“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
(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.
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