Mid-Cap Fund

(redirected from Mid Cap Funds)

Mid-Cap Fund

A mutual fund that invests primarily or exclusively in mid-capitalization stocks. In general, a mid-cap fund invests in companies with market capitalizations between $2 billion and $10 billion, but there is no specific definition. Some brokerages or exchanges have slightly different definitions of mid-cap. Mid-cap stocks are sometimes attractive because they are considered to have less volatility than small cap stocks, but more growth potential than large cap or blue chip stocks.
References in periodicals archive ?
The equity MF category outshined any other asset class, debt or gold for instance, for the year ended March 2015 with large cap funds delivering average returns of 31 per cent, the large and mid cap funds 43 per cent and the multi cap funds 48 per cent.
In fact, there are literally dozens of mid cap funds currently trading, giving exposure to various styles including 'broad', 'value', and 'growth' (see all the Mid Cap ETFs here).
The Small and Mid Cap Funds will invest in small and medium sized companies which involves greater risk than is customarily associated with investing in larger and more established companies.
Drilling down to style categories, the SPIVA scorecard shows that approximately 69% of large cap funds, 70% of mid cap funds and 51% small cap funds failed to beat the S&P 500, S&P MidCap 400 and S&P SmallCap 600 respectively over the previous three years.
4% of mid cap funds, and the S&P SmallCap 600 outperformed 57.
We found market timing opportunities just as large with small and mid cap funds as with international equities," said Roger Edelen, Managing Director of Research, ReFlow Management.
AFBA 5Star Large Cap Fund is more consistent with the names of our other funds, including AFBA 5Star Small and Mid Cap Funds.
StreetTRACKS DJ Wilshire Mid Cap funds investment objective is to replicate as closely as possible, before expenses, the total return of the Dow Jones Wilshire Mid Cap Index.
He noted that both New Generation and Mid Cap Growth are classified as mid cap funds by Lipper Analytical, Inc.
Mid Cap funds typically carry more risk than stock funds investing in well-established "blue-chip" companies.
Mid cap funds often seek out the potential blue chips of tomorrow, investing in more established companies.
The Balanced and Mid Cap Funds were each recognized in "The Wall Street Journal's" Mutual Fund Scorecard as ranking in the top 15 funds within their respective fund categories.

Full browser ?