22 |
| 22. | MTB Mid Cap Growth Portfolio A | AMCRX | 35.92 | 26.53 | -2.42 | 3.37 | 4.43 | 8 | 500 / 500 | 5.50 | 1.08 |
| 23. | BlackRock Mid Cap Growth Portfolio Investor A | BMGAX | 34.85 | 26.48 | -3.83 | 1.87 | -0.88 | 8 | 1,000 / 100 | 5.25 | 1.53 |
| 24. | Wells Fargo Advtg Mid Cap Growth A | WFMCX | 37.73 | 26.48 | -2.05 | 3.74 | 3.67 | 8 | 1,000 / 250 | 5.75 | 1.4 |
| 25. | Brown Advisory Opportunity Institutional | BIAOX | 36 | 26.36 | -6 | -0.98 | -8.35 | 8 | 5,000 / 2,000 | none | 1.5 |
| CATEGORY AVERAGE | 31.58% | -3.19% | -2.78% | 3.26% | 3.01% |
** Closed to new investors. # Closed to new investors; other share classes are available. r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply. — Fund has not existed for the specified time. Source: Morningstar, Inc..
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