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Great-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund Ranking and Research

Ranking, Research and Recommendation of Great-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund

    Last Trade: $24.98 on 5/25/2017, Change: +0.19 (0.77%)

 

Graph of Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) ManagerFund Manager - Brian W.H. Berghuis

Fund Manager Information

Fund Manager Tenure: 19.9 years
Fund Family: Great-West Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.89)     (What does this score mean?)
Mr. Berghuis has been chairman of the committee.He started at T. Rowe Price in 1985 as an analyst following the retail sector, and he became a portfolio manager in 1992. Previously, Berghuis was a summer research associate at Dominion Securities Pitfield and spent two years at Kidder, Peabody & Co. as a deferred admission associate in utility corporate finance. Berghuis earned a BA, cum laude, from Princeton University's Woodrow Wilson School of Public and International Affairs. He also holds an MBA from Harvard Business School. Berghuis has earned the CFA designation.  Get more insights on Brian W.H. Berghuis

 

Graph of Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) ProfileGreat-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) Profile

Fund Profile and Description

Great-West T. Rowe Price Mid Cp Gr Init Fund seeks long term capital appreciation. Great-West T. Rowe Price Mid Cp Gr Init Fund invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers whose market capitalization fall within the range of companies included in either the S&P MidCap 400 Index or the Russell MidCap Growth Index at the time of purchase. It may also invest up to 25% of assets in foreign securities. The Portfolio may also invest in fixed-income securities without regard to quality, maturity, or rating, including up to 10% in non-investment grade fixed income securities.

 

Great-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund Strength What we like about Great-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund

Data for Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) as of May 30, 2016

  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) management has been with Great-West T. Rowe Price Mid Cp Gr Init Fund for 19.9 years
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) has good short-term performance (1-year return 0.82% vs -5.73% Mid-Cap Growth category median performance)
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) has good mid-term performance (3-year return 13.22% vs 8.38% Mid-Cap Growth category median performance)
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) has good Long-term performance (5-year return 11.35% vs 7.70% Mid-Cap Growth category median performance)
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) ratio of up-years vs down years is greater than 2
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) has a Morningstar rating of 4 and above
  • Asset base in Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) has an annual stock turnover rate of 35.00% vs Mid-Cap Growth average of 50.96%. It is good that Great-West T. Rowe Price Mid Cp Gr Init management does not trade extensively for its return.
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.18, lower than category average of 13.49
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) has a lower expense ratio than its Mid-Cap Growth average: 1.03% vs 1.28%
  • Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) Weakness What we are cautious about Great-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund

Data for Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) as of May 30, 2016

See Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX)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
Great-West T. Rowe Price Mid Cp Gr Init2.590.8213.2211.35
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 Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX)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 Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) Net Asset TrackingGreat-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund Net Asset

Track net asset change of Great-West T. Rowe Price Mid Cp Gr Init fund (MXMGX)

DateNet Asset
05/2016$1.02B
03/2016$1.01B
02/2016$933.08M
More historic net asset information on Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX)

  

Graph of Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) Portfolio TrackingGreat-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund Portfolio Allocation

Track portfolio allocation change of Great-West T. Rowe Price Mid Cp Gr Init fund (MXMGX)

DateCashStockBondOther
12/20153.86%93.6%1.5%1.04%
09/20155.47%93.12%0.55%0.86%
06/20154.56%94.01%0%1.43%
Click here to see more historic asset allocation information on Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX)

 

graph of Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) Top 10 Position TrackingTop 10 Holdings in Great-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund

Discover what Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX) manager is buying

Dec 30, 2015
Fiserv, Inc. [2.42%]
Norwegian Cruise Line Holdings [1.81%]
VeriSign, Inc. [1.78%]
Textron Inc. Common Stock [1.7%]
Alkermes plc [1.69%]
CarMax Inc [1.64%]
Roper Technologies, Inc. Common [1.54%]
Intuitive Surgical, Inc. [1.53%]
AutoZone, Inc. Common Stock [1.52%]
INTL BK FOR RECON &DEV DISC NT [1.5%]

Sep 29, 2015
Fiserv, Inc. [2.54%]
Norwegian Cruise Line Holdings [1.82%]
CarMax Inc [1.81%]
IHS Inc. IHS Inc. Class A Commo [1.71%]
Textron Inc. Common Stock [1.58%]
AutoZone, Inc. Common Stock [1.52%]
FNF Group of Fidelity National [1.49%]
VeriSign, Inc. [1.48%]
Global Payments Inc. Common Sto [1.44%]

Jun 29, 2015
Fiserv, Inc. [2.24%]
Pall Corporation [2.01%]
CarMax Inc [1.86%]
Altera Corporation [1.78%]
IHS Inc. IHS Inc. Class A Commo [1.74%]
Textron Inc. Common Stock [1.73%]
Norwegian Cruise Line Holdings [1.65%]
FNF Group of Fidelity National [1.44%]
Roper Technologies, Inc. Common [1.34%]
Click here for Stock Holding Change Map in Great-West T. Rowe Price Mid Cp Gr Init Fund (MXMGX)

  

Latest News on Great-West T. Rowe Price Mid Cp Gr Init (MXMGX) Fund

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