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Deutsche Mid Cap Growth Institutional (BTEAX) Fund Ranking and Research

Ranking, Research and Recommendation of Deutsche Mid Cap Growth Institutional (BTEAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Deutsche Mid Cap Growth Institutional Fund (BTEAX) ManagerFund Manager - Rafaelina Lee

Fund Manager Information

Fund Manager Tenure: 10.6 years
Fund Family: Deutsche Asset & Wealth Mngt
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Lee joined Deutsche Asset Management in 1999. He is a research analyst for US Micro, Small and Mid Cap Equity: New York. Lee has Over 20 years of investment industry experience in US portfolio strategy, Latin America market strategy and US equity research at JP Morgan Securities, UBS Securities and Goldman Sachs & Co.  Get more insights on Rafaelina Lee

 

Graph of Deutsche Mid Cap Growth Institutional Fund (BTEAX) ProfileDeutsche Mid Cap Growth Institutional Fund (BTEAX) Profile

Fund Profile and Description

Deutsche Mid Cap Growth Institutional Fund seeks long-term capital growth. Deutsche Mid Cap Growth Institutional Fund normally invests at least 80% of assets in companies with market caps within the market capitalization range of the Russell Mid Cap Growth Index or securities with equity characteristics that provide exposure to those companies. It invests mainly in common stocks, but also includes other types of equity securities such as preferred stocks or convertible securities. Deutsche Mid Cap Growth Institutional Fund may invest up to 20% of assets in stocks and other securities of companies based outside the US.

 

Deutsche Mid Cap Growth Institutional (BTEAX) Fund Strength What we like about Deutsche Mid Cap Growth Institutional (BTEAX) Fund

Data for Deutsche Mid Cap Growth Institutional Fund (BTEAX) as of May 30, 2016

  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) management has been with Deutsche Mid Cap Growth Institutional Fund for 10.6 years
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) ratio of up-years vs down years is greater than 2
  • Asset base in Deutsche Mid Cap Growth Institutional Fund (BTEAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) has a lower expense ratio than its Mid-Cap Growth average: 0.97% vs 1.28%
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Deutsche Mid Cap Growth Institutional Fund (BTEAX) Weakness What we are cautious about Deutsche Mid Cap Growth Institutional (BTEAX) Fund

Data for Deutsche Mid Cap Growth Institutional Fund (BTEAX) as of May 30, 2016

  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) has a less-than-ideal short-term performance (1-year return -11.65% vs -5.73% Mid-Cap Growth category median performance)
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) has a less-than-ideal mid-term performance (3-year return 7.47% vs 8.38% Mid-Cap Growth category median performance)
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) has a less-than-ideal Long-term performance (5-year return 5.97% vs 7.70% Mid-Cap Growth category median performance)
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) has a Morningstar rating of 3 and below
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) is less safe compared to its Mid-Cap Growth peers
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) has an annual stock turnover rate of 53.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Deutsche Mid Cap Growth Institutional is more nimble, but also signal potential high tax impact and high trading fees
  • Deutsche Mid Cap Growth Institutional Fund (BTEAX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.64 that is higher than category average of 13.49
See Deutsche Mid Cap Growth Institutional Fund (BTEAX) performance details as of May 30, 2016

 

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Compare Deutsche Mid Cap Growth Institutional Fund (BTEAX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Deutsche Mid Cap Growth Institutional1.36-11.657.475.97
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Deutsche Mid Cap Growth Institutional Fund (BTEAX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Deutsche Mid Cap Growth Institutional Fund (BTEAX) Net Asset TrackingDeutsche Mid Cap Growth Institutional (BTEAX) Fund Net Asset

Track net asset change of Deutsche Mid Cap Growth Institutional fund (BTEAX)

DateNet Asset
05/2016$317.49M
03/2016$313.80M
02/2016$292.02M
More historic net asset information on Deutsche Mid Cap Growth Institutional Fund (BTEAX)

  

Graph of Deutsche Mid Cap Growth Institutional Fund (BTEAX) Portfolio TrackingDeutsche Mid Cap Growth Institutional (BTEAX) Fund Portfolio Allocation

Track portfolio allocation change of Deutsche Mid Cap Growth Institutional fund (BTEAX)

DateCashStockBondOther
04/20162.76%97.24%0%0%
02/20162.92%97.08%0%0%
01/20162.93%97.07%0%0%
Click here to see more historic asset allocation information on Deutsche Mid Cap Growth Institutional Fund (BTEAX)

 

graph of Deutsche Mid Cap Growth Institutional Fund (BTEAX) Top 10 Position TrackingTop 10 Holdings in Deutsche Mid Cap Growth Institutional (BTEAX) Fund

Discover what Deutsche Mid Cap Growth Institutional Fund (BTEAX) manager is buying

Apr 29, 2016
Ross Stores, Inc. [2.26%]
Ulta Salon, Cosmetics & Fragran [2.11%]
Southwest Airlines Company Comm [2.1%]
Intuit Inc. [1.96%]
Centene Corporation Common Stoc [1.95%]
Intercontinental Exchange Inc. [1.92%]
Wabco Holdings Inc. Common Stoc [1.86%]
The Middleby Corporation [1.77%]
Acuity Brands Inc (Holding Comp [1.77%]
Mohawk Industries, Inc. Common [1.72%]

Feb 28, 2016
Ross Stores, Inc. [2.37%]
Southwest Airlines Company Comm [2.25%]
Intuit Inc. [2.09%]
Intercontinental Exchange Inc. [2.03%]
Centene Corporation Common Stoc [1.9%]
Hanesbrands Inc. Common Stock [1.83%]
Broadridge Financial Solutions, [1.81%]
C.R. Bard, Inc. Common Stock [1.79%]
Ulta Salon, Cosmetics & Fragran [1.78%]
Acuity Brands Inc (Holding Comp [1.77%]

Jan 30, 2016
Ross Stores, Inc. [2.42%]
Intercontinental Exchange Inc. [2.38%]
Hanesbrands Inc. Common Stock [2.15%]
Centene Corporation Common Stoc [2.06%]
Intuit Inc. [2.06%]
Southwest Airlines Company Comm [2.01%]
Ulta Salon, Cosmetics & Fragran [1.94%]
CBRE Group Inc Common Stock Cla [1.94%]
Electronic Arts Inc. [1.84%]
Panera Bread Company [1.74%]
Click here for Stock Holding Change Map in Deutsche Mid Cap Growth Institutional Fund (BTEAX)

  

Latest News on Deutsche Mid Cap Growth Institutional (BTEAX) Fund

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Deutsche Mid Cap Growth Institutional Fund (BTEAX) Related ResourcesSee more information on Deutsche Mid Cap Growth Institutional (BTEAX) Fund

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