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2810 Fieldstream Drive North
Wilson, NC 27896
Phone: 252-237-4357
Fax: 252-243-2681
March/April 2018
A Little This, A Little That
In the world of investing, many people overlook an important part of the market: mid-cap stocks. What are they and how might they fit in your portfolio? Let’s take a look.
Not Too Big, Not Too Small
Mid-cap stocks have middle-child syndrome. Measured by the S&P MidCap 400® Index, mid-cap stocks generally have a market capitalization of roughly $2 billion to $7 billion. Yet, you can find larger mid-cap stocks in large-cap stock mutual funds and smaller mid-caps in a small-cap stock mutual fund.
More Potential Growth
Mid-cap stocks generally have more risk and potential growth than large-caps, while they offer more potential stability compared to volatile small-cap stocks. Some mutual funds* specialize in mid-cap stocks, which gives you another investment alternative to consider.
*You should consider the fund’s investment objectives, charges, expenses and risks carefully before investing. The fund’s prospectus, which can be obtained from your financial representative, contains this and other information about the fund. Read the prospectus carefully before you invest or send money. Shares, when redeemed, may be worth more or less than their original cost. Past performance doesn’t guarantee future results.
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Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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