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.
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:
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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.
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
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.