Mid-Cap Equity

Mid-cap equity funds and ETFs are funds that own stocks in the... 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. They can invest in a wide range of sectors. Depending on the mandate, these funds may be geographically diversified, can be actively managed or indexed and may pursue various strategies to achieve returns. For example, a fund may prioritize value over growth, or vice versa. Some investors gravitate to 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. Mid-cap equity funds and ETFs may be appropriate for more aggressive investors who seek returns that are a bit 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: 01/27/2025 View more View less

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... 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. They can invest in a wide range of sectors. Depending on the mandate, these funds may be geographically diversified, can be actively managed or indexed and may pursue various strategies to achieve returns. For example, a fund may prioritize value over growth, or vice versa. Some investors gravitate to 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. Mid-cap equity funds and ETFs may be appropriate for more aggressive investors who seek returns that are a bit 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: 01/27/2025 View more View less