This is because mid-cap funds
are affected by considerable volatility in stocks they hold, especially in a downturn.
Small-and mid-cap funds
are likely to deliver attractive returns, but one must tread with caution
Financial Industries, Technical Opportunities, and Disciplined Value Mid-Cap Funds
Recognized for Consistent, Risk-adjusted Performance
Those modifications will also recognize that some market segments--large-cap funds, mid-cap funds
, real estate investment trust funds--have performed exceptionally well in the past year, "and most likely that just can't continue," and the Bar needs to look elsewhere for growth.
In the developed markets, US equity funds were said to have a neutral week with safe-haven flows into large-cap exchange traded funds canceled out by redemptions from small and mid-cap funds
They may have taken a beating when the stock markets were in a tumble late last year, but don't write-off small- and mid-cap funds
They didn't open a bond fund but invested in several mutual funds, including large-cap, technology, international, and mid-cap funds
For mid-cap funds
, the story is much the same: From an inflow of $11.
However, assets in mid-cap funds
accounted for only 15.
As our latest edition of annual mutual fund rankings by Valueresearch shows, they beat all asset classes, with large-cap funds delivering an average return of 31 per cent, large- and mid-cap funds
43 per cent and multi-cap funds 48 per cent.
The Fund is one of only six mid-cap funds
among the 20 third-party funds selected for the Small- and Mid-Cap U.
Another way to insulate your portfolio from market volatility is to have a multi-cap strategy, with the major portion of equity portfolio in large-cap funds and the rest in mid-cap funds