The 3 mid-cap funds mentioned in this editorial were identified by evaluation of 5-year rolling CAGR and risk metrics such as ...
They owe their origin to a graphical representation of a fund’s equity-style box. In addition to diversification, blend funds are great picks for investors looking for a mix of growth and value ...
Mutual Funds: If you stay invested in a mutual fund for a long period, the initial investment can grow multi-fold. The rate of return in the later years tends to deliver higher returns because the ...
While mutual fund investors continue to see the strongest results from strategies focused on large-growth funds, some mid-cap growth funds have been putting up competitive returns. The average mid-cap ...
Since its inception in January 2011, the fund has tracked the Dow Jones Total Stock Market Mid-Cap Index, a broadly diversified index that accurately represents the U.S. mid-cap market. The index ...
The new fund is designed to give investors exposure to companies outside the top 100 by market capitalisation, a segment ...