The Mid-Cap Growth folio was developed for investors seeking aggressive long-term capital appreciation with higher volatility.


The Mid-Cap Growth folio consists of companies with high earnings growth potential, in comparison to the overall market. Mid-cap companies are defined as having market capitalizations between $1.7 billion and $11 billion USD.

This folio provides the long-term growth potential of medium-sized companies with attractive growth prospects. These companies tend to have successfully weathered their start-up years, offer proven products and services, have experienced management teams, and can often finance their own growth. Growth stocks generally have higher valuations and lower dividend yields than stocks of slower-growth or cyclical firms. Growth stocks also tend to be more volatile than value stocks. This folio’s broad diversification may potentially makes it less volatile than mid-cap growth mutual funds that may have more concentrated portfolios.

Last Updated: November 22, 2017

Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month -0.08% 1.05%
Three-Month 6.78% 6.41%
Year-to-Date 28.07% 18.1%
One-Year 26.35% 20.3%
Three-Year (Annualized) 11.06% 10.25%
Five-Year (Annualized) 14.61% 15.6%
Since Inception 7.95% N/A
Volatility 12.24% 6.79%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

(% of Folio)
1ABMDabiomed inc3.33%
2AJRDaerojet rocketdyne holdings inc new3.33%
3ALGTallegiant travel co com3.33%
4AMCXamc networks inc cl a3.33%
5CONEcyrusone inc com3.34%
6CORcoresite rlty corp com3.33%
7EEFTeuronet svcs inc3.34%
8EVRevercore inc class a3.33%
9FIVEfive below inc com3.33%
10HQYhealthequity inc com3.33%
11HTHTchina lodging group ltd sponsored adr3.33%
12IBPinstalled bldg prods inc com3.34%
13INCRinc resh hldgs inc cl a3.33%
14INGNinogen inc com3.34%
15JBTjohn bean technologies corp com3.33%
16LCIIlci inds com new3.33%
17MANHmanhattan assocs inc3.34%
18MIDDmiddleby corp3.34%
19MKTXmarketaxess hldgs inc3.33%
20NTRInutri sys inc new com3.34%
21NYLD.Anrg yield inc cl a new3.33%
22OLEDuniversal display corp3.33%
23PAYCpaycom software inc com3.34%
24PLAYdave & busters entmt inc com3.34%
25POSTpost holdings inc new3.33%
26PSXPphillips 66 partners lp com unit rep int3.33%
27STMPstamps com inc new3.33%
28VEEVveeva sys inc cl a com3.33%
29VLPvalero energy partners lp com unt rep lp3.34%
30WALwestern alliance bancorp3.33%

Steps to Create This Folio

  1. We identified mid-cap stocks as those having market capitalizations between $1.7 billion and $11 billion.
  2. We determined the average sales and earnings growth projections in a given sector.
  3. We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
  4. We ranked these mid-cap stocks and targeted the sector weights to be comparable to those of the S&P 500.
  5. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency


If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.