Investment Capabilities

What You Miss By Overlooking Mid Caps

Mid caps offer a unique combination of stability and growth potential, yet investors often favor large- and small-cap stocks within their equity allocation. Explore what you might be missing if you have a mid-cap gap.

Source: Fund data is from Bloomberg Finance, L.P. as of December 31, 2020.

Methodology: Using mid-cap blend as the base, we compared sector weightings across mid-cap value and mid-cap growth. A difference of +1% or greater is marked as overweight, a difference of -1% or greater is marked as underweight, and any difference within the 1% range is marked as equivalent to the mid-cap blend base sector weighting.

This information should not be considered a recommendation to invest in a particular sector or to buy or sell any security shown. It is not known whether the sectors or securities shown will be profitable in the future. The holdings are taken from the accounting records of SSGA which may differ from the official books and records of the custodian.

Access the top ten holdings for MDY , MDYV , and MDYG.

Download Our Whitepaper

Mid Caps Defy Conventional Wisdom in Crisis and Recovery Get the full analysis in our latest whitepaper.

Conventional wisdom states that large-cap stocks hold up best in market downturns and that small-cap stocks take the lead in a recovery. Download our whitepaper which challenges those assumptions and explores:

Performance of various equity exposures during past crises
Risk/return metrics for broad-market and style exposures
Qualities that may help companies rebound from crises

By clicking submit, you’re opting into State Street Global Advisors’ communications. You can opt out or adjust your preferences at any time.

Access the Middle

SPDR® Portfolio S&P 400™ Mid Cap ETF

SPMD

Access the middle for just 5 basis points.

View Fund Details

SPDR® S&P MIDCAP 400® ETF Trust MDY

Learn more about the original mid-cap ETF, 25 years on from its inception.

View Fund Details

SPDR® S&P® 400 Mid Cap Value ETF MDYV

Discover a mid-cap ETF with the strongest value characteristics.

View Fund Details

SPDR® S&P 400™ Mid Cap Growth ETF MDYG

Find mid-cap stocks with the strongest growth characteristics.

View Fund Details

Connect

Questions?

We Are Here to Help

Get in Touch

Twitter

Stay Connected with Us

Glossary

Large-Cap Fund, or Large-Cap Companies
An abbreviation for “large-capitalization fund,” an equities portfolio composed of companies each with a market value of more than $10 billion.

S&P MidCap 400™ Index
A benchmark that seeks to target the mid-cap portion of the US equities market. The index covers more than 7% of the US equities market. Included in the index are companies with market cap in the range of $1 billion to $4.5 billion. This range is reviewed from time to time to ensure consistency with market conditions.

Small-Cap Stocks
Stocks with a relatively small market capitalizations — generally companies with market values of between $300 million and $2 billion. Small-cap stocks are more volatile than mid- or large-cap stocks, but tend to deliver higher returns over longer time periods

Disclosures

Important Risk Information

Investments in mid-sized companies may involve greater risks than those in larger, better known companies, but may be less volatile than investments in smaller companies. Index returns are unmanaged and do not reflect the deduction of any fees or expenses.

Index returns reflect capital gains and losses, income and the reinvestment of dividends. You cannot invest directly in an index.

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.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

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

Investing involves risk including the risk of loss of principal.

Twitter LinkedIn YouTube SPDR Blog

Content on this site is approved for Investment Professional use only.

View More Information About Our Firm: FINRA's BrokerCheck

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.

Standard & Poor's^®, S&P^® and SPDR^® are registered 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 these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation's financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

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 the distributor for DIA, MDY and SPY, all unit investment trusts. ALPS Portfolio Solutions Distributor, Inc., member FINRA, is the distributor for Select Sector SPDRs. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are not affiliated with State Street Global Advisors Funds Distributors, LLC.

THIS SITE IS INTENDED FOR QUALIFIED INVESTORS ONLY.

No Offer/Local Restrictions

Nothing contained in or on the Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. SSGA Intermediary Business offers a number of products and services designed specifically for various categories of investors. Not all products will be available to all investors. The information provided on the Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

All persons and entities accessing the Site do so on their own initiative and are responsible for compliance with applicable local laws and regulations. The Site is not directed to any person in any jurisdiction where the publication or availability of the Site is prohibited, by reason of that person's nationality, residence or otherwise. Persons under these restrictions must not access the Site.

Information for Non-U.S. Investors:

The products and services described on this web site are intended to be made available only to persons in the United States or as otherwise qualified and permissible under local law. The information on this web site is only for such persons. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

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, download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.

Not FDIC Insured * No Bank Guarantee * May Lose Value

2732006.6.1.AM.INST

Sitemap

View the FinSA disclosures