Discover the untapped potential of mid caps to help enhance portfolio returns.
Mid-cap stocks have a total market cap of $2.4 trillion,1 yet many diversified portfolios don’t include a mid-cap allocation. What do you miss by skipping mid caps? The potential for enhanced returns.
1 Morningstar, as of March 2023, in Large Blend, Mid-Cap Blend, and Small-Cap Blend categories. Large-Cap Blend has $5.5 trillion, Mid-Cap Blend has $544 billion, and Small-Cap Blend has $510 billion which indicates an overweight to small-caps.
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