Mid-Cap Growth
Category |
Growth of 10k
02-04-10
S&P 500 TR
Mid-Cap Growth
| Top Decile Averge Return | 28.02 | 4.36 | -13.38 | 53.50 | 21.42 | 17.97 | 18.06 | 29.72 | -32.26 | 58.18 | |
| Bottom Decile Average Return | -28.94 | -37.88 | -42.10 | 24.25 | 6.48 | 1.41 | 1.66 | -0.59 | -52.79 | 18.48 | |
| Total Return % | -4.78 | -19.98 | -27.24 | 35.96 | 13.23 | 9.84 | 9.00 | 15.09 | -43.77 | 39.11 | |
| +/-S&P 500 TR | 4.32 | -8.09 | -5.14 | 7.28 | 2.35 | 4.93 | -6.79 | 9.60 | -6.77 | 12.65 | |
| +/-Russell Mid Cap Growth TR USD | 6.97 | 0.17 | 0.17 | -6.75 | -2.25 | -2.26 | -1.66 | 3.66 | 0.55 | -7.18 | |
| Expense Ratio % | 1.37 | 1.42 | 1.47 | 1.51 | 1.47 | 1.45 | 1.41 | 1.39 | 1.38 | 1.43 | |
| Income Ratio % | -0.65 | -0.67 | -0.78 | -0.93 | -0.92 | -0.80 | -0.61 | -0.56 | -0.57 | -0.52 | |
| Turnover Ratio % | 141 | 157 | 146 | 135 | 114 | 111 | 114 | 107 | 118 | 126 | |
| Net Assets $bil | 0.44 | 0.33 | 0.22 | 0.27 | 0.30 | 0.30 | 0.31 | 0.33 | 0.20 | 0.21 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| American Century Heritage Inst | 8.35 | |
| American Century VP Capital Apprec I | 8.15 | |
| American Century VP Capital Apprec I | 8.15 | |
| American Century VP Capital Apprec I | 8.15 | |
| American Century Heritage Inv | 8.15 | |
Largest Buys
| Value $mil | ||
|---|---|---|
| Akamai Technologies, Inc. | 644.5 | |
| Coach, Inc. | 612.0 | |
| St. Jude Medical, Inc. | 522.9 | |
| C.R. Bard, Inc. | 495.8 | |
| Aflac, Inc. | 389.0 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| American Tower Corporation A | 0.60 | |
| Juniper Networks, Inc. | 0.56 | |
| Ultra Petroleum Corporation | 0.52 | |
| Cerner Corporation | 0.51 | |
| Express Scripts | 0.51 | |
Largest Sells
| Value $mil | ||
|---|---|---|
| Southwestern Energy Company | -980.7 | |
| Intuitive Surgical, Inc. | -462.4 | |
| Goldman Sachs Group, Inc. | -444.8 | |
| 3Com Corporation | -438.5 | |
| CVS Caremark Corporation | -414.7 | |