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“Mid Caps Can Make a Positive Difference in Performance”

Mid caps constitute a significant portfolio of the market — and can make a positive difference in a portfolio. This white paper compares 15 rules-based portfolios to show how mid caps can boost performance and why omitting them could be a costly mistake.

Investors deploy their capital to a wide variety of investments (bonds, mutual funds, real estate, and stocks, for example) in small, medium, and large companies to balance risk and reward. However many diversified portfolios are missing an allocation to mid caps, which can translate to potentially missing an average annualized excess return of 1.19%. (1,2) Mid caps are an ideal balance of risk and reward, yet they often don’t get the same attention from the media as large caps or the scrutiny from academics that small caps do. This white paper reveals:

  • Growth opportunities: How mid caps offer the potential for enhanced returns

  • The results of putting mid caps to the test

  • Why minding the middle pays

  • How to empower your decision-making with knowledge and tools to identify high-potential mid-cap opportunities

  • And more!

(1,2) FactSet, as of March 31, 2023. Return data from January 1994 to March 2023. Past performance is not a reliable indicator of future performance. All the index performance results referred to are provided exclusively for comparison purposes only. It should not be assumed that they represent the performance of any particular investment. Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income as applicable. You cannot invest directly in an index.

Important Risk Information

Investing involves risk including the risk of loss of principal.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.

Passively managed funds invest by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-866-787-2257 or visit www.ssga.com. Read it carefully.

© 2023 State Street Corporation. All Rights Reserved.

Not FDIC Insured – No Bank Guarantee – May Lose Value

Contents are intended for US investors only.

Offered Free by: State Street Global Advisors SPDR®

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