The Best Mid Cap Growth Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Mid Cap Growth Equities mutual funds.
- Number of Funds
- 168
- Avg. Expense Ratio
- 0.95%
- Avg. Yield
- 12.53%
- Avg. 1 Year Return
- 14.83%
- Median Risk/Return Score
- 9 / 100
The Best Mid Cap Growth Equities Mutual Funds
165 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Mid Cap Growth Equities Mutual funds by Risk/Return Score
The top Mid Cap Growth Equities Mutual funds by PortfoliosLab Risk/Return Score are NEEIX (92) and NEEGX (92).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | |
| Needham Growth Fund | 92 | — | Jan 1996 | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | |
| Timothy Plan Aggressive Growth Fund | 89 | — | Oct 2000 | |
| PrimeCap Odyssey Aggressive Growth Fund | 81 | — | Nov 2004 |
Best-Performing Mid Cap Growth Equities Mutual funds Over 5 Years
The top Mid Cap Growth Equities Mutual funds is TAAGX (18.17%).
Across the lineup, Mid Cap Growth Equities Mutual funds show an average 1-year return of 14.83% and an average 5-year return of 5.17%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 18.17% | — | Oct 2000 | |
| SIT Mid Cap Growth Fund | 17.10% | — | Sep 1982 | |
| Needham Growth Fund Institutional Class | 15.90% | — | Dec 2016 | |
| Kinetics Market Opportunities Fund No Load Class | 15.89% | — | Jan 2006 | |
| Tanaka Growth Fund | 15.72% | — | Dec 1998 |
Lowest-Cost Mid Cap Growth Equities Mutual funds
The top Mid Cap Growth Equities Mutual funds is SSMHX (0.02%).
With an average expense ratio of 0.95%, Mid Cap Growth Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 |
Highest-Yield Mid Cap Growth Equities Mutual funds
The top Mid Cap Growth Equities Mutual funds is MPMCX (531.29%).
Across the lineup, Mid Cap Growth Equities Mutual funds show an average dividend yield of 12.53%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| BNY Mellon Mid Cap Multi-Strategy Fund | 531.29% | — | Oct 2000 | |
| VY Baron Growth Portfolio | 77.52% | — | May 2002 | |
| Brown Advisory Mid-Cap Growth Fund | 75.00% | — | Jul 2018 | |
| BNY Mellon Small/Mid Cap Growth Fund | 49.42% | — | Jan 1988 | |
| Virtus KAR Mid-Cap Growth Fund | 48.91% | — | Dec 1975 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 431 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 262 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 108 Mutual fundsMultisector Bonds · 103 Mutual fundsTotal Bond Market · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 79 Mutual fundsNontraditional Bonds · 75 Mutual fundsGlobal Bonds · 74 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FMDGX vs. FSMDXFMDGX vs. VOTFMDGX vs. FSPGXFMDGX vs. FXAIXFMDGX vs. FIMVXVMGMX vs. VMVAXVMGMX vs. VIGAXVMGMX vs. VOTVMGMX vs. FDGRXVMGMX vs. VOOPRNHX vs. PEOPXPRNHX vs. PRSCXPRNHX vs. FSCRXPRNHX vs. VTIPRNHX vs. VIGAXBFGFX vs. BPTRXBFGFX vs. VOOBFGFX vs. VGTBFGFX vs. FSMDBFGFX vs. ARKWPOAGX vs. POGRXPOAGX vs. VOPOAGX vs. VIMSXPOAGX vs. FLPSXPOAGX vs. FAGKXRPMGX vs. VIMAXRPMGX vs. TRMCXRPMGX vs. ^GSPCRPMGX vs. PRWAXRPMGX vs. VOOFDEGX vs. FDGRXFDEGX vs. FXAIXFDEGX vs. FMAGXFDEGX vs. FSLBXFDEGX vs. OLGAXVHCOX vs. VPMCXVHCOX vs. VPMAXVHCOX vs. VOOVHCOX vs. POGRXVHCOX vs. VPCCXJANEX vs. VOOJANEX vs. SPYJANEX vs. VLIFXJANEX vs. JANRXJANEX vs. VIMCXPRDMX vs. TRMCXPRDMX vs. PEXMXPRDMX vs. PREIXPRDMX vs. VWNFXPRDMX vs. FHESX