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PEOBX - Pioneer Equity Opportunity B

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Pioneer Equity Opportunity B (PEOBX)
Expense Ratio: 2.15%
Expected Lifetime Fees: $56,897.87


The Pioneer Equity Opportunity B fund (PEOBX) is a Mid-Cap Growth fund started on 12/1/2004 and has $22.50 million in assets under management. The current manager has been running Pioneer Equity Opportunity B since 11/23/2011. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 1.00%

MarketRiders Prefers The Following ETF

Vanguard Mid-Cap Growth ETF (VOT)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Mid-Cap Growth ETF (VOT) is an Exchange Traded Fund. It is a "basket" of securities that index the Mid-Cap Growth investment strategy and is an alternative to a Mid-Cap Growth mutual fund. Fees are very low compared to a comparable mutual fund like Pioneer Equity Opportunity B because computers automatically manage the stocks.




The Following Mid-Cap Growth Funds Have Lower Fees Than Pioneer Equity Opportunity B (PEOBX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
Akre Focus Fund Institutional Class AKRIX 25.0% 945 1.20%
Akre Focus Fund Retail Class AKREX 25.0% 945 1.45%
Alger Mid Cap Growth A AMGAX 245.4% 212 1.38%
Alger Mid Cap Growth B AMCGX 245.4% 212 2.11%
Alger Mid Cap Growth Institutional I ALMRX 233.5% 276 1.18%
Alger Mid Cap Growth Institutional I ALMTZ 233.5% 276 1.18%
Alger Mid Cap Growth Portfolio Class I-2 AMGOX 245.4% 138 1.00%
Alger SMid Cap Growth A ALMAX 64.8% 883 1.37%
Alger SMid Cap Growth B ALMBX 64.8% 883 2.12%
Alger SMid Cap Growth C ALMCX 64.8% 883 2.10%
Alger SMid Cap Growth I ASIMX 64.8% 883 1.21%
Alger SMid Cap Growth Z ASMZX 64.8% 883 0.99%
AllianceBern S/M Cap Growth A CHC4Z 90.0% 730 1.24%
AllianceBern S/M Cap Growth Adv CHCYX 90.0% 730 0.99%
AllianceBern S/M Cap Growth B CHCBX 90.0% 730 2.10%
AllianceBern S/M Cap Growth C CHCCX 90.0% 730 2.03%
AllianceBern S/M Cap Growth I CHCIX 90.0% 730 0.95%
AllianceBern S/M Cap Growth R CHCRX 90.0% 730 1.61%
Allianz RCM Mid-Cap A RMDAX 133.0% 330 1.13%
Allianz RCM Mid-Cap B RMDBX 133.0% 330 1.88%
Allianz RCM Mid-Cap C RMDCX 133.0% 330 1.88%
Allianz RCM Mid-Cap D DMCNX 133.0% 330 1.13%
Allianz RCM Mid-Cap Instl DRMCX 133.0% 330 0.78%
American Century Heritage A ATHAX 95.0% 3,800 1.26%
American Century Heritage B ATHBX 95.0% 3,800 2.01%
American Century Heritage C AHGCX 95.0% 3,800 2.01%
American Century Heritage Inst ATHIX 95.0% 3,800 0.81%
American Century Heritage Inv TWHIX 95.0% 3,800 1.01%
American Century Heritage R ATHWX 95.0% 3,800 1.51%
American Century Vista A TWVAX 90.0% 1,400 1.28%
American Century Vista A TWVTZ 90.0% 1,400 1.28%
American Century Vista Instl TWVIX 90.0% 1,400 0.83%
American Century Vista Inv TWCVX 90.0% 1,400 1.03%
American Century Vista R AVTRX 90.0% 1,400 1.53%
Artisan Mid Cap Fund Class Institutional APHMX 62.9% 6,200 1.06%
Artisan Mid Cap Inv ARTMX 62.9% 6,200 1.34%
Ave Maria Growth AVEGX 10.0% 180 1.50%
Baron Asset Fund Institutional Class BARIX 23.9% 2,200 1.06%
Baron Asset Retail BAA1Z 23.9% 2,200 1.33%
Baron Asset Retail BARAX 23.9% 2,200 1.33%
Baron Growth Fund Institutional Shares BGRIX 13.5% 5,900 1.06%
Baron Growth Retail BGRFX 13.5% 5,900 1.32%
Baron Growth Retail BGRTZ 13.5% 5,900 1.32%
Baron Opportunity Fund Institutional Class BIOIX 65.4% 328 1.14%
Baron Opportunity Retail BIOPX 65.4% 328 1.41%
Baron Partners Fund Institutional Class BPTIX 17.0% 898 1.09%
Baron Partners Retail BPTRX 17.0% 898 1.35%
BlackRock Mid-Cap Growth Equity Instl CMGIX 131.0% 297 1.12%
BlackRock Mid-Cap Growth Equity Inv A BMGAX 131.0% 297 1.40%
BlackRock Mid-Cap Growth Equity Inv A BMGSZ 131.0% 297 1.40%
BlackRock US Opportunities Instl BMCIX 120.0% 2,700 1.04%
BlackRock US Opportunities Inv A BMEAX 120.0% 2,700 1.60%
BlackRock US Opportunities Svc BMCSX 120.0% 2,700 1.58%
BNY Mellon Mid Cap Stock Inv MIMSX 132.2% 1,200 1.15%
BNY Mellon Mid Cap Stock M MPMCX 132.2% 1,200 0.90%
Brandywine BRW1Z 234.0% 1,100 1.09%
Brandywine BRWIX 234.0% 1,100 1.09%
Brandywine Advisors Midcap Growth BWAFX 241.0% 121 1.25%
Buffalo Mid Cap BUFMX 31.0% 671 1.04%
Champlain Mid Cap Adv CIPMX 33.0% 402 1.30%
Champlain Mid Cap Fund Institutional Class CIPIX 33.0% 402 1.05%
Columbia Acorn A LACAX 18.0% 16,800 1.11%
Columbia Acorn A LACTZ 18.0% 16,800 1.11%
Columbia Acorn B LACBX 18.0% 16,800 1.81%
Columbia Acorn C LIACX 18.0% 16,800 1.94%
Columbia Acorn Select A LTFAX 21.0% 1,100 1.35%
Columbia Acorn Select B LTFBX 21.0% 1,100 2.05%
Columbia Acorn Select Z AATTZ 21.0% 1,100 1.00%
Columbia Acorn Select Z ACT1Z 21.0% 1,100 1.00%
Columbia Acorn Select Z ACTWX 21.0% 1,100 1.00%
Columbia Acorn Z ACR1Z 18.0% 16,800 0.77%
Columbia Acorn Z ACRNX 18.0% 16,800 0.77%
Columbia Acorn Z ACRTZ 18.0% 16,800 0.77%
Columbia Mid Cap Growth A CBSAX 138.0% 2,000 1.20%
Columbia Mid Cap Growth B CBSBX 138.0% 2,000 1.95%
Columbia Mid Cap Growth C CMCCX 138.0% 2,000 1.95%
Columbia Mid Cap Growth Fund Class R5 CMGVX 138.0% 2,000 0.85%
Columbia Mid Cap Growth Opportunity A INVPX 157.0% 688 1.30%
Columbia Mid Cap Growth Opportunity B IDQBX 157.0% 688 2.05%
Columbia Mid Cap Growth Opportunity C AESCX 157.0% 688 2.05%
Columbia Mid Cap Growth Opportunity R4 IESYX 157.0% 688 1.13%
Columbia Mid Cap Growth T CBSTX 138.0% 2,000 1.25%
Columbia Mid Cap Growth Z CLS1Z 138.0% 2,000 0.95%
Columbia Mid Cap Growth Z CLSPX 138.0% 2,000 0.95%
Delaware Smid Cap Growth A DFC1Z 21.0% 1,300 1.27%
Delaware Smid Cap Growth B DFBIX 21.0% 1,300 2.02%
Delaware Smid Cap Growth C DEEVX 21.0% 1,300 2.02%
Delaware Smid Cap Growth Instl DFDIX 21.0% 1,300 1.02%
DF Dent Premier Growth DFDPX 21.0% 146 1.10%
Dreyfus Mid Cap Growth Fund Class A FRR1Z 232.2% 122 1.51%
Dreyfus Mid Cap Growth Fund Class A FRSDX 232.2% 122 1.51%
Dreyfus Mid-Cap Growth F FRSPX 232.2% 122 1.25%
Dreyfus Mid-Cap Growth I FRSRX 232.2% 122 1.23%
Dreyfus/The Boston Co Sm/Md Cp Gr A DBMAX 180.8% 582 1.09%
Dreyfus/The Boston Co Sm/Md Cp Gr I SDSCX 180.8% 582 0.77%
DWS Mid Cap Growth A SMA1Z 54.0% 325 1.27%
DWS Mid Cap Growth A SMCAX 54.0% 325 1.27%
DWS Mid Cap Growth C SMCCX 54.0% 325 2.08%
DWS Mid Cap Growth Inst BTEAX 54.0% 325 1.00%
DWS Mid Cap Growth S SMCSX 54.0% 325 1.00%
Eagle Mid Cap Growth A HAGAX 91.0% 460 1.23%
Eagle Mid Cap Growth C HAGCX 91.0% 460 1.94%
Eagle Mid Cap Growth Fund Class R3 HAREX 91.0% 460 1.52%
Eagle Mid Cap Growth I HAGIX 91.0% 460 0.89%
Eagle Mid Cap Growth R5 HARSX 91.0% 460 0.91%
Eagle Mid Cap Stock A HMCAX 242.0% 739 1.14%
Eagle Mid Cap Stock I HMCJX 242.0% 739 0.79%
Eagle Mid Cap Stock R3 HMRRX 242.0% 739 1.43%
Eagle Mid Cap Stock R5 HMRSX 242.0% 739 0.85%
Eaton Vance Atlanta Capital SMID-Cap A EAASX 19.0% 2,400 1.25%
Eaton Vance Atlanta Capital SMID-Cap Fund Class C ECB1Z 19.0% 2,400 2.00%
Eaton Vance Atlanta Capital SMID-Cap I EISMX 19.0% 2,400 1.00%
Eaton Vance Multi-Cap Growth A EVGFX 168.0% 144 1.25%
Eaton Vance Multi-Cap Growth B EMGFX 168.0% 144 2.00%
Eaton Vance Multi-Cap Growth C ECGFX 168.0% 144 2.00%
FAM Value Inv FAMVX 7.8% 728 1.23%
FBR Focus I FBRIX 13.0% 725 1.15%
FBR Focus Investor FBRVX 13.0% 725 1.44%
Federated Kaufmann A KAUAX 64.0% 5,400 1.96%
Federated Kaufmann R KATTZ 64.0% 5,400 1.96%
Federated Kaufmann R KAUFX 64.0% 5,400 1.96%
Federated Mid Cap Growth Strategies A FGSAX 172.0% 260 1.23%
Federated Mid Cap Growth Strategies A FGSTZ 172.0% 260 1.23%
Federated Mid Cap Growth Strategies B FGSBX 172.0% 260 1.98%
Federated Mid Cap Growth Strategies C FGI1Z 172.0% 260 1.98%
Federated Mid Cap Growth Strategies C FGSCX 172.0% 260 1.98%
Fidelity Advisor Mid Cap Growth A FGCAX 160.0% 255 1.04%
Fidelity Advisor Mid Cap Growth I FGCOX 160.0% 255 0.68%
Fidelity Advisor Mid Cap II A FIICZ 80.0% 3,000 1.16%
Fidelity Advisor Mid Cap II B FIIBX 80.0% 3,000 1.91%
Fidelity Advisor Mid Cap II C FIICX 80.0% 3,000 1.87%
Fidelity Advisor Mid Cap II I FIIMX 80.0% 3,000 0.90%
Fidelity Advisor Mid Cap II T FAMCZ 80.0% 3,000 1.35%
Fidelity Advisor Stock Selector Mid Cp A FMQCZ 198.0% 1,700 0.94%
Fidelity Advisor Stock Selector Mid Cp B FMCBX 198.0% 1,700 1.73%
Fidelity Advisor Stock Selector Mid Cp C FMCEX 198.0% 1,700 1.68%
Fidelity Advisor Stock Selector Mid Cp I FMCCX 198.0% 1,700 0.64%
Fidelity Advisor Stock Selector Mid Cp T FMCAX 198.0% 1,700 1.13%
Fidelity Growth Strategies FDEGX 165.0% 1,700 0.79%
Fidelity Mid Cap Growth FSMGX 160.0% 255 0.79%
FPA Perennial FPPFX 5.0% 232 1.00%
Franklin Small-Mid Cap Growth A FRC1Z 44.4% 3,400 1.00%
Franklin Small-Mid Cap Growth A FRSGX 44.4% 3,400 1.00%
Franklin Small-Mid Cap Growth Adv FSGAX 44.4% 3,400 0.75%
Franklin Small-Mid Cap Growth B FBSMX 44.4% 3,400 1.75%
Franklin Small-Mid Cap Growth R FSMRX 44.4% 3,400 1.25%
Gabelli ABC Advisor GADVX 276.0% 521 0.87%
Goldman Sachs Growth Opportunities A GGOAX 71.0% 4,000 1.35%
Goldman Sachs Growth Opportunities A GGOTZ 71.0% 4,000 1.35%
Goldman Sachs Growth Opportunities B GGOBX 71.0% 4,000 2.10%
Goldman Sachs Growth Opportunities C GGOCX 71.0% 4,000 2.10%
Goldman Sachs Growth Opportunities I GGOIX 71.0% 4,000 0.95%
Goldman Sachs Growth Opportunities IR GGOTX 71.0% 4,000 1.10%
Goldman Sachs Growth Opportunities R GGORX 71.0% 4,000 1.60%
Goldman Sachs Growth Opportunities Svc GGOSX 71.0% 4,000 1.45%
Goldman Sachs Small/Mid Cap Growth A GSMAX 53.0% 794 1.35%
Goldman Sachs Small/Mid Cap Growth B GSMDX 53.0% 794 2.10%
Goldman Sachs Small/Mid Cap Growth C GSMGX 53.0% 794 2.10%
Goldman Sachs Small/Mid Cap Growth I GSMYX 53.0% 794 0.95%
Goldman Sachs Small/Mid Cap Growth IR GTMTX 53.0% 794 1.10%
Goldman Sachs Small/Mid Cap Growth R GTMRX 53.0% 794 1.60%
Harbor Mid Cap Growth Adm HRMGX 111.0% 611 1.11%
Harbor Mid Cap Growth Instl HAMGX 111.0% 611 0.86%
Harbor Mid Cap Growth Inv HIMGX 111.0% 611 1.23%
Hartford Midcap A HFMCX 70.0% 3,000 1.21%
Hartford Midcap B HAMBX 70.0% 3,000 2.03%
Hartford Midcap C HMDCX 70.0% 3,000 1.91%
Hartford Midcap Fund Class I HFMIX 70.0% 3,000 0.92%
Hartford Midcap R3 HFMRX 70.0% 3,000 1.48%
Hartford Midcap R4 HFMSX 70.0% 3,000 1.18%
Hartford Midcap R5 HFMTX 70.0% 3,000 0.87%
Hartford Midcap Y HMDYX 70.0% 3,000 0.77%
HighMark Geneva Mid Cap Growth A PNMAX 23.0% 756 1.38%
HighMark Geneva Mid Cap Growth C MGPCX 23.0% 756 1.98%
HighMark Geneva Mid Cap Growth Fund Fiduciary Class PNMFX 23.0% 756 1.13%
ING Mid Cap Opportunities A NMCAX 70.0% 751 1.35%
ING Mid Cap Opportunities A NMCSZ 70.0% 751 1.35%
ING Mid Cap Opportunities I NMCIX 70.0% 751 0.91%
Integrity Williston Bsn/Md-N Amer Stk A ICPAX 50.9% 451 1.44%
Integrity Williston Bsn/Md-N Amer Stk A ICPSZ 50.9% 451 1.44%
Invesco Dynamics A IDYAX 141.0% 822 1.13%
Invesco Dynamics C IFDCX 141.0% 822 1.88%
Invesco Dynamics Fund Institutional Class IDICX 141.0% 822 0.72%
Invesco Dynamics Inv FIDYX 141.0% 822 1.13%
Invesco Dynamics Y IDYYX 141.0% 822 0.88%
IronBridge Frontegra SMID Instl IBSMX 54.0% 680 0.92%
Ivy Mid Cap Growth A WMGAX 29.0% 2,000 1.49%
Ivy Mid Cap Growth I IYMIX 29.0% 2,000 1.08%
Ivy Mid Cap Growth R WMGRX 29.0% 2,000 1.68%
Ivy Mid Cap Growth Y WMGYX 29.0% 2,000 1.34%
Janus Enterprise Fund Class A JDMAX 15.0% 2,400 1.06%
Janus Enterprise Fund Class C JGRCX 15.0% 2,400 1.78%
Janus Enterprise Fund Class I JMGRX 15.0% 2,400 0.73%
Janus Enterprise Fund Class R JDMRX 15.0% 2,400 1.44%
Janus Enterprise Fund Class S JGRTX 15.0% 2,400 1.19%
Janus Enterprise T JAENX 15.0% 2,400 0.94%
Kinetics Internet No Load WWWFX 32.0% 106 1.89%
LKCM Small-Mid Cap Equity Fund Institutional Class LKSMX 36.0% 132 1.01%
Loomis Sayles Mid Cap Growth A LAGRX 204.0% 102 1.25%
Loomis Sayles Mid Cap Growth Y LSAIX 204.0% 102 1.00%
Loomis Sayles Mid Cap Growth Y LSATZ 204.0% 102 1.00%
Lord Abbett Growth Opportunities A LMGAX 122.0% 613 1.41%
Lord Abbett Growth Opportunities B LMGBX 122.0% 613 2.06%
Lord Abbett Growth Opportunities C LMGCX 122.0% 613 2.06%
Lord Abbett Growth Opportunities I LMGYX 122.0% 613 1.06%
Madison Mosaic Mid Cap Y GTSGX 32.0% 175 1.25%
Madison Mosaic Mid Cap Y MMCTZ 32.0% 175 1.25%
Meridian Growth MERDX 26.0% 2,500 0.81%
Meridian Value MVALX 38.0% 677 1.09%
MFS Mid-Cap Growth A OTCAX 86.0% 949 1.28%
MFS Mid-Cap Growth A OTCSZ 86.0% 949 1.28%
Morgan Stanley Inst Mid Cap Growth I MPEGX 35.0% 6,300 0.70%
Morgan Stanley Inst Mid Cap Growth P MACGX 35.0% 6,300 0.95%
Morgan Stanley Mid Cap Growth A DGRAX 34.0% 312 0.97%
Morgan Stanley Mid Cap Growth B DGRBX 34.0% 312 1.72%
Morgan Stanley Mid Cap Growth C DGRCX 34.0% 312 1.72%
Munder Mid-Cap Core Growth A MGO1Z 65.0% 4,300 1.33%
Munder Mid-Cap Core Growth A MGOAX 65.0% 4,300 1.33%
Munder Mid-Cap Core Growth B MGROX 65.0% 4,300 2.08%
Munder Mid-Cap Core Growth C MGOTX 65.0% 4,300 2.08%
Munder Mid-Cap Core Growth R MMSRX 65.0% 4,300 1.58%
Munder Mid-Cap Core Growth Y MGOYX 65.0% 4,300 1.08%
NCM Capital Mid-Cap Growth No Load NCMMX 96.0% 923,400 1.36%
Needham Growth NEEGX 29.0% 116 1.79%
Neuberger Berman Genesis Adv NBGAX 12.0% 11,400 1.41%
Neuberger Berman Genesis Instl NBGIX 12.0% 11,400 0.85%
Neuberger Berman Genesis Inv NBGNX 12.0% 11,400 1.06%
Neuberger Berman Genesis Tr NBGEX 12.0% 11,400 1.14%
Neuberger Berman Mid Cap Growth A NMGAX 49.0% 620 1.12%
Neuberger Berman Mid Cap Growth Adv NBMBX 49.0% 620 1.51%
Neuberger Berman Mid Cap Growth Inst NBMLX 49.0% 620 0.76%
Neuberger Berman Mid Cap Growth Inv NMANX 49.0% 620 1.03%
Neuberger Berman Mid Cap Growth R3 NMGRX 49.0% 620 1.37%
Neuberger Berman Mid Cap Growth Tr NBMTX 49.0% 620 1.08%
Nicholas NICSX 20.6% 1,600 0.89%
Nicholas II I NCTWX 27.9% 541 0.65%
Nicholas II N NNTWX 27.9% 541 0.99%
Nuveen Mid Cap Growth Opp A FRSLX 114.0% 1,100 1.28%
Nuveen Mid Cap Growth Opp B FMQBX 114.0% 1,100 2.03%
Nuveen Mid Cap Growth Opp C FMECX 114.0% 1,100 2.03%
Nuveen Mid Cap Growth Opp I FISGX 114.0% 1,100 1.03%
Oppenheimer Small & Mid Cap Growth A OEGAX 99.0% 274 1.49%
Oppenheimer Small & Mid Cap Growth N OEGNX 99.0% 274 1.79%
Oppenheimer Small & Mid Cap Growth Y OEGYX 99.0% 274 1.01%
Pioneer Select Mid Cap Growth A PMCTX 81.0% 462 1.15%
Pioneer Select Mid Cap Growth C PMTCX 81.0% 462 2.07%
Pioneer Select Mid Cap Growth Y PMTYX 81.0% 462 0.71%
PRIMECAP Odyssey Aggressive Growth POAGX 11.3% 1,200 0.69%
Principal MidCap Blend A PEMGX 33.2% 2,700 1.08%
Principal MidCap Blend B PRMBX 33.2% 2,700 2.05%
Principal MidCap Blend Inst PCBIX 33.2% 2,700 0.65%
Principal MidCap Blend R4 PMBSX 33.2% 2,700 1.01%
Principal MidCap Blend R5 PMBPX 33.2% 2,700 0.89%
Principal MidCap Growth III Inst PPIMX 107.8% 1,400 0.95%
Prudential Jennison Mid Cap Growth A PEEAX 45.0% 4,800 1.09%
Prudential Jennison Mid Cap Growth B PEEBX 45.0% 4,800 1.79%
Prudential Jennison Mid Cap Growth C PEGCX 45.0% 4,800 1.79%
Prudential Jennison Mid Cap Growth Fund, Inc Class Q PJGQX 45.0% 4,800 0.61%
Prudential Jennison Mid Cap Growth L JUG1Z 45.0% 4,800 1.29%
Prudential Jennison Mid Cap Growth R JDERX 45.0% 4,800 1.29%
Prudential Jennison Mid Cap Growth X JUSEX 45.0% 4,800 1.79%
Prudential Jennison Mid Cap Growth Z PEGZX 45.0% 4,800 0.79%
Rainier Mid Cap Equity RIMMX 127.9% 843 1.30%
Rainier Mid Cap Equity I RAIMX 127.9% 843 1.05%
Rainier Small/Mid Cap Equity RIMSX 111.0% 2,300 1.24%
Rainier Small/Mid Cap Equity Instl RAISX 111.0% 2,300 0.99%
Roosevelt Multi Cap BULLX 149.9% 145 1.44%
Royce Premier Instl RPFIX 18.0% 6,700 0.97%
Royce Premier Invmt RYP1Z 18.0% 6,700 1.09%
Royce Premier Invmt RYPRX 18.0% 6,700 1.09%
Royce Premier K RPRKX 18.0% 6,700 1.49%
Royce Premier R RPRRX 18.0% 6,700 1.66%
Royce Premier Service RPFFX 18.0% 6,700 1.34%
RS Select Growth A RSDGX 104.0% 177 1.35%
RS Select Growth Fund Class Y RSSYX 104.0% 177 1.04%
Rydex S&P MidCap 400 Pure Growth A RYMGX 226.0% 245 1.54%
Rydex S&P MidCap 400 Pure Growth H RYBHX 226.0% 245 1.55%
Schroder US Small & Mid Cap Opp Adv SMDVX 100.0% 208 1.33%
Schroder US Small & Mid Cap Opp Inv SMDIX 100.0% 208 1.08%
Sentinel Sustainable Mid Cap Opp A WAEGX 8.0% 106 1.39%
Sentinel Sustainable Mid Cap Opp I CEGIX 8.0% 106 1.38%
Sit Mid Cap Growth NBNGX 27.0% 144 1.25%
T. Rowe Price Instl Mid-Cap Equity Gr PMEGX 38.3% 2,800 0.63%
T. Rowe Price Mid-Cap Growth RPMGX 30.6% 17,500 0.80%
T. Rowe Price Mid-Cap Growth Adv PAMCX 30.6% 17,500 1.05%
T. Rowe Price Mid-Cap Growth R RRMGX 30.6% 17,500 1.31%
TCM Small-Mid Cap Growth TCMMX 114.0% 276 0.95%
TIAA-CREF Mid-Cap Growth Instl TRPWX 81.0% 1,300 0.49%
TIAA-CREF Mid-Cap Growth Premier TRGPX 81.0% 1,300 0.64%
TIAA-CREF Mid-Cap Growth Retail TCMGX 81.0% 1,300 0.85%
TimesSquare Mid Cap Growth Instl TMDIX 60.0% 1,600 1.08%
TimesSquare Mid Cap Growth Prem TMDPX 60.0% 1,600 1.28%
Transamerica Growth Opportunities A ITSCZ 125.0% 614 1.70%
Transamerica Growth Opportunities I TGPIX 125.0% 614 1.08%
Turner Midcap Growth Inst TMGEX 104.0% 708 0.93%
Turner Midcap Growth Investor TMGFX 104.0% 708 1.18%
Turner Midcap Growth Investor TMGTZ 104.0% 708 1.18%
Value Line VLIFX 18.0% 116 1.04%
Value Line Emerging Opportunities VLEOX 24.0% 275 1.21%
Value Line Premier Growth VALSX 20.0% 320 1.24%
Vanguard Mid Cap Growth Inv VMGRX 127.0% 2,100 0.53%
Vanguard Mid-Cap Growth Index Inv VMGIX 41.0% 2,500 0.24%
Waddell & Reed New Concepts A UNECX 55.0% 1,400 1.43%
Waddell & Reed New Concepts Y UNEYX 55.0% 1,400 1.04%
Wells Fargo Advantage Common Stock A SCSAX 41.0% 1,100 1.27%
Wells Fargo Advantage Common Stock B SCSKX 41.0% 1,100 2.02%
Wells Fargo Advantage Common Stock C STSAX 41.0% 1,100 2.02%
Wells Fargo Advantage Common Stock Fund Institutional Class SCNSX 41.0% 1,100 0.88%
Wells Fargo Advantage Common Stock Inv STCSX 41.0% 1,100 1.30%
Wells Fargo Advantage Discovery A WFDAX 111.0% 1,400 1.23%
Wells Fargo Advantage Discovery Adm WFDDX 111.0% 1,400 1.16%
Wells Fargo Advantage Discovery Instl WFDSX 111.0% 1,400 0.91%
Wells Fargo Advantage Discovery Inv STDIX 111.0% 1,400 1.30%
Wells Fargo Advantage Enterprise A SENAX 104.0% 636 1.18%
Wells Fargo Advantage Enterprise Adm SEPKX 104.0% 636 1.15%
Wells Fargo Advantage Enterprise C WENCX 104.0% 636 1.93%
Wells Fargo Advantage Enterprise I WFEIX 104.0% 636 0.85%
Wells Fargo Advantage Enterprise Inv SENTX 104.0% 636 1.25%
Westcore MIDCO Growth WTMGX 113.0% 121 1.02%
Westcore MIDCO Growth Institutional WIMGX 113.0% 121 0.88%
Westcore Select WTSLX 155.0% 514 1.02%
Westport I WPFIX 9.0% 493 1.03%
Westport R WPFRX 9.0% 493 1.25%
Westport Select Cap I WPSCX 2.0% 544 1.16%
Westport Select Cap R WPSRX 2.0% 544 1.36%
William Blair Mid Cap Growth I WCGIX 70.0% 295 1.10%
William Blair Mid Cap Growth N WCGNX 70.0% 295 1.35%
William Blair Small-Mid Cap Gr I WSMDX 76.0% 327 1.10%
William Blair Small-Mid Cap Gr N WSMNX 76.0% 327 1.35%
Wilmington Mid Cap Growth A AMCRX 34.0% 268 1.24%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.

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