I'll look time to time to see what the median market cap of the fund's holdings are. The last time I looked was early October and the results were found here. The median then was $9.9 billion so let's see where things stand now, 6 weeks later.

These are the parameters I use:

1. Mega cap: >$100 Billion market cap
2. Large cap: $12-$100 Billion
3. Medium cap: $3-$12 Billion
4. Small cap: $500 million - $3 Billion
5. Micro cap: under $500 million

As always the exact cut offs are debatable... I exclude any index ETFs or UltraShort ETFs

Mega Cap
GOOG $206 B
AAPL $148 B

Large Cap
RIMM $63 B
POT $35.7 B
VMW $34.7
ACH $30s B
MOS $29.4 B
IBN $29.2 B
MA $24.9 B
NOV $23.2 B
GRMN $18.7 B
GSF $18.5 B
SLT $17.3 B
HDB $14.5
BTU $14.2 B
CNX $13.3 B

Mid Cap
FLR $11.9 B
BIDU $11.6 B
MDR $11.2 B
MTL $11.1 B
MICC $10.9 B
FWLT $10.2 B
JEC $9.8 B
CNH $9.5 B
NIHD $9.1 B
TSO $8.1 B
FTI $7.1 B
KBR $6.0 B
SGR $5.1 B
CBI $4.9 B
CF $4.9 B
FTO $4.8 B
CIEN $4.0 B
CTRP $4.0 B
BGC $3.7 B
CROX $3.2 B
CLB $3.0 B

Small Cap
EDU $2.9 B
JASO $2.5 B
RVBD $2.0 B
CGV $1.7 B
BCSI $1.1 B
EXM $1.0 B
WX $0.7 B

Micro Cap
DHIL $0.2 B

*******
Remarkably the median cap is now $9.8 Billion which is just about exactly where it was 6 weeks ago. (again it is not dollar weight averaged). In fact the exact same stock is the mid point, Jacobs Engineering Group - strange. So while the names have changed that sweet spot of $5 B to $30B is where I have been focusing - while they don't normally have quite the same upside potential as smaller fare, they usually can provide some more stability. While easier to hit home runs with the smaller companies (sub $5B), it is also easier to strike out.