Mid Cap Value

Why invest in Mid Cap Value

Mid cap value companies have attractive features of both a large and small cap value companies. They are large enough to have sophisticated systems in place at the same time they are small enough to take quick decisions and have a more entrepreneurial spirit. Often mid cap companies are good targets for acquisition by  larger companies. Mid Cap Value companies are characterized by low P/E ratio , higher dividend yield.

 

 

Key Indicators to consider before investing

 

Top 5 ETF’s by Market Capitalization

Name of the Fund Ticker Symbol /Total AUM* Year of Inception Expense Ratio
 Vanguard Midcap Value   VOE  08/17/2006  0.08%
iShares Russell Midcap Value   IWS   07/17/2001  0.25%
 iShares MidCap 400 Value   IJJ  07/17/2001  0.25%
 Vanguard S&P Mid-Cap 400 Value   IVOV  09/07/2010  0.20%
 SPDR S&P 400 Mid Cap Value   MDYV  11/08/2005  0.15%

 

 

 

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