U.S. Mid-Cap Equity

U.S. mid-cap equity funds and ETFs are funds that own stocks in... U.S. mid-cap equity funds and ETFs are funds that own stocks in the middle in terms of market capitalization. They usually invest most of their assets in companies with market caps between $3 billion and $10 billion. However, some funds own a mix of small, mid, and large cap stocks but overall have a mid-cap profile. These funds can be actively managed or indexed and may pursue various strategies to achieve returns. For example, a mid cap manager may prioritize value over growth, or vice versa. U.S. Mid-Cap funds can invest in a wide range of sectors. However, the most popular are industrials, consumer discretionary, and financial services. Some investors gravitate to U.S. mid caps because they have higher potential than large caps but less risk than small caps. Mid-cap companies are typically large enough that they’ve already achieved profitability, but may still be able to grow their revenues and earnings significantly. U.S. mid-cap equity funds and ETFs may be appropriate for more aggressive investors who seek returns that are higher than the market average. Among these funds, those with more diversified portfolios are usually a safer bet than those which concentrate their holdings in fewer stocks. Last Updated: 12/01/2023 View more View less

U.S. mid-cap equity funds and ETFs are funds that own stocks in the middle in terms of market capitalization. They usually invest most of their assets in companies with market caps between $3... U.S. mid-cap equity funds and ETFs are funds that own stocks in the middle in terms of market capitalization. They usually invest most of their assets in companies with market caps between $3 billion and $10 billion. However, some funds own a mix of small, mid, and large cap stocks but overall have a mid-cap profile. These funds can be actively managed or indexed and may pursue various strategies to achieve returns. For example, a mid cap manager may prioritize value over growth, or vice versa. U.S. Mid-Cap funds can invest in a wide range of sectors. However, the most popular are industrials, consumer discretionary, and financial services. Some investors gravitate to U.S. mid caps because they have higher potential than large caps but less risk than small caps. Mid-cap companies are typically large enough that they’ve already achieved profitability, but may still be able to grow their revenues and earnings significantly. U.S. mid-cap equity funds and ETFs may be appropriate for more aggressive investors who seek returns that are higher than the market average. Among these funds, those with more diversified portfolios are usually a safer bet than those which concentrate their holdings in fewer stocks. Last Updated: 12/01/2023 View more View less