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sector performance

Mid-Cap Growth Funds
Rank Fund Name Currency Risk
42 Hartford MidCap Fund;A USD 11.5
43 Hartford MidCap HLS;IA USD 11.6
44 DF Dent MidCap Growth Fund USD 11.7
45 Baron Asset Fund;Retail USD 11.7
46 Neuberger Berman Mid Cap Growth Fund;Investor USD 11.8
Rank Fund Name Currency Loss
36 Baird MidCap Fund;Institutional USD -14.4%
37 William Blair Small-Mid Cap Growth Fund;I USD -14.6%
38 DF Dent MidCap Growth Fund USD -14.7%
39 Baron Growth Fund;Retail USD -14.7%
40 American Century NT Heritage Fund;G USD -14.8%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 5.3%
2017 31.2% 6.7% 8.8% 5.8% 6.9%
2016 4.2% -0.2% 3.0% 4.2% -2.7%
2015 0.8% 2.1% 4.1% -8.0% 3.1%
2014 2.0% -1.9% 0.5% -3.1% 6.8%
2013 42.7% 10.6% 3.4% 14.2% 9.2%
2012 18.3% 10.6% -2.9% 4.7% 5.3%
2011 17.6%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/07/2011
  • Share Class size24Mn
  • Base currencyUSD
  • ISINUS34984T4519

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment500

Charges

  • Annual management0.42%