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The Junkie's Mid-Cap Growth Fund Picks
Today's Fund Junkie features three sections on the best funds for growth investing: Big-cap growth funds, mid-cap growth funds and small-cap growth funds.
Mid-cap growth funds rode tech stocks to a nearly 66% average gain in 1999. But over the past year, these funds -- which focus mainly on stocks with market caps between $2 billion and $9 billion -- are down almost 40%. Here's a handful that have tended to gain more and lose less than their peers.
| Solid Mid-Cap Growth Funds | |||
| Fund | 1-Year Return | 3-Year Return | 5-Year Return |
| (FMCSX Quote)Fidelity Mid-Cap Stock | -9.3% | 19.3% | 21.7% |
| (RPMGX Quote)T. Rowe Price Mid-Cap Growth | -11.8 | 8.1 | 14.2 |
| (BRAGX Quote)Bridgeway Aggressive Growth | -17.7 | 31.5 | 30.1 |
| (CVGRX Quote)Calamos Growth | -18.7 | 31.8 | 32.5 |
| (RSMOX Quote)RS MidCap Opportunities | -28.9 | 11.3 | 16.6 |
| Avg. Mid-Cap Growth Fund | -39.1 | 7 | 10.7 |
| Source: Morningstar. Returns through March 19. | |||
Recent Comments
| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,501.05 | 1,114.11 | 2,212.10 | 36.03 |
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