Mid Cap Blend

Why invest in Mid Cap Blend

Mid Cap Blend companies combine value and growth and are defined as companies with market capitalization between $2 to $10 billion. Mid cap is considered to be the sweet spot in the capitalization universe as usually investors follow a barbell strategy of either investing in large or small cap and ignoring the mid caps completely. Companies in this category exhibit faster turnaround than larger caps yet they can be low earnings volatility when compared with small cap companies


Key indicators to consider before investing

  • GDP
  • Employment
  • Business Cycle

Top 5 ETF’s by Market Capitalization

Name of the Fund Ticker Symbol /Total AUM* Year of Inception Expense Ratio
Vanguard Mid-Cap VO  01/26/2004 0.08%
Vanguard Extended Market VXF  12/27/2001 0.09%
 iShares Core S&P MidCap  IJH  05/22/2000 0.07%
 SPDR S&P MidCap 400     MDY 05/04/1995  0.25%
iShares Russell Midcap Index  IWR  07/17/2001  0.20%


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